4G FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
4G FOUNDATION (EIN 45-4432900)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-03-26
IRS object ID
202420869349100317
Schema version
2023v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-03-26T13:51:24-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN541631262PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KEITER STEPHENS HURST GARY & SHREAVESBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14401 DOMINION BLVDAddressLine1Txt
CityGLEN ALLENCityNm
State AbbreviationVAStateAbbreviationCd
ZIP23060ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN454432900EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line14G FOUNDATION (FKA NORDLEY-GOTTWALD FNDNBusinessNameLine1Txt
Business Name Line2C/O JANET JORGENSENBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name Control4GFOBusinessNameControlTxt
Phone8047885605PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 2189AddressLine1Txt
CityRICHMONDCityNm
State AbbreviationVAStateAbbreviationCd
ZIP23218ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBRUCE C GOTTWALDPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8047885605PhoneNum
Signature2024-03-26SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstBRUCEPersonFirstNm
Person LastGOTTWALDPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHARLOTTE ANN RAMAGEPreparerPersonNm
PTINP00368907PTIN
Phone8047470000PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$24,799,751FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$367,633DividendsRevAndExpnssAmt
Dividends Net Invst Incm$367,633DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$480,589NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,068,626GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$480,589CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$848,222TotalRevAndExpnssAmt
Total Net Invst Incm$848,222TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,150AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,075AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,075AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$32,056TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$45OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$22OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$23OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$34,251TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,097TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,098TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,360,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,360,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,394,251TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,097TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,361,098TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$546,029ExcessRevenueOverExpensesAmt
Net Investment Income$847,125NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$10,005SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$52,012SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$52,012SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$27,089,902CorporateStockBOYAmt
Corporate Stock EOY$24,747,739CorporateStockEOYAmt
Corporate Stock EOYFMV$24,747,739CorporateStockEOYFMVAmt
Total Assets BOY$27,099,907TotalAssetsBOYAmt
Total Assets EOY$24,799,751TotalAssetsEOYAmt
Total Assets EOYFMV$24,799,751TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$27,099,907RetainedEarningBOYAmt
Retained Earning EOY$24,799,751RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$27,099,907TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$24,799,751TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$27,099,907TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$24,799,751TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$27,099,907TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$546,029ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$26,553,878SubtotalAmt
Other Decreases$1,754,127OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$24,799,751TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
