OBICI HEALTHCARE FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- OBICI HEALTHCARE FOUNDATION INC (EIN 51-0249728)
- Tax period
- 2023-04-01 to 2024-03-31
- Filed
- 2024-12-18
- IRS object ID
- 202443539349100904
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-12-18T14:34:14-06:00 | ReturnTs |
| Tax Period End | 2024-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 541631262 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEITER STEPHENS HURST GARY & SHREAVES | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4401 DOMINION BLVD | AddressLine1Txt |
| City | GLEN ALLEN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23060 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 510249728 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OBICI HEALTHCARE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OBIC | BusinessNameControlTxt |
| Phone | 7575398810 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 106 W FINNEY AVENUE | AddressLine1Txt |
| City | SUFFOLK | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23434 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | R BATTLE BETTS JR | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 7575398810 | PhoneNum |
| Signature | 2024-12-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAYME MIKA | PreparerPersonNm |
| PTIN | P00852731 | PTIN |
| Phone | 8047470000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $149,349,654 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $426,154 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $426,154 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,127,790 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,253,820 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,127,790 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5,025 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,086,382 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $4,558,969 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,640,326 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $396,204 | 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 | $396,205 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $382,231 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $382,231 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $187,400 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $157,876 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $66,746 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $66,746 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $721,231 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $721,231 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $29,076 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $261,081 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $475 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $78,103 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $72,304 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $73,496 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $40,277 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $40,682 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $30,235 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $31,420 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $353,327 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $346,713 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,618,215 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $721,231 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,495,844 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $791,215 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,097,218 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,409,430 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $721,231 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,593,062 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,149,539 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,919,095 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $596,240 | CashBOYAmt |
| Cash EOY | $653,626 | CashEOYAmt |
| Cash EOYFMV | $653,626 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,858,344 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,236,460 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,236,460 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $1,680 | AcctRcvblAmt |
