HERNDON FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- HERNDON FOUNDATION (EIN 54-6060809)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-08-18
- IRS object ID
- 202302309349100700
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-18T08:44:31-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 WATER ST STE 500 | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 546060809 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HERNDON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HERN | BusinessNameControlTxt |
| Phone | 8045604119 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9030 STONY POINT PKWY 505 | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23235 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM M GOTTWALD | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8045604119 | PhoneNum |
| Signature | 2023-08-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WILLIAM | PersonFirstNm |
| Person Last | GOTTWALD | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KRISTEN BARNETT | PreparerPersonNm |
| PTIN | P01234578 | PTIN |
| Phone | 8133162300 | PhoneNum |
| Preparation | 2023-08-17 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $108,844,075 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $285,382 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $6,731 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,731 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,885,954 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,885,954 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,864,081 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,607,423 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,864,081 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $252,786 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $108,233 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $5,294,934 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,864,999 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $161,716 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $122,423 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $39,293 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $84,518 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,038 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $14,379 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $14,379 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $266,113 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $146,590 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $42,043 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,358,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,358,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,624,613 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $146,590 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,400,543 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$329,679 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,718,409 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $970,136 | CashBOYAmt |
| Cash EOY | $2,159,789 | CashEOYAmt |
| Cash EOYFMV | $2,159,789 | CashEOYFMVAmt |
| Corporate Stock BOY | $21,840,074 | CorporateStockBOYAmt |
| Corporate Stock EOY | $21,566,839 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $103,405,805 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,998,118 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,498,586 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,481,376 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,572,894 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,797,105 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,797,105 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $27,381,222 | TotalAssetsBOYAmt |
