WILLIAMSBURG COMMUNITY HEALTH FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAMSBURG COMMUNITY HEALTH FOUNDATION INC (EIN 54-1822359)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202313199349101746
- 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
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T09:44:53-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORVIS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 EAST CARY STREET SUITE 1000 | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23219 | 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 | 541822359 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAMSBURG COMMUNITY HEALTH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 7573450912 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4801 COURTHOUSE STREET NO 200 | AddressLine1Txt |
| City | WILLIAMSBURG | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23188 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEANNA VAN HERSH | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 7573450912 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DEANNA | PersonFirstNm |
| Person Last | VAN HERSH | 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 | LAKRISHA J CASTLEBERRY | PreparerPersonNm |
| PTIN | P01677333 | PTIN |
| Phone | 8042827636 | PhoneNum |
| Preparation | 2023-11-13 | 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 | $136,875,615 | 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 | $61,173 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $61,173 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,398,860 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,788,206 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,788,206 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,527,888 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,364,431 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $9,987,921 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,213,810 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $214,756 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $214,756 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $738,455 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $738,455 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $149,844 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $149,844 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $39,306 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $19,653 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $19,653 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $130,085 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $45,326 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $84,759 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $495,150 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $71,649 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $17,361 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $151,549 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $15,155 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $136,394 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $36,793 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $36,793 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $8,550 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $8,550 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,673,359 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,886,104 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $571,886 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,655,208 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,966,238 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,032,739 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,497,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,518,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,153,008 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,966,238 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,551,539 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $834,913 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,247,572 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $130,232 | CashBOYAmt |