| Acct Rcvbl EOY | $1,680 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,680 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $23,737 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $15,859 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $15,859 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $16,377,564 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,669,850 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,669,850 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $114,571,589 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $133,148,058 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $133,148,058 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,424,444 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,290,877 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,211,671 | LandBOYAmt |
| Land EOY | $1,133,567 | LandEOYAmt |
| Land EOYFMV | $1,133,567 | LandEOYFMVAmt |
| Other Assets BOY | $504,558 | OtherAssetsBOYAmt |
| Other Assets EOY | $490,554 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $490,554 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $136,143,703 | TotalAssetsBOYAmt |
| Total Assets EOY | $149,349,654 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $149,349,654 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $86,501 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $106,363 | AccountsPayableEOYAmt |
| Grants Payable BOY | $7,687,870 | GrantsPayableBOYAmt |
| Grants Payable EOY | $3,645,544 | GrantsPayableEOYAmt |
| Mortgages And Notes Payable BOY | $838,137 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $386,424 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $537,334 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $643,126 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $9,149,842 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,781,457 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $126,993,861 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $144,568,197 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $126,993,861 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $144,568,197 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $136,143,703 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $149,349,654 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $126,993,861 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,149,539 | ExcessRevenueOverExpensesAmt |
| Other Increases | $16,424,797 | OtherIncreasesAmt |
| Subtotal | $144,568,197 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $144,568,197 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|
| NET GAINS/LOSSES FROM SALES OF SECURITIES | P | 2024-03-31 | $1,785,681 | $1,785,681 | $1,785,681 | |
| FOREIGN CORPORATION REDEMPTIONS | P | 2024-03-31 | $5,468,139 | $2,342,109 | $2,342,109 | $3,126,030 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,127,790 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $4,127,790 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $96,175 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $96,175 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $96,175 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $126,680 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $126,680 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $30,505 | OverpaymentAmt |
| Applied To ES Tax | $30,505 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | Yes (1) | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | HTTP://WWW.OBICIHCF.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7575398810 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 106 W FINNEY AVENUE | AddressLine1Txt |
| City | SUFFOLK | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23434 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (14 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT C BARCLAY IV | ||||||||
| 106 W FINNEY AVENUE | SUFFOLK | VA | 23434 | CHAIRMAN | 1.00 | $0 | $0 | $0 |
| RALPH HOWELL JR | ||||||||
| 106 W FINNEY AVENUE | SUFFOLK | VA | 23434 | VICE-CHAIRMAN | 1.00 | $0 | $0 | $0 |
| MARY HADDAD | ||||||||
