HARRIS FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HARRIS FOUNDATION (EIN 54-1844579)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-01
- IRS object ID
- 202431229349100348
- Schema version
- 2023v5.0
- Note
- A later return for the same period supersedes this one.
- 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
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-01T09:45:23-07:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 934480554 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ragland & Associates LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7204 Glen Forest Drive Suite 300 | AddressLine1Txt |
| City | Richmond | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23226 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541844579 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Harris Foundation | BusinessNameLine1Txt |
| Business Name Line2 | co Hiter Harris III | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HARR | BusinessNameControlTxt |
| Phone | 8045397182 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 17250 | AddressLine1Txt |
| City | Richmond | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23226 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | H Hiter Harris III | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2024-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | H Hiter Harris | PersonFirstNm |
| Person Last | III | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Elaine M Ragland CPA | PreparerPersonNm |
| PTIN | P00291584 | PTIN |
| Phone | 8042888516 | 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 |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | 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 | $3,544,694 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $149,760 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $56,446 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $56,446 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $56,446 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $327,236 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $569,294 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $327,236 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $649 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $533,442 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $383,682 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $57,095 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $4,220 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $12,205 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,205 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $5,164 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $22,280 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $43,869 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,205 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $386,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $386,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $430,369 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,205 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $386,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $103,073 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $371,477 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $57,095 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $90,318 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $134,004 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $134,004 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $227 | PrepaidExpensesBOYAmt |
| Corporate Stock BOY | $672,426 | CorporateStockBOYAmt |
| Corporate Stock EOY | $734,261 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,411,455 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $604,898 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $463,809 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $997,587 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,893 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,648 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,648 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,369,762 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,333,722 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,544,694 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $1,164 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $1,164 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,369,762 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,332,558 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,369,762 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,332,558 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,369,762 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,333,722 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,369,762 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $103,073 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,472,835 | SubtotalAmt |
