HARRISON FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- HARRISON FOUNDATION (EIN 26-0353463)
- Tax period
- 2021-10-01 to 2022-09-30
- Filed
- 2023-01-31
- IRS object ID
- 202300329349100100
- Schema version
- 2021v4.2
- 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 Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-01-31T22:23:57-06:00 | ReturnTs |
| Tax Period End | 2022-09-30 | 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 | 2021-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 260353463 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HARRISON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HARR | BusinessNameControlTxt |
| Phone | 8047844246 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 70 | AddressLine1Txt |
| City | MANAKINSABOT | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23103 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARJORIE WEBB | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 8047844246 | PhoneNum |
| Signature | 2023-01-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARJORIE | PersonFirstNm |
| Person Last | WEBB | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | VIRGINIA R BELCHER | PreparerPersonNm |
| PTIN | P00421964 | PTIN |
| Phone | 8047470000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-03-07 01:45:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $45,589,488 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $665,392 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $665,392 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,979,873 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,994,675 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,979,873 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $18,092 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,645,265 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,663,357 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $100,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $100,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,496 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,496 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $158,675 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $158,675 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $38,026 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,026 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $498 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $498 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $303,695 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $268,695 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,891,216 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,891,216 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,194,911 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $268,695 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,891,216 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$549,646 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,394,662 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $364,533 | CashBOYAmt |
| Cash EOY | $55,424 | CashEOYAmt |
| Cash EOYFMV | $55,424 | CashEOYFMVAmt |
| Corporate Stock BOY | $35,204,533 | CorporateStockBOYAmt |