| 106 W FINNEY AVENUE | SUFFOLK | VA | 23434 | SECRETARY | 1.00 | $0 | $0 | $0 |
| J WAYNE SCOTT | ||||||||
| 106 W FINNEY AVENUE | SUFFOLK | VA | 23434 | TREASURER | 1.00 | $0 | $0 | $0 |
| THOMAS WOODWARD III | ||||||||
| 106 W FINNEY AVENUE | SUFFOLK | VA | 23434 | BOARD OF DIRECTORS | 1.00 | $0 | $0 | $0 |
| LYNNE RABIL | ||||||||
| 106 W FINNEY AVENUE | SUFFOLK | VA | 23434 | BOARD OF DIRECTORS | 1.00 | $0 | $0 | $0 |
| R SCOTT CARR | ||||||||
| 106 W FINNEY AVENUE | SUFFOLK | VA | 23434 | BOARD OF DIRECTORS | 1.00 | $0 | $0 | $0 |
| REX ALPHIN | ||||||||
| 106 W FINNEY AVENUE | SUFFOLK | VA | 23434 | BOARD OF DIRECTORS | 1.00 | $0 | $0 | $0 |
| BILL PEAK | ||||||||
| 106 W FINNEY AVENUE | SUFFOLK | VA | 23434 | BOARD OF DIRECTORS | 1.00 | $0 | $0 | $0 |
| J MICHAEL PONDER | ||||||||
| 106 W FINNEY AVENUE | SUFFOLK | VA | 23434 | BOARD OF DIRECTORS | 1.00 | $0 | $0 | $0 |
| MELISSA ROLLINS | ||||||||
| 106 W FINNEY AVENUE | SUFFOLK | VA | 23434 | BOARD OF DIRECTORS | 1.00 | $0 | $0 | $0 |
| R BATTLE BETTS JR | ||||||||
| 106 W FINNEY AVENUE | SUFFOLK | VA | 23434 | PRESIDENT & CEO | 40.00 | $287,833 | $17,462 | $11,749 |
| VICTORIA MASTON | ||||||||
| 106 W FINNEY AVENUE | SUFFOLK | VA | 23434 | DIRECTOR OF FINANCE | 23.00 | $108,371 | $5,419 | $0 |
| DENISE BUNN | ||||||||
| 106 W FINNEY AVENUE | SUFFOLK | VA | 23434 | BOARD OF DIRECTORS | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| JESSICA MULLEN | ||||||||
| 106 W FINNEY AVENUE | SUFFOLK | VA | 23434 | PROGRAM OFFICER | 40.00 | $92,410 | $14,993 | $0 |
| KELVIN TURNER | ||||||||
| 106 W FINNEY AVENUE | SUFFOLK | VA | 23434 | PROGRAM OFFICER | 40.00 | $89,959 | $14,139 | $0 |
| FIONA CHARLES | ||||||||
| 106 W FINNEY AVENUE | SUFFOLK | VA | 23434 | PROGRAM OFFICER | 40.00 | $90,667 | $11,546 | $0 |
| GINA LILLEY | ||||||||
| 106 W FINNEY AVENUE | SUFFOLK | VA | 23434 | OFFICE MANAGER | 40.00 | $59,795 | $19,576 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CORNERSTONE PARTNERS LLC | |||||
| 675 PETER JEFFERSON PKWY STE 160 | CHARLOTTESVILLE | VA | 22911 | INVESTMENT MANAGEMENT | $575,900 |
| THE NORTHERN TRUST COMPANY | |||||
| 333 S WABASH AVENUE WB-42 | CHICAGO | IL | 60604 | INVESTMENT CUSTODIAN | $144,640 |
| THE CURTIS GROUP | |||||
| 2512 SHEPHERDS LANE | VIRGINIA BEACH | VA | 23454 | FUNDRAISING CONSULTANT-NFP PARTNERS | $114,500 |
| CATCHAFIRE INC | |||||
| 31 E 32ND STREET 3RD FLOOR | NEW YORK | NY | 10016 | PLATFORM FEES FOR CAPACITY BUILDING SUPPORT | $110,000 |
| KEITER | |||||
| 4401 DOMINION BLVD | GLEN ALLEN | VA | 23060 | AUDIT AND TAX PREPARATION | $60,630 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | STRENGTHENING THE SAFETY NET | Description1Txt |
| Expenses1 | $108,945 | Expenses1Amt |
| Description2 | EDUCATION | Description2Txt |
| Expenses2 | $270,185 | Expenses2Amt |
| Description3 | CAPACITY BUILDING | Description3Txt |
| Expenses3 | $229,296 | Expenses3Amt |
| Description4 | HEALTHY BEHAVIORS | Description4Txt |
| Expenses4 | $532,764 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $135,653,946 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,285,735 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $397,669 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $139,337,350 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $139,337,350 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,090,060 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $137,247,290 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,862,365 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,862,365 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $96,175 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $96,175 | TotalTaxAmt |
| Distributable Before Adj | $6,766,190 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $263,680 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,029,870 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,029,870 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,593,062 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,593,062 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,029,870 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $6,231,262 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,593,062 | QualifyingDistributionsAmt |
