Long Bridge Ordinary Foundation in Gloucester, Virginia (VA)

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Long Bridge Ordinary Foundation
Employer Identification Number (EIN)521205904
Name of OrganizationLong Bridge Ordinary Foundation
In Care of NameMr William Weaver
Address5168 Weaver Ln, Gloucester, VA 23061-3421
ActivitiesHistorical site, records or reenactment
SubsectionEducational Organization
Ruling Date03/1982
DeductibilityContributions are deductible
FoundationPrivate operating foundation (other)
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period12/2012
Assets$100,000 to $499,999
Income$25,000 to $99,999
Filing Requirement990 - Not required to file (all other) (990-PF required)
Asset Amount$283,683
Amount of Income$88,103
Form 990 Revenue Amount$14,174
National Taxonomy of Exempt Entities (NTEE)Arts, Culture and Humanities:


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Amount of income in 2012: $88,103 (it was $102,146 in 2011)
This organization: 

 $88,103
Other organizations performing similar types of work: 

 $162,109

Assets in 2012: $283,683 (it was $285,271 in 2011)
Long Bridge Ordinary Foundation: 

 $283,683
Other organizations performing similar types of work: 

 $609,912

Financial snapshot ($)

Revenue for 2011

Expenses for 2011

Assets for 2011

Analysis of Revenue and Expenses (for 2011)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$14,174$10,338$7,718
Contributions, gifts, grants, etc., received$3,836
Interest on savings and temporary cash investments$3,051
Dividends and interest from securities$3,565
Gross rents$0
Gross profit from sales of goods$0
Other income$0
Other$3,722
Total expenses and disbursements$14,717$4,199$0$8,652
Compensation of officers, directors, trustees, etc.$0
Total operating and administrative expenses$10,651$4,199$4,586
Contributions, gifts, grants paid$4,066
Excess of revenue over expenses and disbursements$-543
Net investment income$6,139
Adjusted net income$7,718
Balance Sheets (for 2011)
Book ValueFair Market Value
Total assets$285,271$334,907
Cash - non-interest-bearing$2,965
Investments-U.S. and state government obligations$24,431
Investments-corporate stock$164,700
Investments-corporate bonds$70,715
Investments-mortgage loans$0
Investments-other$0
Other$22,460
Total liabilities$1
Mortgages and other notes payable$0
Other$1
Total liabilities and net assets/fund balances$285,271
Capital Gains and Losses for Tax on Investment Income (for 2011)
Capital gain net income$3,722
Net capital loss$0
Excise Tax Based on Investment Income (for 2011)
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)No
Tax based on investment income$123
Total credits and payments$0
Any penalty for underpayment of estimated tax$0
Tax due$123
Amount to be credited to 2012 estimated tax$0
Statements Regarding Activities (for 2011)
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign?No
Was there a liquidation, termination, dissolution, or substantial contraction during the year?No
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 2011 or the taxable year beginning in 2011?Yes
Statements Regarding Activities for Which Form 4720 May Be Required (for 2011)
During the year did the foundation (either directly or indirectly):
Engage in the sale or exchange, or leasing of property with a disqualified person?No
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?No
Furnish goods, services, or facilities to (or accept them from) a disqualified person?No
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?No
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?No
Agree to pay money or property to a government official?No
At the end of tax year 2011, did the foundation have any undistributed income for tax year(s) beginning before 2011?No
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?No
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?No
During the year did the foundation pay or incur any amount to:
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?No
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?No
Provide a grant to an individual for travel, study, or other similar purposes?No
Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)?No
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?No
Minimum Investment Return (for 2011)
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$336,787
Net value of noncharitable-use assets$331,740
Minimum investment return$16,587
