SUFFOLK FOUNDATION: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
SUFFOLK FOUNDATION (EIN 20-5998525)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-15
IRS object ID
202313199349308906
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-11-15T08:50:21-08:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN830368487PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BOYCE SPADY & MOORE PLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11013 W Washington StreetAddressLine1Txt
CitySuffolkCityNm
State AbbreviationVAStateAbbreviationCd
ZIP23434ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN205998525EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SUFFOLK FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSUFFBusinessNameControlTxt
Phone7579239090PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1110 W FINNEY AVE 100AddressLine1Txt
CitySUFFOLKCityNm
State AbbreviationVAStateAbbreviationCd
ZIP23434ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHARRY CROSS IIIPersonNm
Person TitlePresidentPersonTitleTxt
Signature2023-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstHARRY CROSSPersonFirstNm
Person LastIIIPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRobert M Moore JrPreparerPersonNm
PTINP00063540PTIN
Phone7575392953PhoneNum
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

US Address USAddress

FieldValueIRS element (for citing)
Address Line1110 W FINNEY AVE 100AddressLine1Txt
CitySUFFOLKCityNm
State AbbreviationVAStateAbbreviationCd
ZIP23434ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$3,938,969GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.suffolkfoundation.orgWebsiteAddressTxt
Formation2006FormationYr
Activity Or MissionTHE MISSION OF THE SUFFOLK FOUNDATION IS TO FACILITATE AND DEVELOP PHILANTHROPY TO BENEFIT THE CITIZENS OF SUFFOLK AND THE SURROUNDING AREAS. OUR GRANTS TARGET HEALTH, EDUCATION, ARTS, CULTURE, THE ENVIRONMENT, ANIMAL WELFARE AND HUMAN NEEDS AND SERVICES. SINCE OUR FOUNDING IN 2006, WE'VE AWARDED OVER $6.8 MILLION IN GRANTS AND OVER $300,000 IN SCHOLARSHIPS BENEFITING SUFFOLK AND WESTERN TIDEWATER.ActivityOrMissionDesc
Voting Members Governing Body19VotingMembersGoverningBodyCnt
Voting Members Independent19VotingMembersIndependentCnt
Total Employee6TotalEmployeeCnt
Total Volunteers23TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$703,142PYContributionsGrantsAmt
CY Contributions Grants$988,246CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$865,672PYInvestmentIncomeAmt
CY Investment Income$341,860CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$1,568,814PYTotalRevenueAmt
CY Total Revenue$1,330,106CYTotalRevenueAmt
PY Grants And Similar Paid$621,142PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$655,483CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$104,293PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$125,467CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$91,916CYTotalFundraisingExpenseAmt
PY Other Expenses$177,897PYOtherExpensesAmt
CY Other Expenses$169,773CYOtherExpensesAmt
PY Total Expenses$903,332PYTotalExpensesAmt
CY Total Expenses$950,723CYTotalExpensesAmt
PY Revenues Less Expenses$665,482PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$379,383CYRevenuesLessExpensesAmt
Total Assets BOY$12,669,857TotalAssetsBOYAmt
Total Assets EOY$11,006,379TotalAssetsEOYAmt
Total Liabilities BOY$2,598TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,527TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$12,667,259NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$11,003,852NetAssetsOrFundBalancesEOYAmt
MissionTO FACILITATE AND DEVELOP PHILANTHROPY TO BENEFIT THE CITIZENS OF THE CITY OF SUFFOLK, VIRGINIA AND THE SURROUNDING AREAS. OUR GRANTS TARGET HEALTH, EDUCATION, ARTS, CULTURE, THE ENVIRONMENT, ANIMAL WELFARE AND HUMAN NEEDS AND SERVICES.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$803,571ExpenseAmt
Grant$655,483GrantAmt
Revenue$988,246RevenueAmt
DescIN 2022 THE FOUNDATION AWARDED $150,000 IN COMMUNITY IMPACT GRANTS TO 33 NONPROFIT ORGANIZATIONS SERVING SUFFOLK AND WESTERN TIDEWATER. IN ADDITION WE AWARDED $58,000 IN SCHOLARSHIPS TO LOCAL STUDENTS TO ASSIST THEM WITH COLLEGE EXPENSES. INCLUDING OUR WOMEN'S IMPACT FUND, OUR DESIGNATED FUNDS, AND ALL GRANTS AND SCHOLARSHIPS, THE SUFFOLK FOUNDATION SUPPORTED OUR COMMUNITY THROUGH $696,000 IN GRANTS AND EDUCATIONAL AWARDS.Desc
