HERNDON FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HERNDON FOUNDATION (EIN 54-6060809)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-08-13
- IRS object ID
- 202402269349100320
- Schema version
- 2023v5.1
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-08-13T13:34:08-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 WATER ST STE 500 | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33602 | 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 | 546060809 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HERNDON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HERN | BusinessNameControlTxt |
| Phone | 8045604119 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9030 STONY POINT PKWY 505 | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23235 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM M GOTTWALD | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8045604119 | PhoneNum |
| Signature | 2024-08-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KRISTEN BARNETT | PreparerPersonNm |
| PTIN | P01234578 | PTIN |
| Phone | 8133162300 | PhoneNum |
| Preparation | 2024-08-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $125,878,028 | 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 | $14,231,058 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,250 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,250 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,105,223 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,099,921 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,882,954 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,649,885 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,882,954 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $267,560 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $66,612 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $22,490,045 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,052,737 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | 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 | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,048 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,024 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,024 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $179,178 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $151,083 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $28,095 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $151,131 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,761 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $17,880 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $17,880 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $354,237 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $179,748 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $31,119 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,689,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,689,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,043,237 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $179,748 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,720,119 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $16,446,808 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,872,989 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,159,789 | CashBOYAmt |
| Cash EOY | $6,139,972 | CashEOYAmt |
| Cash EOYFMV | $6,139,972 | CashEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $399,936 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $404,469 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $21,566,839 | CorporateStockBOYAmt |
| Corporate Stock EOY | $30,503,426 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $114,839,887 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,498,586 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,734,711 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,774,169 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,797,105 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,719,531 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,719,531 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $27,022,319 | TotalAssetsBOYAmt |
| Total Assets EOY | $41,497,576 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $125,878,028 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,067,323 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,067,323 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $24,954,996 | RetainedEarningBOYAmt |