| Applied To Year1 | $6,231,262 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $361,800 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $6,668,070 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GRANTS MANAGER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 106 W FINNEY AVENUE | AddressLine1Txt |
| City | SUFFOLK | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23434 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7575398810 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS MUST BE SUBMITTED THROUGH THE FOUNDATION'S GRANT PORTAL ACCESSED THROUGH THE OBICI HEALTHCARE FOUNDATION WEBSITE: HTTPS://OBICIHCF.ORG/HOW-TO-APPLY/ THE FOLLOWING MATERIALS MUST ACCOMPANY THE PRIORITY GRANT APPLICATION: 1. IRS DETERMINATION LETTER OR A WRITTEN DOCUMENT CERTIFYING TAX EXEMPT STATUS 2. PROPOSAL COVER SHEET 3. PROJECT NARRATIVE 4. BUDGET WORKSHEET AND BUDGET NARRATIVE 5. CURRENT AUDITED FINANCIAL STATEMENTS OR 990 6. ANY OTHER SUPPLEMENTAL MATERIAL DETAILED IN THE RFP | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | PRIORITY GRANTS - DEADLINES VARY BY RFP COMMUNITY ENGAGEMENT GRANTS - NO DEADLINE | SubmissionDeadlinesTxt |
| Restrictions On Awards | 1. LOBBYING OR POLITICAL PROGRAMS OR EVENTS 2. ACTIVITIES THAT EXCLUSIVELY BENEFIT THE MEMBERS OF SECTARIAN OR RELIGIOUS ORGANIZATIONS 3. ORGANIZATIONS THAT DISCRIMINATE BY RACE, COLOR, CREED, GENDER OR NATIONAL ORIGIN 4. BIOMEDICAL, CLINICAL OR EDUCATIONAL RESEARCH 5. INDIVIDUAL SCHOLARSHIPS 6. DIRECT SUPPORT TO ENDOWMENTS 7. FUNDING THAT SUPPLANTS EXISTING SOURCES OF SUPPORT 8. INDIVIDUALS, INCLUDING PATIENT ASSISTANCE FUNDS 9. PROJECTS OUTSIDE OF THE FOUNDATION'S SERVICE AREA 10. MEETINGS AND CONFERENCES, UNLESS THEY ARE ESSENTIAL TO A LARGER PROJECT 11. DIRECT FUNDING FOR MEDICAL OR SOCIAL SERVICES THAT ARE ALREADY FUNDED THROUGH EXISTING THIRD-PARTY REIMBURSEMENT SOURCES 12. ORGANIZATIONS THAT DO NOT HAVE 501(C)(3) STATUS OR ARE NOT A PUBLIC ENTITY 13. PROJECTS NOT RELATED TO THE FOUNDATION'S MISSION STATEMENT | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (102 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CENTER FOR NONPROFIT EXCELLENCE | |||||||
| 1701-A ALLIED STREET | CHARLOTTESVILLE | VA | 22903 | N/A | PC | CAPACITY BUILDING | $218,791 |
| MEALS ON WHEELS OF SUFFOLK & ISLE OF WIGHT INC | |||||||
| 2800 GODWIN BLVD | SUFFOLK | VA | 23434 | N/A | PC | COMMUNITY ENGAGEMENT GRANT | $5,000 |
| EARLY CHILDHOOD WESTERN TIDEWATER | |||||||
| 601 NORTH MECHANIC STREET | FRANKLIN | VA | 23851 | N/A | PC | COMMUNITY ENGAGEMENT GRANT | $5,000 |
| PARENTS AGAINST BULLYING VA | |||||||
| 600 FREEMAN DRIVE APT 402 | HAMPTON | VA | 23666 | N/A | PC | COMMUNITY ENGAGEMENT GRANT | $5,000 |
| ARMED SERVICES YMCA OF HAMPTON ROADS | |||||||
| 1465 LAKESIDE ROAD | VIRGINIA BEACH | VA | 23455 | N/A | PC | COMMUNITY ENGAGEMENT GRANT | $5,000 |
| COMMUNITY COALITION OF SUSSEX VA | |||||||
| P O BOX 502 | STONY CREEK | VA | 23882 | N/A | PC | COMMUNITY ENGAGEMENT GRANT | $6,000 |
| THE MICRO-NONPROFIT NETWORK INC | |||||||
| 1712 ROKEBY AVE | CHESAPEAKE | VA | 23320 | N/A | PC | COMMUNITY ENGAGEMENT GRANT | $5,000 |
| THE WOMAN'S CLUB OF WINDSOR INC | |||||||
| 11403 WINDSOR BLVD | WINDSOR | VA | 23487 | N/A | PC | COMMUNITY ENGAGEMENT GRANT | $3,000 |
| STAR HAVEN INC | |||||||
| PO BOX 3411 | SUFFOLK | VA | 23439 | N/A | PC | COMMUNITY ENGAGEMENT GRANT | $5,000 |
| SUFFOLK CENTER FOR CULTURAL ARTS | |||||||
| 110 W FINNEY AVENUE | SUFFOLK | VA | 23434 | N/A | PC | COMMUNITY ENGAGEMENT GRANT | $5,000 |
| THE WELL WATERED SOUL INC | |||||||
| PO 3264 | HAMPTON | VA | 23666 | N/A | PC | COMMUNITY ENGAGEMENT GRANT | $5,000 |
| COVER 3 FOOTBALL DBA COVER 3 FOUNDATION | |||||||
| 125 S COLLEGE DRIVE | FRANKLIN | VA | 238512425 | N/A | PC | COMMUNITY ENGAGEMENT GRANT | $6,000 |
| CITY OF SUFFOLK | |||||||
| 442 WASHINGTON STREET | SUFFOLK | VA | 23434 | N/A | GOV | COMMUNITY ENGAGEMENT GRANT | $3,500 |
| HEART OF GOLD SHELTER | |||||||
| 26566 EAST NOTTOWAY DR | COURTLAND | VA | 23837 | N/A | PC | COMMUNITY ENGAGEMENT GRANT | $1,700 |
| DERRICK THOMPSON FOUNDATION | |||||||
| 117 POCAHONTAS STREET | FRANKLIN | VA | 23851 | N/A | PC | COMMUNITY ENGAGEMENT GRANT | $2,500 |