Total Program Service Expenses$803,571TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document3IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee6EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Form8282 Filed0Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members19GoverningBodyVotingMembersCnt
Independent Voting Member19IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Own WebsiteYes (X)OwnWebsiteInd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonSUFFOLK FOUNDATIONPersonNm
Phone7575390832PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1110 W FINNEY AVEAddressLine1Txt
CitySUFFOLKCityNm
State AbbreviationVAStateAbbreviationCd
ZIP23434ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
WHITNEY SAUNDERS
Director1.000.00Yes (X)$0$0$0
THOMAS M CHAMBERLAIN
Director1.000.00Yes (X)$0$0$0
DEBORAH RUSSELL
Director1.000.00Yes (X)$0$0$0
HARRY CROSS III
Vice President1.000.00Yes (X)$0$0$0Yes (X)
DWIGHT SCHAUBACH
Director1.000.00Yes (X)$0$0$0
J WAYNE SCOTT
Treasurer1.000.00Yes (X)$0$0$0Yes (X)
LEROY BENNETT
Secretary1.000.00Yes (X)$0$0$0Yes (X)
JAMES LESLIE HALL
Director1.000.00Yes (X)$0$0$0
CARL FARRIS JR
Director1.000.00Yes (X)$0$0$0
DAVID HOST
Director1.000.00Yes (X)$0$0$0
B J WILLIE
Director1.000.00Yes (X)$0$0$0
JAMES E BUTLER III
Director1.000.00Yes (X)$0$0$0
S CHRIS JONES
Director1.000.00Yes (X)$0$0$0
OLIVER KERMIT HOBBS JR
Director1.000.00Yes (X)$0$0$0
JOSEPH N WEBB JR
Director1.000.00Yes (X)$0$0$0
MARGARET WILEY
Director1.000.00Yes (X)$0$0$0
VERNON TOWLER
Director1.000.00Yes (X)$0$0$0
GEORGE BIRDSONG
Director1.000.00Yes (X)$0$0$0
MARY HADDAD
President1.000.00Yes (X)$0$0$0Yes (X)
FieldValueIRS element (for citing)
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$988,246AllOtherContributionsAmt
Total Contributions$988,246TotalContributionsAmt
Total Program Service Revenue$0TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$222,613TotalRevenueColumnAmt
Exclusion$222,613ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$2,728,110SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$2,607,166SecuritiesAmt
Other$1,697OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$120,944SecuritiesAmt
Other-$1,697OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$119,247TotalRevenueColumnAmt
Related Or Exempt Func Income$119,247RelatedOrExemptFuncIncomeAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,330,106TotalRevenueColumnAmt
Related Or Exempt Func Income$119,247RelatedOrExemptFuncIncomeAmt
Exclusion$222,613ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$597,121TotalAmt
Program Services$597,121ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$58,362TotalAmt
Program Services$58,362ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$103,158TotalAmt
Program Services$36,286ProgramServicesAmt
Management And General$33,436ManagementAndGeneralAmt
Fundraising$33,436FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$14,502TotalAmt
Program Services$4,834ProgramServicesAmt
Management And General$4,834ManagementAndGeneralAmt
Fundraising$4,834FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$7,807TotalAmt
Program Services$2,603ProgramServicesAmt
Management And General$2,602ManagementAndGeneralAmt
Fundraising$2,602FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$6,107TotalAmt
Fundraising$6,107FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$8,400TotalAmt
Fundraising$8,400FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$9,743TotalAmt
Program Services$6,547ProgramServicesAmt
Fundraising$3,196FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$13,200TotalAmt
Program Services$4,400ProgramServicesAmt
Management And General$4,400ManagementAndGeneralAmt
Fundraising$4,400FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$12,548TotalAmt
Program Services$4,183ProgramServicesAmt
Management And General$4,183ManagementAndGeneralAmt
Fundraising$4,182FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$6,820TotalAmt
Fundraising$6,820FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtFundraisingFundraisingAmtManagement And GeneralManagementAndGeneralAmt
INVESTMENT FEES$77,725$77,725
MARKETING$9,655$4,828$4,827
SUPPLIES$7,387$2,463$2,462$2,462
DUES AND SUBSCRIPTIONS$7,099$1,405$4,611$1,083

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$11,089TotalAmt
Program Services$2,814ProgramServicesAmt