| Cash EOY | $328,395 | CashEOYAmt |
| Cash EOYFMV | $328,395 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $7,534,166 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,758,457 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,758,457 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $112,842 | AcctRcvblAmt |
| Acct Rcvbl BOY | $157,978 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $112,842 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $112,842 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $85,587 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $66,698 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $66,698 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $150,450,244 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $126,875,032 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $126,875,032 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $161,399 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $98,688 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $71,271 | LandBOYAmt |
| Land EOY | $62,711 | LandEOYAmt |
| Land EOYFMV | $62,711 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $671,480 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $671,480 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $158,429,478 | TotalAssetsBOYAmt |
| Total Assets EOY | $136,875,615 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $136,875,615 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $161,124 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $61,082 | AccountsPayableEOYAmt |
| Grants Payable BOY | $293,555 | GrantsPayableBOYAmt |
| Grants Payable EOY | $372,555 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $190,271 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $945,039 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $644,950 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,378,676 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $157,784,528 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $135,496,939 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $157,784,528 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $135,496,939 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $158,429,478 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $136,875,615 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $157,784,528 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $834,913 | ExcessRevenueOverExpensesAmt |
| Other Increases | $10,344,827 | OtherIncreasesAmt |
| Subtotal | $168,964,268 | SubtotalAmt |
| Other Decreases | $33,467,329 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $135,496,939 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PASSTHROUGH K-1 CAPITAL GAIN | P | $7,788,206 | $7,788,206 | $7,788,206 |
| PASSTHROUGH K-1 CAPITAL GAIN - UBI | P | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,788,206 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $100,741 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $100,741 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $100,741 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $236,560 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $25,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $261,560 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $11 | EsPenaltyAmt |
| Overpayment | $160,808 | OverpaymentAmt |
