ROBINS FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ROBINS FOUNDATION (EIN 54-0784484)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202303199349105505
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T13:36:14-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 580673524 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MSTILLER LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1960 SATELLITE BLVD SUITE 3600 | AddressLine1Txt |
| City | DULUTH | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30097 | 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 | 540784484 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBINS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBI | BusinessNameControlTxt |
| Phone | 8045231141 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 SOUTH 3RD STREET | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23219 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTOPHER CHIN | PersonNm |
| Person Title | PRESIDENT/CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 8045231141 | PhoneNum |
| Signature | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHRISTOPHER | PersonFirstNm |
| Person Last | CHIN | 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 | GREGORY W HAYES | PreparerPersonNm |
| PTIN | P00054246 | PTIN |
| Phone | 7709958800 | PhoneNum |
| Preparation | 2023-11-15 | 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 | $153,923,381 | 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 | $86,023 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,385,511 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$476,432 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$390,409 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,385,511 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $764,056 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $76,406 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $687,650 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $650,577 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $65,058 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $585,519 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $132,945 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $13,295 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $119,650 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $18,110 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $18,110 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $157,949 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $52,527 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $105,422 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,318,517 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,146,339 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $172,178 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $3,477 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $3,477 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $68,056 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,806 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $61,250 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $11,550 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $104,615 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $10,452 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $94,163 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $93,341 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $4,744 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $88,597 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $55 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $6 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $49 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $65,754 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,510 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $61,244 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,389,002 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,380,143 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,997,309 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,155,327 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,643,231 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,544,329 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,380,143 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,640,540 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$8,934,738 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,005,368 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $50,000 | CashBOYAmt |
