| Identifier | Return Reference | Explanation |
|---|---|---|
| SCHEDULE OF CONTROLLED ENTITIES | 990-PF, PAGE 5. PART VII-A, LINE 11 | NAME OF CONTROLLED ENTITY - HERITAGE LAND MANAGEMENT LLC A DISREGARDED ENTITY EMPLOYER ID NO 41-22219002019 BUCKEYE DRIVERICHMOND, VA 23228THIS IS NOT AN EXCESS BUSINESS HOLDINGTRANSFER TO - $6,739TO PAY REAL ESTATE TAXES ON HISTORIC LAND HELD BY HERITAGE LAND MANAGEMENT LLC |
| Item No. | 1 |
|---|---|
| Lender's Name | ROBERT BLUFORD |
| Lender's Title | DIRECTOR |
| Original Amount of Loan | 639000 |
| Balance Due | 668200 |
| Date of Note | 2012-10 |
| Maturity Date | |
| Repayment Terms | |
| Interest Rate | 0.000000000000 |
| Security Provided by Borrower | |
| Purpose of Loan | PAY ORGANIZATIONS LIABILITIES |
| Description of Lender Consideration | CASH |
| Consideration FMV | 668200 |
| Item No. | 2 |
|---|---|
| Lender's Name | ROBERT BLUFORD |
| Lender's Title | DIRECTOR |
| Original Amount of Loan | |
| Balance Due | 96452 |
| Date of Note | |
| Maturity Date | |
| Repayment Terms | |
| Interest Rate | |
| Security Provided by Borrower | |
| Purpose of Loan | ACCRUED INTEREST BEFORE PRIVATE FOUNDATION STATUS |
| Description of Lender Consideration | |
| Consideration FMV | 96452 |
| Description | Revenue and Expenses per Books | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| BANK CHARGES | 120 | 0 | 0 | |
| SCC FEES | 35 | 0 | 0 | |
| PROFESSIONAL FEES | 865 | 0 | 0 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| REAL ESTATE TAXES | 6,739 | 0 | 0 |
| Name | US / Foreign Address |
EIN | Description | Amount |
|---|---|---|---|---|
| HERITAGE LAND MANAGEMENT LLC A DISREGARDED ENTITY |
2109 BUCKEYE DRIVE RICHMOND,VA23228 |
41-2221900 | PAY REAL ESTATE TAXES ON HISTORIC LAND HELD BY HERITAGE LAND MANAGEMENT LLC | 6,739 |
| Total | 6,739 | |||