OBICI HEALTHCARE FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- OBICI HEALTHCARE FOUNDATION INC (EIN 51-0249728)
- Tax period
- 2022-04-01 to 2023-03-31
- Filed
- 2024-01-16
- IRS object ID
- 202400169349101600
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-01-16T16:36:21-06:00 | ReturnTs |
| Tax Period End | 2023-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 541631262 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEITER STEPHENS HURST GARY & SHREAVES | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4401 DOMINION BLVD | AddressLine1Txt |
| City | GLEN ALLEN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23060 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 510249728 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OBICI HEALTHCARE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OBIC | BusinessNameControlTxt |
| Phone | 7575398810 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 106 W FINNEY AVENUE | AddressLine1Txt |
| City | SUFFOLK | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23434 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | R BATTLE BETTS JR | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 7575398810 | PhoneNum |
| Signature | 2024-01-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | R | PersonFirstNm |
| Person Last | BATTLE BETTS JR | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | VIRGINIA R BELCHER | PreparerPersonNm |
| PTIN | P00421964 | PTIN |
| Phone | 8047470000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $136,143,703 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $25,377 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $256,337 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $256,337 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,619,116 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $17,295,721 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,619,116 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,934,666 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,900,830 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,810,119 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $336,486 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $336,486 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $368,850 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $368,850 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $176,480 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $149,964 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $545 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $545 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $60,595 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $60,595 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $697,487 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $697,487 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $36,255 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $30,849 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $2,066 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $79,381 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $77,721 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $78,850 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $63,879 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $63,923 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $25,640 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $24,861 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $370,554 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $394,435 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,324,722 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $697,487 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,480,575 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $12,868,933 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,000,394 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $15,193,655 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $697,487 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,480,969 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$9,292,825 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,112,632 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $356,428 | CashBOYAmt |
| Cash EOY | $596,240 | CashEOYAmt |
| Cash EOYFMV | $596,240 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,548,165 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,858,344 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,858,344 | SavAndTempCashInvstEOYFMVAmt |