| Cash EOY | $10,000 | CashEOYAmt |
| Cash EOYFMV | $10,000 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,030,845 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $314,487 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $314,487 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $99,583 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $34,438 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $34,438 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $135,533,852 | CorporateStockBOYAmt |
| Corporate Stock EOY | $115,769,802 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $115,769,802 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $12,011,324 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $10,830,506 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $10,830,506 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $29,736,684 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $22,503,745 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $22,503,745 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $210,490 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $196,335 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $23,282 | LandBOYAmt |
| Land EOY | $14,155 | LandEOYAmt |
| Land EOYFMV | $14,155 | LandEOYFMVAmt |
| Other Assets BOY | $3,451,209 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,446,248 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,446,248 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $182,936,779 | TotalAssetsBOYAmt |
| Total Assets EOY | $153,923,381 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $153,923,381 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $207,731 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $749,886 | AccountsPayableEOYAmt |
| Grants Payable BOY | $581,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $75,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $858,780 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $177,216 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,647,511 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,002,102 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $181,289,268 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $152,921,279 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $181,289,268 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $152,921,279 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $182,936,779 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $153,923,381 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $181,289,268 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$8,934,738 | ExcessRevenueOverExpensesAmt |
| Other Increases | $501,536 | OtherIncreasesAmt |
| Subtotal | $172,856,066 | SubtotalAmt |
| Other Decreases | $19,934,787 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $152,921,279 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|
| INVESTMENT PORTFOLIO | $476,432 | -$476,432 | -$476,432 |
| PASS-THRU FROM ALTERNATIVE INVESTMENTS | $7,444,319 | -$7,444,319 | -$7,444,319 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$7,920,751 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,975 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,975 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,975 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $237,929 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $50,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $287,929 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $273,954 | OverpaymentAmt |
| Applied To ES Tax | $273,954 | 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 | 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 | WWW.ROBINSFDN.ORG | WebsiteAddressTxt |
| Individual With Books | STEPHEN WEIR RCG | IndividualWithBooksNm |
| Phone | 8042706980 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3957 WESTERRE PKWY STE 410 | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23233 | 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 (13 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 |
|---|---|---|---|---|---|---|---|---|
| ANN CAROL MARCHANT | ||||||||
| 10 SOUTH 3RD STREET | RICHMOND | VA | 23219 | DIRECTOR | 0.90 | $0 | $0 | $0 |