| Retained Earning EOY | $39,430,253 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $27,022,319 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $41,497,576 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $27,022,319 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $41,497,576 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $27,022,319 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $16,446,808 | ExcessRevenueOverExpensesAmt |
| Other Increases | $90,225 | OtherIncreasesAmt |
| Subtotal | $43,559,352 | SubtotalAmt |
| Other Decreases | $2,061,776 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $41,497,576 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - ST | $1,542,862 | $1,481,515 | $61,347 | $61,347 | |
| PUBLICLY TRADED SECURITIES - LT | $12,020,018 | $6,285,416 | $5,734,602 | $5,734,602 | |
| CAPITAL GAINS FROM PASSTHROUGHS | $83,696 | $83,696 | $83,696 | P | |
| CAPITAL GAINS DIVIDENDS | $3,309 | $3,309 | $3,309 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,882,954 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $109,435 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $109,435 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $109,435 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $71,863 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $35,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $106,863 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1,922 | EsPenaltyAmt |
| Tax Due | $4,494 | TaxDueAmt |
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 | 0 | 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 | WWW.HERNDONFDN.ORG | WebsiteAddressTxt |
| Individual With Books | WILLIAM M GOTTWALD | IndividualWithBooksNm |
| Phone | 8045604119 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9030 STONY POINT PKWY 505 | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23235 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM M GOTTWALD | ||||||||
| 9030 STONY POINT PKWY SUITE 505 | RICHMOND | VA | 23235 | TRUSTEE | 15.00 | $0 | $0 | $0 |
| JAMES T GOTTWALD | ||||||||
| 9030 STONY POINT PKWY SUITE 505 | RICHMOND | VA | 23235 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| JOHN D GOTTWALD | ||||||||
| 9030 STONY POINT PKWY SUITE 505 | RICHMOND | VA | 23235 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $114,737,296 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,460,930 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,781,122 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $117,979,348 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $117,979,348 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,769,690 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $116,209,658 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,810,483 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,810,483 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $109,435 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $10,920 | IncomeTaxAmt |
| Total Tax | $120,355 | TotalTaxAmt |
| Distributable Before Adj | $5,690,128 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,690,128 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,690,128 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,720,119 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,720,119 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,690,128 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $5,647,769 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,720,119 | QualifyingDistributionsAmt |
| Applied To Year1 | $5,647,769 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $72,350 | 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 | $5,617,778 | 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 | HERNDON FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9030 STONY POINT PKWY STE 505 | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23235 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8045604119 | RecipientPhoneNum |
| Recipient Email Address | INFO@HERNDONFDN.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | VISIT HERNDONFDN.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | AUGUST 1ST | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION AWARDS GRANTS TO ORGANIZATIONS WHICH ARE TAX-EXEMPT UNDER IRS SECTION 501(C)(3) AND ARE NOT PRIVATE FOUNDATIONS AS DESCRIBED UNDER SECTION 509(A). QUALIFIED NONPROFIT ORGANIZATIONS THROUGHOUT THE COMMONWEALTH OF VIRGINIA ARE ELIGIBLE FOR SUPPORT; HOWEVER, MAJOR PREFERENCE WILL BE GIVEN TO AGENCIES IN THE RICHMOND METROPOLITAN REGION. THE FOUNDATION REQUIRES ALL PROSPECTIVE APPLICANTS TO HAVE A CURRENT PORTRAIT ON CONNECTVA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (148 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ACTS | |||||||