| Grants Receivable BOY | $8,820 | GrantsReceivableBOYAmt |
| Prepaid Expenses BOY | $12,812 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $23,737 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $23,737 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $7,519,418 | CorporateStockBOYAmt |
| Corporate Stock EOY | $16,377,564 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $16,377,564 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $135,764,780 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $114,571,589 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $114,571,589 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,429,907 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,218,236 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,288,904 | LandBOYAmt |
| Land EOY | $1,211,671 | LandEOYAmt |
| Land EOYFMV | $1,211,671 | LandEOYFMVAmt |
| Other Assets BOY | $397,669 | OtherAssetsBOYAmt |
| Other Assets EOY | $504,558 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $504,558 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $146,896,996 | TotalAssetsBOYAmt |
| Total Assets EOY | $136,143,703 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $136,143,703 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $68,022 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $86,501 | AccountsPayableEOYAmt |
| Grants Payable BOY | $819,331 | GrantsPayableBOYAmt |
| Grants Payable EOY | $7,687,870 | GrantsPayableEOYAmt |
| Mortgages And Notes Payable BOY | $935,975 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $838,137 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $690,120 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $537,334 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,513,448 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,149,842 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $144,383,548 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $126,993,861 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $144,383,548 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $126,993,861 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $146,896,996 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $136,143,703 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $144,383,548 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$9,292,825 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $135,090,723 | SubtotalAmt |
| Other Decreases | $8,096,862 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $126,993,861 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|
| NET GAINS/LOSSES FROM SALES OF SECURITIES | P | 2023-03-30 | $393,720 | $393,720 | $393,720 | |
| FOREIGN CORPORATION REDEMPTIONS | P | 2023-03-30 | $16,902,001 | $5,225,396 | $5,225,396 | $11,676,605 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,619,116 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $5,619,116 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $126,666 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $126,666 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $126,666 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $233,555 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $233,555 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $106,889 | OverpaymentAmt |
| Applied To ES Tax | $106,889 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | HTTP://WWW.OBICIHCF.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7575398810 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 106 W FINNEY AVENUE | AddressLine1Txt |
| City | SUFFOLK | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23434 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (15 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| THOMAS WOODWARD III | ||||||||
| 106 W FINNEY AVENUE | SUFFOLK | VA | 23434 | CHAIRMAN | 1.00 | $0 | $0 | $0 |
| LYNNE RABIL | ||||||||
| 106 W FINNEY AVENUE | SUFFOLK | VA | 23434 | BOARD OF DIRECTORS | 1.00 | $0 | $0 | $0 |
| ROBERT C BARCLAY IV | ||||||||
| 106 W FINNEY AVENUE | SUFFOLK | VA | 23434 | VICE-CHAIRMAN | 1.00 | $0 | $0 | $0 |
| R SCOTT CARR | ||||||||
| 106 W FINNEY AVENUE | SUFFOLK | VA | 23434 | BOARD OF DIRECTORS | 1.00 | $0 | $0 | $0 |
| WAYNE SCOTT | ||||||||
| 106 W FINNEY AVENUE | SUFFOLK | VA | 23434 | BOARD OF DIRECTORS | 1.00 | $0 | $0 | $0 |
| REX ALPHIN | ||||||||
| 106 W FINNEY AVENUE | SUFFOLK | VA | 23434 | BOARD OF DIRECTORS | 1.00 | $0 | $0 | $0 |