Property2350 SHS NEWMARKET CORPPropertyDesc
How AcquiredDHowAcquiredCd
Acquired2012-09-24AcquiredDt
Sold2023-09-06SoldDt
Gross Sales Price$1,068,626GrossSalesPriceAmt
Cost Or Other Basis$588,037CostOrOtherBasisAmt
Gain Or Loss$480,589GainOrLossAmt
Gains Minus Excess Or Losses$480,589GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$480,589CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$11,775InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$11,775SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$11,775TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$18,450EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$18,450TotalPaymentsAndCreditsAmt
Es Penalty$9EsPenaltyAmt
Overpayment$6,666OverpaymentAmt
Applied To ES Tax$6,666AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateVAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJANET JORGENSENIndividualWithBooksNm
Phone8047885605PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1330 S 4TH STREETAddressLine1Txt
CityRICHMONDCityNm
State AbbreviationVAStateAbbreviationCd
ZIP23219ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
BRUCE C GOTTWALD SR
PO BOX 2543RICHMONDVA23218PRESIDENT0.00$0$0$0
MARK H GOTTWALD
PO BOX 2543RICHMONDVA23218VICE PRESIDENT/SECRETARY0.00$0$0$0
THOMAS E GOTTWALD
PO BOX 2543RICHMONDVA23218TREASURER0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$27,585,635AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$457,752AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$28,043,387TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$28,043,387AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$420,651CashDeemedCharitableAmt
Net Vl Noncharitable Assets$27,622,736NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,381,137MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,381,137MinimumInvestmentReturnAmt
Tax Based On Investment Income$11,775TaxBasedOnInvestmentIncomeAmt
Total Tax$11,775TotalTaxAmt
Distributable Before Adj$1,369,362DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,369,362DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,369,362DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,361,098ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,361,098QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,369,362DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$22,099ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$9,500ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$31,599TotalExcessDistributionCyovAmt
Qualifying Distributions$1,361,098QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,361,098AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$8,264ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$8,264ExcessDistributionCyovAppCYAmt
Total Corpus$23,335TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$23,335ExcessDistriCyovToNextYrAmt
Excess From Year2$13,835ExcessFromYear2Amt
Excess From Year1$9,500ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BIG BROTHERS BIG SISTERS - EASTERN MO
501 N GRAND BLVD STE 100ST LOUISMO63103N/APUBLIC CHARITYFOR GENERAL CHARITABLE PURPOSES$9,000
CRISTO REY RICHMOND HIGH SCHOOL
304 N SHEPPARD STRICHMONDVA23221N/APUBLIC CHARITYFOR GENERAL CHARITABLE PURPOSES$14,000
CROHN'S AND COLITIS FOUNDATION (CCFA)
733 THIRD AVE STE 510NEW YORKNY10017N/APUBLIC CHARITYFOR GENERAL CHARITABLE PURPOSES$9,000
EDIBLE SCHOOLYARD NYC
PO BOX 737NEW YORKNY10163N/APUBLIC CHARITYFOR GENERAL CHARITABLE PURPOSES$18,000
ELK HILL
PO BOX 99GOOCHLANDVA23063N/APUBLIC CHARITYFOR GENERAL CHARITABLE PURPOSES$9,000
FOCUS
PO BOX 1027NEW CANAANCT06840N/APUBLIC CHARITYFOR GENERAL CHARITABLE PURPOSES$37,000
FULL CIRCLE GRIEF CENTER
10611 PATTERSON AVENUE 201RICHMONDVA23238N/APUBLIC CHARITYFOR GENERAL CHARITABLE PURPOSES$9,000
GOOCHLAND CARES
2999 RIVER ROAD WESTGOOCHLANDVA23063N/APUBLIC CHARITYFOR GENERAL CHARITABLE PURPOSES$9,000
LITTLE HANDS VIRGINIA
7101 FOREST HILL AVE STE LRICHMONDVA23225N/APUBLIC CHARITYFOR GENERAL CHARITABLE PURPOSES$9,000
LITTLE LIGHTS URBAN MINISTRIES
760 7TH STREET SEWASHINGTONDC20003N/APUBLIC CHARITYFOR GENERAL CHARITABLE PURPOSES$9,000
MISSION GAIT