| 1518 WILLOW LAWN DRIVE SUITE 201 | RICHMOND | VA | 23230 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| ALZHEIMER'S ASSOCIATION | |||||||
| 4600 COX ROAD SUITE 130 | GLEN ALLEN | VA | 23060 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| AMERICAN BATTLEFIELD TRUST | |||||||
| 1156 15TH STREET NW 900 | WASHINGTON | DC | 20005 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| AMERICAN CIVIL WAR MUSEUM - HISTORIC TREDEGAR | |||||||
| 500 TREDEGAR STREET | RICHMOND | VA | 23219 | SO II | GENERAL OPERATING SUPPORT | $25,000 | |
| ANNA JULIA COOPER EPISCOPAL SCHOOL | |||||||
| 2124 N 29TH ST | RICHMOND | VA | 23223 | PC | GENERAL OPERATING SUPPORT | $85,000 | |
| ART 180 | |||||||
| 114 W MARSHALL STREET | RICHMOND | VA | 23220 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| BETTER HOUSING COALITION | |||||||
| 23 WEST BROAD STREET SUITE 100 | RICHMOND | VA | 23220 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| BEYOND BOUNDARIES | |||||||
| 2203 FLOYD AVE APT A | RICHMOND | VA | 23220 | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| BIG BROTHERS BIG SISTERS SERVICES INC | |||||||
| 1707 SUMMIT AVENUE SUITE 200 | RICHMOND | VA | 23230 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| BLESSED SACRAMENT HUGUENOT SCHOOL | |||||||
| 2501 ACADEMY ROAD | POWHATAN | VA | 23139 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| BLINDED VETERANS ASSOCIATION | |||||||
| 125 N WEST STREET 3RD FLOOR | ALEXANDRIA | VA | 22314 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| BLUE SKY FUND | |||||||
| PO BOX 8108 | RICHMOND | VA | 23223 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| BONEFISH AND TARPON TRUST | |||||||
| 135 SAN LORENZO AVENUE | CORAL GABLES | FL | 33146 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| BOYS AND GIRLS CLUB OF METRO RICHMOND | |||||||
| 5511 STAPLES MILL ROAD SUITE 301 | RICHMOND | VA | 23228 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| CADENCE THEATRE COMPANY | |||||||
| 413 N 31ST STREET | RICHMOND | VA | 23223 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| CANCERLINC | |||||||
| 200 SOUTH 3RD STREET | RICHMOND | VA | 23219 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| CAPITAL REGION LAND CONSERVANCY | |||||||
| 200 S 3RD STREET | RICHMOND | VA | 23219 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| CARITAS | |||||||
| 2220 STOCKTON STREET | RICHMOND | VA | 23224 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| CENTRAL VIRGINIA LEGAL AID SOCIETY | |||||||
| 101 W BROAD STREET | RICHMOND | VA | 23220 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| CHALLENGE DISCOVERY PROJECTS | |||||||
| 2405 JEFFERSON AVENUE | RICHMOND | VA | 23223 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| CHESTERFIELD EDUCATION FOUNDATION | |||||||
| 13900 HULL STREET ROAD | MIDLOTHIAN | VA | 23112 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| CHILDREN'S HOME SOCIETY OF VIRGINIA | |||||||
| PO BOX 6266 | RICHMOND | VA | 23230 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| CHILDREN'S HOSPITAL FOUNDATION | |||||||
| 2924 BROOK ROAD | RICHMOND | VA | 23220 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| CHILDREN'S MUSEUM OF RICHMOND | |||||||
| 2626 WEST BROAD STREET | RICHMOND | VA | 23220 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| CHILDSAVERS | |||||||
| 200 NORTH 22ND STREET | RICHMOND | VA | 23223 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| CIRCLE CENTER ADULT DAY SERVICES | |||||||
| 4900 WEST MARSHALL STREET | RICHMOND | VA | 23230 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| COAL PIT LEARNING CENTER | |||||||
| PO BOX 800 | GLEN ALLEN | VA | 23060 | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| CODERVA REGIONAL HIGH SCHOOL | |||||||
| 1405 CUMMINGS DRIVE SUITE 10 | RICHMOND | VA | 23220 | GOV | GENERAL OPERATING SUPPORT | $25,000 | |
| CODEVA | |||||||
| 300 E BROAD STREET | RICHMOND | VA | 23219 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| COLLEGIATE SCHOOL | |||||||
| 103 NORTH MOORELAND ROAD | RICHMOND | VA | 23229 | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| COMMONWEALTH CATHOLIC CHARITIES | |||||||
| 1601 ROLLING HILLS DRIVE | RICHMOND | VA | 23229 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| COMMUNITIES IN SCHOOL - RICHMOND | |||||||
| 2922 W MARSHALL STREET SUITE 2 | RICHMOND | VA | 23230 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| COMMUNITY FOUNDATION FOR A GREATER RICHMOND | |||||||
| 3409 W MOORE STREET | RICHMOND | VA | 23230 | PC | FULTON MONTESSORI CONVERSION TO YWCA SPROUT SCHOOL | $20,000 | |