| Corporate Stock EOY | $34,934,057 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $39,552,504 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $4,044,890 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,983,571 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,981,560 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $39,613,956 | TotalAssetsBOYAmt |
| Total Assets EOY | $38,973,052 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $45,589,488 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $39,613,956 | RetainedEarningBOYAmt |
| Retained Earning EOY | $38,973,052 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $39,613,956 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $38,973,052 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $39,613,956 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $38,973,052 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $39,613,956 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$549,646 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $39,064,310 | SubtotalAmt |
| Other Decreases | $91,258 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $38,973,052 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (119 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| AIR PRODUCTS & CHEMICALS | P | $5,456 | $5,598 | -$142 | -$142 |
| ALPHABET INC | P | $4,591 | $2,276 | $2,315 | $2,315 |
| AON PLC | P | $5,385 | $3,985 | $1,400 | $1,400 |
| APTIV PLC | P | $3,019 | $3,963 | -$944 | -$944 |
| BLACKSTONE INC | P | $4,326 | $2,041 | $2,285 | $2,285 |
| CHARTER COMMUNIATIONS | P | $10,615 | $9,548 | $1,067 | $1,067 |
| CINTAS CORP | P | $8,177 | $3,244 | $4,933 | $4,933 |
| CITIGROUP | P | $7,045 | $5,236 | $1,809 | $1,809 |
| CLASS ACTION PROCEEDS | P | $3 | $3 | $3 | |
| CONSUER STAPLES INDEX FD | P | $2,231 | $2,320 | -$89 | -$89 |
| HEALTH CARE SELECT | P | $1,969 | $2,078 | -$109 | -$109 |
| HILTON WORLDWIDE HLDGS | P | $2,721 | $2,259 | $462 | $462 |
| HOME DEPOT | P | $5,867 | $2,170 | $3,697 | $3,697 |
| IQVIA HOLDINGS INC | P | $7,949 | $5,437 | $2,512 | $2,512 |
| ISHARES CHINA LARGE CAP | P | $3,497 | $4,531 | -$1,034 | -$1,034 |
| META PLATFORMS | P | $10,108 | $7,585 | $2,523 | $2,523 |
| NIKE INC | P | $14,788 | $7,629 | $7,159 | $7,159 |
| NORTHROP GRUMMAN | P | $3,201 | $2,912 | $289 | $289 |
| OW FIXED INCOME FD | P | $1,000 | $1,126 | -$126 | -$126 |
| PAYPAL HOLDINGS | P | $8,671 | $9,413 | -$742 | -$742 |
| ROSS STORES | P | $6,160 | $5,285 | $875 | $875 |
| S&P 500 | P | $16,063 | $15,998 | $65 | $65 |
| SAFRAN SA | P | $4,719 | $5,600 | -$881 | -$881 |
| SCHWAB CHARLES CORP | P | $837 | $642 | $195 | $195 |
| TEXAS INSTUMENTS | P | $6,604 | $4,261 | $2,343 | $2,343 |
| UNION PACIFIC | P | $7,900 | $6,787 | $1,113 | $1,113 |
| VISA INC. | P | $2,092 | $1,978 | $114 | $114 |
| OW CREDIT INCOME FD | P | $400,000 | $469,321 | -$69,321 | -$69,321 |
| OW LARGE CAP STRATEGIES | P | $550,000 | $453,197 | $96,803 | $96,803 |
| ADVANCE AUTO PARTS | P | $28,327 | $19,332 | $8,995 | $8,995 |
| AIR PRODUCTS & CHEMICALS | P | $98,043 | $103,512 | -$5,469 | -$5,469 |
| ALPHABET INC | P | $66,738 | $30,505 | $36,233 | $36,233 |
| AMAZON. COM INC | P | $40,847 | $59,468 | -$18,621 | -$18,621 |