| Other Decreases | $140,277 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,332,558 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Sales Summary Stocks- Short Term | P | 2023-01-01 | 2023-06-30 | $165,646 | $164,997 | $649 | $649 |
| Sales Summary Stocks- Short Term | P | 2019-01-01 | 2023-12-31 | $403,648 | $77,061 | $326,587 | $326,587 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $327,236 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $649 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,164 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,164 | SubtotalAmt |
| Tax Based On Investment Income | $5,164 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,000 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,164 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ragland and Associates LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8042888516 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7204 Glen Forest Dr 300 | AddressLine1Txt |
| City | Richmond | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23226 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| H Hiter Harris III | ||||||
| PO Box 17250 | Richmond | VA | 23226 | President | 1.00 | $0 |
| Jil W Harris | ||||||
| PO Box 17250 | Richmond | VA | 23226 | Secty/Treas | 0.00 | $0 |
| Katherine Harris Storer | ||||||
| PO Box 17250 | Richmond | VA | 23226 | Director | 0.00 | $0 |
| Elizabeth Tyler Harris | ||||||
| PO Box 17250 | Richmond | VA | 23226 | Director | 0.00 | $0 |
| H Hiter Harris IV | ||||||
| PO Box 17250 | Richmond | VA | 23226 | Director | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,973,062 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $419,902 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,392,964 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $3,392,964 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $50,894 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,342,070 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $167,104 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $167,104 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,164 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,164 | TotalTaxAmt |
| Distributable Before Adj | $161,940 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $161,940 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $161,940 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $386,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $386,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $161,940 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $155,555 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $97,968 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $138,663 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $201,536 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $228,296 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $822,018 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $386,500 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $161,940 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $224,560 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,046,578 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $155,555 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $891,023 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $97,968 | ExcessFromYear4Amt |
| Excess From Year3 | $138,663 | ExcessFromYear3Amt |
| Excess From Year2 | $201,536 | ExcessFromYear2Amt |
| Excess From Year1 | $228,296 | ExcessFromYear1Amt |
| Excess From Current Year | $224,560 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | H Hiter Harris III | ContributingManagerNm |
| Contributing Manager | Jil W Harris | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| First Presbyterian Church | |||||||
| 4602 Cary Street Road | Richmond | VA | 23226 | N/A | PC | 2021 Grant | $10,000 |
| Chesapeake Academy Foundation | |||||||
| P O Box 8 | Irvington | VA | 22480 | N/A | PC | 2023 Annual Fund | $5,000 |