| CRISTO REY RICHMOND | |||||||
| 304 N SHEPPARD ST | RICHMOND | VA | 23221 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| CROSSOVER HEALTHCARE MINISTRY | |||||||
| 8600 QUIOCCASIN RD SUITE 101 | RICHMOND | VA | 23229 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| CULTUREWORKS | |||||||
| 1906 A NORTH HAMILTON STREET | RICHMOND | VA | 23230 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| DAILY PLANET HEALTH SERVICES | |||||||
| 517 W GRACE STREET | RICHMOND | VA | 23220 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| DREAM PROJECT | |||||||
| PO BOX 7419 | ARLINGTON | VA | 22207 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| ELIJAH HOUSE ACADEMY | |||||||
| 6627 JAHNKE ROAD | RICHMOND | VA | 23225 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| ELK HILL | |||||||
| 1975 ELK HILL ROAD | GOOCHLAND | VA | 23063 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| FEEDMORE | |||||||
| 1415 RHOADMILLER STREET | RICHMOND | VA | 23220 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| FIRST CHESAPEAKE | |||||||
| 7330 STAPLES MILL ROAD 262 | RICHMOND | VA | 23228 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| FIRST TEE - GREATER RICHMOND | |||||||
| 9211 FOREST HILL AVENUE SUITE 104 | RICHMOND | VA | 23235 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| FOCUSED ULTRASOUND FOUNDATION | |||||||
| 1230 CEDARS CT SUITE 206 | CHARLOTTESVILLE | VA | 22903 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| FRIENDS ASSOCIATION FOR CHILDREN | |||||||
| 1004 SAINT JOHN STREET | RICHMOND | VA | 23220 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| FRIENDS OF HOLLYWOOD CEMETERY | |||||||
| 412 SOUTH CHERRY STREET | RICHMOND | VA | 23220 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| GOOCHLAND COUNTY VOLUNTEER FIRE RESCUE ASSOCIATION | |||||||
| PO BOX 247 | GOOCHLAND | VA | 23063 | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| GOOCHLANDCARES | |||||||
| 2999 RIVER ROAD WEST | GOOCHLAND | VA | 23063 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| GOODWILL OF CENTRAL AND COASTAL VIRGINIA | |||||||
| 6301 MIDLOTHIAN TURNPIKE | RICHMOND | VA | 23225 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| GRASP | |||||||
| 4551 COX ROAD SUITE 115 | GLEN ALLEN | VA | 23060 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| GREATER RICHMOND BAR FOUNDATION | |||||||
| PO BOX 25072 | RICHMOND | VA | 23260 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| GREATER RICHMOND FIT4KIDS | |||||||
| PO BOX 1092 | RICHMOND | VA | 23218 | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| GREATER RICHMOND SCAN | |||||||
| 103 E GRACE STREET | RICHMOND | VA | 23219 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| GROUNDWORK RVA | |||||||
| 3001 MEADOWBRIDGE RD | RICHMOND | VA | 23222 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| HENRICO CHRISTMAS MOTHER | |||||||
| PO BOX 70338 | HENRICO | VA | 232550338 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| HENRICO EDUCATION FOUNDATION | |||||||
| 8401 PATTERSON AVENUE SUITE 203 | RICHMOND | VA | 23229 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| HIGHER ACHIEVEMENT | |||||||
| 4009 FITZHUGH AVENUE SUITE 200 | RICHMOND | VA | 23230 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| HISTORIC RICHMOND FOUNDATION | |||||||
| 4 EAST MAIN STREET SUITE 1C | RICHMOND | VA | 23219 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| HOMEAGAIN | |||||||
| 5 E FRANKLIN ST | RICHMOND | VA | 23220 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| HOMEWARD | |||||||
| 9211 FOREST HILL AVENUE | RICHMOND | VA | 23235 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| HUMANKIND | |||||||
| 150 LINDEN AVENUE | LYNCHBURG | VA | 24503 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| HUNTERS FOR THE HUNGRY | |||||||
| 1108 SEDALIA SCHOOL ROAD ROOM 4 | BIG ISLAND | VA | 24526 | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| J SARGEANT REYNOLDS COMMUNITY COLLEGE EDUCATIONAL FOUNDATION | |||||||
| PO BOX 26924 | RICHMOND | VA | 232616924 | PC | BIOTECHNOLOGY LAB FIT OUT | $200,000 | |
| JACOB'S LADDER | |||||||
| PO BOX 555 | URBANNA | VA | 23175 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| JAMES RIVER ASSOCIATION | |||||||
| 211 ROCKETTS WAY SUITE 200 | RICHMOND | VA | 23231 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| JAMESTOWN REDISCOVERY FOUNDATION | |||||||
| 1365 COLONIAL PARKWAY | JAMESTOWN | VA | 23081 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| JFS RICHMOND | |||||||