| MIKE PONDER | ||||||||
| 106 W FINNEY AVENUE | SUFFOLK | VA | 23434 | BOARD OF DIRECTORS | 1.00 | $0 | $0 | $0 |
| RALPH HOWELL JR | ||||||||
| 106 W FINNEY AVENUE | SUFFOLK | VA | 23434 | TREASURER | 1.00 | $0 | $0 | $0 |
| BILL PEAK | ||||||||
| 106 W FINNEY AVENUE | SUFFOLK | VA | 23434 | BOARD OF DIRECTORS | 1.00 | $0 | $0 | $0 |
| MELISSA ROLLINS | ||||||||
| 106 W FINNEY AVENUE | SUFFOLK | VA | 23434 | BOARD OF DIRECTORS | 1.00 | $0 | $0 | $0 |
| JANICE WHITE | ||||||||
| 106 W FINNEY AVENUE | SUFFOLK | VA | 23434 | BOARD OF DIRECTORS | 1.00 | $0 | $0 | $0 |
| R BATTLE BETTS JR | ||||||||
| 106 W FINNEY AVENUE | SUFFOLK | VA | 23434 | PRESIDENT & CEO | 40.00 | $183,333 | $10,841 | $7,800 |
| VICTORIA MASTON | ||||||||
| 106 W FINNEY AVENUE | SUFFOLK | VA | 23434 | DIRECTOR OF FINANCE | 23.00 | $104,153 | $5,158 | $0 |
| CHRISTINE MORRIS | ||||||||
| 106 W FINNEY AVENUE | SUFFOLK | VA | 23434 | INTERIM CEO | 24.00 | $49,000 | $0 | $0 |
| MARY HADDAD | ||||||||
| 106 W FINNEY AVENUE | SUFFOLK | VA | 23434 | BOARD OF DIRECTORS | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| JESSICA MULLEN | ||||||||
| 106 W FINNEY AVENUE | SUFFOLK | VA | 23434 | PROGRAM OFFICER | 40.00 | $88,731 | $14,792 | $0 |
| KELVIN TURNER | ||||||||
| 106 W FINNEY AVENUE | SUFFOLK | VA | 23434 | PROGRAM OFFICER | 40.00 | $86,483 | $14,049 | $0 |
| FIONA CHARLES | ||||||||
| 106 W FINNEY AVENUE | SUFFOLK | VA | 23434 | PROGRAM OFFICER | 40.00 | $86,875 | $11,494 | $0 |
| GINA LILLEY | ||||||||
| 106 W FINNEY AVENUE | SUFFOLK | VA | 23434 | OFFICE MANAGER | 40.00 | $58,260 | $19,319 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CORNERSTONE PARTNERS LLC | |||||
| 675 PETER JEFFERSON PKWY STE 160 | CHARLOTTESVILLE | VA | 22911 | INVESTMENT MANAGEMENT | $563,253 |
| THE NORTHERN TRUST COMPANY | |||||
| 50 S LASALLE ST | CHICAGO | IL | 60675 | INVESTMENT CUSTODIAN | $134,235 |
| THE CURTIS GROUP | |||||
| 2512 SHEPHERDS LANE | VIRGINIA BEACH | VA | 23454 | FUNDRAISING CONSULTANT-NFP PARTNERS | $114,500 |
| CATCHAFIRE INC | |||||
| 31 E 32ND STREET 3RD FLOOR | NEW YORK | NY | 10016 | PLATFORM FEES FOR CAPACITY BUILDING SUPPORT | $100,000 |
| KEITER | |||||
| 4401 DOMINION BLVD | GLEN ALLEN | VA | 23060 | AUDIT AND TAX PREPARATION | $56,524 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | STRENGTHENING THE SAFETY NET | Description1Txt |
| Expenses1 | $7,912,851 | Expenses1Amt |
| Description2 | MATERNAL CHILD HEALTH | Description2Txt |
| Expenses2 | $1,837,843 | Expenses2Amt |
| Description3 | CAPACITY BUILDING | Description3Txt |
| Expenses3 | $1,095,919 | Expenses3Amt |
| Description4 | HEALTHY BEHAVIORS | Description4Txt |
| Expenses4 | $1,665,957 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $130,752,719 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,241,033 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $397,669 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $135,391,421 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $135,391,421 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,030,871 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $133,360,550 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,668,028 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,668,028 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $126,666 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $43,891 | IncomeTaxAmt |
| Total Tax | $170,557 | TotalTaxAmt |
| Distributable Before Adj | $6,497,471 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $156,781 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,654,252 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,654,252 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,480,969 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $2,750 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $7,483,719 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,654,252 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $7,060,729 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,483,719 | QualifyingDistributionsAmt |
| Applied To Year1 | $7,060,729 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $422,990 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $6,231,262 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GRANTS MANAGER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 106 W FINNEY AVENUE | AddressLine1Txt |