| Hampden-Sydney College | |||||||
| 1 COLLEGE ROAD | HampdenSydney | VA | 23943 | N/A | PC | 2023 Annual Fund | $5,000 |
| Bolling Haxell House Foundation | |||||||
| 211 East Franklin Street | Richmond | VA | 23219 | N/A | SO I | Annual Fund | $500 |
| St Catherine's School | |||||||
| 6001 GROVE AVENUE | Richmond | VA | 23226 | N/A | PC | Grant, Capital Commitment, Scholarship | $7,000 |
| St Christopher's School | |||||||
| 711 ST CHRISTOPHERS RD | Richmond | VA | 23229 | N/A | PC | Grant, Capital Commitment, Scholarship | $7,000 |
| Cross-Over Ministries Inc | |||||||
| 108 Cowardin Avenue | Richmond | VA | 23224 | N/A | PC | Annual Fund | $1,000 |
| Big Oak Ranch | |||||||
| P O Box 507 | Springvale | AL | 35146 | N/A | PC | Annual Fund | $15,000 |
| VCU Massey Cancer Center | |||||||
| 401 COLLEGE ST | Richmond | VA | 23298 | N/A | PC | Grant | $5,000 |
| Washington Lee University | |||||||
| DEVELOPMENT BUILDING | Lexington | VA | 24450 | N/A | PC | Katie Harris Storer Fund | $5,000 |
| FAISON SCHOOL FOR AUTISM | |||||||
| 1701 BYRD AVE | RICHMOND | VA | 23230 | N/A | PC | Annual Fund | $500 |
| VMFA FOUNDATION | |||||||
| 200 N BOULEVARD | RICHMOND | VA | 23220 | N/A | PC | Grant, Capital Commitment | $50,000 |
| UVA JEFFERSON SCHOLAR FOUNDATION | |||||||
| 112 CLARKE COURT | CHARLOTTESVILLE | VA | 22903 | N/A | PC | Tyler Harris Fund | $50,000 |
| The Nature Conservancy | |||||||
| 490 Westfiels Road | Charlottesville | VA | 22901 | N/A | PC | Grant, Annual and Capital Committment | $50,000 |
| Harvard Business School | |||||||
| 117 Western Ave | Allston | MA | 02134 | N/A | PC | Annual Fund | $1,000 |
| Drive to Work | |||||||
| P O Box 14526 | Richmond | VA | 23221 | N/A | PC | Annual Fund | $1,000 |
| St Stephen's Episcopal Church | |||||||
| 6000 Grove Avenue | Richmond | VA | 23226 | N/A | PC | Annual Fund | $500 |
| VCU Institute for Contemporary Art | |||||||
| 818 W Broad Street | Richmond | VA | 23284 | N/A | GOV | Annual Fund | $1,000 |
| Warm Springs Presbyterian Church | |||||||
| 73 Church Drive | Warm Springs | VA | 24484 | N/A | PC | Grant-Tots Program, Annual Fund | $11,000 |
| Steamboat Era Museum | |||||||
| 156 King Carter Dr | Irvington | VA | 22480 | N/A | PC | Annual Fund | $1,000 |
| University of Richmond | |||||||
| 28 Westhampton Way | Univ of Richmond | VA | 23173 | N/A | PC | Annual Fund | $25,000 |
| Bath County Arts Association | |||||||
| POBox 974 | Hot Springs | VA | 24445 | N/A | PC | Annual Fund | $1,000 |
| Richmond Christmas Mother | |||||||
| 300 East Franklin Street | Richmond | VA | 23219 | N/A | PC | Public Support | $1,000 |
| Junior Achievement of Richmond | |||||||
| 7217 W Broad Street | Richmond | VA | 23294 | N/A | PC | Annual Fund | $5,000 |
| Bath County Historical Society | |||||||
| 99 Courthouse Hill Road | Warm Springs | VA | 24484 | N/A | PC | Annual Fund | $500 |
| Sheltering Arms Foundation | |||||||
| 140 East Shore Drive | Glen Allen | VA | 23059 | N/A | PC | CAPITAL COMMITTMENT | $1,000 |
| VFIC | |||||||
| 901 East Byrd Street | Richmond | VA | 23219 | N/A | PC | Annual Fund, Technology Fund, Rising Star Fund, Sponsorship | $60,500 |
| Bath County Christmas Mother | |||||||
| PO Box 292 | Hot Springs | VA | 24445 | N/A | PC | Public Support | $10,000 |
| Elijah House | |||||||
| 6627B Jahnke Road | Richmond | VA | 23225 | N/A | PC | Capital Commitment | $25,000 |
| Healthnetwork Foundation | |||||||
| 33 River Street 230 | Chagrin Falls | OH | 44022 | N/A | POF | 2023 Grant | $10,000 |
| Bread of Life Deliverance Church | |||||||
| 1245 Tom Hunter Road | Charlotte | NC | 28213 | N/A | PC | 2023 Grant | $5,000 |
| Bath County Hospital | |||||||
| 106 Park Drive | Hot Springs | VA | 24445 | N/A | NC | Annual Fund | $1,000 |
| Warm Springs Cemetary | |||||||
| PO Box 24 | Warm Springs | VA | 24484 | N/A | NC | 2023 Grant | $2,500 |
| Virginia Commonwealth University | |||||||
| 901 W Franklin Street | Richmond | VA | 23284 | N/A | GOV | Joel Silverman Faculty Research Award | $12,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $386,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $56,446 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $327,236 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $383,682 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $383,682 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 Person | H Hiter Harris III | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O Box 17250 | AddressLine1Txt |