| 6718 PATTERSON AVENUE | RICHMOND | VA | 23226 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| JOHN MARSHALL CENTER FOR CONSTITUTIONAL HISTORY & CIVICS | |||||||
| PO BOX 7090 | RICHMOND | VA | 23221 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| JUNIOR ACHIEVEMENT OF CENTRAL VIRGINIA | |||||||
| 1801 LIBBIE AVENUE SUITE 203 | RICHMOND | VA | 23226 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| LACKEY CLINIC | |||||||
| 1620 OLD WILLIAMSBURG ROAD | YORKTOWN | VA | 23690 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| LEARNING ALLY | |||||||
| 20 ROSZEL ROAD | PRINCETON | NJ | 08540 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| LIBERATION VETERAN SERVICES | |||||||
| 1201 HULL STREET | RICHMOND | VA | 23224 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| LIFELONG LEARNING INSTITUTE IN CHESTERFIELD | |||||||
| PO BOX 1090 | MIDLOTHIAN | VA | 23113 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| LITTLE HANDS VIRGINIA | |||||||
| 7101 FOREST HILL AVENUE SUITE L | RICHMOND | VA | 23225 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| LOVE OF LEARNING | |||||||
| 8404 MARY MUNDIE LANE | MECHANICSVILLE | VA | 23111 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| MAGGIE WALKER COMMUNITY LAND TRUST | |||||||
| 203 N ROBINSON STREET | RICHMOND | VA | 23220 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| MAYMONT FOUNDATION | |||||||
| 1700 HAMPTON STREET | RICHMOND | VA | 23220 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| MCSHIN FOUNDATION | |||||||
| 2300 DUMBARTON RD | RICHMOND | VA | 23228 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| MCV FOUNDATION | |||||||
| PO BOX 980234 | RICHMOND | VA | 23298 | PC | IN SUPPORT OF THE GOTTWALD INDIGENT CARE FUND | $95,000 | |
| MEGA MENTORS | |||||||
| 13900 HULL STREET ROAD | MIDLOTHIAN | VA | 23112 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| MENTOR VIRGINIA | |||||||
| 201 HULL ST SUITE B | RICHMOND | VA | 23224 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| MOMENTS OF HOPE OUTREACH | |||||||
| 13400 HANOVER COURTHOUSE ROAD | HANOVER | VA | 23069 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| NEIGHBORHOOD RESOURCE CENTER | |||||||
| 1519 WILLIAMSBURG ROAD | RICHMOND | VA | 23231 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| NEXTUP RVA | |||||||
| 3409 MOORE STREET | RICHMOND | VA | 23230 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| NOAH'S CHILDREN | |||||||
| 5855 BREMO ROAD | RICHMOND | VA | 23226 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| OAKWOOD ARTS | |||||||
| 2216 EAST BROAD STREET | RICHMOND | VA | 23223 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| OPEN SPACE EDUCATION | |||||||
| 315A N 33RD STREET | RICHMOND | VA | 23223 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| PARTNERSHIP FOR HOUSING AFFORDABILITY | |||||||
| 8975 THREE CHOPT ROAD | RICHMOND | VA | 23229 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| PARTNERSHIP FOR THE FUTURE | |||||||
| 4521 HIGHLANDS PARKWAY | GLEN ALLEN | VA | 23060 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| PETER PAUL DEVELOPMENT CENTER | |||||||
| 1708 NORTH 22ND STREET | RICHMOND | VA | 23223 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| PODIUM RVA | |||||||
| 200 S 3RD ST | RICHMOND | VA | 23219 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| PRESERVATION VIRGINIA | |||||||
| 204 W FRANKLIN STREET | RICHMOND | VA | 23220 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| PROJECT HEALING WATERS | |||||||
| PO BOX 695 | LA PLATA | MD | 20646 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| REACH OUT AND READ - VIRGINIA | |||||||
| PO BOX 2678 | MIDLOTHIAN | VA | 23113 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| REESTABLISH RICHMOND | |||||||
| 2920 W BROAD ST SUITE 218 | RICHMOND | VA | 23230 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| REWORK RICHMOND | |||||||
| 1719 N 22ND STREET | RICHMOND | VA | 23223 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| RICHMOND BEHAVIORAL HEALTH FOUNDATION | |||||||
| 107 S 5TH STREET | RICHMOND | VA | 23219 | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| RICHMOND CHRISTMAS MOTHER | |||||||
| 300 E FRANKLIN ST | RICHMOND | VA | 23219 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| RICHMOND FOLK FESTIVAL | |||||||
| 200 SOUTH 3RD STREET | RICHMOND | VA | 23219 | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| RICHMOND SYMPHONY | |||||||
| 612 E GRACE ST 401 | RICHMOND | VA | 23219 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| RISE RICHMOND | |||||||