| Applied To ES Tax | $160,808 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | Yes (1) | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 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.WILLIAMSBURGHEALTHFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAREN BURDEN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7573450912 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4801 COURTHOUSE STREET NO 200 | AddressLine1Txt |
| City | WILLIAMSBURG | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23188 | 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 | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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 (19 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 |
|---|---|---|---|---|---|---|---|---|
| CAROL SALE | ||||||||
| 4801 COURTHOUSE STREET NO 200 | WILLIAMSBURG | VA | 23188 | PRESIDENT & CEO/BOARD SECRETARY | 40.00 | $199,224 | $15,532 | $0 |
| M ANDERSON BRADSHAW | ||||||||
| 4801 COURTHOUSE STREET NO 200 | WILLIAMSBURG | VA | 23188 | GOVERNANCE NOMINATING CHAIR | 1.00 | $0 | $0 | $0 |
| BETH DAVIS | ||||||||
| 4801 COURTHOUSE STREET NO 200 | WILLIAMSBURG | VA | 23188 | VICE CHAIR | 1.00 | $0 | $0 | $0 |
| ELIZABETH DE FALCON | ||||||||
| 4801 COURTHOUSE STREET NO 200 | WILLIAMSBURG | VA | 23188 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ANDREA DONNOR | ||||||||
| 4801 COURTHOUSE STREET NO 200 | WILLIAMSBURG | VA | 23188 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| EARL T GRANGER III | ||||||||
| 4801 COURTHOUSE STREET NO 200 | WILLIAMSBURG | VA | 23188 | GRANTS COMMITTEE CHAIR | 1.00 | $0 | $0 | $0 |
| CHERI GREEN | ||||||||
| 4801 COURTHOUSE STREET NO 200 | WILLIAMSBURG | VA | 23188 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| KELLI MANSEL-ARBUCKLE | ||||||||
| 4801 COURTHOUSE STREET NO 200 | WILLIAMSBURG | VA | 23188 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DOUGLAS MYERS | ||||||||
| 4801 COURTHOUSE STREET NO 200 | WILLIAMSBURG | VA | 23188 | INVESTMENT/FINANCE CHAIR | 1.00 | $0 | $0 | $0 |
| JUANITA PARKS | ||||||||
| 4801 COURTHOUSE STREET NO 200 | WILLIAMSBURG | VA | 23188 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| STEVEN STAPLES | ||||||||
| 4801 COURTHOUSE STREET NO 200 | WILLIAMSBURG | VA | 23188 | AUDIT COMMITTEE CHAIR | 1.00 | $0 | $0 | $0 |
| FELICIA STOVALL | ||||||||
| 4801 COURTHOUSE STREET NO 200 | WILLIAMSBURG | VA | 23188 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| THOMAS TINGLE | ||||||||
| 4801 COURTHOUSE STREET NO 200 | WILLIAMSBURG | VA | 23188 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| PHILIP TUNING | ||||||||
| 4801 COURTHOUSE STREET NO 200 | WILLIAMSBURG | VA | 23188 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| GLENDA TURNER | ||||||||
| 4801 COURTHOUSE STREET NO 200 | WILLIAMSBURG | VA | 23188 | EXTERNAL AFFAIRS CHAIR | 1.00 | $0 | $0 | $0 |
| JACKSON C TUTTLE II | ||||||||
| 4801 COURTHOUSE STREET NO 200 | WILLIAMSBURG | VA | 23188 | CHAIR | 1.00 | $0 | $0 | $0 |
| ADRIA VANHOOZIER | ||||||||
| 4801 COURTHOUSE STREET NO 200 | WILLIAMSBURG | VA | 23188 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ALFRED L WOODS | ||||||||
| 4801 COURTHOUSE STREET NO 200 | WILLIAMSBURG | VA | 23188 | TREASURER | 1.00 | $0 | $0 | $0 |
| ROBERT A WHITEHEAD SR | ||||||||
| 4801 COURTHOUSE STREET NO 200 | WILLIAMSBURG | VA | 23188 | TRUSTEE | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| ALLISON BRODY | ||||||||
| 4801 COURTHOUSE STREET NO 200 | WILLIAMSBURG | VA | 23188 | DIRECTOR OF COMMUNIT | 40.00 | $123,351 | $8,954 | $0 |
| KYRA COOK | ||||||||
| 4801 COURTHOUSE STREET NO 200 | WILLIAMSBURG | VA | 23188 | DIRECTOR OF STRATEGY | 40.00 | $122,790 | $9,011 | $0 |
| WILLIAM D PRIBBLE | ||||||||
| 4801 COURTHOUSE STREET NO 200 | WILLIAMSBURG | VA | 23188 | SENIOR PROGRAM OFFIC | 40.00 | $102,231 | $6,520 | $0 |