| Total Assets EOY | $27,022,319 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $108,844,075 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,067,323 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,067,323 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $25,313,899 | RetainedEarningBOYAmt |
| Retained Earning EOY | $24,954,996 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $27,381,222 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $27,022,319 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $27,381,222 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $27,022,319 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $27,381,222 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$329,679 | ExcessRevenueOverExpensesAmt |
| Other Increases | $49,251 | OtherIncreasesAmt |
| Subtotal | $27,100,794 | SubtotalAmt |
| Other Decreases | $78,475 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $27,022,319 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - ST | $1,975,678 | $1,771,833 | $203,845 | $203,845 | |
| PUBLICLY TRADED SECURITIES - LT | $4,629,169 | $1,971,509 | $2,657,660 | $2,657,660 | |
| CAPITAL GAINS FROM PASSTHROUGHS | $732 | $732 | $732 | P | |
| CAPITAL GAINS DIVIDENDS | $1,844 | $1,844 | $1,844 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,864,081 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $65,586 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $65,586 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $65,586 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $82,480 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $32,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $114,480 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $970 | EsPenaltyAmt |
| Overpayment | $47,924 | OverpaymentAmt |
| Applied To ES Tax | $47,924 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.HERNDONFDN.ORG | WebsiteAddressTxt |
| Individual With Books | WILLIAM M GOTTWALD | IndividualWithBooksNm |
| Phone | 8045604119 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9030 STONY POINT PKWY 505 | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23235 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| WILLIAM M GOTTWALD | ||||||||
| 9030 STONY POINT PKWY SUITE 505 | RICHMOND | VA | 23235 | TRUSTEE | 15.00 | $0 | $0 | $0 |
| JAMES T GOTTWALD | ||||||||
| 9030 STONY POINT PKWY SUITE 505 | RICHMOND | VA | 23235 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| JOHN D GOTTWALD | ||||||||
| 9030 STONY POINT PKWY SUITE 505 | RICHMOND | VA | 23235 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $113,795,240 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,772,372 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,390,953 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $117,958,565 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $117,958,565 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,769,378 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $116,189,187 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,809,459 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,809,459 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $65,586 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $3,605 | IncomeTaxAmt |
| Total Tax | $69,191 | TotalTaxAmt |
| Distributable Before Adj | $5,740,268 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,740,268 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,740,268 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,400,543 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,400,543 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,740,268 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $5,308,044 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,400,543 | QualifyingDistributionsAmt |