| ANSYS INC. | P | $51,540 | $23,066 | $28,474 | $28,474 |
| AON PLC | P | $114,057 | $81,883 | $32,174 | $32,174 |
| APPLE INC | P | $58,357 | $23,154 | $35,203 | $35,203 |
| APTIV PLC | P | $59,619 | $80,874 | -$21,255 | -$21,255 |
| ASPEN TECHNOLOGY INC | P | $73 | $73 | $0 | $0 |
| ASPEN TECHNOLOGY | P | $30,872 | $18,086 | $12,786 | $12,786 |
| BLACKSTONE INC | P | $218,633 | $100,369 | $118,264 | $118,264 |
| CARLISLE CO | P | $12,945 | $8,718 | $4,227 | $4,227 |
| CDW CORP | P | $14,528 | $7,995 | $6,533 | $6,533 |
| CHARTER COMMUNIATIONS | P | $181,658 | $165,226 | $16,432 | $16,432 |
| CINTAS CORP | P | $149,358 | $59,636 | $89,722 | $89,722 |
| CITIGROUP | P | $125,241 | $96,527 | $28,714 | $28,714 |
| CLASS ACTION PROCEEDS | P | $59 | $59 | $59 | |
| CMS MATERIALS | P | $15,561 | $14,719 | $842 | $842 |
| CONSUMER STAPLES INDEX | P | $42,906 | $44,470 | -$1,564 | -$1,564 |
| DOLLARAMA INC | P | $39,520 | $27,727 | $11,793 | $11,793 |
| DOVER CORP | P | $86,479 | $43,020 | $43,459 | $43,459 |
| EQUIFAX INC | P | $12,452 | $6,802 | $5,650 | $5,650 |
| HEALTH CARE SELECT | P | $42,992 | $45,021 | -$2,029 | -$2,029 |
| HEICO CORP | P | $20,195 | $21,467 | -$1,272 | -$1,272 |
| HILTON WORLDWIDE HLDGS | P | $47,893 | $41,547 | $6,346 | $6,346 |
| HOME DEPOT | P | $101,169 | $37,352 | $63,817 | $63,817 |
| IQVIA HOLDINGS INC | P | $142,391 | $100,458 | $41,933 | $41,933 |
| ISHARES CHINA LARGE CAP | P | $71,406 | $92,523 | -$21,117 | -$21,117 |
| JONES LANG LASALLE INC | P | $7,450 | $7,800 | -$350 | -$350 |
| LAB CORP OF AMERICA | P | $12,696 | $6,856 | $5,840 | $5,840 |
| META PLATFORMS | P | $179,484 | $137,559 | $41,925 | $41,925 |
| NASDAQ INC | P | $14,401 | $7,539 | $6,862 | $6,862 |
| NIKE INC | P | $241,955 | $120,369 | $121,586 | $121,586 |
| NORTHROP GRUMMAN | P | $58,138 | $55,818 | $2,320 | $2,320 |
| PAYPAL HOLDINGS | P | $159,907 | $183,286 | -$23,379 | -$23,379 |
| RENTOKIL INITIAL | P | $44,900 | $32,001 | $12,899 | $12,899 |
| ROSS STORES | P | $113,650 | $101,146 | $12,504 | $12,504 |
| S&P 500 DEP RCPTS | P | $304,368 | $303,633 | $735 | $735 |
| SAFRAN SA | P | $97,442 | $115,308 | -$17,866 | -$17,866 |
| SCHWAB CHARLES CORP | P | $25,103 | $19,267 | $5,836 | $5,836 |
| SS&C TECHNOLOGIES HOLDG | P | $69,401 | $70,339 | -$938 | -$938 |
| STERIS PLC | P | $6,020 | $3,911 | $2,109 | $2,109 |
| SYNOPSYS INC | P | $48,526 | $15,184 | $33,342 | $33,342 |
| TEXAS INSTUMENTS | P | $94,784 | $61,187 | $33,597 | $33,597 |
| UNION PACIFIC | P | $158,929 | $142,429 | $16,500 | $16,500 |
| US FOODS HOLDGINGS | P | $13,698 | $14,788 | -$1,090 | -$1,090 |
| VISA INC. | P | $62,771 | $58,403 | $4,368 | $4,368 |
| WEX INC | P | $12,025 | $15,804 | -$3,779 | -$3,779 |
| WYNDHAM HOTELS & RES | P | $70,478 | $48,906 | $21,572 | $21,572 |
| AMAZON 1.2% DUE 6/3/27 | P | $63,922 | $65,679 | -$1,757 | -$1,757 |
| AMERICAN EXPRESS 3.375 DUE 5/3/24 | P | $104,344 | $104,990 | -$646 | -$646 |
| BANK OF AMERICA 3.366% DUE 1/23/26 | P | $125,275 | $129,435 | -$4,160 | -$4,160 |
| BROADCOM INC 4.7% DUE 4/15/25 | P | $114,796 | $121,100 | -$6,304 | -$6,304 |
| CIGNA CORP 3.75% DUE 7/15/23 | P | $61,592 | $63,299 | -$1,707 | -$1,707 |