| 3015 N STREET | RICHMOND | VA | 23223 | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| RIVER ROAD CHURCH BAPTIST | |||||||
| 8000 RIVER ROAD | RICHMOND | VA | 23229 | PC | GENERAL OPERATING SUPPORT | $24,000 | |
| ROBINSON THEATER COMMUNITY ARTS CENTER | |||||||
| 2903 Q STREET | RICHMOND | VA | 23223 | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| RONALD MCDONALD HOUSE CHARITIES OF RICHMOND | |||||||
| 2330 MONUMENT AVENUE | RICHMOND | VA | 23220 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| SCHOLARS LATINO INITIATIVE | |||||||
| PO BOX 2734 | HARRISONBURG | VA | 22801 | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| SCIENCE MUSEUM OF VIRGINIA FOUNDATION | |||||||
| 2500 W BROAD STREET | RICHMOND | VA | 23220 | PC | HELWIG KNOLL PLEDGE PAYMENT #4 - $300,000 REMAINING | $50,000 | |
| SENIOR CONNECTIONS THE CAPITAL AREA AGENCY ON AGING | |||||||
| 1300 SEMMES AVENUE | RICHMOND | VA | 23224 | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| SHALOM FARMS | |||||||
| 1010 W LABURNUM AVE | RICHMOND | VA | 23227 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| SHELTERING ARMS FOUNDATION | |||||||
| 140 EASTSHORE DRIVE SUITE 200 | GLEN ALLEN | VA | 23059 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| SOAR365 | |||||||
| 3600 SAUNDERS AVE | RICHMOND | VA | 23227 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| SOUTH RICHMOND ADULT DAY CARE CENTER | |||||||
| 1500 HULL STREET | RICHMOND | VA | 23220 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| SPORTABLE | |||||||
| 227 SOUTH CHERRY STREET | RICHMOND | VA | 23220 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| ST ANDREWS SCHOOL | |||||||
| 227 SOUTH CHERRY STREET | RICHMOND | VA | 23220 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| ST JAMES CHILDREN'S CENTER | |||||||
| 1205 W FRANKLIN STREET | RICHMOND | VA | 23220 | PC | GENERAL OPERATING SUPPORT | $35,000 | |
| ST JOSEPH'S VILLA | |||||||
| 8000 BROOK ROAD | RICHMOND | VA | 23227 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| SWIMRVA | |||||||
| 5050 RIDGEDALE PARKWAY | RICHMOND | VA | 23234 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| THE DOORWAYS | |||||||
| 612 EAST MARSHALL STREET | RICHMOND | VA | 23219 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| THE EASTERN SHORE OF VIRGINIA BARRIER ISLANDS CENTER | |||||||
| 7295 YOUNG STREET | MACHIPONGO | VA | 23405 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| THE FOUNTAIN FUND | |||||||
| 233 4TH ST NW BOX Z | CHARLOTTESVILLE | VA | 22903 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| THE READ CENTER | |||||||
| 4915 RADFORD AVE SUITE 204 | RICHMOND | VA | 23230 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| THE RICHMOND BALLET | |||||||
| 407 E CANAL ST | RICHMOND | VA | 23219 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| THE RICHMOND FORUM | |||||||
| 110 SOUTH 15TH STREET SUITE B | RICHMOND | VA | 23219 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| THE SACRED HEART CENTER | |||||||
| 1400 PERRY ST | RICHMOND | VA | 23224 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| THE SALVATION ARMY BOYS AND GIRLS CLUB | |||||||
| 2 WEST GRACE STREET | RICHMOND | VA | 23220 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| THE VALENTINE | |||||||
| 1015 E CLAY STREET | RICHMOND | VA | 23219 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| THE VIRGINIA HOME | |||||||
| 1101 HAMPTON ST | RICHMOND | VA | 23220 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| TRINITY EPISCOPAL SCHOOL | |||||||
| 3850 PITTAWAY DRIVE | RICHMOND | VA | 23235 | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| TUCKAHOE VOLUNTEER RESCUE SQUAD | |||||||
| 1101 HORSEPEN ROAD | RICHMOND | VA | 23229 | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| UNITED WAY OF GREATER RICHMOND | |||||||
| 2001 MAYWILL STREET 201 | RICHMOND | VA | 23230 | PC | GENERAL OPERATING SUPPORT | $75,000 | |
| UNIVERSITY OF RICHMOND | |||||||
| 410 WESTHAMPTON WAY | RICHMOND | VA | 23173 | PC | GENERAL OPERATING SUPPORT | $584,000 | |
| UP RVA | |||||||
| 4609 WYTHE AVENUE | RICHMOND | VA | 23226 | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| URBAN HOPE | |||||||
| PO BOX 23171 | RICHMOND | VA | 23223 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| VIRGINIA BEACH VOLUNTEER RESCUE SQUAD | |||||||
| 740 VIRGINIA BEACH BLVD | VIRGINIA BEACH | VA | 23451 | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| VIRGINIA CAPITAL TRAIL FOUNDATION | |||||||
| 200 S 3RD STREET | RICHMOND | VA | 23219 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| VIRGINIA CENTER FOR CREATIVE ARTS | |||||||