| City | Richmond | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23226 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $149,760 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | Stock- 1,625 Shares- Xylem, Inc. | NoncashPropertyDesc |
| Fair Market Value | $149,760 | FairMarketValueAmt |
| Received | 2023-10-20 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $4,220 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (73 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APPLE INC | $62,508 | $962,650 |
| JOHNSON & JOHNSON | $12,435 | $24,451 |
| AMERICAN ELEC POWER | $3,111 | $5,523 |
| AUTOMATIC DATA PROCESSING | $1,191 | $7,455 |
| HOME DEPOT INC | $3,756 | $21,486 |
| J P MORGAN CHASE | $10,463 | $37,082 |
| MCDONALDS CORP | $7,139 | $14,529 |
| MERCK & CO | $5,755 | $16,353 |
| MICROSOFT CORP | $7,149 | $34,220 |
| NEXTERA ENERGY | $875 | $4,069 |
| PARKER HANNIFIN CORP | $4,946 | $15,664 |
| PHILIP MORRIS INTL INC | $5,448 | $9,032 |
| BRISTOL MYERS SQUIBB | $7,082 | $6,414 |
| CME GROUP INC | $5,421 | $11,583 |
| HONEYWELL INTL | $4,544 | $15,938 |
| PROCTOR & GAMBLE CO | $11,717 | $19,343 |
| TEXAS INSTRUMENTS | $1,312 | $7,330 |
| WAL-MART STORES | $13,522 | $17,814 |
| WASTE MGMT INC | $1,328 | $7,701 |
| WEC Energy Group Inc | $2,256 | $4,798 |
| CMS Energy | $1,177 | $3,368 |
| IShares Russell 1000 Growth | $46,190 | $212,219 |
| Marsh McLennan Co | $2,577 | $14,210 |
| CISCO SYSTEMS | $9,267 | $17,884 |
| COMCAST CORP | $12,405 | $19,952 |
| Lockheed Martin Corp | $4,312 | $9,065 |
| Vanguard Mid-Cap ETF | $154,124 | $261,720 |
| Eversource Energy | $2,504 | $3,148 |
| Pepsico Inc | $4,987 | $7,982 |
| Broadcom | $3,245 | $20,093 |
| Chevron Corp | $15,793 | $20,435 |
| Lam Research Corp | $2,558 | $14,099 |
| UnitedHealth Group | $5,874 | $14,741 |
| Union Pacific Corp | $10,170 | $19,158 |
| Cummins Inc | $3,924 | $5,750 |
| KLA-TENCOR CORP | $2,545 | $15,114 |
| Ameren Corp | $4,017 | $4,847 |
| Conoco Phillips | $5,073 | $7,312 |
| International Bus Machines | $11,394 | $14,392 |
| Packaging Corp America | $2,256 | $3,421 |
| Abbott Labs | $8,081 | $9,136 |
| Mondelez Intl Inc. | $7,338 | $10,140 |
| Northrop Grumman Corp. | $8,615 | $11,235 |
| United Parcel Service | $10,594 | $12,107 |
| Analog Devices Inc. | $9,866 | $15,091 |
| Avalonbay Cmntys Inc. | $5,424 | $4,493 |
| Avery Dennison Corp | $3,435 | $5,256 |
| DTE Energy | $1,823 | $2,867 |
| EOG Res Inc. | $6,283 | $11,853 |
| Abbvie | $14,105 | $19,061 |
| Becton Dickinson | $10,326 | $9,997 |
| Coca Cola | $10,529 | $11,315 |
| Exxon Mobil | $15,823 | $21,096 |
| Morgan Stanley | $11,291 | $11,004 |
| Entergy | $5,837 | $5,464 |
| PPG | $8,012 | $8,524 |
| Blackstone | $2,348 | $4,189 |
| Elevance Health | $11,851 | $11,789 |
| Nike Inc. | $3,140 | $3,691 |
| Valero Energy | $6,512 | $9,360 |
| Wells Fargo | $15,832 | $16,587 |
| Booz Allen Hamilton | $3,071 | $4,221 |
| Illinois Tool Works | $6,665 | $7,072 |
| Prologis Inc. | $4,199 | $4,666 |
| Public Storage | $4,051 | $4,270 |
| Southern Company | $7,562 | $7,713 |
| Visa Inc. Class A | $12,510 | $14,059 |
| Bank NY Mellon | $6,149 | $6,923 |
| General Mills | $4,292 | $4,299 |
| Genuine Parts | $4,631 | $3,878 |
| Microchip | $8,906 | $11,633 |
| Xylem | $9,761 | $185,835 |
| A T & T | $9,049 | $10,286 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CHUBB CORP | AT COST | $5,966 | $14,238 |
| Medtronic PLC | AT COST | $8,271 | $8,815 |
| Eaton Corp | AT COST | $5,048 | $12,041 |
| Trane Tech Pub Ltd. | AT COST | $3,216 | $9,756 |
| Vanguard FTSE Developed | AT COST | $140,658 | $153,280 |
| Linde PLC | AT COST | $8,301 | $11,911 |
| Accenture | AT COST | $7,349 | $13,685 |
| The Children's Investment Fund | AT COST | $285,000 | $773,861 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Accrued Dividends | Desc |
| BOY Book Value | $1,892 | BOYBookValueAmt |
| EOY Book Value | $1,648 | EOYBookValueAmt |
| EOYFMV | $1,648 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| FMV Adjustment of Contributed Stock- Xylem | $140,000 |
| Stock Basis Adjustment- Crown, CMS Energy,Entergy | $277 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIFE INSURANCE | Desc |
| Revenue And Expenses Per Books | $22,280 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Bank Charges | $9,888 | $9,888 | $0 | $0 |
| Management Fees | $2,317 | $2,317 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2023 Federal Taxes | CategoryTxt |
| Amt | $5,164 | Amt |
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