Management And General$2,236ManagementAndGeneralAmt
Fundraising$6,039FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$950,723TotalAmt
Program Services$803,571ProgramServicesAmt
Management And General$55,236ManagementAndGeneralAmt
Fundraising$91,916FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$644,663BOYAmt
EOY$589,775EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$11,873,022BOYAmt
EOY$10,322,677EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$98,000BOYAmt
EOY$54,000EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$82,156LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$42,229LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$54,172BOYAmt
EOY$39,927EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$12,669,857BOYAmt
EOY$11,006,379EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$2,598BOYAmt
EOY$2,527EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,598BOYAmt
EOY$2,527EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$12,667,259BOYAmt
EOY$11,003,852EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$12,667,259BOYAmt
EOY$11,003,852EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$12,669,857BOYAmt
EOY$11,006,379EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$379,383ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$2,042,790NetUnrlzdGainsLossesInvstAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Community TrustYes (X)CommunityTrustInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,117,143CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$727,170CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$833,228CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$703,142CurrentTaxYearMinus1YearAmt
Current Tax Year$988,246CurrentTaxYearAmt
Total$6,368,929TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,117,143CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$727,170CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$833,228CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$703,142CurrentTaxYearMinus1YearAmt
Current Tax Year$988,246CurrentTaxYearAmt
Total$6,368,929TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$0SubstantialContributorsTotAmt
Public Support Total170$6,368,929PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$139,289CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$289,992CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$288,669CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$865,672CurrentTaxYearMinus1YearAmt
Current Tax Year$343,557CurrentTaxYearAmt
Total$1,927,179TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years-$526,337CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,479,370CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$724,342CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$654,198CurrentTaxYearMinus1YearAmt
Current Tax Year-$2,044,487CurrentTaxYearAmt
Total$287,086TotalAmt
FieldValueIRS element (for citing)
Total Support$8,583,194TotalSupportAmt
Public Support CY1700.74200PublicSupportCY170Pct
Public Support PY1700.55130PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held17DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$273,690DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$407,596DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$3,599,736DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (true)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (true)DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$11,975,421BeginningYearBalanceAmt
Contributions$848,294ContributionsAmt
Investment Earnings Or Losses-$1,776,928InvestmentEarningsOrLossesAmt
Grants Or Scholarships$508,987GrantsOrScholarshipsAmt
Administrative Expenses$104,752AdministrativeExpensesAmt
End Year Balance$10,433,048EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$10,630,062BeginningYearBalanceAmt
Contributions$683,118ContributionsAmt
Investment Earnings Or Losses$1,442,116InvestmentEarningsOrLossesAmt
Grants Or Scholarships$672,225GrantsOrScholarshipsAmt
Administrative Expenses$107,650AdministrativeExpensesAmt
End Year Balance$11,975,421EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$9,655,486BeginningYearBalanceAmt
Contributions$944,758ContributionsAmt
Investment Earnings Or Losses$817,891InvestmentEarningsOrLossesAmt
Grants Or Scholarships$697,804GrantsOrScholarshipsAmt
Administrative Expenses$90,269AdministrativeExpensesAmt