| CLASS ACTION PROCEEDS | P | $106 | $106 | $106 | |
| CONAGRA BRANDS 4.6% DUE 11/1/25 | P | $113,108 | $125,413 | -$12,305 | -$12,305 |
| CONSTELLATION BRANDS 3.15% DUE 8/1/29 | P | $103,405 | $119,455 | -$16,050 | -$16,050 |
| D.R. HORTON INC 1.4% DUE 10/15/27 | P | $53,372 | $59,828 | -$6,456 | -$6,456 |
| ESTEE LAUDER 2.6% DUE 4/15/30 | P | $113,289 | $124,708 | -$11,419 | -$11,419 |
| GOLDMAN SACHS 3.783%DUE 7/24/23 | P | $113,000 | $113,000 | $0 | $0 |
| INVITATION HOMES 2% UE 8/15/31 | P | $108,158 | $118,385 | -$10,227 | -$10,227 |
| JABIL INC 4.7% DUE 9/15/22 | P | $116,010 | $115,000 | $1,010 | $1,010 |
| LOWES COS 3.12% DUE 4/15/22 | P | $40,000 | $40,000 | $0 | $0 |
| MOODY'S CORP 3.75% DUE 3/24/25 | P | $99,974 | $106,874 | -$6,900 | -$6,900 |
| NESTERA ENERGY .65% DUE 3/1/23 | P | $118,057 | $119,988 | -$1,931 | -$1,931 |
| UNTRIEN 3.625% DUE 3/15/24 | P | $121,372 | $120,334 | $1,038 | $1,038 |
| NVIDIA 2% DUE 6/15/31 | P | $104,805 | $109,515 | -$4,710 | -$4,710 |
| OMNICOM GP 2,4% DUE 4/30/30 | P | $50,128 | $50,262 | -$134 | -$134 |
| PAY 1.65% DUE 6/1/25 | P | $118,182 | $122,332 | -$4,150 | -$4,150 |
| PNC FIN 3.3% DUE 3/8/22 | P | $115,000 | $115,000 | $0 | $0 |
| ROPER TECH 2.95% DUE 9/15/29 | P | $72,841 | $83,168 | -$10,327 | -$10,327 |
| UNION PACIFIC 3.95% DUE 9/10/28 | P | $67,811 | $75,140 | -$7,329 | -$7,329 |
| US TREASURY NOTE .125% DUE 9/30/22 | P | $94,000 | $94,000 | $0 | $0 |
| US TREASURY NOTE .125% DUE 6/30/22 | P | $318,885 | $319,130 | -$245 | -$245 |
| US TREASURY NOTE .125 DUE 6/30/23 | P | $532,441 | $540,036 | -$7,595 | -$7,595 |
| US TREASURY NOTES 2.75% DUE 7/31/23 | P | $453,161 | $459,018 | -$5,857 | -$5,857 |
| US TREASURY N/B 2.25% 1/31/24 | P | $1,282,400 | $1,309,341 | -$26,941 | -$26,941 |
| US TREASURY NOTE .25% DUE 6/15/24 | P | $99,385 | $104,632 | -$5,247 | -$5,247 |
| US TREASURY BONDS 2.375% DUE 8/15/24 | P | $51,021 | $53,904 | -$2,883 | -$2,883 |
| US TREASURY NOTES 2.25% DUE 11/15/25 | P | $384,094 | $413,704 | -$29,610 | -$29,610 |
| US TREASURY N/B 2.375% DE 5/15/27 | P | $364,460 | $370,344 | -$5,884 | -$5,884 |
| US TREASURY NOTES 2.25% DUE 11/15/27 | P | $84,006 | $82,227 | $1,779 | $1,779 |
| US TREASURY NOTES 1% DUE 7/31/28 | P | $155,625 | $161,304 | -$5,679 | -$5,679 |
| US TREASURY NOTES 2.625% DUE 2/15/29 | P | $60,813 | $61,568 | -$755 | -$755 |
| US TREASURY NOTES 1.625% DUE 5/15/31 | P | $275,569 | $296,448 | -$20,879 | -$20,879 |
| US TREASURY N/B 1.375% DUE 1/15/40 | P | $143,564 | $172,975 | -$29,411 | -$29,411 |
| US TREASURY N/B 1.875% DUE 2/15/41 | P | $165,665 | $204,278 | -$38,613 | -$38,613 |
| US TREASURY NOTES 2.875% DUE 5/15/52 | P | $125,347 | $123,205 | $2,142 | $2,142 |
| VERIZOND COMM 1.75% DUE 1/20.31 | P | $112,726 | $124,300 | -$11,574 | -$11,574 |
| CAPITAL GAINS DIVIDENDS | P | $1,417,987 | $1,417,987 | $1,417,987 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,979,873 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $33,286 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $33,286 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $33,286 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $37,132 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $29,474 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $66,606 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $33,320 | OverpaymentAmt |