8191 STAPLES MILL RDRICHMONDVA23228N/APUBLIC CHARITYFOR GENERAL CHARITABLE PURPOSES$350,000
NANTUCKET COTTAGE HOSPITAL
NCH FOUNDATION - 57 PROSPECT STNANTUCKETMA02554N/APUBLIC CHARITYFOR GENERAL CHARITABLE PURPOSES$30,000
NANTUCKET CONSERVATION FOUNDATION
118 CLIFF RDNANTUCKETMA02554N/APUBLIC CHARITYFOR GENERAL CHARITABLE PURPOSES$30,000
NANTUCKET HISTORICAL ASSOCIATION
PO BOX 1016NANTUCKETMA02554N/APUBLIC CHARITYFOR GENERAL CHARITABLE PURPOSES$30,000
NANTUCKET ISLAND SAFE HARBOR FOR ANIMALS (NISHA)
PO BOX 2844NANTUCKETMA02584N/APUBLIC CHARITYFOR GENERAL CHARITABLE PURPOSES$18,000
NANTUCKET LAND COUNCIL INC
6 ASH LANE PO BOX 502NANTUCKETMA02554N/APUBLIC CHARITYFOR GENERAL CHARITABLE PURPOSES$30,000
NANTUCKET PRESERVATION TRUST
11 CENTRE STREET PO BOX 158NANTUCKETMA02554N/APUBLIC CHARITYFOR GENERAL CHARITABLE PURPOSES$30,000
SOLDIERSTRONG
1127 HIGH RIDGE RD 124STAMFORDCT06905N/APUBLIC CHARITYFOR GENERAL CHARITABLE PURPOSES$30,000
SPECIAL OPS WARRIOR FOUNDATION
PO BOX 89367TAMPAFL33689N/APUBLIC CHARITYFOR GENERAL CHARITABLE PURPOSES$30,000
ST JUDE CHILDREN'S RESEARCH HOSPITAL
501 ST JUDE PLACEMEMPHISTN38105N/APUBLIC CHARITYFOR GENERAL CHARITABLE PURPOSES$30,000
THE NEW COMMUNITY SCHOOL
ATTN NANCY FOY 4211 HERMITAGE ROADRICHMONDVA23227N/APUBLIC CHARITYFOR GENERAL CHARITABLE PURPOSES$168,000
MASSEY CANCER CENTER
1016 EAST CLAY ST PO BOX 980214RICHMONDVA23298N/APUBLIC CHARITYFOR GENERAL CHARITABLE PURPOSES$18,000
BRILAND MODEM FUND (POAM COMMUNITY)
10153 RIVERSIDE DR SUITE 244LOS ANGELESCA91602N/APUBLIC CHARITYFOR GENERAL CHARITABLE PURPOSES$9,000
ANNA JULIA COOPER EPISCOPAL SCHOOL
2124 N 29TH STREETRICHMONDVA23223N/APUBLIC CHARITYFOR GENERAL CHARITABLE PURPOSES$28,000
HAND TO HOLD
12325 HYMEADOW DR SUITE 4-102AUSTINTX78750N/APUBLIC CHARITYFOR GENERAL CHARITABLE PURPOSES$9,000
MEMORY & MOVEMENT CHARLOTTE
411 BILLINGSLEY ROAD 103CHARLOTTENC28211N/APUBLIC CHARITYFOR GENERAL CHARITABLE PURPOSES$13,000
BREAST CANCER RESEARCH FOUNDATION
28 WEST 44TH STREET SUITE 609NEW YORKNY10036N/APUBLIC CHARITYFOR GENERAL CHARITABLE PURPOSES$9,000
MEMORIAL SLOAN KETTERING CANCER CENTER
PO BOX 5028HAGERSTOWNMD21741N/APUBLIC CHARITYFOR GENERAL CHARITABLE PURPOSES$9,000
SEAL VETERANS FOUNDATION
1619 D STREET BLDG 5326VIRGINIA BEACHVA23459N/APUBLIC CHARITYFOR GENERAL CHARITABLE PURPOSES$9,000
CANCER RETREAT CENTERS
PO BOX 8388RICHMONDVA23226N/APUBLIC CHARITYFOR GENERAL CHARITABLE PURPOSES$9,000
CSU VETERINARY TEACHING HOSPITAL
300 WEST DRAKE ROADFORT COLLINSCO80523N/APUBLIC CHARITYFOR GENERAL CHARITABLE PURPOSES$9,000
SHELTERING ARMS FOUNDATION
PO BOX 91758RICHMONDVA23291N/APUBLIC CHARITYFOR GENERAL CHARITABLE PURPOSES$100,000
UGANDA RURAL FUND
12829 RIVER ROADRICHMONDVA23238N/APUBLIC CHARITYFOR GENERAL CHARITABLE PURPOSES$50,000
ST JAMES CHILDREN'S CENTER
1205 W FRANKLIN STREETRICHMONDVA23220N/APUBLIC CHARITYFOR GENERAL CHARITABLE PURPOSES$50,000
ST PAUL'S CATHEDRAL TRUST IN AMERICA
300 ARBORETUM PLACE SUITE 660NORTH CHESTERFIELDVA23236N/APUBLIC CHARITYFOR GENERAL CHARITABLE PURPOSES$100,000
JAMES BEARD HOUSE
34 W 15TH STREET 4TH FLOORNEW YORKNY10011N/APUBLIC CHARITYFOR GENERAL CHARITABLE PURPOSES$30,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,360,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$367,633ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$480,589ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$848,222ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$848,222TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEESCategoryTxt
Amt$2,150Amt
Net Investment Income$1,075NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,075DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ALBEMARLE CORP - 91,095 SHS$13,161,406$13,161,406
NEWMARKET CORP - 18,877 SHS$11,586,333$11,586,333

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescADJUSTMENT FOR UNREALIZED GAIN ON INVESTMENTSDesc
Amt$1,754,127Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
COMMONWEALTH OF VA - ANNUAL REGISTRATION FEE$25$12$13
MISCELLANEOUS$20$10$10

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXESCategoryTxt
Amt$32,056Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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