| BETTY ROBINS PORTER | ||||||||
| 10 SOUTH 3RD STREET | RICHMOND | VA | 23219 | DIRECTOR EMERITUS, NON-VOTING | 0.00 | $0 | $0 | $0 |
| DR ROBERT E MARCHANT | ||||||||
| 10 SOUTH 3RD STREET | RICHMOND | VA | 23219 | DIRECTOR | 0.90 | $0 | $0 | $0 |
| ROGER SCHEFFEL | ||||||||
| 10 SOUTH 3RD STREET | RICHMOND | VA | 23219 | DIRECTOR / TREASURER | 0.90 | $0 | $0 | $0 |
| FRANK ROBINSON | ||||||||
| 10 SOUTH 3RD STREET | RICHMOND | VA | 23219 | DIRECTOR / VICE CHAIR | 0.90 | $0 | $0 | $0 |
| GREGORY C ROBINS | ||||||||
| 10 SOUTH 3RD STREET | RICHMOND | VA | 23219 | DIRECTOR / SECRETARY | 0.90 | $0 | $0 | $0 |
| JULIET SHIELD-TAYLOR | ||||||||
| 10 SOUTH 3RD STREET | RICHMOND | VA | 23219 | DIRECTOR / CHAIR | 0.90 | $0 | $0 | $0 |
| KELLY CHOPUS | ||||||||
| 10 SOUTH 3RD STREET | RICHMOND | VA | 23219 | PRESIDENT & CEO - RESIGNED 3/1/22 | 40.00 | $509,700 | $28,145 | $0 |
| REGINALD N JONES | ||||||||
| 10 SOUTH 3RD STREET | RICHMOND | VA | 23219 | DIRECTOR | 0.90 | $0 | $0 | $0 |
| ROBIN R SHIELD | ||||||||
| 10 SOUTH 3RD STREET | RICHMOND | VA | 23219 | DIRECTOR | 0.90 | $0 | $0 | $0 |
| SHERYL ROBINS | ||||||||
| 10 SOUTH 3RD STREET | RICHMOND | VA | 23219 | DIRECTOR/PAST-CHAIR | 0.90 | $0 | $0 | $0 |
| CHRISTOPHER CHIN | ||||||||
| 10 SOUTH 3RD STREET | RICHMOND | VA | 23219 | PRESIDENT & CEO | 40.00 | $254,356 | $62,552 | $0 |
| ALEX TARIOT | ||||||||
| 10 SOUTH 3RD STREET | RICHMOND | VA | 23219 | DIRECTOR | 0.90 | $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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT DORTCH | ||||||||
| 10 SOUTH 3RD STREET | RICHMOND | VA | 23219 | VP, PROGRAM & COMMUN | 40.00 | $313,813 | $12,452 | $0 |
| ELLIOTT HASPEL | ||||||||
| 10 SOUTH 3RD STREET | RICHMOND | VA | 23219 | PROGRAM OFFICER, EDU | 40.00 | $91,426 | $38,713 | $0 |
| COURTNEY RICE | ||||||||
| 10 SOUTH 3RD STREET | RICHMOND | VA | 23219 | DIRECTOR, INCLUSION | 40.00 | $94,920 | $18,908 | $0 |
| DANIEL HALLORAN | ||||||||
| 10 SOUTH 3RD STREET | RICHMOND | VA | 23219 | DIRECTOR, OPERATIONS | 40.00 | $80,000 | $24,268 | $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 | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Address Line2ForeignAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|
| GLOBAL ENDOWMENT MANAGEMENT | ||||||||||
| 224 W TREMONT AVE | CHARLOTTE | NC | 28203 | INVESTMENT MANAGMENT | $579,975 | |||||
| SILCHESTER INTERNATIONAL INVESTORS | ||||||||||
| 780 3RD AVE 42ND FLOOR | NEW YORK | NY | 10017 | INVESTMENT MANAGMENT | $90,469 | |||||
| CEVIAN CAPITAL | ||||||||||
| INVESTMENT MANAGMENT | $90,451 | 190 ELGIN AVE | GEORGETOWN | CJ | CJKY1-9005 | |||||
| SAMLYN OFFSHORE LTD | ||||||||||
| INVESTMENT MANAGMENT | $70,940 | C/O MORGAN STANLEY FUND SVCS 7-11 | DUBLIN | EI | 2 | SIR JOHN ROGER | ||||
| ADAGE CAPITAL PARTNERS LP | ||||||||||
| 2000 WESTCHESTER AVE 1ST FLOOR | PURCHASE | NY | 10577 | INVESTMENT MANAGMENT | $60,746 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $160,127,496 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,221,954 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,250,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $164,599,450 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $164,599,450 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,468,992 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $162,130,458 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,106,523 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,106,523 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,975 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $11,533 | IncomeTaxAmt |
| Total Tax | $25,508 | TotalTaxAmt |
| Distributable Before Adj | $8,081,015 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $50,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $8,131,015 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $8,131,015 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,640,540 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $7,640,540 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,131,015 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $804,764 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,640,540 | QualifyingDistributionsAmt |