| City | SUFFOLK | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23434 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7575398810 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS MUST BE SUBMITTED THROUGH THE FOUNDATION'S GRANT PORTAL ACCESSED THROUGH THE OBICI HEALTHCARE FOUNDATION WEBSITE: HTTPS://OBICIHCF.ORG/HOW-TO-APPLY/ THE FOLLOWING MATERIALS MUST ACCOMPANY THE PRIORITY GRANT APPLICATION: 1. IRS DETERMINATION LETTER OR A WRITTEN DOCUMENT CERTIFYING TAX EXEMPT STATUS 2. PROPOSAL COVER SHEET 3. PROJECT NARRATIVE 4. BUDGET WORKSHEET AND BUDGET NARRATIVE 5. CURRENT AUDITED FINANCIAL STATEMENTS OR 990 6. ANY OTHER SUPPLEMENTAL MATERIAL DETAILED IN THE RFP | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | PRIORITY GRANTS - DEADLINES VARY BY RFP COMMUNITY ENGAGEMENT GRANTS - NO DEADLINE | SubmissionDeadlinesTxt |
| Restrictions On Awards | 1. LOBBYING OR POLITICAL PROGRAMS OR EVENTS 2. ACTIVITIES THAT EXCLUSIVELY BENEFIT THE MEMBERS OF SECTARIAN OR RELIGIOUS ORGANIZATIONS 3. ORGANIZATIONS THAT DISCRIMINATE BY RACE, COLOR, CREED, GENDER OR NATIONAL ORIGIN 4. BIOMEDICAL, CLINICAL OR EDUCATIONAL RESEARCH 5. INDIVIDUAL SCHOLARSHIPS 6. DIRECT SUPPORT TO ENDOWMENTS 7. FUNDING THAT SUPPLANTS EXISTING SOURCES OF SUPPORT 8. INDIVIDUALS, INCLUDING PATIENT ASSISTANCE FUNDS 9. PROJECTS OUTSIDE OF THE FOUNDATION'S SERVICE AREA 10. MEETINGS AND CONFERENCES, UNLESS THEY ARE ESSENTIAL TO A LARGER PROJECT 11. DIRECT FUNDING FOR MEDICAL OR SOCIAL SERVICES THAT ARE ALREADY FUNDED THROUGH EXISTING THIRD-PARTY REIMBURSEMENT SOURCES 12. ORGANIZATIONS THAT DO NOT HAVE 501(C)(3) STATUS OR ARE NOT A PUBLIC ENTITY 13. PROJECTS NOT RELATED TO THE FOUNDATION'S MISSION STATEMENT | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (93 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALBEMARLE AREA UNITED WAY INC | |||||||
| PO BOX 293 | ELIZABETH CITY | NC | 27907 | N/A | PC | COMMUNITY ENGAGEMENT GRANT | $5,000 |
| SMART BEGINNINGS WESTERN TIDEWATER | |||||||
| 601 NORTH MECHANIC STREET | FRANKLIN | VA | 23851 | N/A | PC | COMMUNITY ENGAGEMENT GRANT | $5,000 |
| ISLE OF WIGHT COMMUNITY FOUNDATION | |||||||
| PO BOX 38 | SMITHFIELD | VA | 23430 | N/A | PC | COMMUNITY ENGAGEMENT GRANT | $5,000 |
| YMCA OF SOUTH HAMPTON ROADS | |||||||
| 2769 GODWIN BLVD | SUFFOLK | VA | 23434 | N/A | PC | HEALTHY BEHAVIORS | $100,000 |
| COVER 3 FOOTBALL DBA COVER 3 FOUNDATION | |||||||
| 125 S COLLEGE DRIVE | FRANKLIN | VA | 23851 | N/A | PC | COMMUNITY ENGAGEMENT GRANT | $5,000 |
| WESTERN TIDEWATER TENNIS ASSOCIATION | |||||||
| 136 WYNNWOOD DRIVE | FRANKLIN | VA | 23851 | N/A | PC | COMMUNITY ENGAGEMENT GRANT | $5,000 |
| ARMED SERVICES YMCA OF HAMPTON ROADS | |||||||
| 1465 LAKESIDE ROAD | VIRGINIA BEACH | VA | 23455 | N/A | PC | COMMUNITY ENGAGEMENT GRANT | $5,000 |
| THE ALS ASSOCIATION DCMDVA | |||||||
| 30 W GUDE DRIVE | ROCKVILLE | MD | 20850 | N/A | PC | COMMUNITY ENGAGEMENT GRANT | $1,500 |
| OPERATION WARM | |||||||
| 50 APPLIED BANK BLVD | GLEN MILLS | PA | 19342 | N/A | PC | COMMUNITY ENGAGEMENT GRANT | $1,500 |
| AMERICAN NATIONAL RED CROSS | |||||||
| 611 W BRAMBLETON AVENUE | NORFOLK | VA | 23510 | N/A | PC | COMMUNITY ENGAGEMENT GRANT | $4,000 |
| PAUL D CAMP COMMUNITY COLLEGE FOUNDATION | |||||||
| 100 NORTH COLLEGE DRIVE | FRANKLIN | VA | 23851 | N/A | PC | COMMUNITY ENGAGEMENT GRANT | $5,000 |
| THE MICRO-NONPROFIT NETWORK INC | |||||||
| 1712 ROKEBY AVE | CHESAPEAKE | VA | 23320 | N/A | PC | COMMUNITY ENGAGEMENT GRANT | $5,000 |
| MEALS ON WHEELS OF SUFFOLK & ISLE OF WIGHT INC | |||||||
| 2800 GODWIN BLVD | SUFFOLK | VA | 23434 | N/A | PC | COMMUNITY ENGAGEMENT GRANT | $5,000 |
| AIDS FOUNDATION OF HAMPTON ROADS | |||||||
| 3575 BRIDGE RD SUITE 8-401 | SUFFOLK | VA | 23435 | N/A | PC | COMMUNITY ENGAGEMENT GRANT | $5,000 |
| STRAIGHTEN UP AND FLY RIGHT INC | |||||||
| PO BOX 774 | SUFFOLK | VA | 23439 | N/A | PC | COMMUNITY ENGAGEMENT GRANT | $5,000 |
| COMMUNITY COALITION OF SUSSEX VA | |||||||
| P O BOX 502 | STONY CREEK | VA | 23882 | N/A | PC | COMMUNITY ENGAGEMENT GRANT | $5,000 |
| THE GENIEVE SHELTER | |||||||
| PO BOX 1585 | SUFFOLK | VA | 23439 | N/A | PC | STRENGTHENING THE SAFETY NET | $58,953 |
| THE COURTLAND HORNETS INC | |||||||
| 27334 PORTER HOUSE ROAD | BOYKINS | VA | 23827 | N/A | PC | COMMUNITY ENGAGEMENT GRANT | $500 |
| THE VA LEAGUE FOR PLANNED PARENTHOOD | |||||||
| 201 NORTH HAMILTON STREET | RICHMOND | VA | 23221 | N/A | PC | STRENGTHENING THE SAFETY NET | $5,000 |
| CENTER FOR NONPROFIT EXCELLENCE | |||||||
| 1701-A ALLIED STREET | CHARLOTTESVILLE | VA | 22903 | N/A | PC | CAPACITY BUILDING | $218,791 |
| ALL DISTRICT READS | |||||||