| Applied To ES Tax | $33,320 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | N/A | 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 | 8047844246 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 70 | AddressLine1Txt |
| City | MANAKINSABOT | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23103 | 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 |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| MARJORIE WEBB | ||||||||
| PO BOX 70 | MANAKINSABOT | VA | 23103 | DIRECTOR | 1.00 | $25,000 | $0 | $0 |
| DAVID A HARRISON IV | ||||||||
| PO BOX 70 | MANAKINSABOT | VA | 23103 | DIRECTOR | 1.00 | $25,000 | $0 | $0 |
| MARY H KEEVIL | ||||||||
| PO BOX 70 | MANAKINSABOT | VA | 23103 | DIRECTOR | 1.00 | $25,000 | $0 | $0 |
| ANNE H ARMSTRONG | ||||||||
| PO BOX 70 | MANAKINSABOT | VA | 23103 | DIRECTOR | 1.00 | $25,000 | $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 | $53,168,991 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,585,701 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $54,754,692 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $54,754,692 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $821,320 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $53,933,372 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,696,669 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,696,669 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $33,286 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $33,286 | TotalTaxAmt |
| Distributable Before Adj | $2,663,383 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,663,383 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,663,383 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,891,216 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,891,216 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,663,383 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,891,216 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,891,216 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,891,216 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | 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 | $2,663,383 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (58 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BARNBALE CLEAN WATER COALITION | |||||||
| 864 MAIN ST | OSTERVILLE | MA | 02655 | NONE | 501(C)(3) | GENERAL 501(C)(3) PURPOSES OF ORGANIZATION | $30,000 |
| BLUE RIDGE SCHOOL | |||||||
| 273 MAYO DR | ST GEORGE | VA | 22935 | NONE | 501(C)(3) | GENERAL 501(C)(3) PURPOSES OF ORGANIZATION | $100,000 |
| BOCA GRANDE HEALTH CLINIC | |||||||
| 320 PARK AVE | BOCA GRANDE | FL | 33921 | NONE | 501(C)(3) | GENERAL 501(C)(3) PURPOSES OF ORGANIZATION | $45,000 |
| BOCA GRANDE WOMEN'S CLUB | |||||||
| 131 WEST 1ST ST | BOCA GRANDE | FL | 33921 | NONE | 501(C)(3) | GENERAL 501(C)(3) PURPOSES OF ORGANIZATION | $5,000 |
| BOY'S & GIRL'S CLUB OF RICHMOND | |||||||
| 5511 STAPLES MILL RD | RICHMOND | VA | 23228 | NONE | 501(C)(3) | GENERAL 501(C)(3) PURPOSES OF ORGANIZATION | $25,000 |
| BOYS AND GIRLS CLUB OF NORTHERN NECK | |||||||