| Applied To Year1 | $804,764 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,835,776 | 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 | $1,295,239 | 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 | CHRISTOPHER CHIN PRESIDENT CEO | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 SOUTH 3RD STREET | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8045231141 | RecipientPhoneNum |
| Recipient Email Address | GRANTS@ROBINSFOUNDATION.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | ALL GRANT APPLICATIONS MUST BE SUBMITTED ON-LINE AT WWW.ROBINSFDN.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | WWW.ROBINSFDN.ORG | SubmissionDeadlinesTxt |
| Restrictions On Awards | WWW.ROBINSFDN.ORG | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (108 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 50CAN INC | ||||||||
| 2207 JEFFERSON AVE | RICHMOND | VA | 23223 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 | |
| ASSOCIATION OF FUNDRAISING PROFESSIONALS | ||||||||
| C/O ROBINS FOUNDATION 10 SOUTH 3RD | RICHMOND | VA | 23220 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $1,500 | STREET |
| AYLETT COUNTRY DAY SCHOOL | ||||||||
| PO BOX 70 | MILLERS TAVERN | VA | 231150070 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 | |
| BOYS & GIRLS CLUB OF METRO RICHMOND | ||||||||
| 5511 STAPLES MILL RD STE 301 | RICHMOND | VA | 232285445 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $363,333 | |
| CAPITAL CENTERS OF VIRGINIA | ||||||||
| C/O ROBINS FOUNDATION 10 SOUTH 3RD | RICHMOND | VA | 23219 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $95,000 | STREET |
| CARITAS | ||||||||
| 1125 COMMERCE ROAD | RICHMOND | VA | 23224 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $25,000 | |
| CATCHAFIRE FOUNDATION | ||||||||
| C/O ROBINS FOUNDATION 10 SOUTH 3RD | RICHMOND | VA | 23221 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $113,400 | STREET |
| CHESTERFIELD PUBLIC EDUCATION FOUNDATION | ||||||||
| 13900 HULL STREET ROAD | MIDLOTHIAN | VA | 23112 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $62,500 | |
| CHILDREN'S HOME SOCIETY OF VIRGINIA | ||||||||
| 4200 FITZHUGH AVE | RICHMOND | VA | 232303829 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $70,000 | |
| CHILDREN'S MUSEUM OF RICHMOND | ||||||||
| C/O ROBINS FOUNDATION 10 SOUTH 3RD | RICHMOND | VA | 23219 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $55,000 | STREET |
| CHILDSAVERS | ||||||||
| 200 NORTH 22ND STREET SUITE 140 | RICHMOND | VA | 232237020 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $207,500 | |
| CITY OF RICHMOND PUBLIC LIBRARY FNDN | ||||||||
| 101 E FRANKLIN STREET | RICHMOND | VA | 232192107 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $60,000 | |
| COAL PIT MINISTRY INC | ||||||||
| C/O ROBINS FOUNDATION 10 SOUTH 3RD | RICHMOND | VA | 23222 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $30,000 | STREET |
| CODEVA | ||||||||
| 5910 W ROIS ROAD | RICHMOND | VA | 23227 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $90,100 | |
| COLLEGIATE SCHOOL | ||||||||
| 103 NORTH MOORELAND ROAD | RICHMOND | VA | 232297709 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $35,000 | |
| COMMONWEALTH INSTITUTE | ||||||||
| 1329 E CARY STREET | RICHMOND | VA | 232194142 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $3,000 | |
| COMMUNITIES IN SCHOOLS OF CHESTERFIELD | ||||||||
| PO BOX 10 | CHESTERFIELD | VA | 238320901 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $40,000 | |
| COMMUNITIES IN SCHOOLS OF RICHMOND | ||||||||
| 2922 W MARSHALL STREET SUITE 2 | RICHMOND | VA | 232304811 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $110,000 | |
| COMMUNITY COALITION OF SUSSEX VIRGINIA | ||||||||
| PO BOX 502 | STONY CREEK | VA | 238820502 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $20,000 | |
| COMMUNITY FOUNDATION FOR GREATER RICHMOND | ||||||||
| C/O ROBINS FOUNDATION 10 SOUTH 3RD | RICHMOND | VA | 23219 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $100,000 | STREET |
| CONEXUS | ||||||||
| 11618 BUSY ST | NORTH CHESTERFLD | VA | 232364060 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $46,500 | |
| CROSS-OVER MINISTRY | ||||||||
| C/O ROBINS FOUNDATION 10 SOUTH 3RD | RICHMOND | VA | 23219 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $63,333 | STREET |
| DOWN SYNDROME ASSOCIATION OF GREATER RICHMOND | ||||||||
| C/O ROBINS FOUNDATION 10 SOUTH 3RD | RICHMOND | VA | 23223 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $50,000 | STREET |
| EMORY UNIVERSITY | ||||||||