| Applied To Year1 | $5,308,044 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $92,499 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $5,647,769 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | HERNDON FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9030 STONY POINT PKWY STE 505 | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23235 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8045604119 | RecipientPhoneNum |
| Recipient Email Address | INFO@HERNDONFDN.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | VISIT HERNDONFDN.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | AUGUST 1ST | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION AWARDS GRANTS TO ORGANIZATIONS WHICH ARE TAX-EXEMPT UNDER IRS SECTION 501(C)(3) AND ARE NOT PRIVATE FOUNDATIONS AS DESCRIBED UNDER SECTION 509(A). QUALIFIED NONPROFIT ORGANIZATIONS THROUGHOUT THE COMMONWEALTH OF VIRGINIA ARE ELIGIBLE FOR SUPPORT; HOWEVER, MAJOR PREFERENCE WILL BE GIVEN TO AGENCIES IN THE RICHMOND METROPOLITAN REGION. THE FOUNDATION REQUIRES ALL PROSPECTIVE APPLICANTS TO HAVE A CURRENT PORTRAIT ON CONNECTVA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (132 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ACTS | |||||||
| 1518 WILLOW LAWN DRIVE SUITE 301 | RICHMOND | VA | 23230 | PC | OPERATING SUPPORT | $50,000 | |
| ALZHEIMER'S ASSOCIATION | |||||||
| 4600 COX ROAD SUITE 130 | GLEN ALLEN | VA | 23060 | PC | OPERATING SUPPORT | $10,000 | |
| AMERICAN BATTLEFIELD TRUST | |||||||
| 1156 15TH STREET NW 900 | WASHINGTON | DC | 20005 | PC | OPERATING SUPPORT | $10,000 | |
| ANNA JULIA COOPER SCHOOL | |||||||
| 2124 N 29TH ST | RICHMOND | VA | 23223 | PC | OPERATING SUPPORT | $50,000 | |
| ART 180 | |||||||
| 114 W MARSHALL ST | RICHMOND | VA | 23220 | PC | OPERATING SUPPORT | $10,000 | |
| BETTER HOUSING COALITION | |||||||
| PO BOX 12117 | RICHMOND | VA | 23241 | PC | OPERATING SUPPORT | $25,000 | |
| BEYOND BOUNDARIES | |||||||
| 2110 BARCLAY ROAD | HENRICO | VA | 23228 | PC | OPERATING SUPPORT | $15,000 | |
| BIG BROTHERS BIG SISTERS | |||||||
| 1707 SUMMIT AVE 200 | RICHMOND | VA | 23230 | PC | OPERATING SUPPORT | $50,000 | |
| BLINDED VETERANS ASSOCIATION | |||||||
| 125 N WEST STREET 3RD FLOOR | ALEXANDRIA | VA | 22314 | PC | OPERATING SUPPORT | $2,000 | |
| BLUE SKY FUND | |||||||
| PO BOX 8108 | RICHMOND | VA | 23223 | PC | OPERATING SUPPORT | $40,000 | |
| BONEFISH & TARPON TRUST INC | |||||||
| 135 SAN LORENZO AVE | CORAL GABLES | FL | 33146 | PC | PROGRAM SUPPORT | $5,000 | |
| BOYS AND GIRLS CLUB OF METRO RICHMOND | |||||||
| 5511 STAPLES MILL ROAD SUITE 301 | RICHMOND | VA | 23228 | PC | OPERATING SUPPORT | $50,000 | |
| CANCERLINC | |||||||
| 200 S 3RD ST | RICHMOND | VA | 23219 | PC | OPERATING SUPPORT | $10,000 | |
| CAPITAL REGION LAND CONSERVANCY | |||||||
| 200 S 3RD STREET | RICHMOND | VA | 23219 | PC | OPERATING SUPPORT | $25,000 | |
| CARITAS | |||||||
| 2220 STOCKTON STREET | RICHMOND | VA | 23224 | PC | OPERATING SUPPORT | $25,000 | |
| CENTRAL VIRGINIA LEGAL AID SOCIETY INC | |||||||
| 101 W BROAD ST | RICHMOND | VA | 23230 | PC | OPERATING SUPPORT | $25,000 | |
| CHALLENGE DISCOVERY | |||||||
| 2405 JEFFERSON AVENUE | RICHMOND | VA | 23223 | PC | OPERATING SUPPORT | $10,000 | |
| CHESTERFIELD EDUCATION FOUNDATION | |||||||
| 13900 HULL STREET RD | MIDLOTHIAN | VA | 23112 | PC | OPERATING SUPPORT | $20,000 | |
| CHILDREN'S ASSISTIVE TECH | |||||||
| 12801 MONETA ROAD | MONETA | VA | 24121 | PC | OPERATING SUPPORT | $10,000 | |
| CHILDREN'S HOSPITAL AND HEALTHCARE SERVICES FOUNDATION | |||||||
| 1006 E MARSHALL ST | RICHMOND | VA | 23298 | PC | OPERATING SUPPORT | $15,000 | |
| CHILDREN'S HOSPITAL OF RICHMOND | |||||||
| 2924 BROOK ROAD | RICHMOND | VA | 23220 | PC | OPERATING SUPPORT | $10,000 | |
| CHILDREN'S MUSEUM OF RICHMOND | |||||||
| 2626 WEST BROAD STREET | RICHMOND | VA | 23220 | PC | OPERATING SUPPORT | $25,000 | |
| CHILDSAVERS | |||||||
| 200 NORTH 22ND STREET | RICHMOND | VA | 23223 | PC | OPERATING SUPPORT | $25,000 | |