| 517 N MAIN ST | KILMARNOCK | VA | 22482 | NONE | 501(C)(3) | GENERAL 501(C)(3) PURPOSES OF ORGANIZATION | $10,000 |
| CHESAPEAKE BAY FOUNDATION | |||||||
| 6 HERNDON AVE | ANNAPOLIS | MD | 21403 | NONE | 501(C)(3) | GENERAL 501(C)(3) PURPOSES OF ORGANIZATION | $25,000 |
| COMMUNITY HEALTH CARE CENTER OF CAPE COD | |||||||
| 107 COMMERCIAL ST | MASHPEE | MA | 02649 | NONE | 501(C)(3) | GENERAL 501(C)(3) PURPOSES OF ORGANIZATION | $25,000 |
| CRISTO REY RICHMOND HIGH SCHOOL | |||||||
| 304 N SHEPPARD ST | RICHMOND | VA | 23221 | NONE | 501(C)(3) | GENERAL 501(C)(3) PURPOSES OF ORGANIZATION | $10,000 |
| CROSSOVER MINISTRY INC | |||||||
| 8600 QUIOCCASIN RD | RICHMOND | VA | 23229 | NONE | 501(C)(3) | GENERAL 501(C)(3) PURPOSES OF ORGANIZATION | $35,000 |
| CURE ALZHEIMER'S FUND | |||||||
| 34 WASHINTON ST SUITE 310 | WELLESLEY HILLS | VA | 02481 | NONE | 501(C)(3) | GENERAL 501(C)(3) PURPOSES OF ORGANIZATION | $10,000 |
| ELK HILL FARM INC | |||||||
| 1975 ELK HILL RD | GOOCHLAND | VA | 23063 | NONE | 501(C)(3) | GENERAL 501(C)(3) PURPOSES OF ORGANIZATION | $10,000 |
| EPISCOPAL HIGH SCHOOL | |||||||
| 1200 N QUAKER LANE | ALEXANDRIA | VA | 22302 | NONE | 501(C)(3) | GENERAL 501(C)(3) PURPOSES OF ORGANIZATION | $30,000 |
| FEED MORE | |||||||
| 1415 RHOADMILLER ST | RICHMOND | VA | 23220 | NONE | 501(C)(3) | GENERAL 501(C)(3) PURPOSES OF ORGANIZATION | $25,000 |
| FOCUSED ULTRASOUND FOUNCATION | |||||||
| 1230 CEDARS CT | CHARLOTTESVILLE | VA | 22903 | NONE | 501(C)(3) | GENERAL 501(C)(3) PURPOSES OF ORGANIZATION | $50,000 |
| FOLDS OF HONOR FOUNDATION | |||||||
| 5800 N PATRIOT DR | OWASSO | OK | 74055 | NONE | 501(C)(3) | GENERAL 501(C)(3) PURPOSES OF ORGANIZATION | $20,000 |
| FOXCROFT SCHOOL | |||||||
| PO BOX 5555 | MIDDLEBURG | VA | 20118 | NONE | 501(C)(3) | GENERAL 501(C)(3) PURPOSES OF ORGANIZATION | $40,000 |
| GASPARILLA ISLAND CONSERVATON AND IMPROVEMENT ASSOCIATION INC | |||||||
| 131 1ST ST W 8 | BOCA GRANDE | FL | 33921 | NONE | 501(C)(3) | GENERAL 501(C)(3) PURPOSES OF ORGANIZATION | $75,000 |
| GOOCHLAND CARES | |||||||
| 2999 RIVER RD | W GOOCHLAND | VA | 23063 | NONE | 501(C)(3) | GENERAL 501(C)(3) PURPOSES OF ORGANIZATION | $20,000 |
| GOOCHLAND FAMILY YMCA | |||||||
| 1800 DICKINSON ROAD | GOOCHLAND | VA | 23063 | NONE | 501(C)(3) | GENERAL 501(C)(3) PURPOSES OF ORGANIZATION | $25,000 |
| GREATER RICHMOND FIT4KIDS | |||||||
| 2500 WEST BROAD | RICHMOND | VA | 23220 | NONE | 501(C)(3) | GENERAL 501(C)(3) PURPOSES OF ORGANIZATION | $10,000 |
| GREATER RICHMOND SCAN | |||||||
| 103 E GRACE ST | RICHMOND | VA | 23219 | NONE | 501(C)(3) | GENERAL 501(C)(3) PURPOSES OF ORGANIZATION | $10,000 |
| GREENWICH ACADEMY | |||||||
| 200 N MAPLE AVE | GREENWICH | CT | 06830 | NONE | 501(C)(3) | GENERAL 501(C)(3) PURPOSES OF ORGANIZATION | $5,000 |
| GREENWICH HOSPITAL FOUNDATION | |||||||
| 5 PERRYIDGE ROAD | GREENWICH | CT | 06830 | NONE | 501(C)(3) | GENERAL 501(C)(3) PURPOSES OF ORGANIZATION | $25,000 |
| HABITAT FOR HUMANITY OF GOOCHLAND | |||||||
| PO BOX 1016 | GOOCHLAND | VA | 23063 | NONE | 501(C)(3) | GENERAL 501(C)(3) PURPOSES OF ORGANIZATION | $5,000 |
| HARRY CHAPIN FOOD BANK | |||||||
| 3760 FOWLER ST | FT MYERS | FL | 33901 | NONE | 501(C)(3) | GENERAL 501(C)(3) PURPOSES OF ORGANIZATION | $10,000 |