| C/O ROBINS FOUNDATION 10 SOUTH 3RD | RICHMOND | VA | 23219 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $50,000 | STREET |
| EXPONENT PHILANTHROPY | ||||||||
| C/O ROBINS FOUNDATION 10 SOUTH 3RD | RICHMOND | VA | 23224 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $795 | STREET |
| FAMILIES FORWARD VA | ||||||||
| 8100 THREE CHOPT ROAD SUITE 212 | RICHMOND | VA | 232294833 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $50,000 | |
| FAMILY LIFELINE | ||||||||
| C/O ROBINS FOUNDATION 10 SOUTH 3RD | RICHMOND | VA | 23219 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $75,000 | STREET |
| FEEDMORE | ||||||||
| 1415 RHOADMILLER STREET | RICHMOND | VA | 232201111 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $25,000 | |
| FORE CHILDREN | ||||||||
| 600 FOUNDERS BRIDGE BOULEVARD | MIDLOTHIAN | VA | 231136357 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $35,000 | |
| FRIENDS ASSOCIATION FOR CHILDREN | ||||||||
| 1004 ST JOHN ST | RICHMOND | VA | 232202525 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $95,000 | |
| FULTON MONTESSORI SCHOOL | ||||||||
| C/O ROBINS FOUNDATION 10 SOUTH 3RD | RICHMOND | VA | 23219 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $31,865 | STREET |
| GIRLS FOR A CHANGE | ||||||||
| 100 BUFORD ROAD | NORTH CHESTERFIELD | VA | 23235 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $40,000 | |
| GOOCHLAND FREE CLINIC & FAMILY SERVICES | ||||||||
| C/O ROBINS FOUNDATION 10 SOUTH 3RD | RICHMOND | VA | 23219 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $20,000 | STREET |
| GRANTMAKERS FOR EDUCATION | ||||||||
| 851 SW 6TH AVE | PORTLAND | OR | 97204 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $3,590 | |
| GREATER RICHMOND CHAMBER FOUNDATION | ||||||||
| 600 E MAIN STREET STE 700 | RICHMOND | VA | 232192424 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $20,000 | |
| GREATER RICHMOND FIT4KIDS | ||||||||
| 2500 W BROAD STREET | RICHMOND | VA | 232202057 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $44,000 | |
| GREATER RICHMOND SCAN | ||||||||
| 103 EAST GRACE STREET SUITE 203 | RICHMOND | VA | 232191741 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $80,000 | |
| GROUNDWORK RVA INC | ||||||||
| 2501 MONUMENT AVE | RICHMOND | VA | 23220 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $20,000 | |
| HARPS FOUNDATION | ||||||||
| 4200 DOVER ROAD | RICHMOND | VA | 232213218 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $2,600 | |
| HEALTHY HEART PLUS II | ||||||||
| C/O ROBINS FOUNDATION 10 SOUTH 3RD | RICHMOND | VA | 23219 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $35,000 | STREET |
| HELP ME HELP YOU FOUNDATION | ||||||||
| PO BOX 75511 | RICHMOND | VA | 23236 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $46,000 | |
| HENRICO COUNTY COURT APPOINTED SPECIAL AD | ||||||||
| C/O ROBINS FOUNDATION 10 SOUTH 3RD | RICHMOND | VA | 23219 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $5,000 | STREET |
| HENRICO EDUCATION FOUNDATION INC | ||||||||
| C/O ROBINS FOUNDATION 10 SOUTH 3RD | RICHMOND | VA | 23219 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $162,500 | STREET |
| HIGHER ACHIEVEMENT PROGRAM INC | ||||||||
| 4009 FITZHUGH AVE SUITE 200 | RICHMOND | VA | 23230 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $58,000 | |
| HOUSING FAMILIES FIRST | ||||||||
| 3900 NINE MILE ROAD | RICHMOND | VA | 232234913 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $150,000 | |
| IMAGO DEI NEIGHBORHOOD SCHOOL | ||||||||
| C/O ROBINS FOUNDATION 10 SOUTH 3RD | RICHMOND | VA | 23225 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $20,000 | STREET |
| J SARGEANT REYNOLDS COMMUNITY | ||||||||
| PO BOX 26924 | RICHMOND | VA | 232616924 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $45,000 | |
| JAMES RIVER ASSOCIATION | ||||||||
| 4833 OLD MAIN STREET | RICHMOND | VA | 232313035 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $140,000 | |
| LATINOS IN VIRGINIA EMPOWERMENT CENTER | ||||||||
| C/O ROBINS FOUNDATION 10 SOUTH 3RD | RICHMOND | VA | 23219 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $30,000 | STREET |
| LEWIS GINTER BOTANICAL GARDEN INC | ||||||||
| 1800 LAKESIDE AVE | RICHMOND | VA | 232284700 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $137,500 | |
| LIBERATION VETERAN SERVICES INC | ||||||||