| COAL PIT LEARNING CENTER | |||||||
| 5101 FRANCISTOWN RD | GLEN ALLEN | VA | 23060 | PC | OPERATING SUPPORT | $10,000 | |
| CODERVA REGIONAL HIGH SCHOOL | |||||||
| 1405 CUMMINGS DRIVE SUITE 10 | RICHMOND | VA | 23220 | GOV | OPERATING SUPPORT | $25,000 | |
| COLLEGIATE SCHOOL | |||||||
| 103 NORTH MOORELAND ROAD | RICHMOND | VA | 23229 | PC | SCHOLARSHIP SUPPORT | $90,000 | |
| COMMONWEALTH CATHOLIC CHARITIES HOUSING CORP | |||||||
| 1601 ROLLING HILLS DRIVE | RICHMOND | VA | 23229 | PC | OPERATING SUPPORT | $20,000 | |
| COMMUNITIES IN SCHOOL - RICHMOND | |||||||
| 2922 W MARSHALL STREET SUITE 2 | RICHMOND | VA | 23230 | PC | OPERATING SUPPORT | $20,000 | |
| CRISTO REY RICHMOND | |||||||
| 304 N SHEPPARD ST | RICHMOND | VA | 23221 | PC | OPERATING SUPPORT | $127,000 | |
| ELK HILL | |||||||
| 1975 ELK HILL ROAD | GOOCHLAND | VA | 23063 | PC | OPERATING SUPPORT | $25,000 | |
| FEEDMORE | |||||||
| 1415 RHOADMILLER STREET | RICHMOND | VA | 23220 | PC | OPERATING SUPPORT | $75,000 | |
| FIRST TEE - GREATER RICHM | |||||||
| 400 SCHOOL ST | RICHMOND | VA | 23222 | PC | OPERATING SUPPORT | $25,000 | |
| FIT4KIDS | |||||||
| PO BOX 1092 | RICHMOND | VA | 23218 | PC | OPERATING SUPPORT | $25,000 | |
| FOCUSED ULTRASOUND FOUNDATION | |||||||
| 1230 CEDARS CT SUITE 206 | CHARLOTTESVILLE | VA | 22903 | PC | PROGRAM SUPPORT | $10,000 | |
| FRIENDS ASSOCIATION | |||||||
| 1004 SAINT JOHN STREET | RICHMOND | VA | 23220 | PC | OPERATING SUPPORT | $10,000 | |
| FRIENDS OF HOLLYWOOD CEMETERY | |||||||
| 412 SOUTH CHERRY STREET | RICHMOND | VA | 23220 | PC | OPERATING SUPPORT | $5,000 | |
| GATEWAY HOMES INC | |||||||
| 4901 LIBBIE MILL EAST BLVD NO 210 | RICHMOND | VA | 23230 | PC | OPERATING SUPPORT | $5,000 | |
| GOODWILL OF CENTRAL AND COASTAL VIRGINIA | |||||||
| 6301 MIDLOTHIAN TURNPIKE | RICHMOND | VA | 23225 | PC | OPERATING SUPPORT | $25,000 | |
| GRASP | |||||||
| 4551 COX ROAD SUITE 115 | GLEN ALLEN | VA | 23060 | PC | OPERATING SUPPORT | $50,000 | |
| GREATER RICHMOND BAR FOUN | |||||||
| 800 EAST CANAL STREET | RICHMOND | VA | 23219 | PC | OPERATING SUPPORT | $10,000 | |
| GREATER RICHMOND SCAN | |||||||
| 103 E GRACE STREET | RICHMOND | VA | 23219 | PC | OPERATING SUPPORT | $10,000 | |
| GROUNDWORK RVA | |||||||
| 3001 MEADOWBRIDGE RD | RICHMOND | VA | 23222 | PC | OPERATING SUPPORT | $30,000 | |
| HENRICO CHRISTMAS MOTHER | |||||||
| PO BOX 70338 | HENRICO | VA | 232550338 | PC | OPERATING SUPPORT | $25,500 | |
| HIGHER ACHIEVEMENT | |||||||
| 4009 FITZHUGH AVENUE SUITE 200 | RICHMOND | VA | 23230 | PC | OPERATING SUPPORT | $50,000 | |
| HISTORIC RICHMOND FOUNDATION | |||||||
| 4 EAST MAIN STREET SUITE 1C | RICHMOND | VA | 23219 | PC | OPERATING SUPPORT | $5,000 | |
| HOMEAGAIN | |||||||
| 5 E FRANKLIN ST | RICHMOND | VA | 23220 | PC | OPERATING SUPPORT | $30,000 | |
| HOMEWARD | |||||||
| 9211 FOREST HILL AVENNUE | RICHMOND | VA | 23235 | PC | OPERATING SUPPORT | $25,000 | |
| HUMANKIND | |||||||
| 150 LINDEN AVENUE | LYNCHBURG | VA | 24503 | PC | OPERATING SUPPORT | $25,000 | |
| HUNTERS FOR THE HUNGRY | |||||||
| 1108 SEDALIA SCHOOL ROAD ROOM 4 | BIG ISLAND | VA | 24526 | PC | OPERATING SUPPORT | $1,000 | |
| J SARGEANT REYNOLDS COMMUNITY COLLEGE EDUCATIONAL FOUNDATION | |||||||
| PO BOX 26924 | RICHMOND | VA | 232616924 | PC | PLEDGE COMPLETION | $200,000 | |
| JACOB'S LADDER | |||||||
| 8907 THREE CHOPT RD | RICHMOND | VA | 23229 | PC | OPERATING SUPPORT | $15,000 | |
| JAMES RIVER ASSOCIATION | |||||||
| 211 ROCKETTS WAY SUITE 200 | RICHMOND | VA | 23231 | PC | OPERATING SUPPORT | $25,000 | |
| JAMESTOWN REDISCOVERY FOUNDATION | |||||||
| 1365 COLONIAL PARKWAY | JAMESTOWN | VA | 23081 | PC | PROGRAM SUPPORT | $15,000 | |
| JEWISH FAMILY SERVICES INC | |||||||
| 6718 PATTERSON AVENUE | RICHMOND | VA | 23226 | PC | OPERATING SUPPORT | $20,000 | |
| JOHN MARSHALL CENTER | |||||||
