Civic Intelligence

Thomas E Cofer Memorial Charitable Trust

990PF • Fiscal year 2022 • EIN 54-1548158

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 03, 2022

Organization Profile
1801 S Church St 7Smithfield, VA 23430

(757) 357-3861

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2022

Net Margin

100th percentile

1748%

Higher net margin than 100% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

41st percentile

-3.5%

Faster asset growth than 41% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$471,376

Down $16,872 (-3.5%) from 2021

Net Assets

Down

$471,376

Down $16,872 (-3.5%) from 2021

Liabilities

Flat

$1

Flat from 2021

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$965

Down $423,578 (-100%) from 2021

Expenses

Up

$15,907

Up $15,837 (+22624%) from 2021

Net Income

Down

-$16,872

Down $439,415 (-104%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2011: $70,356Liabilities 2011: $3,000Net Assets 2011: $67,3562011Assets 2012: $69,934Liabilities 2012: $3,000Net Assets 2012: $66,9342012Assets 2013: $72,631Liabilities 2013: $3,000Net Assets 2013: $69,6312013Assets 2014: $71,522Liabilities 2014: $1Net Assets 2014: $71,5222014Assets 2015: $70,876Liabilities 2015: $1Net Assets 2015: $70,8762015Assets 2016: $70,142Liabilities 2016: $1Net Assets 2016: $70,1422016Assets 2017: $68,852Liabilities 2017: $0Net Assets 2017: $68,8522017Assets 2018: $68,027Liabilities 2018: $0Net Assets 2018: $68,0272018Assets 2019: $67,339Liabilities 2019: $0Net Assets 2019: $67,3392019Assets 2020: $65,705Liabilities 2020: $1Net Assets 2020: $65,7052020Assets 2021: $488,248Liabilities 2021: $1Net Assets 2021: $488,2482021Assets 2022: $471,376Liabilities 2022: $1Net Assets 2022: $471,3762022Assets 2023: $455,526Liabilities 2023: $1Net Assets 2023: $455,5262023Assets 2024: $462,883Liabilities 2024: $1Net Assets 2024: $462,8832024Assets 2025: $462,905Liabilities 2025: $0Net Assets 2025: $462,9052025

Highlighted filing

2022

Assets$471,376
Liabilities$1
Net Assets$471,376
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KExpenses 2011: $3,5982011Expenses 2012: $3,5752012Revenue 2013: $6,299Expenses 2013: $3,602Net Income 2013: $2,6972013Revenue 2014: $6,329Expenses 2014: $4,438Net Income 2014: $1,8912014Revenue 2015: $3,131Expenses 2015: $3,777Net Income 2015: -$6462015Revenue 2016: $3,117Expenses 2016: $3,851Net Income 2016: -$7342016Revenue 2017: $2,586Expenses 2017: $3,876Net Income 2017: -$1,2902017Revenue 2018: $3,051Expenses 2018: $3,876Net Income 2018: -$8252018Revenue 2019: $3,038Expenses 2019: $3,726Net Income 2019: -$6882019Revenue 2020: $2,516Expenses 2020: $4,150Net Income 2020: -$1,6342020Revenue 2021: $422,613Expenses 2021: $70Net Income 2021: $422,5432021Revenue 2022: -$965Expenses 2022: $15,907Net Income 2022: -$16,8722022Revenue 2023: $10,646Expenses 2023: $26,496Net Income 2023: -$15,8502023Revenue 2024: $30,692Expenses 2024: $23,335Net Income 2024: $7,3572024Revenue 2025: $31,649Expenses 2025: $31,627Net Income 2025: $222025

Highlighted filing

2022

Revenue-$965
Expenses$15,907
Net Income-$16,872
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 3, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WESLEY BROWNDirector-$0--
LINDA RICEVice Pres - Sec-$0--
DIANA F BEALEPresident/Treas-$0--
Filing and Contact Details

Filer

Filer Name
Thomas E Cofer Memorial Charitable Tr
EIN
54-1548158
Phone
7573573861
Address
1801 S CHURCH ST 7, SMITHFIELD, VA 23430

Signing Officer

Name
Diana F Beale
Title
President/treasurer
Signed
2022-11-03
Discuss with paid preparer
Yes