| DEANNA VAN HERSH | ||||||||
| 4801 COURTHOUSE STREET NO 200 | WILLIAMSBURG | VA | 23188 | DIRECTOR OF HEALTH A | 40.00 | $103,311 | $4,892 | $0 |
| KAREN BURDEN | ||||||||
| 4801 COURTHOUSE STREET NO 200 | WILLIAMSBURG | VA | 23188 | VICE PRESIDENT OF FI | 40.00 | $93,865 | $5,731 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| COMMUNITY ACCESS NETWORK | |||||
| 800 5TH STREET SUITE A | LYNCHBURG | VA | 24504 | GRANT CONSULTING SERVICES | $100,000 |
| COMMUNITY HEALTH SOLUTIONS | |||||
| 9603 GAYTON ROAD SUITE 201 | RICHMOND | VA | 23238 | GRANT CONSULTING SERVICES | $91,610 |
| CATCHAFIRE | |||||
| 31 EAST 32ND STREET 3RD FLOOR | NEW YORK | NY | 10016 | CAPACITY BUILDING SERVICES FOR GRANTEES | $58,850 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | INTEGRATED CARE PLANNING | Description1Txt |
| Expenses1 | $100,000 | Expenses1Amt |
| Description2 | BEHAVIORAL HEALTH COLLABORATIVE - A COLLABORATIVE WITH JAMES CITY COUNCIL TO STUDY BEHAVIORAL HEALTH TO IMPROVE MEDICAL SERVICES TO TREAT MENTAL HEALTH ILLNESSES, INTELLECTUAL DISABILITIES, AND SUBSTANCE ABUSE DISORDERS TO INDIVIDUALS AND FAMILIES LIVING IN JAMES CITY COUNTY. | Description2Txt |
| Expenses2 | $58,850 | Expenses2Amt |
| Description3 | CHRONIC CARE INITIATIVE - A COLLABORATIVE WITH HEALTHCARE ORGANIZATIONS THAT PROVIDE DIRECT SERVICES TO UNINSURED AND UNDER-INSURED, CHRONICALLY ILL INDIVIDUALS IN THE GREATER WILLIAMSBURG AREA. THE GOAL IS TO IMPROVE THE HEALTH OF THE UNDERSERVED COMMUNITY BY IMPROVING THE ORGANIZATIONS' INDIVIDUAL AND COLLECTIVE CAPACITY TO SERVE THIS POPULATION. | Description3Txt |
| Expenses3 | $46,772 | Expenses3Amt |
| Description4 | CHILD HEALTH INITIATIVE - A COLLABORATIVE OF HUMAN SERVICE AND HEALTHCARE PROVIDERS DESIGNED TO IMPROVE LONG-TERM HEALTH OUTCOMES FOR CHILDREN LIVING IN POVERTY IN THE COMMUNITY. THE COLLABORATIVE EMPLOYS A MULTI-DISCIPLINARY, HOME-BASED SERVICE DELIVERY APPROACH TO WORK IN PARTNERSHIP WITH FAMILIES. | Description4Txt |
| Expenses4 | $35,088 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,761,874 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $135,161,682 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $142,923,556 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $142,923,556 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,143,853 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $140,779,703 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,038,985 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,038,985 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $100,741 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $13,952 | IncomeTaxAmt |
| Total Tax | $114,693 | TotalTaxAmt |
| Distributable Before Adj | $6,924,292 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $833,292 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,757,584 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,757,584 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,551,539 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,551,539 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,757,584 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $266,637 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $266,637 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,551,539 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,551,539 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $266,637 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $266,637 | 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 | $939,408 | 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 | DEANNA VAN HERSH | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4801 COURTHOUSE STREET NO 200 | AddressLine1Txt |
| City | WILLIAMSBURG | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23188 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7573450912 | RecipientPhoneNum |