| PO BOX 3723 | NORFOLK | VA | 23514 | N/A | PC | COMMUNITY ENGAGEMENT GRANT | $4,500 |
| GATES COUNTY PUBLIC SCHOOLS | |||||||
| 205 MAIN STREET | GATESVILLE | NC | 27938 | N/A | GOV | HEALTHY BEHAVIORS | $25,000 |
| FORKIDS INC | |||||||
| 1001 POINDEXTER STREET | CHESAPEAKE | VA | 23324 | N/A | PC | HEALTHY BEHAVIORS | $25,000 |
| FOODBANK OF SOUTHEASTERN VIRGINIA | |||||||
| 800 TIDEWATER DRIVE | NORFOLK | VA | 23504 | N/A | PC | HEALTHY BEHAVIORS | $100,000 |
| POWER OF THE MIND INC | |||||||
| PO BOX 112 | GATES | NC | 27937 | N/A | PC | HEALTHY BEHAVIORS | $5,000 |
| FRANKLIN PARKS FOUNDATION | |||||||
| PO BOX 775 | FRANKLIN | VA | 23851 | N/A | PC | HEALTHY BEHAVIORS | $100,000 |
| PARENTS AGAINST BULLYING VA | |||||||
| 13 HAMPSHIRE GLEN PKWY | HAMPTON | VA | 23666 | N/A | PC | COMMUNITY ENGAGEMENT GRANT | $5,000 |
| HOPE CENTER MINISTRIES | |||||||
| 517 KILBY SHORES DR | SUFFOLK | VA | 23434 | N/A | PC | COMMUNITY ENGAGEMENT GRANT | $5,000 |
| VOICES FOR KIDS CASA PROGRAM OF SOUTHEAST VIRGINIA | |||||||
| P O BOX 949 409 MAIN STREET | SMITHFIELD | VA | 23431 | N/A | PC | COMMUNITY ENGAGEMENT GRANT | $3,250 |
| TOWN OF WAVERLY | |||||||
| 119 BANK STREET | WAVERLY | VA | 23890 | N/A | GOV | COMMUNITY ENGAGEMENT GRANT | $4,100 |
| HEART OF GOLD SHELTER | |||||||
| 26566 EAST NOTTOWAY DR | COURTLAND | VA | 23837 | N/A | PC | COMMUNITY ENGAGEMENT GRANT | $2,000 |
| DERRICK THOMPSON FOUNDATION | |||||||
| 117 POCAHONTAS STREET | FRANKLIN | VA | 23851 | N/A | PC | COMMUNITY ENGAGEMENT GRANT | $1,000 |
| MAKE-A-WISH GREATER VIRGINIA | |||||||
| 2810 N PARHAM ROAD | RICHMOND | VA | 23294 | N/A | PC | COMMUNITY ENGAGEMENT GRANT | $5,000 |
| NEWMAN FITNESS FOUNDATION | |||||||
| 3419 VA BEACH BLVD | VIRGINIA BEACH | VA | 23452 | N/A | PC | COMMUNITY ENGAGEMENT GRANT | $3,000 |
| TOFT INC | |||||||
| 6210 OAKGLEN DRIVE | SUFFOLK | VA | 23435 | N/A | PC | COMMUNITY ENGAGEMENT GRANT | $2,500 |
| SURRY COUNTY PUBLIC SCHOOLS | |||||||
| PO BOX 317 | SURRY COUNTY | VA | 23883 | N/A | GOV | EARLY CHILDHOOD EDUCATION | $12,727 |
| SUFFOLK PUBLIC SCHOOLS | |||||||
| 100 NORTH MAIN STREET PO BOX 1549 | SUFFOLK | VA | 23434 | N/A | GOV | EARLY CHILDHOOD EDUCATION | $52,188 |
| FRANKLIN CITY PUBLIC SCHOOLS | |||||||
| 207 W SECOND AVENUE | FRANKLIN | VA | 23851 | N/A | GOV | EARLY CHILDHOOD EDUCATION | $14,069 |
| CITY OF SUFFOLK | |||||||
| 442 WASHINGTON STREET | SUFFOLK | VA | 23434 | N/A | GOV | HEALTHY BEHAVIORS | $50,000 |
| ISLE OF WIGHT COUNTY SCHOOLS | |||||||
| 820 W MAIN ST | SMITHFIELD | VA | 23430 | N/A | GOV | EARLY CHILDHOOD EDUCATION | $23,813 |
| SOUTHAMPTON COUNTY PUBLIC SCHOOLS | |||||||
| 21308 PLANK ROAD | COURTLAND | VA | 23837 | N/A | GOV | EARLY CHILDHOOD EDUCATION | $22,620 |
| FORKIDS INC | |||||||
| 1001 POINDEXTER STREET | CHESAPEAKE | VA | 23324 | N/A | PC | STRENGTHENING THE SAFETY NET | $40,000 |
| THE UP CENTER | |||||||
| 150 BOUSH STREET SUITE 500 | NORFOLK | VA | 23510 | N/A | PC | STRENGTHENING THE SAFETY NET | $244,370 |
| RX DRUG ACCESS PARTNERSHIP | |||||||
| 1500 FOREST AVE | RICHMOND | VA | 23229 | N/A | PC | STRENGTHENING THE SAFETY NET | $15,000 |
| WESTERN TIDEWATER FREE CLINIC | |||||||
| 2019 MEADE PARKWAY | SUFFOLK | VA | 23434 | N/A | PC | STRENGTHENING THE SAFETY NET | $740,000 |
| SMART BEGINNINGS SOUTHEAST | |||||||
| 209 E CAWSON STREET | HOPEWELL | VA | 23860 | N/A | PC | HEALTHY BEHAVIORS | $81,545 |
| JESSICA ANN MOORE FOUNDATION | |||||||
| 408 SCHOOL STREET | WAVERLY | VA | 23890 | N/A | PC | HEALTHY BEHAVIORS | $40,000 |
| THE AMERICAN HEART ASSOCIATION | |||||||
| 4669 SOUTH BLVD STE 103 | VIRGINIA BEACH | VA | 23452 | N/A | PC | STRENGTHENING THE SAFETY NET | $51,625 |
| THE CHILDREN'S CENTER | |||||||
| 700 CAMPBELL AVE | FRANKLIN | VA | 23851 | N/A | PC | EARLY CHILDHOOD EDUCATION | $13,550 |
| HORIZON HEALTH SERVICES INC | |||||||
| 8314 MAIN STREET | IVOR | VA | 23866 | N/A | PC | STRENGTHENING THE SAFETY NET | $371,710 |
| SUSSEX COUNTY YOUTH & ADULT RECREATIONAL ASSOCIATION INC | |||||||
| P O BOX 173 | WAVERLY | VA | 23890 | N/A | PC | HEALTHY BEHAVIORS | $50,000 |
| VIRGINIA LEGAL AID SOCIETY INC | |||||||
| PO BOX 6200 | LYNCHBURG | VA | 24505 | N/A | PC | STRENGTHENING THE SAFETY NET | $211,386 |
| WESTERN TIDEWATER COMMUNITY SERVICES BOARD | |||||||
| 7025 HARBOUR VIEW BLVD SUITE 119 | SUFFOLK | VA | 23435 | N/A | PC | STRENGTHENING THE SAFETY NET | $339,822 |
| ISLE OF WIGHT CHRISTIAN OUTREACH PROGRAM | |||||||
| 402 GRACE STREET | SMITHFIELD | VA | 23430 | N/A | PC | COMMUNITY ENGAGEMENT GRANT | $2,600 |