| 428 N ARTHUR ASHE BLVD | RICHMOND | VA | 23219 | PC | OPERATING SUPPORT | $15,000 | |
| JUNIOR ACHIEVEMENT OF CENTRAL VIRGINIA | |||||||
| 1801 LIBBIE AVENUE SUITE 203 | RICHMOND | VA | 23226 | PC | PROGRAM SUPPORT | $25,000 | |
| LACKEY CLINIC | |||||||
| 1620 OLD WILLIAMSBURG ROAD | YORKTOWN | VA | 23690 | PC | OPERATING SUPPORT | $50,000 | |
| LEARNING ALLY | |||||||
| 20 ROSZEL ROAD | PRINCETON | NJ | 08540 | PC | OPERATING SUPPORT | $5,000 | |
| LIFELONG LEARNING INSTITUTION | |||||||
| PO BOX 1090 | MIDLOTHIAN | VA | 23113 | PC | OPERATING SUPPORT | $10,000 | |
| MAYMONT FOUNDATION | |||||||
| 1700 HAMPTON STREET | RICHMOND | VA | 23220 | PC | OPERATING SUPPORT | $25,000 | |
| MCSHIN FOUNDATION | |||||||
| 2300 DUMBARTON ROAD | HENRICO | VA | 23228 | PC | OPERATING SUPPORT | $10,000 | |
| MCV FOUNDATION | |||||||
| PO BOX 980234 | RICHMOND | VA | 23298 | PC | IN SUPPORT OF THE GOTTWALD INDIGENT CARE FUND | $75,000 | |
| MEDICAL COLLEGE OF VIRGINIA FOUNDATION | |||||||
| 1228 E BROAD ST | RICHMOND | VA | 23298 | PC | OPERATING SUPPORT | $20,000 | |
| MEGA MENTORS | |||||||
| 13900 HULL STREET ROAD | MIDLOTHIAN | VA | 23112 | PC | OPERATING SUPPORT | $20,000 | |
| MENTOR VIRGINIA | |||||||
| 201 HULL ST SUITE B | RICHMOND | VA | 23224 | PC | OPERATING SUPPORT | $30,000 | |
| MOMENTS OF HOPE OUTREACH | |||||||
| PO BOX 161 | STUDLEY | VA | 23162 | PC | OPERATING SUPPORT | $20,000 | |
| NEIGHBORHOOD RESOURCE CENTER | |||||||
| 1519 WILLIAMSBURG ROAD | HENRICO | VA | 23231 | PC | OPERATING SUPPORT | $50,000 | |
| NEST ACADEMY RVA | |||||||
| 2101 MAYWILL ST | RICHMOND | VA | 23230 | PC | OPERATING SUPPORT | $5,500 | |
| NEXTUP | |||||||
| 3409 MOORE STREET | RICHMOND | VA | 23230 | PC | OPERATING SUPPORT | $35,000 | |
| NORTHSTAR | |||||||
| 11501 NUCKOLS ROAD | GLEN ALLEN | VA | 23059 | PC | OPERATING SUPPORT | $30,000 | |
| OAKWOOD ARTS | |||||||
| 2216 EAST BROAD STREET | RICHMOND | VA | 23223 | PC | OPERATING SUPPORT | $25,000 | |
| PARTNERSHIP FOR HOUSING AFFORDABILITY | |||||||
| 8975 THREE CHOPT ROAD | RICHMOND | VA | 23229 | PC | OPERATING SUPPORT | $25,000 | |
| PARTNERSHIP FOR THE FUTURE | |||||||
| 4521 HIGHLANDS PARKWAY | GLEN ALLEN | VA | 23060 | PC | OPERATING SUPPORT | $50,000 | |
| PETER PAUL DEVELOPMENT CENTER | |||||||
| 1708 NORTH 22ND STREET | RICHMOND | VA | 23223 | PC | OPERATING SUPPORT | $50,000 | |
| PODIUM RVA | |||||||
| 200 S 3RD ST | RICHMOND | VA | 23219 | PC | OPERATING SUPPORT | $25,000 | |
| PRESERVATION VIRGINIA | |||||||
| 204 W FRANKLIN STREET | RICHMOND | VA | 23220 | PC | OPERATING SUPPORT | $5,000 | |
| PROJECT HEALING WATERS | |||||||
| PO BOX 695 | LA PLATA | MD | 20646 | PC | OPERATING SUPPORT | $5,000 | |
| RAMPS RVA | |||||||
| 1114 WESTBRIAR DR | RICHMOND | VA | 23238 | PC | OPERATING SUPPORT | $15,000 | |
| REWORK RICHMOND | |||||||
| 1719 N 22ND STREET | RICHMOND | VA | 23223 | PC | OPERATING SUPPORT | $20,000 | |
| REESTABLISH RICHMOND | |||||||
| 2920 W BROAD ST SUITE 218 | RICHMOND | VA | 23230 | PC | OPERATING SUPPORT | $25,000 | |
| RICHMOND BEHVAIORAL HEALTH AUTHORITY | |||||||
| 107 SOUTH FIFTH STREET | RICHMOND | VA | 23219 | GOV | OPERATING SUPPORT | $15,000 | |
| RICHMOND CHRISTMAS MOTHER | |||||||
| 300 E FRANKLIN ST | RICHMOND | VA | 23219 | PC | OPERATING SUPPORT | $2,000 | |
| RICHMOND HILL | |||||||
| 2209 EAST GRACE STREET | RICHMOND | VA | 23223 | PC | OPERATING SUPPORT | $24,000 | |
| RICHMOND SYMPHONY | |||||||
| 2281 DABNEY ROAD SUITE A | RICHMOND | VA | 23230 | PC | OPERATING SUPPORT | $25,000 | |
| RICHMOND VOLUNTEER RESCUE SQUAD | |||||||
| 612 EAST GRACE STREET SUITE 401 | RICHMOND | VA | 23219 | PC | OPERATING SUPPORT | $2,500 | |
| RIVER ROAD CHURCH BAPTIST | |||||||
| 1802 CHANTILLY STREET | RICHMOND | VA | 23230 | PC | OPERATING SUPPORT | $24,000 | |
| RIVERSIDE SCHOOL | |||||||
| 19019 UPPER BELMONT PL | LEESBURG | VA | 20176 | GOV | OPERATING SUPPORT | $15,000 | |