| Form And Info And Materials | WCHF APPLICATION SHOULD INCLUDE THE BOARD ROSTER, ANNUAL REPORT, IRS FORM 990 AND ANNUAL AUDIT IN ACCORDANCE WITH WCHF POLICIES, PLUS ALLOWABLE COSTS AS OUTLINED IN GRANT APPLICATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | CONDITIONS FOR GRANT AWARDS DO NOT ALLOW EXPENDITURES FOR ANNUAL APPEALS AND FUNDRAISING, ENDOWMENTS, REAL ESTATE ACQUISITIONS, RESTORATION OF FUNDS CUT BY GOVERNMENTS OR OTHER ORGANIZATIONS, AND LOBBYING. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (40 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AVALON A CENTER FOR WOMEN AND CHILDREN | ||||||
| 3204 IRONBOUND ROAD SUITE D | WILLIAMSBURG | VA | 23188 | PC | WALKING WORKS | $500 |
| BACON STREET YOUTH AND FAMILY SERVICES | ||||||
| 247 MCLAWS CIRCLE | WILLIAMSBURG | VA | 23185 | PC | YOUTH MENTAL HEALTH AND SUBSTANCE USE COUNSELING | $32,500 |
| CENTER FOR CHILD AND FAMILY SERVICES INC | ||||||
| 739 THIMBLE SHOALS BLVD SUITE 400 | NEWPORT NEWS | VA | 23606 | PC | THE REBOOT PROGRAM; MULTICULTURAL COUNSELING AND OUTREACH PROGRAM (MCOP) | $203,000 |
| CHILD DEVELOPMENT RESOURCES | ||||||
| PO BOX 280 | WILLIAMSBURG | VA | 23127 | PC | BASIC OPERATING SUPPORT; WALKING WORKS | $225,500 |
| CHILDREN'S HOSPITAL OF THE KING'S DAUGHTERS | ||||||
| 601 CHILDRENS LANE | NORFOLK | VA | 23507 | PC | CONSTRUCTION OF CHKD MENTAL HEALTH HOSPITAL AND OUTPATIENT CENTER | $20,000 |
| CITY OF WILLIAMSBURG | ||||||
| 401 LAFAYETTE STREET | WILLIAMSBURG | VA | 23185 | GOV | CHILD HEALTH INITIATIVE; WALKING WORKS | $276,000 |
| COLONIAL BEHAVIORAL HEALTH | ||||||
| 473 MCLAWS CIRCLE | WILLIAMSBURG | VA | 23185 | PC | GREATER WILLIAMSBURG CHILD ASSESSMENT CENTER (GWCAC); CHRONIC CARE COLLABORATIVE; INTENSIVE OUTPATIENT PROGRAM (IOP); GREATER WILLIAMSBURG NETWORK OF CARE (NOC) | $511,000 |
| COLONIAL COURT APPOINTED SPECIAL ADVOCATE PROGRAM | ||||||
| 3917 MIDLANDS ROAD SUITE 2A | WILLIAMSBURG | VA | 23188 | PC | HEALTHY EATING ACTIVE LIVING (HEAL) FOR COLONIAL CASA | $10,500 |
| FISH INC | ||||||
| 312 SECOND ST | WILLIAMSBURG | VA | 23185 | PC | 312 SECOND ST - NEW REFRIGERATION | $20,000 |
| FREE FOUNDATION FOR REHABILITATION EQUIPMENT & ENDOWMENT | ||||||
| PO BOX 8873 | ROANOKE | VA | 240140752 | PC | F.R.E.E. OF WILLIAMSBURG | $26,000 |
| GLOUCESTER MATHEWS CARE CLINIC | ||||||
| PO BOX 684 | GLOUCESTER | VA | 23061 | PC | CHRONIC CARE COLLABORATIVE; WALKING WORKS | $300,500 |
| GROVE CHRISTIAN OUTREACH CENTER | ||||||
| 8800 POCAHONTAS TRAIL | WILLIAMSBURG | VA | 23185 | PC | FOOD DISTRIBUTION PROGRAM; FRESH FOOD DISTRIBUTION; WALKING WORKS | $31,000 |
| HONORING CHOICES VIRGINIA | ||||||
| 2821 EMERYWOOD PARKWAY SUITE 200 | RICHMOND | VA | 23294 | PC | EDUCATING ADVOCATES FOR ADVANCE CARE PLANNING (ACP) | $11,300 |
| HOPE FAMILY VILLAGE | ||||||
| PO BOX 982 | WILLIAMSBURG | VA | 23187 | PC | WILLIAMSBURG FAIRWEATHER LODGE (WFL) | $14,000 |
| HOUSINGFORWARD VIRGINIA | ||||||
| 203 N ROBINSON ST | RICHMOND | VA | 23220 | PC | HOUSING POLICY ADVOCACY | $20,000 |
| JAMES CITY COUNTY | ||||||
| 101-D MOUNTS BAY ROAD | WILLIAMSBURG | VA | 23188 | GOV | CHILD HEALTH INITIATIVE; GREATER WILLIAMSBURG GUARDIANSHIP NAVIGATOR | $339,000 |
| LACKEY CLINIC | ||||||
| 1620 OLD WILLIAMSBURG ROAD | YORKTOWN | VA | 23690 | PC | CHRONIC CARE COLLABORATIVE | $490,000 |
| LITERACY FOR LIFE AT THE RITA WELSH ADULT LEARNING CENTER | ||||||
| 301 MONTICELLO AVE POBOX 8795 | WILLIAMSBURG | VA | 23187 | PC | THE HEAL PROGRAM IN WILLIAMSBURG | $35,000 |
| MENTAL HEALTH AMERICA OF VIRGINIA | ||||||
| 2008 BREMO RD | RICHMOND | VA | 23226 | PC | BEHAVIORAL HEALTH POLICY ADVOCACY | $20,000 |
| NETWORKPENINSULA | ||||||
| 2 BERNARDINE DRIVE | NEWPORT NEWS | VA | 23602 | PC | ANNUAL AWARDS | $10,000 |