| C/O ROBINS FOUNDATION 10 SOUTH 3RD | RICHMOND | VA | 23226 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $20,000 | STREET |
| LITTLE HANDS VIRGINIA | ||||||||
| C/O ROBINS FOUNDATION 10 SOUTH 3RD | RICHMOND | VA | 23219 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $25,000 | STREET |
| MATHSCIENCE INNOVATION CENTER FOUNDATION | ||||||||
| C/O ROBINS FOUNDATION 10 SOUTH 3RD | RICHMOND | VA | 23219 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $25,000 | STREET |
| MAYMONT FOUNDATION | ||||||||
| 1700 HAMPTON STREET | RICHMOND | VA | 232206819 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $140,000 | |
| MEGA MENTORS | ||||||||
| C/O ROBINS FOUNDATION 10 SOUTH 3RD | RICHMOND | VA | 23219 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $96,875 | STREET |
| MENTOR VIRGINIA | ||||||||
| C/O ROBINS FOUNDATION 10 SOUTH 3RD | RICHMOND | VA | 23219 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $58,950 | STREET |
| NATIONAL CENTER FOR FAMILY PHILANTHROPY | ||||||||
| 1667 K STREET SUITE 550 | WASHINGTON | DC | 20036 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 | |
| NEIGHBORHOOD RESOURCE CENTER | ||||||||
| 1519 WILLIAMSBURG ROAD | RICHMOND | VA | 23231 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $2,600 | |
| NURTURE | ||||||||
| PO BOX 7109 | RICHMOND | VA | 232210109 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $25,000 | |
| PARTNERSHIP FOR THE FUTURE INC | ||||||||
| 4521 HIGHWOODS PKWY | GLEN ALLEN | VA | 23060 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $56,250 | |
| PATH PARTNERSHIPS IN SUPPORT OF VFN | ||||||||
| C/O ROBINS FOUNDATION 10 SOUTH 3RD | RICHMOND | VA | 23227 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $30,000 | STREET |
| PEAK GRANTMAKING | ||||||||
| C/O ROBINS FOUNDATION 10 SOUTH 3RD | RICHMOND | VA | 23219 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $3,000 | STREET |
| PETER PAUL DEVELOPMENT CENTER | ||||||||
| 1719 N 22ND STREET | RICHMOND | VA | 232234431 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $100,000 | |
| PHILANTHROPY SOUTHEAST | ||||||||
| C/O ROBINS FOUNDATION 10 SOUTH 3RD | RICHMOND | VA | 23219 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $10,290 | STREET |
| PLACES & PROGRAMS FOR CHILDREN | ||||||||
| C/O ROBINS FOUNDATION 10 SOUTH 3RD | RICHMOND | VA | 23219 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $15,000 | STREET |
| PODIUM FOUNDATION | ||||||||
| C/O ROBINS FOUNDATION 10 SOUTH 3RD | RICHMOND | VA | 23219 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $21,250 | STREET |
| RE WORK RICHMOND | ||||||||
| 1719 N 22ND STREET | RICHMOND | VA | 232234431 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $35,000 | |
| REACH OUT AND READ | ||||||||
| C/O ROBINS FOUNDATION 10 SOUTH 3RD | RICHMOND | VA | 23219 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $75,000 | STREET |
| RICHMOND BEHAVIORAL HEALTH FOUNDATION | ||||||||
| C/O ROBINS FOUNDATION 10 SOUTH 3RD | RICHMOND | VA | 23228 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $50,000 | STREET |
| RICHMOND PERFORMING ARTS ALLIANCE | ||||||||
| C/O ROBINS FOUNDATION 10 SOUTH 3RD | RICHMOND | VA | 23219 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $27,500 | STREET |
| RICHMOND PUBLIC SCHOOLS EDUCATION FOUNDATION | ||||||||
| 301 NORTH 9TH STREET 17TH FLOOR | RICHMOND | VA | 232191933 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $67,500 | |
| RVA COMMUNITY DEVELOPMENT CORP | ||||||||
| C/O ROBINS FOUNDATION 10 SOUTH 3RD | RICHMOND | VA | 23219 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $35,000 | STREET |
| SACRED HEART CENTER | ||||||||
| 1400 PERRY STREET | RICHMOND | VA | 232242058 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $100,000 | |
| SAFE HARBOR SHELTER | ||||||||
| PO BOX 17996 | RICHMOND | VA | 232267996 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $25,000 | |
| SIDE BY SIDE VA INC | ||||||||
| C/O ROBINS FOUNDATION 10 SOUTH 3RD | RICHMOND | VA | 23219 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $85,000 | STREET |
| SOAR365 | ||||||||
| C/O ROBINS FOUNDATION 10 SOUTH 3RD | RICHMOND | VA | 23229 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $50,000 | STREET |
| SPECIAL OLYMPICS VIRGINIA INC | ||||||||
| 3212 SKIPWITH ROAD STE 100 | RICHMOND | VA | 232944413 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $35,000 | |
| SQUAM LAKES ASSOCIATION | ||||||||