| AMERICAN NATIONAL RED CROSS | |||||||
| 611 W BRAMBLETON AVENUE | NORFOLK | VA | 23510 | N/A | PC | COMMUNITY ENGAGEMENT GRANT | $4,000 |
| WORLD WIDE WOMEN GROUP INCORPORATED | |||||||
| 6351 SCOTTSFIELD DRIVE | SUFFOLK | VA | 234352268 | N/A | PC | COMMUNITY ENGAGEMENT GRANT | $4,000 |
| YOUNG AUDIENCES OF VIRGINIA INC | |||||||
| 420 NORTH CENTER DRIVE | NORFOLK | VA | 23502 | N/A | PC | COMMUNITY ENGAGEMENT GRANT | $2,500 |
| ALL DISTRICT READS | |||||||
| PO BOX 3723 | NORFOLK | VA | 23514 | N/A | PC | COMMUNITY ENGAGEMENT GRANT | $5,000 |
| I PRESSED ON FOUNDATION | |||||||
| 900 COMMONWEALTH PLACE | VIRGINIA BEACH | VA | 23464 | N/A | PC | COMMUNITY ENGAGEMENT GRANT | $3,000 |
| NO SHAME PERIOD | |||||||
| 3465 HUNTERS RIDGE | WILLIAMSBURG | VA | 23188 | N/A | PC | COMMUNITY ENGAGEMENT GRANT | $575 |
| TOFT INC | |||||||
| 6210 OAKGLEN DRIVE | SUFFOLK | VA | 23435 | N/A | PC | COMMUNITY ENGAGEMENT GRANT | $3,000 |
| SURRY COUNTY PUBLIC SCHOOLS | |||||||
| PO BOX 317 | SURRY COUNTY | VA | 23883 | N/A | GOV | COMMUNITY ENGAGEMENT GRANT | $5,000 |
| ISLE OF WIGHT COUNTY SCHOOLS | |||||||
| 820 W MAIN ST | SMITHFIELD | VA | 23430 | N/A | GOV | COMMUNITY ENGAGEMENT GRANT | $2,010 |
| NEWSOMS UNITED METHODIST CHURCH | |||||||
| 29189 SOUTH MAIN STREET | NEWSOMS | VA | 23874 | N/A | PC | COMMUNITY ENGAGEMENT GRANT | $7,000 |
| REACH OUT AND READ INC | |||||||
| 89 SOUTH STREET STE 201 | BOSTON | MA | 02111 | N/A | PC | COMMUNITY ENGAGEMENT GRANT | $4,500 |
| ALBEMARLE AREA UNITED WAY INC | |||||||
| PO BOX 293 | ELIZABETH CITY | NC | 27907 | N/A | PC | COMMUNITY ENGAGEMENT GRANT | $3,000 |
| THE NASIA FOUNDATION | |||||||
| 739 HIGH ST | PORTSMOUTH | VA | 23704 | N/A | PC | COMMUNITY ENGAGEMENT GRANT | $1,500 |
| AMERICAN CANCER SOCIETY | |||||||
| 477 VIKING DRIVE SUITE 130 | VIRGINIA BEACH | VA | 23452 | N/A | PC | COMMUNITY ENGAGEMENT GRANT | $2,500 |
| JESSICA ANN MOORE FOUNDATION | |||||||
| 408 SCHOOL STREET | WAVERLY | VA | 23890 | N/A | PC | COMMUNITY ENGAGEMENT GRANT | $5,000 |
| HAMPTON ROADS BLACK NONPROFIT ALLIANCE | |||||||
| 1225 KEMPSVILLE RD | VIRGINIA BEACH | VA | 23464 | N/A | PC | COMMUNITY ENGAGEMENT GRANT | $3,100 |
| SURRY COUNTY | |||||||
| 45 SCHOOL STREET | SURRY | VA | 23883 | N/A | GOV | COMMUNITY ENGAGEMENT GRANT | $4,000 |
| POWER OF THE MIND INC | |||||||
| PO BOX 112 | GATES | NC | 27937 | N/A | PC | COMMUNITY ENGAGEMENT GRANT | $500 |
| WESTERN TIDEWATER TENNIS ASSOCIATION | |||||||
| 136 WYNNWOOD DRIVE | FRANKLIN | VA | 23851 | N/A | PC | COMMUNITY ENGAGEMENT GRANT | $3,000 |
| SILVER CARE DEMENTIA CENTER INC | |||||||
| 3659 SEWELLS POINT RD | NORFOLK | VA | 23513 | N/A | PC | COMMUNITY ENGAGEMENT GRANT | $2,500 |
| HOPE CENTER MINISTRIES | |||||||
| 517 KILBY SHORES DR | SUFFOLK | VA | 23434 | N/A | PC | COMMUNITY ENGAGEMENT GRANT | $500 |
| FORKIDS INC | |||||||
| 1001 POINDEXTER STREET | CHESAPEAKE | VA | 233242444 | N/A | PC | COMMUNITY ENGAGEMENT GRANT | $5,000 |
| SUFFOLK ALUMNAE CHAPTER OF DELTA SIGMA THETA SORORITY INC | |||||||
| PO BOX 3367 | SUFFOLK | VA | 23439 | N/A | PC | COMMUNITY ENGAGEMENT GRANT | $3,000 |
| STRAIGHTEN UP AND FLY RIGHT INC | |||||||
| PO BOX 774 | SUFFOLK | VA | 23439 | N/A | PC | COMMUNITY ENGAGEMENT GRANT | $5,000 |
| THE BENJAMIN GOLDBERG FOUNDATION | |||||||
| PO BOX 61778 | VIRGINIA BEACH | VA | 23466 | N/A | PC | COMMUNITY ENGAGEMENT GRANT | $2,500 |
| ISLE OF WIGHT CHRISTIAN OUTREACH PROGRAM | |||||||
| 402 GRACE STREET | SMITHFIELD | VA | 23430 | N/A | PC | COMMUNITY ENGAGEMENT GRANT | $3,000 |
| SUFFOLK CHRISTIAN FELLOWSHIP CENTER | |||||||
| 211 E WASHINGTON ST | SUFFOLK | VA | 23434 | N/A | PC | COMMUNITY ENGAGEMENT GRANT | $2,000 |
| COALITION AGAINST POVERTY IN SUFFOLK (CAPS) | |||||||
| 157 N MAIN ST | SUFFOLK | VA | 23434 | N/A | PC | COMMUNITY ENGAGEMENT GRANT | $3,000 |
| SMITHFIELD MOMS COLLECTIVE | |||||||
| 401 GRACE STREET | SMITHFIELD | VA | 23430 | N/A | PC | COMMUNITY ENGAGEMENT GRANT | $2,500 |
| FRANKLIN CITY PUBLIC SCHOOLS | |||||||
| 207 W SECOND AVENUE | FRANKLIN | VA | 23851 | N/A | GOV | EARLY CHILDHOOD EDUCATION | $7,250 |
| SOUTHAMPTON COUNTY PUBLIC SCHOOLS | |||||||
| 21308 PLANK ROAD | COURTLAND | VA | 23837 | N/A | GOV | EARLY CHILDHOOD EDUCATION | $11,500 |
| SUFFOLK PUBLIC SCHOOLS | |||||||