| ROBINSON THEATER COMMUNITY | |||||||
| 2903 Q ST RICHMOND | RICHMOND | VA | 23223 | PC | OPERATING SUPPORT | $10,000 | |
| RONALD MCDONALD HOUSE CHARITIES OF GREATER WASHINGTON DC INC | |||||||
| 3312 GALLOWS ROAD | FALLS CHURCH | VA | 22042 | PC | OPERATING SUPPORT | $10,000 | |
| SALVATION ARMY BOYS & GIRLS CLUB | |||||||
| 227 S CHERRY STREET | RICHMOND | VA | 23220 | PC | OPERATING SUPPORT | $10,000 | |
| SCHOLARS LATINO INITIATIV E | |||||||
| PO BOX 2734 | HARRISONBURG | VA | 22801 | PC | OPERATING SUPPORT | $25,000 | |
| SCIENCE MUSEUM OF VIRGINIA | |||||||
| 2500 W BROAD ST | RICHMOND | VA | 23220 | PC | OPERATING SUPPORT | $50,000 | |
| SHALOM FARMS | |||||||
| 24 EAST CARY STREET | RICHMOND | VA | 23219 | PC | OPERATING SUPPORT | $30,000 | |
| SHELTERING ARMS FOUNDATION | |||||||
| 140 EASTSHORE DRIVE SUITE 200 | GLEN ALLEN | VA | 23059 | PC | OPERATING SUPPORT | $5,000 | |
| SOAR365 | |||||||
| 3600 SAUNDERS AVENUE | RICHMOND | VA | 23227 | PC | OPERATING SUPPORT | $20,000 | |
| SOUTHWEST FLORIDA EMERGEN | |||||||
| 7273 CONCOURSE DR | FORT MYERS | FL | 33908 | PC | OPERATING SUPPORT | $50,000 | |
| SPORTABLE RICHMOND ADAPTIVE SPORTS AND RECREATION INC | |||||||
| 1365 OVERBROOK ROAD ROOM 2 | RICHMOND | VA | 23220 | PC | OPERATING SUPPORT | $5,000 | |
| ST ANDREWS SCHOOL | |||||||
| 227 SOUTH CHERRY STREET | RICHMOND | VA | 23220 | PC | OPERATING SUPPORT | $50,000 | |
| ST JAMES CHILDREN'S CENTER | |||||||
| 1205 W FRANKLIN STREET | RICHMOND | VA | 23220 | PC | OPERATING SUPPORT | $35,000 | |
| ST JOSEPH VILLA | |||||||
| 8000 BROOK ROAD | RICHMOND | VA | 23227 | PC | OPERATING SUPPORT | $20,000 | |
| SWIMRVA | |||||||
| 5050 RIDGEDALE PARKWAY | RICHMOND | VA | 23234 | PC | OPERATING SUPPORT | $50,000 | |
| THE AMERICAN CIVIL WAR CENTER AT HISTORIC TREDEGAR | |||||||
| 500 TREDEGAR STREET | RICHMOND | VA | 23219 | SO II | OPERATING SUPPORT | $25,000 | |
| THE DOORWAYS | |||||||
| 612 E MARSHALL ST | RICHMOND | VA | 23219 | PC | OPERATING SUPPORT | $10,000 | |
| THE FOUNTAIN FUND | |||||||
| PO BOX 2301 | CHARLOTTESVILLE | VA | 22902 | PC | OPERATING SUPPORT | $25,000 | |
| THE READ CENTER | |||||||
| 4915 RADFORD AVE SUITE 204 | RICHMOND | VA | 23230 | PC | OPERATING SUPPORT | $25,000 | |
| THE RICHMOND BALLET | |||||||
| 407 E CANAL ST | RICHMOND | VA | 23219 | PC | OPERATING SUPPORT | $50,000 | |
| THE RICHMOND FORUM | |||||||
| 110 S 15TH ST STE B | RICHMOND | VA | 23219 | PC | OPERATING SUPPORT | $25,000 | |
| THE SACRED HEART CENTER | |||||||
| 1400 PERRY ST | RICHMOND | VA | 23224 | PC | OPERATING SUPPORT | $50,000 | |
| THE VALENTINE | |||||||
| 1015 E CLAY STREET | RICHMOND | VA | 23219 | PC | OPERATING SUPPORT | $25,000 | |
| THE VIRGINIA HOME | |||||||
| 1101 HAMPTON ST | RICHMOND | VA | 23220 | PC | OPERATING SUPPORT | $25,000 | |
| TRINITY EPISCOPAL SCHOOL | |||||||
| 3850 PITTAWAY DR | RICHMOND | VA | 23235 | PC | OPERATING SUPPORT | $60,000 | |
| TUCKAHOE VOLUNTEER RESCUE SQUAD | |||||||
| 1101 HORSEPEN ROAD | RICHMOND | VA | 23229 | PC | OPERATING SUPPORT | $2,500 | |
| UNITED WAY OF GREATER RICHMOND | |||||||
| 2001 MAYWILL STREET 201 | RICHMOND | VA | 23230 | PC | OPERATING SUPPORT | $50,000 | |
| UNIVERSITY OF RICHMOND | |||||||
| 201 MARYLAND HALL | RICHMOND | VA | 23173 | PC | OPERATING SUPPORT | $584,000 | |
| UP RVA | |||||||
| 4609 WYTHE AVENUE | RICHMOND | VA | 23226 | PC | OPERATING SUPPORT | $50,000 | |
| VIRGINIA AIR & SPACE CENTER | |||||||
| 600 SETTLERS LANDING RD | HAMPTON | VA | 23669 | PC | OPERATING SUPPORT | $6,500 | |
| VIRGINIA BEACH VOLUNTEER RESCUE SQUAD | |||||||
| 740 VIRGINIA BEACH BLVD | VIRGINIA BEACH | VA | 23451 | PC | OPERATING SUPPORT | $2,500 | |
| VIRGINIA CAPITAL TRAIL FOUNDATION | |||||||
| 200 S 3RD ST | RICHMOND | VA | 23219 | PC | OPERATING SUPPORT | $15,000 | |
| VIRGINIA CENTER FOR CREATIVE ARTS | |||||||