| HEALTH BRIGADE | |||||||
| 1010 N THOMPSON ST | RICHMOND | VA | 23230 | NONE | 501(C)(3) | GENERAL 501(C)(3) PURPOSES OF ORGANIZATION | $10,000 |
| HERITAGE MUSEUMS & GARDENS | |||||||
| 67 GRIVE ST | SANDWICH | MA | 02563 | NONE | 501(C)(3) | GENERAL 501(C)(3) PURPOSES OF ORGANIZATION | $5,000 |
| HOLTON ARMS SCHOOL | |||||||
| 7303 RIVER ROAD | BETHESDA | MD | 20817 | NONE | 501(C)(3) | GENERAL 501(C)(3) PURPOSES OF ORGANIZATION | $5,000 |
| HOUSING ASSISTANCE CORPORATION | |||||||
| 60 W MAIN ST 1 | HYANNIS | MA | 02601 | NONE | 501(C)(3) | GENERAL 501(C)(3) PURPOSES OF ORGANIZATION | $75,000 |
| JAMES RIVER ASSOCIATION | |||||||
| 4833 OLD MAINT ST | RICHMOND | VA | 23231 | NONE | 501(C)(3) | GENERAL 501(C)(3) PURPOSES OF ORGANIZATION | $284,039 |
| NORTHSTAR ACADEMY | |||||||
| 8055 SHRADER RD | RICHMOND | VA | 23294 | NONE | 501(C)(3) | GENERAL 501(C)(3) PURPOSES OF ORGANIZATION | $5,000 |
| SAFE HARBOR | |||||||
| 2006 BREMO RD 201 | RICHMOND | VA | 23226 | NONE | 501(C)(3) | GENERAL 501(C)(3) PURPOSES OF ORGANIZATION | $20,000 |
| SHELTERING ARMS FOUNDATIONS | |||||||
| 8254 ATLEE RD | MECHANICSVILLE | VA | 23116 | NONE | 501(C)(3) | GENERAL 501(C)(3) PURPOSES OF ORGANIZATION | $200,000 |
| SOCIETY OF THE CINCINNATI | |||||||
| 2118 MASSACHUSETTS AVE NC | WASHINGTON | DC | 20008 | NONE | 501(C)(3) | GENERAL 501(C)(3) PURPOSES OF ORGANIZATION | $20,000 |
| ST ANNE'S BELFIELD SCHOOL | |||||||
| 2132 IVY RD | CHARLOTTESVILLE | VA | 22903 | NONE | 501(C)(3) | GENERAL 501(C)(3) PURPOSES OF ORGANIZATION | $30,000 |
| ST CATHERINE'S SCHOOL FOUNDATION | |||||||
| 6001 GROVE AVE | RICHMOND | VA | 23226 | NONE | 501(C)(3) | GENERAL 501(C)(3) PURPOSES OF ORGANIZATION | $25,000 |
| ST JOSEPH'S VILLA | |||||||
| 8000 BROOKE ROAD | RICHMOND | VA | 23227 | NONE | 501(C)(3) | GENERAL 501(C)(3) PURPOSES OF ORGANIZATION | $30,000 |
| ST CHRISTOPHERS SCHOOL | |||||||
| 711 ST CHRISTOPHERS ROAD | RICHMOND | VA | 23226 | NONE | 501(C)(3) | GENERAL 501(C)(3) PURPOSES OF ORGANIZATION | $5,000 |
| SWEET BRIAR | |||||||
| PO BOX 1055 | SWEET BRIAR | VA | 24595 | NONE | 501(C)(3) | GENERAL 501(C)(3) PURPOSES OF ORGANIZATION | $20,000 |
| THE ISLAND SCHOOL | |||||||
| PO BOX 1090 | BOCA GRANDE | FL | 33921 | NONE | 501(C)(3) | GENERAL 501(C)(3) PURPOSES OF ORGANIZATION | $15,000 |
| THE ISLAND SCHOOL FOUNDATION | |||||||
| 135 1ST ST W | BOCA GRANDE | FL | 33921 | NONE | 501(C)(3) | GENERAL 501(C)(3) PURPOSES OF ORGANIZATION | $40,000 |
| THE JOHN HENRY WATKINS FOUNDATION | |||||||
| UNABLE TO OBTAIN | RICHMOND | VA | 23242 | NONE | 501(C)(3) | GENERAL 501(C)(3) PURPOSES OF ORGANIZATION | $10,000 |
| THE LANCASTER PLAYERS | |||||||
| 361 CHESAPEAKE DR | WHITE STONE | VA | 22578 | NONE | 501(C)(3) | GENERAL 501(C)(3) PURPOSES OF ORGANIZATION | $10,000 |
| THE NEW COMMUNITY SCHOOL | |||||||
| 4211 HERMITAGE RD | RICHMOND | VA | 23227 | NONE | 501(C)(3) | GENERAL 501(C)(3) PURPOSES OF ORGANIZATION | $10,000 |
| COLUMBIA UNIVERSITY | |||||||
| 535 W 116TH STREET | NEW YORK | NY | 10027 | NONE | 501(C)(3) | GENERAL 501(C)(3) PURPOSES OF ORGANIZATION | $125,000 |
| THE VIRGINIA HOME | |||||||
| 1101 HAMPTON STREET | RICHMOND | VA | 23220 | NONE | 501(C)(3) | GENERAL 501(C)(3) PURPOSES OF ORGANIZATION | $20,000 |
