Nonprofit · EIN 84-3351187
ROCKBRIDGE COUNTY HOLDINGS LTD
Tax-exempt · LEXINGTON, VA 24450
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $198,203 | $131,992 | $66,211 | $6,165,137 | $435,983 | $5,729,154 |
| June 30, 2024 | 990 | $178,537 | $90,488 | $88,049 | $5,310,685 | $19,014 | $5,291,671 |
| June 30, 2023 | 990 | $154,684 | $86,396 | $68,288 | $4,949,173 | $35,862 | $4,913,311 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $198,203
- Net gain from sales of assets
- -$14,994
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $78,677
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Travel
- $2,345
Balance sheet and other
- Total assets, start of year
- $5,310,685
- Total assets, end of year
- $6,165,137
- Total liabilities, end of year
- $435,983
- Net assets, end of year
- $5,729,154
- Net assets without donor restrictions
- $2,163,882
- Net assets with donor restrictions
- $3,565,272
- Gross receipts
- $1,051,276
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2019
- State of legal domicile
- DE
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES M SCHMUCK | PRESIDENT AND DIRECTOR Trustee or director, Officer | 0 | $0 |
| KING V AIKEN | VICE PRESIDENT AND DIRECTO Trustee or director, Officer | 0 | $0 |
| DAVID M WARREN | DIRECTOR Trustee or director | 0 | $0 |
| MALCOLM H LILES | DIRECTOR Trustee or director | 0 | $0 |
| LARRY STANTON WIESE | SECRETARY AND TREASURER Officer | 1 | $0 |
990 for the year ended June 30, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| C DOUGLAS SIMMONS III | PRESIDENT AND DIRECTOR Trustee or director, Officer | 0 | $0 |
| KING V AIKEN | VICE PRESIDENT AND DIRECTO Trustee or director, Officer | 0 | $0 |
| DAVID M WARREN | DIRECTOR Trustee or director | 0 | $0 |
| MALCOLM H LILES | DIRECTOR Trustee or director | 0 | $0 |
| LARRY STANTON WIESE | SECRETARY AND TREASURER Officer | 1 | $0 |
990 for the year ended June 30, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| C DOUGLAS SIMMONS III | PRESIDENT AND DIRECTOR Trustee or director, Officer | 0 | $0 |
| KING V AIKEN | VICE PRESIDENT AND DIRECTO Trustee or director, Officer | 0 | $0 |
| DAVID M WARREN | DIRECTOR Trustee or director | 0 | $0 |
| MALCOLM H LILES | DIRECTOR Trustee or director | 0 | $0 |
| LARRY STANTON WIESE | SECRETARY AND TREASURER Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 111 LIBERTY HALL ROAD, LEXINGTON, VA 24450-0000
- Principal officer (990 for 2024)
- JAMES M SCHMUCK, 111 LIBERTY HALL ROAD, LEXINGTON, VA 24450
- Signed the 990
- LARRY STANTON WIESE, SECRETARY/TREASURER
- Phone
- (540) 463-1865
- Return prepared by
- RAETZ & HAWKINS PC CPAS
Mission
HOLDING TITLE TO CERTAIN INVESTMENTS AND PROPERTIES FOR THE BENEFIT OF KAPPA ALPHA ORDER
Program accomplishments
- HOLDING TITLE TO CERTAIN INVESTMENTS AND OTHER PROPERTIES IN ORDER TO PRESERVE, MANAGE, AND PROTECT SUCH PROPERTY FOR THE BENEFIT OF KAPPA ALPHA ORDER.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 84-3351187
- Tax-exempt status
- 501(c)(2): Title-holding corporation
- Donations deductible
- No
- Exempt since
- 2020
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B83)
- Assets (IRS master file)
- $6,165,137
- Income (IRS master file)
- $1,051,276
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $198,203 | $131,992 | $6,165,137 | XML |
| 990 | June 2024 | $178,537 | $90,488 | $5,310,685 | XML |
| 990 | June 2023 | $154,684 | $86,396 | $4,949,173 | XML |
| 990 | June 2022 | $552,860 | $55,436 | $4,638,025 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 84-3351187).
Questions about ROCKBRIDGE COUNTY HOLDINGS LTD
- What is the EIN of ROCKBRIDGE COUNTY HOLDINGS LTD?
- The employer identification number (EIN) of ROCKBRIDGE COUNTY HOLDINGS LTD is 84-3351187.
- Is ROCKBRIDGE COUNTY HOLDINGS LTD tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(2) since 2020.
- Are donations to ROCKBRIDGE COUNTY HOLDINGS LTD tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does ROCKBRIDGE COUNTY HOLDINGS LTD file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ROCKBRIDGE COUNTY HOLDINGS LTD due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROCKBRIDGE COUNTY HOLDINGS LTD last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of ROCKBRIDGE COUNTY HOLDINGS LTD?
- The 990 for the year ended June 30, 2025 names JAMES M SCHMUCK.
- Who are the officers and directors of ROCKBRIDGE COUNTY HOLDINGS LTD?
- The 990 for the year ended June 30, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does ROCKBRIDGE COUNTY HOLDINGS LTD have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $198,203, expenses of $131,992 and total assets of $6,165,137 at year end.
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