| 154 SAN ANGELO DRIVE | AMHERST | VA | 24521 | PC | OPERATING SUPPORT | $25,000 | |
| VIRGINIA HOME FOR BOYS AND GIRLS | |||||||
| 8716 W BROAD STREET | HENRICO | VA | 23294 | PC | OPERATING SUPPORT | $25,000 | |
| VIRGINIA LEAGUE OF PLANNED PARENTHOOD | |||||||
| 201 N HAMILTON STREET | RICHMOND | VA | 23221 | PC | OPERATING SUPPORT | $50,000 | |
| VIRGINIA MUSEUM OF HISTORY | |||||||
| 428 N ARTHUR ASHE BLVD | RICHMOND | VA | 23220 | PC | OPERATING SUPPORT | $300,000 | |
| VIRGINIA OPERA | |||||||
| DOMINION ARTS CENTER - 600 E GRACE | RICHMOND | VA | 23219 | PC | OPERATING SUPPORT | $50,000 | ST |
| VIRGINIA SUPPORTIVE HOUSING | |||||||
| PO BOX 8585 | RICHMOND | VA | 23226 | PC | OPERATING SUPPORT | $25,000 | |
| VIRGINIA VOICE | |||||||
| 395 AZALEA AVE | RICHMOND | VA | 23227 | PC | OPERATING SUPPORT | $7,000 | |
| VIRGNIA BARRIER ISLANDS CENTER | |||||||
| PO BOX 206 | MACHIPONGO | VA | 23405 | PC | OPERATING SUPPORT | $25,000 | |
| VISUAL ARTS CENTER OF RICHMOND | |||||||
| 1812 W MAIN ST | RICHMOND | VA | 23220 | PC | OPERATING SUPPORT | $15,000 | |
| VMI FOUNDATION | |||||||
| 304 LETCHER AVE | LEXINGTON | VA | 24450 | PC | OPERATING SUPPORT | $1,000,000 | |
| WALKERTON COMMUNITY FIRE ASSOCIATION | |||||||
| 2874 WALKERTON LANDING ROAD | WALKERTON | VA | 23177 | PC | OPERATING SUPPORT | $2,500 | |
| YMCA OF GREATER RICHMOND | |||||||
| 2 W FRANKLIN STREET | RICHMOND | VA | 23220 | PC | OPERATING SUPPORT | $50,000 | |
| YWCA | |||||||
| 6 N 5TH STREET | RICHMOND | VA | 23219 | PC | OPERATING SUPPORT | $50,000 | |
| CHECK | |||||||
| 00000 0 ST | RICH | VA | 00000 | PC | OPERATING SUPPORT | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,358,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,731 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,885,954 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $252,786 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,864,081 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,009,552 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,009,552 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HKG EDUCATIONAL TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O 9030 STONY POINT PKWY SUITE 505 | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23235 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $285,382 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,500 | Amt |
| Net Investment Income | $2,750 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,750 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JP MORGAN CHASE & CO | $999,054 | $987,561 |
| SSGA ACTIVE ETR TR ULTRA SHORT TERM BD | $499,532 | $493,815 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (78 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOT LABORATORIES | $302,843 | $392,499 |
| ACCENTURE PLC IRELAND CLASS A NEW | $68,158 | $444,289 |
| ADOBE INC | $222,241 | $514,891 |
| AIR PRODUCTS & CHEMICALS INC | $446,798 | $636,557 |
| ALPHABET INC CL C (GOOG) | $47,957 | $319,428 |
| ALPHABET INC CL A (GOOGL) | $61,653 | $372,331 |
| AMAZON.COM INC | $418,973 | $500,640 |
| AMERICAN TOWER CORP NEW | $89,830 | $441,728 |
| AON PLC | $245,506 | $374,575 |
| APPLE INC | $11,978 | $495,553 |
| BANK OF AMERICA CORP | $310,405 | $242,472 |
| BERKSHIRE HATHAWAY INC CL B | $120,199 | $541,502 |
| BOOKING HLDGS | $321,143 | $290,200 |
| BROADCOM INC | $187,435 | $400,896 |
| BROOKFIELD ASSET MANAGEMENT VOTING SHS CL A | $175,597 | $435,417 |
| BROOKFIELD ASSET MANAGEMENT LTD CL A | $0 | $99,100 |
| CARMAX INC | $84,741 | $231,321 |
| CONSTELLATION BRANDS INC CL A | $274,302 | $296,872 |
| COSTCO WHOLESALE CORP | $256,592 | $245,141 |
| DANAHER CORP | $66,888 | $245,141 |
| DISNEY WALT CO DISNEY COM | $410,899 | $306,252 |
| ELECTRONIC ARTS INC COM | $411,294 | $400,017 |
| EOG RES INC COM | $182,787 | $235,338 |
| HOME DEPOT INC | $158,920 | $284,906 |
| HONEYWELL INTL INC | $360,125 | $473,603 |