Preparer

Firm
Beale & Curran PC
Address
1801 South Church Street, Smithfield, VA 23430
Preparer
Deborah a Curran
Phone
7573573861
Raw XML Appendix275 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt03486
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt03486
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
CashDeemedCharitableExplnStmt/ShortExplanationTxt0THIS IS THE AMOUNT OF CASH NEEDED TO COVER EXPECTED EXPENSES AND SCHOLARSHIPS IN THE COMING YEAR.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0119250
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1216953
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0EDWARD JONES - ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1EDWARD JONES - MUTUAL FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0105519
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1198209
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt04775
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0-6529
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0789
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt05564
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0-6529
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0-965
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt03486
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt010000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt010000
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt04775
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-16872
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt061949
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt0789
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0789
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0789
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-6529
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt03670
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0172
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0172
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt01894
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt01894
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0355
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt05564
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt013658
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt01894
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt015907
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt05564
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0-965
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt03658
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt01894
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt05907
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt068478
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-8478
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1944
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt21005
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-8478
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1944
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21005
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt060000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1944
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21005
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0publicly traded securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1STCG DISTRIBUTIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2LTCG DISTRIBUTIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-6529
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-6529
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-16872
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0471376
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0488248
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0471376
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt023085
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt023085
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt023085
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt023136
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt051
IRS990PF/DistributableAmountGrp/TotalTaxAmt051
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt051
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt051
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt051
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt051
IRS990PF/FMVAssetsEOYAmt0438901
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0466615
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0135173
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0135173
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt0488248
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt0471376
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0336203
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0303728
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt021633
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0488248
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0438901
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0488248
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0471376
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0488248
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0471376
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0469775
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0253622
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0216153
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt07047
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt023136
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0462728
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0469775
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WESLEY BROWN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LINDA RICE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2DIANA F BEALE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRES - SEC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2PRESIDENT/TREAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0101 MOORE AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1205 JEFFERSON DR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21801 S CHURCH STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SMITHFIELD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SMITHFIELD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2SMITHFIELD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0VA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1VA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2VA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd023430
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd223430
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt013658
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt013658
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SMITHFIELD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0VA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd023430
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0VA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0DIANA BEALE
IRS990PF/StatementsRegardingActyGrp/PhoneNum07573573861
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
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IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0STANDARD SCHOLARSHIP APPLICATION FURNISHED TO SCHOOL BY TRUST.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0SCHOOL PRINCIPAL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt01417 TURNER DRIVE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0SMITHFIELD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0VA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd023430
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0LIMITED TO GRADUATING SENIORS OF SMITHFIELD HIGH SCHOOL OR ITS SUCCESSOR.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0MARCH 15
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0VA TECH FBO JOSEPH FERGUSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0INDIVIDUAL/NON-RELATED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0800 WASHINGTON STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BLACKSBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd024061
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt010000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt08236
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt05422
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt023085
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt013658
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt014849
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt05422
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1LICENSES AND FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OFFICE EXP
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt08
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt160
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2104
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt08
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt160
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2104
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01894
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INV MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01894
TaxesSchedule/TaxesDetail/Amt0332
TaxesSchedule/TaxesDetail/Amt123
TaxesSchedule/TaxesDetail/CategoryTxt0FORM 4720 TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FORM 990-PF TAX
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DIANA F BEALE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THOMAS E COFER MEMORIAL CHARITABLE TR
ReturnHeader/Filer/BusinessNameControlTxt0THOM
ReturnHeader/Filer/EIN0541548158
ReturnHeader/Filer/PhoneNum07573573861
ReturnHeader/Filer/USAddress/AddressLine1Txt01801 S CHURCH ST 7
ReturnHeader/Filer/USAddress/CityNm0SMITHFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd023430
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0541310112
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Beale & Curran PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01801 South Church Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Smithfield
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd023430
ReturnHeader/PreparerPersonGrp/PhoneNum07573573861
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DEBORAH A CURRAN
ReturnHeader/ReturnTs02022-11-03T11:14:20-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DIANA F
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BEALE
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$471,376
Liabilities
$1
Net assets
$471,376
Revenue
-$965
Expenses
$15,907
Net income
-$16,872
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.63$0.00$4.63$0.32$0.32$0.00
2024Detailed filing. Detailed filing data is available for this year.$4.63$0.00$4.63$0.31$0.23$0.07
2023Detailed filing. Detailed filing data is available for this year.$4.56$0.00$4.56$0.11$0.26$0.16
2022Detailed filing. Detailed filing data is available for this year.$4.71$0.00$4.71$0.01$0.16$0.17
2021Detailed filing. Detailed filing data is available for this year.$4.88$0.00$4.88$4.23$0.00$4.23
2020Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.03$0.04$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.03$0.04$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.03$0.04$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$0.03$0.04$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.03$0.04$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$0.03$0.04$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.06$0.04$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.73$0.03$0.70$0.06$0.04$0.03
2012Detailed filing. Detailed filing data is available for this year.$0.70$0.03$0.67$0.04
2011Detailed filing. Detailed filing data is available for this year.$0.70$0.03$0.67$0.04