| 154 SAN ANGELO DRIVE | AMHERST | VA | 24521 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| VIRGINIA HOME FOR BOYS AND GIRLS | |||||||
| 8716 W BROAD STREET | HENRICO | VA | 23294 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| VIRGINIA LEAGUE OF PLANNED PARENTHOOD | |||||||
| 201 N HAMILTON STREET | RICHMOND | VA | 23221 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| VIRGINIA LEARNS | |||||||
| 4800 COBBLESTONE LANDING PLACE | GLEN ALLEN | VA | 23059 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| VIRGINIA MUSEUM OF FINE ARTS | |||||||
| 200 N ARTHUR ASHE BOULEVARD | RICHMOND | VA | 23220 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| VIRGINIA MUSEUM OF HISTORY AND CULTURE | |||||||
| 428 N ARTHUR ASHE BOULEVARD | RICHMOND | VA | 23220 | PC | GENERAL OPERATING SUPPORT | $250,000 | |
| VIRGINIA OPERA | |||||||
| DOMINION ARTS CENTER - 600 E GRACE | RICHMOND | VA | 23219 | PC | GENERAL OPERATING SUPPORT | $50,000 | ST |
| VIRGINIA SUPPORTIVE HOUSING | |||||||
| PO BOX 8585 | RICHMOND | VA | 23226 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| VIRGINIA VOICE | |||||||
| PO BOX 15546 | RICHMOND | VA | 23227 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| VISUAL ARTS CENTER OF RICHMOND | |||||||
| 1812 WEST MAIN STREET | RICHMOND | VA | 23220 | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| VMI FOUNDATION | |||||||
| 304 LETCHER AVE | LEXINGTON | VA | 24450 | PC | GENERAL OPERATING SUPPORT | $1,000,000 | |
| WALKERTON COMMUNITY FIRE ASSOCIATION | |||||||
| 2874 WALKERTON LANDING ROAD | WALKERTON | VA | 23177 | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| YMCA OF GREATER RICHMOND | |||||||
| 2 W FRANKLIN STREET | RICHMOND | VA | 23220 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| YWCA | |||||||
| 6 N 5TH STREET | RICHMOND | VA | 23219 | PC | IN SUPPORT OF THE SPROUT SCHOOL | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,689,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,250 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,105,223 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $267,560 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,882,954 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $8,258,987 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,258,987 | 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 | RESIDUAL 10 YEAR CLAT UA FLOYD D GOTTWALKD JR LIVING TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O 330 SOUTH 4TH STREET | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $14,230,405 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PUBLICLY TRADED SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $14,230,405 | FairMarketValueAmt |
| Received | 2023-12-14 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,048 | Amt |
| Net Investment Income | $3,024 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,024 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (17 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MASTERCARD INC | $124,969 | $128,712 |
| HONEYWELL INTERN | $120,728 | $125,111 |
| BANK OF AMERICA CORP | $123,308 | $125,795 |
| AMAZON.COM, INC. | $124,779 | $128,214 |
| NIKE, INC. | $230,588 | $229,848 |
| JOHN DEERE | $123,577 | $126,783 |
| MERCK & CO., INC | $209,685 | $209,432 |
| BNY MELLON INVEST VAR | $248,765 | $248,133 |
| EXXON MOBIL CORP | $223,395 | $223,167 |
| JPMORGAN CHASE & CO | $119,129 | $121,565 |
| CITIGROUP INC | $115,113 | $119,652 |
| PUBLIC STORAGE | $215,720 | $216,121 |
| THE HOME DEPOT | $99,646 | $104,500 |
| ARCHER DANIELS MI | $223,215 | $221,676 |
| CME GROUP INC | $103,696 | $110,480 |
| TARGET CORP | $119,920 | $126,493 |
| GOLDMAN SACHS INT VAR | $208,478 | $208,487 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (81 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOT LABORATORIES | $423,223 | $525,144 |
| ACCENTURE PLC IRELAND CLASS A NEW | $186,166 | $738,315 |
| ADOBE INC | $104,723 | $690,863 |
| ADVACNED MICRO DEVICES INC COM | $327,240 | $428,226 |
| AIR PRODUCTS & CHEMICALS INC | $446,798 | $565,397 |
| ALPHABET INC CL C (GOOG) | $15,870 | $199,416 |
| ALPHABET INC CL A (GOOGL) | $61,653 | $589,492 |
| AMAZON.COM INC | $513,489 | $1,044,436 |
| AMERICAN TOWER CORP NEW | $97,946 | $458,745 |
| ANALOG DEVICES INC COM | $299,041 | $325,837 |
| AON PLC | $354,651 | $461,849 |
| APPLE INC | $19,456 | $522,334 |
| BERKSHIRE HATHAWAY INC CL B | $126,101 | $632,358 |
| BROADCOM INC | $124,172 | $530,219 |
| BROOKFIELD ASSET MANAGEMENT VOTING SHS CL A | $523,969 | $1,021,194 |
| COSTCO WHOLESALE CORP | $355,795 | $497,040 |
| DANAHER CORP | $168,651 | $717,154 |