Distributable Amount (for 2011)
Distributable amount$0
Undistributed Income (for 2011)
Distributable amount for 2011$0
Undistributed income for 2011. This amount must be distributed in 2012$0
Private Operating Foundations (for 2011)
2011201020092008Total
The lesser of the adjusted net income or the minimum investment return$7,718$8,209$4,305$8,450$28,682
Qualifying distributions made directly for active conduct of exempt activities$8,652$10,795$8,214$13,048$40,709
Value of all assets$1$0$0$0$1
Value of assets qualifying under section 4942(j)(3)(B)(i)$0$0$0$0$0
2/3 of minimum investment return$11,058$10,435$2,870$10,978$35,341
Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties)$0$0$0$0$0
Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)$0$0$0$0$0
Gross investment income$0$0$0$0$0
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Historic Richmond Foundation-The William Byrd Branch Of Apva Preser4 East Main Street, Richmond, VA 23219-2132VA1958-10$3,909,041
2Mountains Restoration Trust3815 Old Topanga Canyon Rd, Calabasas, CA 91302-1854CA1982-02$3,597,412
3Fund For Endowment Of Diplomatic Reception Rooms Of Dept Of State7501 Wisconsin Ave Ste 1103, Bethesda, MD 20814-6515MD1983-05$3,027,815
4Historic House Trust Of New York City IncThe Arsenal Room 203, New York, NY 10065NY1991-04$1,273,714
5Railroad Heritage IncPO BOX 8792, Topeka, KS 66608-0792KS1990-07$964,736
6Blair House Restoration FundPO BOX 27208, Washington, DC 20038-7208DC1985-07$924,982
7Greater Portland Landmarks Inc93 High St, Portland, ME 04101-3811ME1967-05$871,235
8Historic Beaufort FoundationPO BOX 11, Beaufort, SC 29901-0011SC1969-01$722,901
9Soledad Community Mission Fiesta IncPO BOX 515, Soledad, CA 93960-0515CA1969-03$530,571
10Wichita County Heritage Society Inc900 Bluff St, Wichita Falls, TX 76301-3203TX1980-03$391,829
11Maymont Foundation1700 Hampton St, Richmond, VA 23220-6819VA1959-06$8,301,127
12Oatlands Inc20850 Oatlands Plantation Ln, Leesburg, VA 20175-6572VA1980-06$1,706,360
13Patrick Henry Memorial Foundation, B T Corisl1250 Red Hill Rd, Brookneal, VA 24528-3302VA1979-07$1,679,441
14Historical Society Of Western VirginiaPO BOX 1904, Roanoke, VA 24008-1904VA1964-10$959,027
15Historic Manassas Inc9431 West St, Manassas, VA 20110-5507VA1989-10$899,223
16American Association For The History Of Medicine IncVcu Box 23298, Richmond, VA 23298VA1956-11$640,769
17Harrisonburg-Rockingham Historical SocietyPO BOX 716, Dayton, VA 22821-0716VA1979-04$502,236
18Belle Grove IncPO BOX 537, Middletown, VA 22645-0537VA1979-04$449,054
19Historic Fredericksburg Foundation Inc1200 Caroline St, Fredericksbrg, VA 22401-3702VA1957-02$238,364
20Hanover Tavern FoundationPO BOX 487, Hanover, VA 23069-0487VA1991-02$235,364
21Lynchburg Historical Foundation IncPO BOX 248, Lynchburg, VA 24505-0248VA1973-04$231,661
22Descendants Of The Signers Of The Declaration Of Independence Inc8507 Henrico Ave, Richmond, VA 23229-6415VA1949-10$228,573
23Historic St Lukes Restoration14477 Benns Church Blvd, Smithfield, VA 23430-6155VA1954-09$210,089
24Cedar Creek Battlefield Foundation IncPO BOX 229, Middletown, VA 22645-0229VA1989-07$166,749
25Historic Hopewell Foundation Inc603 Brown Ave, Hopewell, VA 23860-1509VA1972-03$124,946
26Historic Christ Church Burying Ground IncPO BOX 24, Irvington, VA 22480-0024VA1966-03$123,828
27Crispus Attucks Cultural Center IncPO BOX 1272, Norfolk, VA 23501-1272VA1991-07$114,466
28Albemarle County Historical Society In200 2nd St Ne, Charlottesvle, VA 22902-5245VA1970-12$109,855
29Chesterfield Historical Society Of VirginiaPO BOX 40, Chesterfield, VA 23832-0903VA1983-10$107,483
30Long Bridge Ordinary Foundation5168 Weaver Ln, Gloucester, VA 23061-3421VA1982-03$88,103
Number of organizations performing similar types of work
Alaska7
Alabama21
Arkansas16
Arizona15
California125
Colorado24
Connecticut31
District of Columbia14
Delaware5
Florida54
Georgia42
Hawaii10
Iowa23
Idaho3
Illinois55
Indiana45
Kansas27
Kentucky26
Louisiana18
Massachusetts74
Maryland45
Maine28
Michigan39
Minnesota41
Missouri43
Mississippi13
Montana6
North Carolina48
North Dakota6
Nebraska13
New Hampshire13
New Jersey55
New Mexico5
Nevada1
New York149
Ohio69
Oklahoma16
Oregon30
Pennsylvania115
Rhode Island18
South Carolina14
South Dakota6
Tennessee27
Texas61
Utah7
Virginia64
Vermont13
Washington30
Wisconsin32
West Virginia17
Wyoming5
Total1,664

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