| VIRGINIA SUPPORTIVE HOUSING | |||||||
| PO BOX 8585 | RICHMOND | VA | 23226 | N/A | PC | COMMUNITY ENGAGEMENT GRANT | $5,000 |
| POWER OF THE MIND INC | |||||||
| PO BOX 112 | GATES | NC | 27937 | N/A | PC | COMMUNITY ENGAGEMENT GRANT | $3,000 |
| THE CHILDREN'S CENTER | |||||||
| 700 CAMPBELL AVE | FRANKLIN | VA | 23851 | N/A | PC | MATERNAL CHILD HEALTH | $59,518 |
| ISLE OF WIGHT COUNTY SCHOOLS | |||||||
| 820 W MAIN ST | SMITHFIELD | VA | 23430 | N/A | GOV | COMMUNITY ENGAGEMENT GRANT | $5,000 |
| CARE FOR ME YOUTH INITIATIVES | |||||||
| 1225 KEMPSVILLE RD | VIRGINIA BEACH | VA | 23467 | N/A | PC | COMMUNITY ENGAGEMENT GRANT | $3,000 |
| AMERICAN DIABETES ASSOCIATION | |||||||
| 237 HANBURY ROAD EAST | CHESAPEAKE | VA | 23322 | N/A | PC | COMMUNITY ENGAGEMENT GRANT | $2,500 |
| GIRLS ON THE RUN OF SOUTH HAMPTON ROADS | |||||||
| 5817 WESLEYAN DRIVE | VIRGINIA BEACH | VA | 23455 | N/A | PC | COMMUNITY ENGAGEMENT GRANT | $5,000 |
| LOVE COMMUNITY FELLOWSHIP | |||||||
| PO BOX 224 | GATES | NC | 27937 | N/A | PC | COMMUNITY ENGAGEMENT GRANT | $500 |
| OASIS LEARNING CENTER | |||||||
| 217 A NORTH COLLEGE DRIVE | FRANKLIN | VA | 23851 | N/A | PC | COMMUNITY ENGAGEMENT GRANT | $1,000 |
| THE DOORWAYS FORMERLY HOSPITALITY HOUSE OF RICHMOND INC | |||||||
| 612 E MARSHALL STREET | RICHMOND | VA | 23219 | N/A | PC | COMMUNITY ENGAGEMENT GRANT | $5,000 |
| SURRY COUNTY | |||||||
| 45 SCHOOL STREET | SURRY | VA | 23883 | N/A | GOV | HEALTHY BEHAVIORS | $100,000 |
| THE GENIEVE SHELTER | |||||||
| PO BOX 1585 | SUFFOLK | VA | 23439 | N/A | PC | STRENGTHENING THE SAFETY NET | $150,000 |
| WESTERN TIDEWATER COMMUNITY SERVICES BOARD | |||||||
| 7025 HARBOUR VIEW BLVD SUITE 119 | SUFFOLK | VA | 23435 | N/A | PC | STRENGTHENING THE SAFETY NET | $182,150 |
| DOWN THE MIDDLE FOUNDATION | |||||||
| 33350 EDGEHILL DRIVE | FRANKLIN | VA | 23851 | N/A | PC | COMMUNITY ENGAGEMENT GRANT | $3,500 |
| MISSIONARY OUTREACH | |||||||
| 811 SEMINOLE DRIVE | SUFFOLK | VA | 23434 | N/A | PC | COMMUNITY ENGAGEMENT GRANT | $500 |
| RUSHMERE COMMUNITY DEVELOPMENT CORPORATION | |||||||
| 4814 OLD STAGE HWY | SMITHFIELD | VA | 23430 | N/A | PC | COMMUNITY ENGAGEMENT GRANT | $3,500 |
| CITY OF SUFFOLK | |||||||
| 442 WASHINGTON STREET | SUFFOLK | VA | 23434 | N/A | GOV | COMMUNITY ENGAGEMENT GRANT | $1,000 |
| CITY OF SUFFOLK | |||||||
| 442 WASHINGTON STREET | SUFFOLK | VA | 23434 | N/A | GOV | EARLY CHILDHOOD EDUCATION | $20,730 |
| PAUL D CAMP COMMUNITY COLLEGE FOUNDATION | |||||||
| 100 NORTH COLLEGE DRIVE | FRANKLIN | VA | 23851 | N/A | PC | STRENGTHENING THE SAFETY NET | $275,000 |
| WESTERN TIDEWATER FREE CLINIC | |||||||
| 2019 MEADE PARKWAY | SUFFOLK | VA | 23434 | N/A | PC | STRENGTHENING THE SAFETY NET | $200,000 |
| SMART BEGINNINGS SOUTHEAST | |||||||
| 209 E CAWSON STREET | HOPEWELL | VA | 23860 | N/A | PC | EARLY CHILDHOOD EDUCATION | $44,305 |
| SUFFOLK CHRISTIAN FELLOWSHIP CENTER | |||||||
| 211 E WASHINGTON ST | SUFFOLK | VA | 23434 | N/A | PC | HEALTHY BEHAVIORS | $84,000 |
| COMMUNITY FOUNDATION INC (DBA THRIVE BIRTH TO FIVE) | |||||||
| 3409 W MOORE ST | RICHMOND | VA | 23230 | N/A | PC | EARLY CHILDHOOD EDUCATION | $37,200 |
| ISLE OF WIGHT CHRISTIAN OUTREACH PROGRAM | |||||||
| 402 GRACE STREET | SMITHFIELD | VA | 23430 | N/A | PC | HEALTHY BEHAVIORS | $60,000 |
| SMART BEGINNINGS WESTERN TIDEWATER | |||||||
| 601 NORTH MECHANIC STREET | FRANKLIN | VA | 23851 | N/A | PC | EARLY CHILDHOOD EDUCATION | $15,000 |
| THE CHILDREN'S CENTER | |||||||
| 700 CAMPBELL AVE | FRANKLIN | VA | 23851 | N/A | PC | EARLY CHILDHOOD EDUCATION | $75,651 |
| THE CHILDREN'S CENTER | |||||||
| 700 CAMPBELL AVE | FRANKLIN | VA | 23851 | N/A | PC | EARLY CHILDHOOD EDUCATION | $100,000 |
| HORIZON HEALTH SERVICES INC | |||||||
| 8314 MAIN STREET | IVOR | VA | 23866 | N/A | PC | STRENGTHENING THE SAFETY NET | $275,000 |
| FRANKLIN PARKS FOUNDATION | |||||||
| PO BOX 775 | FRANKLIN | VA | 23851 | N/A | PC | HEALTHY BEHAVIORS | $275,000 |
| SUFFOLK PUBLIC SCHOOLS | |||||||
| 100 NORTH MAIN STREET PO BOX 1549 | SUFFOLK | VA | 23434 | N/A | GOV | HEALTHY BEHAVIORS | $36,000 |
| GIRLS ON THE RUN OF SOUTH HAMPTON ROADS | |||||||
| 5817 WESLEYAN DRIVE | VIRGINIA BEACH | VA | 23455 | N/A | PC | HEALTHY BEHAVIORS | $100,000 |
| ISLE OF WIGHT COUNTY VIRGINIA | |||||||
| 17146 MONUMENT CIRCLE | ISLE OF WIGHT | VA | 23397 | N/A | GOV | COMMUNITY ENGAGEMENT GRANT | $5,000 |
| SENTARA HEALTHCARE FOUNDATION | |||||||