| 100 NORTH MAIN STREET PO BOX 1549 | SUFFOLK | VA | 23434 | N/A | GOV | EARLY CHILDHOOD EDUCATION | $26,250 |
| ISLE OF WIGHT COUNTY SCHOOLS | |||||||
| 820 W MAIN ST | SMITHFIELD | VA | 23430 | N/A | GOV | EARLY CHILDHOOD EDUCATION | $11,750 |
| THE CHILDREN'S CENTER | |||||||
| 700 CAMPBELL AVE | FRANKLIN | VA | 23851 | N/A | PC | EARLY CHILDHOOD EDUCATION | $6,750 |
| SURRY COUNTY PUBLIC SCHOOLS | |||||||
| PO BOX 317 | SURRY COUNTY | VA | 23883 | N/A | GOV | EARLY CHILDHOOD EDUCATION | $6,500 |
| CENTER FOR NONPROFIT EXCELLENCE | |||||||
| 1701-A ALLIED STREET | CHARLOTTESVILLE | VA | 22903 | N/A | PC | CAPACITY BUILDING | $218,791 |
| GRAZ'N ACRES THERAPEUTIC RIDING CENTER | |||||||
| 14492 IVOR ROAD | SEDLEY | VA | 23878 | N/A | PC | COMMUNITY ENGAGEMENT GRANT | $2,000 |
| VOICES FOR KIDS CASA PROGRAM OF SOUTHEAST VIRGINIA | |||||||
| P O BOX 949 409 MAIN STREET | SMITHFIELD | VA | 23431 | N/A | PC | COMMUNITY ENGAGEMENT GRANT | $1,000 |
| THE CONFESS PROJECT OF THE SOUTHEAST DBA TRUSTED COMMUNITY PARTNERS OF THE | |||||||
| 500 E MAIN STREET 16TH FLOOR | NORFOLK | VA | 23510 | N/A | PC | COMMUNITY ENGAGEMENT GRANT | $2,500 |
| VIRGINIA SUPPORTIVE HOUSING | |||||||
| PO BOX 8585 | RICHMOND | VA | 23226 | N/A | PC | COMMUNITY ENGAGEMENT GRANT | $3,000 |
| FIRST CONNECTIONS FOR EARLY SUCCESS | |||||||
| 209 E CAWSON STREET | HOPEWELL | VA | 23860 | N/A | PC | HEALTHY BEHAVIORS | $115,491 |
| EAST END BAPTIST CHURCH | |||||||
| 1056 PORTSMOUTH BLVD | SUFFOLK | VA | 23434 | N/A | PC | COMMUNITY ENGAGEMENT GRANT | $1,000 |
| ISLE OF WIGHT COUNTY SCHOOLS | |||||||
| 820 W MAIN ST | SMITHFIELD | VA | 23430 | N/A | GOV | COMMUNITY ENGAGEMENT GRANT | $2,500 |
| TIDEWATER ARTS OUTREACH | |||||||
| 809 BRANDON AVENUE | NORFOLK | VA | 23517 | N/A | PC | COMMUNITY ENGAGEMENT GRANT | $1,000 |
| FOODBANK OF SOUTHEASTERN VIRGINIA | |||||||
| 800 TIDEWATER DRIVE | NORFOLK | VA | 23504 | N/A | PC | HEALTHY BEHAVIORS | $100,000 |
| FRANKLIN PARKS FOUNDATION | |||||||
| PO BOX 775 | FRANKLIN | VA | 23851 | N/A | PC | HEALTHY BEHAVIORS | $100,000 |
| THE SUFFOLK FOUNDATION | |||||||
| 110 W FINNEY AVE | SUFFOLK | VA | 23434 | N/A | PC | EDUCATION | $200,000 |
| WALK IN IT INC | |||||||
| PO BOX 1447 | SUFFOLK | VA | 23439 | N/A | PC | COMMUNITY ENGAGEMENT GRANT | $500 |
| LOVE COMMUNITY FELLOWSHIP | |||||||
| PO BOX 224 | GATES | NC | 27937 | N/A | PC | COMMUNITY ENGAGEMENT GRANT | $500 |
| CORNERSTONE BALLET | |||||||
| 152 S MAIN ST | SUFFOLK | VA | 23434 | N/A | PC | COMMUNITY ENGAGEMENT GRANT | $500 |
| MISSIONARY OUTREACH | |||||||
| 811 SEMINOLE DRIVE | SUFFOLK | VA | 23434 | N/A | PC | COMMUNITY ENGAGEMENT GRANT | $500 |
| BOYS AND GIRLS CLUBS OF SOUTHEAST VIRGINIA | |||||||
| 1300 DIAMOND SPRINGS ROAD SUITE 300 | VIRGINIA BEACH | VA | 23455 | N/A | PC | COMMUNITY ENGAGEMENT GRANT | $3,000 |
| ASSOCIATION OF FUNDRAISING PROFESSIONALS | |||||||
| PO BOX 2338 | NORFOLK | VA | 23501 | N/A | PC | COMMUNITY ENGAGEMENT GRANT | $1,000 |
| WESTERN TIDEWATER COMMUNITY SERVICES BOARD | |||||||
| 7025 HARBOUR VIEW BLVD SUITE 119 | SUFFOLK | VA | 23435 | N/A | PC | STRENGTHENING THE SAFETY NET | $179,650 |
| RX DRUG ACCESS PARTNERSHIP | |||||||
| 1500 FOREST AVE | RICHMOND | VA | 23229 | N/A | PC | STRENGTHENING THE SAFETY NET | $20,000 |
| THE AMERICAN HEART ASSOCIATION | |||||||
| 4669 SOUTH BLVD STE 103 | VIRGINIA BEACH | VA | 23452 | N/A | PC | STRENGTHENING THE SAFETY NET | $50,793 |
| WESTERN TIDEWATER FREE CLINIC | |||||||
| 2019 MEADE PARKWAY | SUFFOLK | VA | 23434 | N/A | PC | STRENGTHENING THE SAFETY NET | $764,500 |
| THE UP CENTER | |||||||
| 580 E MAIN STREET SUITE 400 | NORFOLK | VA | 23510 | N/A | PC | STRENGTHENING THE SAFETY NET | $278,244 |
| VIRGINIA LEGAL AID SOCIETY INC | |||||||
| PO BOX 6200 | LYNCHBURG | VA | 24505 | N/A | PC | STRENGTHENING THE SAFETY NET | $304,850 |
| FORKIDS INC | |||||||
| 1001 POINDEXTER STREET | CHESAPEAKE | VA | 233242444 | N/A | PC | STRENGTHENING THE SAFETY NET | $40,000 |
| HORIZON HEALTH SERVICES INC | |||||||
| 8314 MAIN STREET | IVOR | VA | 23866 | N/A | PC | STRENGTHENING THE SAFETY NET | $379,070 |
| MAKE-A-WISH GREATER VIRGINIA | |||||||
| 2810 N PARHAM ROAD | RICHMOND | VA | 23294 | N/A | PC | COMMUNITY ENGAGEMENT GRANT | $1,000 |