| OLDE TOWNE MEDICAL & DENTAL CENTER | ||||||
| 5249 OLDE TOWNE ROAD | WILLIAMSBURG | VA | 23188 | PC | CHRONIC CARE COLLABORATIVE; SUPPORT FOR CLINIC OPERATIONS | $467,500 |
| PENINSULA AGENCY ON AGING | ||||||
| 739 THIMBLE SHOALS BOULEVARD | NEWPORT NEWS | VA | 23606 | PC | PAA RIDES; PAA WILLIAMSBURG; NUTRITIOUS NOONTIME MEALS | $276,000 |
| POSTPARTUM SUPPORT VIRGINIA INC | ||||||
| PO BOX 7521 | ARLINGTON | VA | 22207 | PC | HEALTHY MOMS, HEALTHY BABIES; ENHANCING CARE THROUGH TECHNOLOGY | $25,000 |
| RX PARTNERSHIP | ||||||
| 1500 FOREST AVE SUITE 201 | RICHMOND | VA | 23229 | PC | BASIC OPERATING SUPPORT | $63,000 |
| SENTARA HEALTH FOUNDATION | ||||||
| 6015 POPLAR HALL DRIVE | NORFOLK | VA | 23502 | PC | NIGHTINGALE GPS UPGRADE CAMPAIGN | $10,000 |
| THE ARC OF GREATER WILLIAMSBURG | ||||||
| 150 STRAWBERRY PLAINS ROAD SUITE D | WILLIAMSBURG | VA | 23188 | PC | FITNESS PROGRAM | $35,000 |
| THE DOORWAYS | ||||||
| 612 E MARSHALL STREET | RICHMOND | VA | 23219 | PC | SUPPORT FOR OPERATIONS | $11,500 |
| UNITED WAY OF THE VIRGINIA PENINSULA | ||||||
| 101 YORK CROSSING RD | YORKTOWN | VA | 23692 | PC | GREATER WILLIAMSBURG TRAUMA-INFORMED COMMUNITY NETWORK (GW-TICN) | $26,250 |
| VIRGINIA EARLY CHILDHOOD FOUNDATION | ||||||
| 1703 NORTH PARHAM ROAD SUITE 110 | RICHMOND | VA | 23229 | PC | CHILD POLICY ADVOCACY | $20,000 |
| VIRGINIA HEALTH CARE FOUNDATION | ||||||
| 707 E MAIN STREET | RICHMOND | VA | 23219 | PC | GREATER WILLIAMSBURG MEDICATION ASSISTANCE PROGRAM | $47,000 |
| VIRGINIA HEALTH CATALYST | ||||||
| 4200 INNSLAKE DRIVE SUITE 202 | RICHMOND | VA | 23060 | PC | HEALTH POLICY ADVOCACY | $20,000 |
| VIRGINIA LEGACY SOCCER CLUB | ||||||
| 109 BULIFANTS BLVD - SUITE A | WILLIAMSBURG | VA | 23188 | PC | VIRGINIA LEGACY W-JCC RECREATIONAL SOCCER PROGRAM | $60,000 |
| VIRGINIA PENINSULA FOODBANK | ||||||
| 2401 ALUMINUM AVENUE | HAMPTON | VA | 23661 | PC | MOBILE FOOD PANTRY | $50,000 |
| VOICES FOR VIRGINIA'S CHILDREN | ||||||
| 1606 SANTA ROSA RD SUITE 109 | RICHMOND | VA | 23229 | PC | CHILD POLICY ADVOCACY | $20,000 |
| WILLIAMSBURG AREA FAITH IN ACTION | ||||||
| 354 MCLAWS CIRCLE SUITE 1 | WILLIAMSBURG | VA | 23185 | PC | MEDICAL TRANSPORTATION; IN-HOME SUPPORT SERVICES FOR SENIORS; IN-HOME SUPPORT SERVICES; WALKING WORKS | $58,250 |
| WILLIAMSBURG COMMUNITY GROWERS | ||||||
| PO BOX 622 | LIGHTFOOT | VA | 23090 | PC | EXPAND OUR FARM | $20,000 |
| WILLIAMSBURG HOUSE OF MERCY INC | ||||||
| 10 HARRISON AVENUE | WILLIAMSBURG | VA | 23185 | PC | MOBILE FOOD PANTRY; WALKING WORKS | $3,500 |
| WILLIAMSBURG SOCCER FOUNDATION | ||||||
| 809 RICHMOND ROAD WSF | WILLIAMSBURG | VA | 23185 | PC | W-JCC RECREATIONAL SOCCER PROGRAM | $20,000 |
| WILLIAMSBURG-JAMES CITY COUNTY PUBLIC SCHOOL DIVISION | ||||||
| 117 IRONBOUND ROAD | WILLIAMSBURG | VA | 23187 | GOV | SCHOOL HEALTH INITIATIVE PROGRAM (SHIP) | $670,000 |
| YORK-JAMES CITY-WILLIAMSBURG NAACP | ||||||
| 5252 OLDE TOWNE ROAD UNIT A | WILLIAMSBURG | VA | 23188 | NC | CAPACITY-BUILDING PLANNING GRANT | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,518,800 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BACON STREET YOUTH AND FAMILY SERVICES | ||||||
| 247 MCLAWS CIRCLE | WILLIAMSBURG | VA | 23185 | PC | YOUTH MENTAL HEALTH AND SUBSTANCE USE COUNSELING | $32,500 |
| COLONIAL BEHAVIORAL HEALTH | ||||||
| 473 MCLAWS CIRCLE | WILLIAMSBURG | VA | 23185 | PC | GREATER WILLIAMSBURG NETWORK OF CARE; INTENSIVE OUTPATIENT PROGRAM (IOP) | $30,000 |
| COLONIAL COURT APPOINTED SPECIAL ADVOCATE PROGRAM | ||||||
| 3917 MIDLANDS ROAD SUITE 2A | WILLIAMSBURG | VA | 23188 | PC | HEALTHY EATING ACTIVE LIVING (HEAL) FOR COLONIAL CASA | $10,500 |
| JAMES CITY COUNTY | ||||||
| 101-D MOUNTS BAY ROAD | WILLIAMSBURG | VA | 23188 | GOV | GREATER WILLIAMSBURG GUARDIANSHIP NAVIGATOR | $27,500 |