| DISNEY WALT CO DISNEY COM | $824,715 | $711,395 |
| ELECTRONIC ARTS INC COM | $420,381 | $458,861 |
| EOG RES INC COM | $565,779 | $597,735 |
| HOME DEPOT INC | $163,828 | $318,479 |
| HONEYWELL INTL INC | $370,354 | $474,993 |
| INTERCONTINENTAL EXCHANGE INC COM | $426,147 | $512,693 |
| INTUIT COM | $452,963 | $693,158 |
| JPMORGAN CHASE & CO | $121,101 | $466,244 |
| MARKEL CORP | $100,335 | $461,468 |
| MARTIN MARIETTA MATERIALS INC. | $366,645 | $756,348 |
| MASTERCARD INC CL A | $171,177 | $684,122 |
| MICROSOFT CORP | $426,724 | $1,133,385 |
| NVIDIA CORP COM | $323,416 | $343,187 |
| NOVO NORDISK | $205,824 | $371,179 |
| PALO ALTO NETWORKS INC COM | $218,066 | $267,751 |
| REPUBLIC SVCS INC COM | $275,137 | $344,167 |
| SERVICENOW INC COM | $323,387 | $452,154 |
| SHERWIN WILLIAMS CO | $326,530 | $631,598 |
| TJX COS INC | $285,204 | $477,587 |
| UNION PACIFIC CORP | $176,646 | $436,712 |
| UNITEDHEALTH GROUPINC COM | $455,702 | $597,543 |
| VERTEX PHARMACEUTICALS INC COM | $457,860 | $535,467 |
| VISA INC CL A | $39,415 | $539,445 |
| ALBEMARLE CORP | $5,935,563 | $33,465,902 |
| ALPHABET INC CL A | $169,080 | $558,760 |
| ALTRIA GROUP INC | $191,937 | $311,627 |
| AMERICAN TOWER CORP NEW | $409,014 | $518,112 |
| APPLE INC | $84,178 | $1,078,168 |
| BROOKFIELD ASSET MANAGEMENT INC VOTING SHS CL A | $215,798 | $505,941 |
| CARLYLE SECD LENDING | $272,912 | $221,408 |
| CROWN CASTLE INTL CORP | $377,865 | $403,165 |
| DIAGEO PLC NEW SPONSORED ADR (DEO) | $359,842 | $466,112 |
| DOMINION ENERGY INC (D) | $633,657 | $470,000 |
| DUKE ENERGY CORP NEW | $348,523 | $494,904 |
| ENBRIDGE INC | $301,906 | $280,397 |
| FEDEX CORP | $297,201 | $404,752 |
| FIDELITY NATIONAL FINANCIAL INC | $400,602 | $571,424 |
| GOLDMAN SACHS BDC INC COM | $149,994 | $150,163 |
| GOLUB CAPITAL BDC INC | $197,666 | $176,670 |
| INTL BUSINESS MACHINES CORP | $370,430 | $408,875 |
| JOHNSON & JOHNSON | $393,843 | $626,960 |
| LAMAR ADVERTISING CL A | $313,033 | $584,540 |
| MARATHON PETROLEUM CORP | $504,240 | $1,350,076 |
| MARKEL CORP | $145,466 | $390,473 |
| MERCK & COMPANY INC NEW | $262,568 | $763,140 |
| MICROSOFT CORP | $139,410 | $1,880,200 |
| NESTLE S A | $261,559 | $404,705 |
| NEWMARKET CORP | $16,661 | $37,992,267 |
| OAKTREE SPECIALTY LENDING CORP COM NEW | $114,968 | $165,402 |
| PEPSICO INC | $224,192 | $288,728 |
| PHILIP MORRIS INTL INC | $344,132 | $495,802 |
| QUALCOMM INC | $240,454 | $433,890 |
| SAFETY INSURANCE GROUP | $292,635 | $486,336 |
| SHELL PLC | $672,446 | $704,060 |
| TREDEGAR CORP | $25,196 | $545,236 |
| VERIZON COMMUNICATIONS | $168,542 | $128,180 |
| W P CAREY INC | $397,935 | $526,581 |
| WATSCO INC | $401,164 | $1,178,293 |
| ARES CAPITAL CORP | $403,337 | $409,173 |
| BLUE OWL CAP CORP | $89,889 | $93,401 |
| GOLDMAN SACHS B D C INC | $94,976 | $92,368 |
| GOLUB CAPITAL BDC INC | $95,022 | $96,187 |
| SIXTH STREET SPECIALTY L | $404,310 | $412,344 |
| CLIFFWATER CORPORATE LEN | $2,135,000 | $2,091,475 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $399,936 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $404,469 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SJC III PARTNERSHIP INTEREST | AT COST | $1,689,870 | $1,689,870 |
| STYX INTERNATIONAL LTD. INTEREST | AT COST | $29,661 | $29,661 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX ADJUSTMENT IN DONATED SHARES | Desc |
| Amt | $2,061,776 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OTHER EXPENSES | $1,030 | $1,030 | $0 | $0 |
| GBW SYSTEMS | $5,000 | $5,000 | $0 | $0 |
| OTHER EXPENSES FROM PASS-THRU - PA COIN | $11,850 | $11,850 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| CHARLES SCHWAB #1579 - OTHER INCOME | $250 | $250 |
| ORD. BUS. INC. FROM PASS-THRU - PA COIN | $151,079 | $151,079 |
| ORD. BUS. INC. FROM PASS-THRU - SJC III | $37,511 | $37,511 |
| STYX INCOME ALLOCATION NET OF FEES | $1,034 | $1,034 |
| LESS: UBI FROM PASSTHROUGH | -$123,262 | |
| INTEREST FROM IRS | $2 | $0 |
| IRS REFUND | $77,684 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX ADJUSTMENT IN ALTERNATIVES | Desc |
| Amt | $90,225 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| DAVENPORT MGMT FEES | $101,714 | $101,714 | $0 | $0 |
| CONSULTING FEES | $45,274 | $33,274 | $0 | $12,000 |
| WESTHAM PARTNERS | $32,190 | $16,095 | $0 | $16,095 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES WITHHELD | $7,761 | $7,761 | $0 | $0 |
| FEDERAL ESTIMATED TAX PAYMENTS | $107,598 | $0 | $0 | $0 |
| FEDERAL EXTENSION TAX PAYMENT | $32,000 | $0 | $0 | $0 |
| TAX PAID WITH FEDERAL RETURN | $3,772 | $0 | $0 | $0 |
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