| C/O ROBINS FOUNDATION 10 SOUTH 3RD | RICHMOND | VA | 23230 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $5,000 | STREET |
| ST CATHERINE'S SCHOOL FOUNDATION | ||||||||
| C/O ROBINS FOUNDATION 10 SOUTH 3RD | RICHMOND | VA | 23219 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $15,000 | STREET |
| ST JAMES CHILDREN'S CENTER | ||||||||
| 1205 W FRANKLIN STREET | RICHMOND | VA | 232203711 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $37,000 | |
| ST JOHN'S CHURCH FOUNDATION | ||||||||
| 2319 EAST BROAD STREET | RICHMOND | VA | 23223 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 | |
| STOREFRONT FOR COMMUNITY DESIGN | ||||||||
| 205 EAST BROAD STREET | RICHMOND | VA | 23219 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $46,500 | |
| SUMMIT 54 | ||||||||
| 1550 LARIMER STSUITE 770 | DENVER | CO | 80202 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $5,000 | |
| THE BUDDY PROGRAM | ||||||||
| 110 E HALLAM ST STE 125 | ASPEN | CO | 816111460 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $5,000 | |
| THE CHRYSLER MUSEUM | ||||||||
| C/O ROBINS FOUNDATION 10 SOUTH 3RD | RICHMOND | VA | 23219 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $7,500 | STREET |
| THE KEEWAYDIN FOUNDATION | ||||||||
| C/O ROBINS FOUNDATION 10 SOUTH 3RD | RICHMOND | VA | 23231 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $15,000 | STREET |
| THE VIRGINIA ARTS FESTIVAL | ||||||||
| C/O ROBINS FOUNDATION 10 SOUTH 3RD | RICHMOND | VA | 23219 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 | STREET |
| THEATRE ASPEN | ||||||||
| 110 E HALLAM ST SUITE 103 | ASPEN | CO | 816111458 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $30,000 | |
| UNION MISSION | ||||||||
| C/O ROBINS FOUNDATION 10 SOUTH 3RD | RICHMOND | VA | 23219 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $30,000 | STREET |
| UNITED WAY OF GREATER RICHMOND | ||||||||
| 2001 MAYWILL STP O BOX 11807 | RICHMOND | VA | 232303236 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $62,500 | |
| UNITY OF RICHMOND | ||||||||
| C/O ROBINS FOUNDATION 10 SOUTH 3RD | RICHMOND | VA | 23232 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $5,000 | STREET |
| UNIVERSITY OF RICHMOND | ||||||||
| 28 WESTHAMPTON WAY UNIVERSITY OF | RICHMOND | VA | 231730001 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $25,000 | RICHMOND |
| VENTURE RICHMOND INC | ||||||||
| 200 S 3RD STREET | RICHMOND | VA | 232193700 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $60,000 | |
| VERMONT CENTER FOR ECOSTUDIES | ||||||||
| PO BOX 420 | NORWICH | VT | 05055 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $5,000 | |
| VERMONT INSTITUTE OF NATURAL SCIENCE | ||||||||
| 6565 WOODSTOCK ROAD | QUECHEE | VT | 05059 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $75,000 | |
| VIRGINIA COMMONWEALTH UNIVERSITY FOUNDATION | ||||||||
| PO BOX 842039 | RICHMOND | VA | 232849091 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $75,000 | |
| VIRGINIA COMMUNITY VOICE | ||||||||
| 1624 HULL ST | RICHMOND | VA | 23224 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $62,500 | |
| VIRGINIA EARLY CHILDHOOD FOUNDATION | ||||||||
| 1703 N PARHAM ROAD SUITE 110 | RICHMOND | VA | 23229 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $185,000 | |
| VIRGINIA LITERACY FOUNDATION | ||||||||
| C/O ROBINS FOUNDATION 10 SOUTH 3RD | RICHMOND | VA | 23219 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $80,000 | STREET |
| VIRGINIA SCHOOL CONSORTIUM FOR LEARNING | ||||||||
| C/O ROBINS FOUNDATION 10 SOUTH 3RD | RICHMOND | VA | 23219 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $20,000 | STREET |
| VIRGINIA WAR MEMORIAL EDUCATIONAL FDN | ||||||||
| 621 SOUTH BELVIDERE STREET | RICHMOND | VA | 232206504 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $70,000 | |
| VOICES FOR VIRGINIAS CHILDREN | ||||||||
| 701 E FRANKLIN ST | RICHMOND | VA | 232192512 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $30,000 | |
| VPM MEDIA CORPORATION | ||||||||
| C/O ROBINS FOUNDATION 10 SOUTH 3RD | RICHMOND | VA | 23219 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $50,000 | STREET |
| WILD FERN MONTESSORI SCHOOL | ||||||||
| C/O ROBINS FOUNDATION 10 SOUTH 3RD | RICHMOND | VA | 23233 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $20,000 | STREET |
| YALE SCHOOL OF MEDICINE | ||||||||
| C/O ROBINS FOUNDATION 10 SOUTH 3RD | RICHMOND | VA | 23234 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $20,000 | STREET |