| INTUIT COM | $278,392 | $277,514 |
| JOHNSON & JOHNSON | $372,293 | $652,015 |
| JPMORGAN CHASE & CO | $115,426 | $361,534 |
| MARKEL CORP | $263,226 | $687,730 |
| MARTIN MARIETTA MATERIALS INC. | $355,262 | $500,534 |
| MASTERCARD INC CL A | $165,570 | $552,195 |
| META PLATFORMS INC CL A | $474,417 | $231,655 |
| MICROSOFT CORP | $270,311 | $604,346 |
| MOODYS CORP | $203,311 | $272,769 |
| NOVO NORDISK | $267,089 | $315,072 |
| PIONEER NAT RES CO COM | $447,556 | $619,622 |
| SERVICENOW INC COM | $313,509 | $235,292 |
| SHERWIN WILLIAMS CO | $314,563 | $467,540 |
| T-MOBILE US INC | $241,206 | $405,860 |
| TJX COS INC | $413,547 | $560,543 |
| UNION PACIFIC CORP | $244,619 | $493,610 |
| UNITEDHEALTH GROUPINC COM | $290,499 | $411,950 |
| VISA INC CL A | $39,415 | $430,479 |
| ALBEMARLE CORP | $1,535,533 | $45,675,922 |
| ALPHABET INC CL A | $169,080 | $352,920 |
| ALTRIA GROUP INC | $191,937 | $353,110 |
| AMERICAN TOWER CORP NEW | $409,014 | $508,464 |
| APPLE INC | $84,178 | $727,608 |
| BROOKFIELD ASSET MANAGEMENT INC VOTING SHS CL A | $160,358 | $318,218 |
| BROOKFIELD ASSET MANAGEMENT LTD CL A | $0 | $72,429 |
| CARLYLE SECD LENDING | $502,895 | $390,134 |
| CROWN CASTLE INTL CORP | $385,048 | $474,740 |
| DIAGEO PLC NEW SPONSORED ADR (DEO) | $359,842 | $570,208 |
| DOMINION ENERGY INC (D) | $633,657 | $613,200 |
| DUKE ENERGY CORP NEW | $348,523 | $525,249 |
| ENBRIDGE INC | $301,906 | $302,724 |
| FEDEX CORP | $297,201 | $277,120 |
| FIDELITY NATIONAL FINANCIAL INC | $400,602 | $421,344 |
| GOLUB CAPITAL BDC INC | $151,419 | $107,912 |
| INTL BUSINESS MACHINES CORP | $370,430 | $352,225 |
| JOHNSON & JOHNSON | $393,843 | $706,600 |
| LAMAR ADVERTISING CL A | $313,033 | $519,200 |
| MAIN STREET CAPITAL CORP | $150,968 | $138,563 |
| MARATHON PETROLEUM CORP | $504,240 | $1,059,149 |
| MARKEL CORP | $145,466 | $362,310 |
| MERCK & COMPANY INC NEW | $262,568 | $776,650 |
| MICROSOFT CORP | $139,410 | $1,199,100 |
| NESTLE S A | $261,559 | $403,690 |
| NEWMARKET CORP | $18,561 | $24,092,358 |
| PEPSICO INC | $224,192 | $307,122 |
| PHILIP MORRIS INTL INC | $344,132 | $533,377 |
| QUALCOMM INC | $240,454 | $329,820 |
| SAFETY INSURANCE GROUP | $292,635 | $539,264 |
| SHELL PLC | $672,446 | $609,365 |
| TREDEGAR CORP | $25,196 | $1,030,002 |
| VERIZON COMMUNICATIONS | $168,542 | $133,960 |
| W P CAREY INC | $399,332 | $634,969 |
| WATSCO INC | $401,164 | $685,850 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SJC III PARTNERSHIP INTEREST | AT COST | $1,748,344 | $1,748,344 |
| STYX INTERNATIONAL LTD. INTEREST | AT COST | $28,627 | $28,627 |
| PA COINVESTMENT FUND III PARTNERSHIP INTEREST | AT COST | $20,134 | $20,134 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX ADJUSTMENT IN ALTERNATIVES | Desc |
| Amt | $78,475 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OTHER EXPENSES | $9,379 | $9,379 | $0 | $0 |
| GBW SYSTEMS | $5,000 | $5,000 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| DAVENPORT #9683 - CURRENCY CONVERSION | $1,258 | $1,258 |
| OTHER INCOME FROM THE SOUTHERN CO | $1,838 | $1,838 |
| ORD. BUS. INC. FROM PASS-THRU - PA COIN | -$2,363 | -$2,363 |
| ORD. BUS. INC. FROM PASS-THRU - SJC III | $139,081 | $139,081 |
| STYX INCOME ALLOCATION NET OF FEES | $1,223 | $1,223 |
| LESS: UBI FROM PASSTHROUGH | -$32,804 | |
| REFUND FROM IRS | $111,749 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX ADJUSTMENT IN DONATED SHARES | Desc |
| Amt | $49,251 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| DAVENPORT MGMT FEES | $103,130 | $103,130 | $0 | $0 |
| CONSULTING FEES | $38,067 | $9,033 | $0 | $29,034 |
| WESTHAM PARTNERS | $20,519 | $10,260 | $0 | $10,259 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES WITHHELD | $7,038 | $7,038 | $0 | $0 |
| FEDERAL ESTIMATED TAX PAYMENS | $77,480 | $0 | $0 | $0 |
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