| LITERACY FOR LIFE AT THE RITA WELSH ADULT LEARNING CENTER | ||||||
| 301 MONTICELLO AVE POBOX 8795 | WILLIAMSBURG | VA | 23187 | PC | HEAL PROGRAM | $15,000 |
| MEDICAL SOCIETY OF VIRGINIA FOUNDATION | ||||||
| 2924 EMERYWOOD PKWY STE 300 | RICHMOND | VA | 23294 | PC | 2924 EMERYWOOD PKWY STE 300 | $20,000 |
| VIRGINIA ASSOCIATION OF FREE & CHARITABLE CLINICS | ||||||
| 1801 LIBBIE AVENUE SUITE 104 | RICHMOND | VA | 23226 | PC | HEALTH POLICY ADVOCACY | $20,000 |
| VIRGINIA LEGACY SOCCER CLUB | ||||||
| 109 BULIFANTS BLVD - SUITE A | WILLIAMSBURG | VA | 23188 | PC | VIRGINIA LEGACY W-JCC RECREATIONAL SOCCER PROGRAM | $40,000 |
| WILLIAMSBURG AREA FAITH IN ACTION | ||||||
| 354 MCLAWS CIRCLE SUITE 1 | WILLIAMSBURG | VA | 23185 | PC | IN-HOME SUPPORT SERVICES | $11,250 |
| WILLIAMSBURG HOUSE OF MERCY INC | ||||||
| 10 HARRISON AVENUE | WILLIAMSBURG | VA | 23185 | PC | FOOD DISTRIBUTION PROGRAM | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $226,750 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $61,173 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $610,654 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,788,206 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| PASSTHROUGH K-1 INCOME | 525990 | $147,655 | 14 | $1,364,431 |
| PASSTHROUGH K-1 TAX EXEMPT INCOME | 14 | $15,802 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $758,309 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $9,229,612 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,987,921 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $39,306 | Amt |
| Net Investment Income | $19,653 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $19,653 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MIT PRIVATE EQUITY II FUND | FMV | $26,334 | $26,334 |
| MA INVESTORS FUND 1, LLC | FMV | $1,286,322 | $1,286,322 |
| METROPOLITAN REAL ESTATE PARTNERS 2008 DISTRESSED CO-INVESTMENT FUND, LP | FMV | $9,053 | $9,053 |
| TIFF KEYSTONE FUND | FMV | $110,880,500 | $110,880,500 |
| TIFF CENTERSTONE FUND | FMV | $14,663,076 | $14,663,076 |
| GMO FORESTRY FUND 7 | FMV | $9,747 | $9,747 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| FURNITURE & FIXTURES | $138,961 | $79,421 | $59,540 | $59,540 |
| COMPUTERS & SOFTWARE | $22,438 | $19,267 | $3,171 | $3,171 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPERATING LEASE RIGHT OF USE ASSET | Desc |
| EOY Book Value | $671,480 | EOYBookValueAmt |
| EOYFMV | $671,480 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIFFERENCE BETWEEN BOOK AND TAX/K-1 INCOME | Desc |
| Amt | $33,467,329 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EQUIPMENT RENTAL/MAINTENANCE | $42,804 | $0 | $42,804 |
| INSURANCE | $12,494 | $0 | $12,494 |
| BANK CHARGES | $12,534 | $0 | $12,534 |
| DCA EXPENSE - CHRONIC CARE | $49,772 | $0 | $49,772 |
| DCA EXPENSE - OTHER | $339,088 | $0 | $339,088 |
| MEMBERSHIP DUES | $31,157 | $0 | $31,157 |
| POSTAGE & DELIVERY | $587 | $0 | $587 |
| SUPPLIES | $71,413 | $0 | $71,413 |
| TELECOMMUNICATIONS | $12,037 | $0 | $12,037 |
| PASSTHROUGH K-1 EXPENSES | $2,101,473 | $1,886,104 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PASSTHROUGH K-1 INCOME | $1,512,086 | $1,364,431 | $1,512,086 |
| PASSTHROUGH K-1 TAX EXEMPT INCOME | $15,802 | $0 | $15,802 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN IN VALUE OF ASSETS | $9,511,435 |
| RETURNED GRANTS | $833,392 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED FEDERAL EXCISE TAX | $190,271 | $190,271 |
| OPERATING LEASE LIABILITIES | $0 | $754,768 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT | $45,326 | $45,326 | $0 |
| OTHER PROFESSIONAL FEES | $84,759 | $0 | $84,759 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $423,501 | $0 | $0 |
| PAYROLL TAXES | $71,649 | $0 | $71,649 |
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