| YOUNG MENS CHRISTIAN ASSOCIATION OF RICHMOND | ||||||||
| 2 W FRANKLIN ST | RICHMOND | VA | 23220 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $125,000 | |
| YOUNG WOMENS CHRISTIAN ASSOCIATION OF RICHMOND | ||||||||
| 6 NORTH 5TH | RICHMOND | VA | 23219 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $50,000 | |
| YWCA RICHMOND | ||||||||
| C/O ROBINS FOUNDATION 10 SOUTH 3RD | RICHMOND | VA | 23235 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $100,000 | STREET |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,643,231 | 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 | $86,023 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$7,920,751 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$7,834,728 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$7,834,728 | 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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING (CFO) | $105,791 | $26,448 | $79,343 |
| ACCOUNTING (AUDITOR) | $52,158 | $26,079 | $26,079 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | FURNITURE & EQUIPMENT | PropertyDesc |
| Acquired | 2016-11-01 | AcquiredDt |
| Cost Or Other Basis | $210,490 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $196,335 | PriorYearDepreciationAmt |
| Computation Method | SL | ComputationMethodTxt |
| Life | 5.000000000000 | LifeRt |
| Current Year Expense | $11,550 | CurrentYearExpenseAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME | BondNm |
| EOY Book Value | $10,830,506 | EOYBookValueAmt |
| EOYFMV | $10,830,506 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| U.S. EQUITIES | $9,017,948 | $9,017,948 |
| INTERNATIONAL & GLOBAL EQUITITES | $106,751,854 | $106,751,854 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALTERNATIVE PARTNERSHIP INVESTMENTS | FMV | $21,253,745 | $21,253,745 |
| LION LOAN | FMV | $1,250,000 | $1,250,000 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FURNITURE & EQUIPMENT | CategoryOrItemTxt |
| Cost Or Other Basis | $210,490 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $207,885 | AccumulatedDepreciationAmt |
| Book Value | $2,605 | BookValueAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $18,110 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $18,110 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (6 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENTS PROCEEDS IN TRANSIT | $3,372,615 | $3,909,466 | $3,909,466 |
| ACCRUED INVESTMENT INCOME | $4,096 | $4,096 | $4,096 |
| DEFERRED COMPENSATION PLAN ASSETS | $68,998 | $85,118 | $85,118 |
| SECURITY DEPOSITS & OTHER | $5,500 | $5,500 | $5,500 |
| OPERATING LEASE ASSET | $0 | $51,203 | $51,203 |
| CURRENT EXCISE TAXES | $0 | $390,865 | $390,865 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED APPRECIATION IN THE INVESTMENT PORTFOLIO | Desc |
| Amt | $19,934,787 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE SUPPLIES & EXPENSES | $21,162 | $2,116 | $19,046 |
| INSURANCE | $17,147 | $1,715 | $15,432 |
| ASSOCIATION DUES & MEMBERSHIPS | $4,727 | $0 | $4,727 |
| BANK CHARGES | $4,714 | $471 | $4,243 |
| MISCELLANEOUS | $997 | $0 | $997 |
| POSTAGE & DELIVERY | $2,080 | $208 | $1,872 |
| COMMUNICATIONS & COMMUNITY DEVELOPMENT | $14,927 | $0 | $14,927 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED TAX EXPENSE | Desc |
| Amt | $501,536 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (6 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED COMPENSATION PLAN LIABILITY | $68,998 | $85,201 |
| DEFERRED FEDERAL NII EXCISE TAX | $381,322 | $40,812 |
| LEASE LIABILITY | $0 | $51,203 |
| FEDERAL NII EXCISE TAX PAYABLE | $239,017 | $0 |
| FEDERAL UNRELATED BUSINESS INCOME TAX PAYABLE | $129,946 | $0 |
| STATE UNRELATED BUSINESS INCOME TAX PAYABLE | $39,497 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT CONSULTING, MANAGEMENT, & CUSTODIAL FEES | $1,143,960 | $1,143,960 | $0 |
| PAYROLL & HR SERVCES & RETIREMENT PLAN ADMINISTRATION | $11,909 | $1,191 | $10,718 |
| STRATEGIC PLANNING | $150,772 | $0 | $150,772 |
| TECHNOLOGY & IT | $11,876 | $1,188 | $10,688 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL TAXES | CategoryTxt |
| Amt | $68,056 | Amt |
| Net Investment Income | $6,806 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $61,250 | DisbursementsCharitablePrpsAmt |
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