| CARE FOR ME YOUTH INITIATIVES | |||||||
| 1225 KEMPSVILLE RD | VIRGINIA BEACH | VA | 23467 | N/A | PC | COMMUNITY ENGAGEMENT GRANT | $500 |
| WESTERN TIDEWATER COMMUNITY SERVICES BOARD | |||||||
| 7025 HARBOUR VIEW BLVD SUITE 119 | SUFFOLK | VA | 23435 | N/A | PC | STRENGTHENING THE SAFETY NET | $339,822 |
| COMMUNITY COALITION OF SUSSEX VA | |||||||
| P O BOX 502 | STONY CREEK | VA | 23882 | N/A | PC | HEALTHY BEHAVIORS | $50,000 |
| COVER 3 FOOTBALL DBA COVER 3 FOUNDATION | |||||||
| 125 S COLLEGE DRIVE | FRANKLIN | VA | 238512425 | N/A | PC | HEALTHY BEHAVIORS | $50,000 |
| JESSICA ANN MOORE FOUNDATION | |||||||
| 408 SCHOOL STREET | WAVERLY | VA | 23890 | N/A | PC | HEALTHY BEHAVIORS | $50,000 |
| FORKIDS INC | |||||||
| 1001 POINDEXTER STREET | CHESAPEAKE | VA | 233242444 | N/A | PC | HEALTHY BEHAVIORS | $100,000 |
| SUSSEX COUNTY YOUTH & ADULT RECREATIONAL ASSOCIATION INC | |||||||
| P O BOX 173 | WAVERLY | VA | 23890 | N/A | PC | HEALTHY BEHAVIORS | $50,000 |
| SOUTHEAST 4-H EDUCATIONAL CENTER | |||||||
| 15189 AIRFIELD ROAD | WAKEFIELD | VA | 23888 | N/A | PC | HEALTHY BEHAVIORS | $30,000 |
| BON SECOURS MERCY HEALTH FOUNDATION | |||||||
| 150 KINGSLEY LANE | NORFOLK | VA | 23505 | N/A | PC | STRENGTHENING THE SAFETY NET | $58,010 |
| VIRGINIA SYMPHONY ORCHESTRA | |||||||
| 150 BOUSH STREET | NORFOLK | VA | 23510 | N/A | PC | COMMUNITY ENGAGEMENT GRANT | $3,000 |
| COMMUNITY FOUNDATION INC (DBA THRIVE BIRTH TO FIVE) | |||||||
| 3409 W MOORE ST | RICHMOND | VA | 23230 | N/A | PC | EARLY CHILDHOOD EDUCATION | $37,200 |
| CITY OF SUFFOLK | |||||||
| 442 WASHINGTON STREET | SUFFOLK | VA | 23434 | N/A | GOV | EARLY CHILDHOOD EDUCATION | $1,929 |
| THE CHILDREN'S CENTER | |||||||
| 700 CAMPBELL AVE | FRANKLIN | VA | 23851 | N/A | PC | EARLY CHILDHOOD EDUCATION | $69,860 |
| EARLY CHILDHOOD WESTERN TIDEWATER | |||||||
| 601 NORTH MECHANIC STREET | FRANKLIN | VA | 23851 | N/A | PC | EARLY CHILDHOOD EDUCATION | $15,000 |
| THE DOORWAYS FORMERLY HOSPITALITY HOUSE OF RICHMOND INC | |||||||
| 612 E MARSHALL STREET | RICHMOND | VA | 23219 | N/A | PC | COMMUNITY ENGAGEMENT GRANT | $5,000 |
| THE LINKS FOUNDATION (ON BEHALF OF THE SUFFOLK VA CHAPTER) | |||||||
| PO BOX 721 | SUFFOLK | VA | 23434 | N/A | PC | COMMUNITY ENGAGEMENT GRANT | $1,000 |
| FIRST CONNECTIONS FOR EARLY SUCCESS | |||||||
| 209 E CAWSON STREET | HOPEWELL | VA | 23860 | N/A | PC | EARLY CHILDHOOD EDUCATION | $25,000 |
| THE EDWARD BROWN FOUNDATION | |||||||
| 230 PARADISE DRIVE | PORTSMOUTH | VA | 23701 | N/A | PC | COMMUNITY ENGAGEMENT GRANT | $1,000 |
| LIONS CHARITY FOUNDATION OF SOUTHEASTERN VIRGINIA | |||||||
| 2357 HAVERSHAM CLOSE | VIRGINIA BEACH | VA | 23454 | N/A | PC | COMMUNITY ENGAGEMENT GRANT | $9,500 |
| GIRLS ON THE RUN OF SOUTH HAMPTON ROADS | |||||||
| 5817 WESLEYAN DRIVE | VIRGINIA BEACH | VA | 23455 | N/A | PC | HEALTHY BEHAVIORS | $100,000 |
| CENTER FOR NONPROFIT EXCELLENCE | |||||||
| 1701-A ALLIED STREET | CHARLOTTESVILLE | VA | 22903 | N/A | PC | CAPACITY BUILDING | $218,791 |
| SUFFOLK EDUCATION FOUNDATION | |||||||
| PO BOX 394 | SUFFOLK | VA | 23439 | N/A | PC | COMMUNITY ENGAGEMENT GRANT | $2,000 |
| WESTERN TIDEWATER HEALTH DISTRICT | |||||||
| 135 HALL AVE SUITE A | SUFFOLK | VA | 23434 | N/A | GOV | MATERNAL CHILD HEALTH | $262,392 |
| THE CHILDREN'S CENTER | |||||||
| 700 CAMPBELL AVE | FRANKLIN | VA | 23851 | N/A | PC | MATERNAL CHILD HEALTH | $152,149 |
| CHILDREN'S HEALTH INVESTMENT PROGRAM OF SOUTH HAMPTON ROADS | |||||||
| 1302 JEFFERSON STREET | CHESAPEAKE | VA | 23324 | N/A | PC | MATERNAL CHILD HEALTH | $250,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,097,218 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| T2 FITNESS FOUNDATION | |||||||
| 928 DIAMOND SPRINGS ROAD SUITE 111 | VIRGINIA BEACH | VA | 23455 | N/A | PC | HEALTHY BEHAVIORS | $58,615 |
| FOODBANK OF SOUTHEASTERN VIRGINIA | |||||||
| 800 TIDEWATER DRIVE | NORFOLK | VA | 23504 | N/A | PC | HEALTHY BEHAVIORS | $100,000 |
| FRANKLIN PARKS FOUNDATION | |||||||
| PO BOX 775 | FRANKLIN | VA | 23851 | N/A | PC | HEALTHY BEHAVIORS | $100,000 |
| WESTERN TIDEWATER FREE CLINIC | |||||||
| 2019 MEADE PARKWAY | SUFFOLK | VA | 23434 | N/A | PC | STRENGTHENING THE SAFETY NET | $786,500 |