| THOMAS JEFFERSON FOUNDATION INC | |||||||
| PO BOX 316 | CHARLOTTESVILLE | VA | 22902 | NONE | 501(C)(3) | GENERAL 501(C)(3) PURPOSES OF ORGANIZATION | $35,000 |
| TUNNELS TO TOWERS FOUNDATION | |||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | NONE | 501(C)(3) | GENERAL 501(C)(3) PURPOSES OF ORGANIZATION | $15,000 |
| UNIVERSITY OF VIRGINIA | |||||||
| PO BOX 400101 | CHARLOTTESVILLE | VA | 22904 | NONE | 501(C)(3) | GENERAL 501(C)(3) PURPOSES OF ORGANIZATION | $987,177 |
| VIRGINIA MUSUEM OF FINE ARTS | |||||||
| 200 NORTH BOULEVARD | RICHMOND | VA | 23220 | NONE | 501(C)(3) | GENERAL 501(C)(3) PURPOSES OF ORGANIZATION | $30,000 |
| WOODS HOLE OCEANOGRAPHIC INSTITUTE | |||||||
| 15 SCHOOL ST | WOODS HOLE | MA | 02543 | NONE | 501(C)(3) | GENERAL 501(C)(3) PURPOSES OF ORGANIZATION | $50,000 |
| TRIWAY TRAIL | |||||||
| BOX 300 | IRVINGTON | VA | 22480 | NONE | 501(C)(3) | GENERAL 501(C)(3) PURPOSES OF ORGANIZATION | $25,000 |
| THE WINGSPAN FOUNDATION | |||||||
| 7146 HESPERIDES DR | WARRENTON | VA | 20186 | NONE | 501(C)(3) | GENERAL 501(C)(3) PURPOSES OF ORGANIZATION | $35,000 |
| CRANBERRY SUNSET FARM | |||||||
| 1964 MAIN ST | MARSTON MILLS | MA | 02648 | NONE | 501(C)(3) | GENERAL 501(C)(3) PURPOSES OF ORGANIZATION | $30,000 |
| THE NATURE CONSERVANCY | |||||||
| 4245 NORTH FAIRFAX DR SUITE 100 | ARLINGTON | VA | 222031606 | NONE | 501(C)(3) | GENERAL 501(C)(3) PURPOSES OF ORGANIZATION | $25,000 |
| THE BANNER LAKE CLUB | |||||||
| 12212 SE LANTANA AVE | HOBE SOUND | FL | 33455 | NONE | 501(C)(3) | GENERAL 501(C)(3) PURPOSES OF ORGANIZATION | $10,000 |
| SUNCOAST HUMANE SOCIETY INC | |||||||
| 6781 SAN CASA DR | ENGLEWOOD | FL | 34224 | NONE | 501(C)(3) | GENERAL 501(C)(3) PURPOSES OF ORGANIZATION | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,891,216 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $665,392 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,979,873 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,645,265 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,645,265 | 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 | CategoryTxt |
| Amt | $6,496 | Amt |
| Net Investment Income | $6,496 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | BESSEMER TRUST | StockNm |
| EOY Book Value | $34,934,057 | EOYBookValueAmt |
| EOYFMV | $39,552,504 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | BESSEMER TRUST | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $3,983,571 | BookValueAmt |
| EOYFMV | $5,981,560 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TAX DIFFERENCE IN COST BASIS | Desc |
| Amt | $91,258 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISCELLANEOUS | $23 | $23 | $0 |
| CORPORATE REGISTRATION | $475 | $475 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FIFTH AVE PRIVATE EQUITY FUND | Desc |
| Revenue And Expenses Per Books | $0 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $18,092 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $158,675 | Amt |
| Net Investment Income | $158,675 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $3,026 | $3,026 | $0 |
| EXCISE TAXES | $35,000 | $0 | $0 |
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