End Year Balance$10,630,062EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$7,799,627BeginningYearBalanceAmt
Contributions$557,824ContributionsAmt
Investment Earnings Or Losses$1,702,792InvestmentEarningsOrLossesAmt
Grants Or Scholarships$321,451GrantsOrScholarshipsAmt
Administrative Expenses$83,306AdministrativeExpensesAmt
End Year Balance$9,655,486EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$5,796,948BeginningYearBalanceAmt
Contributions$2,742,986ContributionsAmt
Investment Earnings Or Losses-$432,800InvestmentEarningsOrLossesAmt
Grants Or Scholarships$252,390GrantsOrScholarshipsAmt
Administrative Expenses$55,117AdministrativeExpensesAmt
End Year Balance$7,799,627EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY1.00000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd
Related Org List Sch RfalseRelatedOrgListSchRInd

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$35,992OtherCostOrOtherBasisAmt
Depreciation$9,197DepreciationAmt
Book Value$26,795BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$46,164OtherCostOrOtherBasisAmt
Depreciation$33,032DepreciationAmt
Book Value$13,132BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$39,927TotalBookValueLandBuildingsAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart V, Line 4: Intended uses of the endowment fund.FormAndLineReferenceDesc
ExplanationTHE FOUNDATION SPENDS A PORTION OF ITS ENDOWMENT BALANCE EACH YEAR TO PROVIDE GRANTS AND SCHOLARSHIPS TO BENEFIT THE SUFFOLK AND WESTERN TIDEWATER COMMUNITY.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (25 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmt
CHKD
601 CHILDRENS LANENORFOLKVA23507$7,750$0
CHKD CHILD ADVOCACY CENTER
935 REDGATE AVENORFOLKVA23507$8,000$0
COALITION AGAINST POVERTY
157 N MAIN STSUFFOLKVA23434$6,000$0
EVMS FOUNDATION
PO BOX 5NORFOLKVA23501$6,500$0
FORKIDS
4200 COLLEY AVENORFOLKVA23508$12,500$0
GLOBAL ACTION PLATFORM
1900 BELMONT BLVDNASHVILLETN37212$100,500$0
HAMPTON ROADS WORKFORCE FDN
999 WATERSIDE DRNORFOLKVA23510$25,000$0
JIMMYE LAYCOCK CHARITY FOUNDA
1801 MERRIMAC TRIALWILLIAMSBURGVA23185$10,000$0
NANSEMOND-SUFFOLK ACADEMY
3373 PRUDEN BLVDSUFFOLKVA23434$6,500$0
NRPA
22377 BELMONT RIDGE RDASHBURNVA20148$12,500$0
RAWLS MUSEUM OF ARTS
22376 LINDEN STREETCOURTLANDVA23837$15,000$0
RBR UPLIFT CHARITABLE FOUNDAT
PO BOX 1853SUFFOLKVA23432$5,600$0
ROC SOLID FOUNDATION
3333 STATION HOUSE RDCHESAPEAKEVA23321$31,500$0
SALISBURY UNIVERSITY FOUNDATI
1308 CAMDEN AVESALISBURYMD21801$5,500$0
SALVATION ARMY
400 BANK STSUFFOLKVA23434$33,000$0
ST MICHAELS CONCOURS DELEGAN
117 YACHT CLUB DRCHESTERMD21619$10,000$0
SUFFOLK CTR FOR CULTURAL ARTS
110 W FINNEY AVESUFFOLKVA23434$56,850$0
SUFFOLK EDUCATION FOUNDATION
1426 HOLLAND RDSUFFOLKVA23434$33,400$0
SUFFOLK MEALS ON WHEELS
2800 GODWIN BLVDSUFFOLKVA23434$10,000$0
TAYLOR BEND FAMILY YMCA
4626 TAYLOR RDCHESAPEAKEVA23321$6,500$0
TOWNEBANK FOUNDATION
6001 HARBOUR VIEW BLVDSUFFOLKVA23435$7,500$0
UNION MISSION
5100 E VIRGINIA BEACH BLVDNORFOLKVA23502$15,000$0
VA LEGAL AID SOCIETY
155 EAST WASHINGTON STSUFFOLKVA23434$15,000$0
WASHINGTON & LEE UNIVERSITY
33 WASHINGTON HALLLEXINGTONVA24450$6,346$0
WESTERN TIDEWATER FREE CLINIC
3000 GODWIN BLVDSUFFOLKVA23434$10,000$0
FieldValueIRS element (for citing)
Total501c3 Org0Total501c3OrgCnt
Total Other Org25TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeCOLLEGE SCHOLARSHIPSGrantTypeTxt
Recipient15RecipientCnt
Cash Grant$58,362CashGrantAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section A, Line 2SEVERAL BOARD MEMBERS HAVE BUSINESS RELATIONSHIPS
Form 990, Part VI, Section B, Line 11bTHE 990 WAS SENT TO ALL BOARD MEMBERS PRIOR TO FILING
Form 990, Part VI, Section B, Line 12cto date there has been zero non-compliance with the policy; should there be one, enforcement will be addressed by the Executive Committee
Form 990, Part VI, Section B, Line 15aThe review is conducted by the Board President and approved by first the Executive Committee and then the full Board; compensation data for other Community Foundations in the immediate geographic area is compiled and those Executive Director compensations are presented as percentage of the organizations total assets as the means of substantiating the compensation paid to the Suffolk Foundation Executive Director.
Form 990, Part VI, Section C, Line 19AVAILABLE UPON REQUEST & ON OUR WEBSITE

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