| WESTERN TIDEWATER COMMUNITY SERVICES BOARD | |||||||
| 7025 HARBOUR VIEW BLVD SUITE 119 | SUFFOLK | VA | 23435 | N/A | PC | STRENGTHENING THE SAFETY NET | $179,650 |
| RX DRUG ACCESS PARTNERSHIP | |||||||
| 1500 FOREST AVE | RICHMOND | VA | 23229 | N/A | PC | STRENGTHENING THE SAFETY NET | $25,000 |
| FORKIDS INC | |||||||
| 1001 POINDEXTER STREET | CHESAPEAKE | VA | 233242444 | N/A | PC | STRENGTHENING THE SAFETY NET | $40,000 |
| WESTERN TIDEWATER COMMUNITY SERVICES BOARD | |||||||
| 7025 HARBOUR VIEW BLVD SUITE 119 | SUFFOLK | VA | 23435 | N/A | PC | STRENGTHENING THE SAFETY NET | $339,822 |
| THE UP CENTER | |||||||
| 580 E MAIN STREET SUITE 400 | NORFOLK | VA | 23510 | N/A | PC | STRENGTHENING THE SAFETY NET | $283,439 |
| THE AMERICAN HEART ASSOCIATION | |||||||
| 4669 SOUTH BLVD STE 103 | VIRGINIA BEACH | VA | 23452 | N/A | PC | STRENGTHENING THE SAFETY NET | $47,582 |
| HORIZON HEALTH SERVICES INC | |||||||
| 8314 MAIN STREET | IVOR | VA | 23866 | N/A | PC | STRENGTHENING THE SAFETY NET | $386,653 |
| VIRGINIA LEGAL AID SOCIETY INC | |||||||
| PO BOX 6200 | LYNCHBURG | VA | 24505 | N/A | PC | STRENGTHENING THE SAFETY NET | $311,098 |
| FORKIDS INC | |||||||
| 1001 POINDEXTER STREET | CHESAPEAKE | VA | 233242444 | N/A | PC | HEALTHY BEHAVIORS | $200,000 |
| FIRST CONNECTIONS FOR EARLY SUCCESS | |||||||
| 209 E CAWSON STREET | HOPEWELL | VA | 23860 | N/A | PC | EARLY CHILDHOOD EDUCATION | $18,755 |
| GIRLS ON THE RUN OF SOUTH HAMPTON ROADS | |||||||
| 5817 WESLEYAN DRIVE | VIRGINIA BEACH | VA | 23455 | N/A | PC | HEALTHY BEHAVIORS | $100,000 |
| THE CHILDREN'S CENTER | |||||||
| 700 CAMPBELL AVE | FRANKLIN | VA | 23851 | N/A | PC | MATERNAL CHILD HEALTH | $156,041 |
| CHILDREN'S HEALTH INVESTMENT PROGRAM OF SOUTH HAMPTON ROADS | |||||||
| 1302 JEFFERSON STREET | CHESAPEAKE | VA | 23324 | N/A | PC | MATERNAL CHILD HEALTH | $250,000 |
| WESTERN TIDEWATER HEALTH DISTRICT | |||||||
| 135 HALL AVE SUITE A | SUFFOLK | VA | 23434 | N/A | GOV | MATERNAL CHILD HEALTH | $262,392 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $3,645,547 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $426,154 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $3,345 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,127,790 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $1,680 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,558,969 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,558,969 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $66,746 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $66,746 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EXCHANGE-TRADED FUNDS AND MUTUAL FUNDS | StockNm |
| EOY Book Value | $9,669,850 | EOYBookValueAmt |
| EOYFMV | $9,669,850 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALTERNATIVE INVESTMENTS - FOREIGN CORPORATIONS | FMV | $57,499,283 | $57,499,283 |
| ALTERNATIVE INVESTMENTS - LIMITED PARTNERSHIPS AND CORPORATIONS | FMV | $75,648,775 | $75,648,775 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ART COLLECTION | $373,669 | $373,669 | $373,669 |
| CEMETARY LOTS | $24,000 | $24,000 | $24,000 |
| EXCISE TAX RECEIVABLE | $106,889 | $30,505 | $30,505 |
| UBIT TAX RECEIVABLE | $0 | $62,380 | $62,380 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PROGRAM DEVELOPMENT | $283,184 | $0 | $0 | $284,437 |
| INSURANCE | $15,967 | $0 | $0 | $16,139 |
| MISC. EXPENSES | $2,374 | $0 | $0 | $2,385 |
| DUES & SUBSCRIPTIONS | $24,036 | $0 | $0 | $24,036 |
| TECHNOLOGY EXPENSES | $27,766 | $0 | $0 | $19,716 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| INCOME FROM PARTNERSHIPS | $0 | $3,083,037 | $0 |
| MISC. INVESTMENT INCOME | $3,345 | $3,345 | $0 |
| OTHER INCOME | $1,680 | $1,680 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS/LOSSES IN INVESTMENTS, PARTNERSHIPS & FOREIGN INVESTMENTS | Desc |
| Amt | $16,424,797 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED TAXES PAYABLE | $480,903 | $643,126 |
| EXCISE TAX PAYABLE | $56,431 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $721,231 | Amt |
| Net Investment Income | $721,231 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OTHER TAXES AND FEES | $475 | $0 | $0 | $475 |
| EXCISE TAXES | $258,398 | $0 | $0 | $0 |
| UBIT | $2,208 | $0 | $0 | $0 |