| 6015 POPLAR HALL DRIVE | NORFOLK | VA | 23502 | N/A | PC | STRENGTHENING THE SAFETY NET | $50,000 |
| CITY OF SUFFOLK | |||||||
| 442 WASHINGTON STREET | SUFFOLK | VA | 23434 | N/A | GOV | HEALTHY BEHAVIORS | $50,000 |
| WESTERN TIDEWATER HEALTH DISTRICT | |||||||
| 135 HALL AVENUE SUITE A | SUFFOLK | VA | 23434 | N/A | GOV | MATERNAL CHILD HEALTH | $207,391 |
| CHILDREN'S HEALTH INVESTMENT PROGRAM OF SOUTH HAMPTON ROADS | |||||||
| 1302 JEFFERSON STREET | CHESAPEAKE | VA | 23324 | N/A | PC | MATERNAL CHILD HEALTH | $250,000 |
| USTAMID-ATLANTIC FOUNDATION | |||||||
| 620 HERNDON PARKWAY SUITE 290 | HERNDON | VA | 20170 | N/A | PC | HEALTHY BEHAVIORS | $5,000 |
| THE CHILDREN'S CENTER | |||||||
| 700 CAMPBELL AVE | FRANKLIN | VA | 23851 | N/A | PC | MATERNAL CHILD HEALTH | $150,620 |
| T2 FITNESS FOUNDATION | |||||||
| 928 DIAMOND SPRINGS ROAD SUITE 111 | VIRGINIA BEACH | VA | 23455 | N/A | PC | HEALTHY BEHAVIORS | $36,710 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,000,394 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (40 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CENTER FOR NONPROFIT EXCELLENCE | ||||||
| 1701-A ALLIED STREET | CHARLOTTESVILLE | VA | 22903 | PC | CAPACITY BUILDING | $218,791 |
| CENTER FOR NONPROFIT EXCELLENCE | ||||||
| 1701-A ALLIED STREET | CHARLOTTESVILLE | VA | 22903 | PC | CAPACITY BUILDING | $218,791 |
| SMART BEGINNINGS SOUTHEAST | ||||||
| 209 E CAWSON STREET | HOPEWELL | VA | 23860 | PC | HEALTHY BEHAVIORS | $115,491 |
| FOODBANK OF SOUTHEASTERN VIRGINIA | ||||||
| 800 TIDEWATER DRIVE | NORFOLK | VA | 23504 | PC | HEALTHY BEHAVIORS | $100,000 |
| FRANKLIN PARKS FOUNDATION | ||||||
| PO BOX 775 | FRANKLIN | VA | 23851 | PC | HEALTHY BEHAVIORS | $100,000 |
| RX DRUG ACCESS PARTNERSHIP | ||||||
| 1500 FOREST AVE | RICHMOND | VA | 23229 | PC | STRENGTHENING THE SAFETY NET | $20,000 |
| FORKIDS INC | ||||||
| 1001 POINDEXTER STREET | CHESAPEAKE | VA | 23324 | PC | STRENGTHENING THE SAFETY NET | $40,000 |
| THE AMERICAN HEART ASSOCIATION | ||||||
| 4669 SOUTH BLVD STE 103 | VIRGINIA BEACH | VA | 23452 | PC | STRENGTHENING THE SAFETY NET | $50,793 |
| WESTERN TIDEWATER COMMUNITY SERVICES BOARD | ||||||
| 7025 HARBOUR VIEW BLVD SUITE 119 | SUFFOLK | VA | 23435 | PC | STRENGTHENING THE SAFETY NET | $179,650 |
| THE UP CENTER | ||||||
| 150 BOUSH STREET SUITE 500 | NORFOLK | VA | 23510 | PC | STRENGTHENING THE SAFETY NET | $278,244 |
| VIRGINIA LEGAL AID SOCIETY INC | ||||||
| PO BOX 6200 | LYNCHBURG | VA | 24505 | PC | STRENGTHENING THE SAFETY NET | $304,850 |
| WESTERN TIDEWATER COMMUNITY SERVICES BOARD | ||||||
| 7025 HARBOUR VIEW BLVD SUITE 119 | SUFFOLK | VA | 23435 | PC | STRENGTHENING THE SAFETY NET | $339,822 |
| HORIZON HEALTH SERVICES INC | ||||||
| 8314 MAIN STREET | IVOR | VA | 23866 | PC | STRENGTHENING THE SAFETY NET | $379,070 |
| WESTERN TIDEWATER FREE CLINIC | ||||||
| 2019 MEADE PARKWAY | SUFFOLK | VA | 23434 | PC | STRENGTHENING THE SAFETY NET | $764,500 |
| SMART BEGINNINGS WESTERN TIDEWATER | ||||||
| 601 NORTH MECHANIC STREET | FRANKLIN | VA | 23851 | PC | EARLY CHILDHOOD EDUCATION | $15,000 |
| COMMUNITY FOUNDATION INC (DBA THRIVE BIRTH TO FIVE) | ||||||
| 3409 W MOORE ST | RICHMOND | VA | 23230 | PC | EARLY CHILDHOOD EDUCATION | $37,200 |
| SMART BEGINNINGS SOUTHEAST | ||||||
| 209 E CAWSON STREET | HOPEWELL | VA | 23860 | PC | EARLY CHILDHOOD EDUCATION | $43,755 |
| THE CHILDREN'S CENTER | ||||||
| 700 CAMPBELL AVE | FRANKLIN | VA | 23851 | PC | EARLY CHILDHOOD EDUCATION | $69,860 |
| CITY OF SUFFOLK | ||||||
| 442 WASHINGTON STREET | SUFFOLK | VA | 23434 | GOV | EARLY CHILDHOOD EDUCATION | $1,929 |
| GIRLS ON THE RUN OF SOUTH HAMPTON ROADS | ||||||
| 5817 WESLEYAN DRIVE | VIRGINIA BEACH | VA | 23455 | PC | HEALTHY BEHAVIORS | $100,000 |
| CENTER FOR NONPROFIT EXCELLENCE | ||||||
| 1701-A ALLIED STREET | CHARLOTTESVILLE | VA | 22903 | PC | CAPACITY BUILDING | $218,791 |
| THE CHILDREN'S CENTER | ||||||
| 700 CAMPBELL AVE | FRANKLIN | VA | 23851 | PC | MATERNAL CHILD HEALTH | $152,149 |
| CHILDREN'S HEALTH INVESTMENT PROGRAM OF SOUTH HAMPTON ROADS | ||||||
| 1302 JEFFERSON STREET | CHESAPEAKE | VA | 23324 | PC | MATERNAL CHILD HEALTH | $250,000 |
| WESTERN TIDEWATER HEALTH DISTRICT | ||||||
| 135 HALL AVENUE SUITE A | SUFFOLK | VA | 23434 | GOV | MATERNAL CHILD HEALTH | $262,392 |
| T2 FITNESS FOUNDATION | ||||||
| 928 DIAMOND SPRINGS ROAD SUITE 111 | VIRGINIA BEACH | VA | 23455 | PC | HEALTHY BEHAVIORS | $58,615 |
| FOODBANK OF SOUTHEASTERN VIRGINIA | ||||||
| 800 TIDEWATER DRIVE | NORFOLK | VA | 23504 | PC | HEALTHY BEHAVIORS | $100,000 |
| FRANKLIN PARKS FOUNDATION | ||||||
| PO BOX 775 | FRANKLIN | VA | 23851 | PC | HEALTHY BEHAVIORS | $100,000 |
| RX DRUG ACCESS PARTNERSHIP | ||||||
| 1500 FOREST AVE | RICHMOND | VA | 23229 | PC | STRENGTHENING THE SAFETY NET | $25,000 |
| FORKIDS INC | ||||||
| 1001 POINDEXTER STREET | CHESAPEAKE | VA | 23324 | PC | STRENGTHENING THE SAFETY NET | $40,000 |
| THE AMERICAN HEART ASSOCIATION | ||||||
| 4669 SOUTH BLVD STE 103 | VIRGINIA BEACH | VA | 23452 | PC | STRENGTHENING THE SAFETY NET | $47,582 |
| WESTERN TIDEWATER COMMUNITY SERVICES BOARD | ||||||
| 7025 HARBOUR VIEW BLVD SUITE 119 | SUFFOLK | VA | 23435 | PC | STRENGTHENING THE SAFETY NET | $179,650 |
| THE UP CENTER | ||||||
| 150 BOUSH STREET SUITE 500 | NORFOLK | VA | 23510 | PC | STRENGTHENING THE SAFETY NET | $283,439 |
| VIRGINIA LEGAL AID SOCIETY INC | ||||||
| PO BOX 6200 | LYNCHBURG | VA | 24505 | PC | STRENGTHENING THE SAFETY NET | $311,098 |
| WESTERN TIDEWATER COMMUNITY SERVICES BOARD | ||||||
| 7025 HARBOUR VIEW BLVD SUITE 119 | SUFFOLK | VA | 23435 | PC | STRENGTHENING THE SAFETY NET | $339,822 |
| HORIZON HEALTH SERVICES INC | ||||||
| 8314 MAIN STREET | IVOR | VA | 23866 | PC | STRENGTHENING THE SAFETY NET | $386,653 |
| WESTERN TIDEWATER FREE CLINIC | ||||||
| 2019 MEADE PARKWAY | SUFFOLK | VA | 23434 | PC | STRENGTHENING THE SAFETY NET | $786,500 |
| GIRLS ON THE RUN OF SOUTH HAMPTON ROADS | ||||||
| 5817 WESLEYAN DRIVE | VIRGINIA BEACH | VA | 23455 | PC | HEALTHY BEHAVIORS | $100,000 |
| THE CHILDREN'S CENTER | ||||||
| 700 CAMPBELL AVE | FRANKLIN | VA | 23851 | PC | MATERNAL CHILD HEALTH | $156,041 |
| CHILDREN'S HEALTH INVESTMENT PROGRAM OF SOUTH HAMPTON ROADS | ||||||
| 1302 JEFFERSON STREET | CHESAPEAKE | VA | 23324 | PC | MATERNAL CHILD HEALTH | $250,000 |
| WESTERN TIDEWATER HEALTH DISTRICT | ||||||
| 135 HALL AVENUE SUITE A | SUFFOLK | VA | 23434 | GOV | MATERNAL CHILD HEALTH | $262,392 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $7,687,870 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $256,337 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,619,116 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,875,453 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,875,453 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VIRGINIA EARLY CHILDHOOD FOUNDATION | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1703 N PARHAM RD 110 | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23229 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $25,377 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $60,595 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $60,595 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EXCHANGE-TRADED FUNDS AND MUTUAL FUNDS | StockNm |
| EOY Book Value | $16,377,564 | EOYBookValueAmt |
| EOYFMV | $16,377,564 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALTERNATIVE INVESTMENTS - FOREIGN CORPORATIONS | FMV | $48,718,640 | $48,718,640 |
| ALTERNATIVE INVESTMENTS - LIMITED PARTNERSHIPS AND CORPORATIONS | FMV | $65,852,949 | $65,852,949 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL EXPENSES | CategoryTxt |
| Legal Fees | $545 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $545 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ART COLLECTION | $373,669 | $373,669 | $373,669 |
| CEMETARY LOTS | $24,000 | $24,000 | $24,000 |
| EXCISE TAX RECEIVABLE | $106,889 | $106,889 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS/LOSSES IN INVESTMENTS, PARTNERSHIPS & FOREIGN INVESTMENTS | Desc |
| Amt | $8,096,862 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PROGRAM DEVELOPMENT | $253,788 | $0 | $0 | $260,504 |
| INSURANCE | $15,329 | $0 | $0 | $17,654 |
| MISC. EXPENSES | $1,755 | $0 | $0 | $1,748 |
| DUES & SUBSCRIPTIONS | $34,917 | $0 | $0 | $37,007 |
| TECHNOLOGY EXPENSES | $26,069 | $0 | $0 | $38,826 |
| RECRUITING | $38,696 | $0 | $0 | $38,696 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME FROM PARTNERSHIPS | Desc |
| Revenue And Expenses Per Books | $0 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3,934,666 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED TAXES PAYABLE | $636,142 | $480,903 |
| EXCISE TAX PAYABLE | $53,978 | $56,431 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $697,487 | Amt |
| Net Investment Income | $697,487 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EXCISE TAXES | $28,783 | $0 | $0 | $0 |
| OTHER TAXES AND FEES | $2,066 | $0 | $0 | $2,066 |