HARRIS FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- HARRIS FOUNDATION (EIN 54-1844579)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-02-12
- IRS object ID
- 202210439349100101
- Schema version
- 2021v4.0
- 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
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-02-12T04:32:34-08:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 541477796 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Stephen M Ragland Ltd | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7204 Glen Forest Drive Suite 300 | AddressLine1Txt |
| City | Richmond | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23226 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541844579 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Harris Foundation | BusinessNameLine1Txt |
| Business Name Line2 | co Hiter Harris III | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HARR | BusinessNameControlTxt |
| Phone | 8046480072 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 17250 | AddressLine1Txt |
| City | Richmond | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23226 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | H Hiter Harris III | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2022-02-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | H Hiter Harris | PersonFirstNm |
| Person Last | III | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Elaine M Ragland CPA | PreparerPersonNm |
| PTIN | P00291584 | PTIN |
| Phone | 8042888516 | PhoneNum |
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 |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,202,055 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $45,617 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $45,617 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $45,617 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $228,222 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $602,347 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $228,222 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $1,658 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $273,839 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $273,839 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $47,275 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,800 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $14,633 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $14,633 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,559 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $22,280 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $42,272 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,633 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $395,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $395,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $437,522 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,633 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $395,250 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$163,683 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $259,206 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $47,275 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $53,971 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $64,254 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $64,254 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $486,352 | CorporateStockBOYAmt |
| Corporate Stock EOY | $773,866 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,953,426 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,156,137 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $697,800 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,184,375 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $4,389 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,315 | OtherAssetsEOYAmt |
| Total Assets BOY | $1,700,849 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,537,235 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,202,055 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,700,849 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,537,235 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,700,849 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,537,235 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,700,849 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,537,235 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,700,849 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$163,683 | ExcessRevenueOverExpensesAmt |
| Other Increases | $144 | OtherIncreasesAmt |
| Subtotal | $1,537,310 | SubtotalAmt |
| Other Decreases | $75 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,537,235 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 485 SHS SPDR Bloomberg- Long Term | P | 2019-01-01 | 2021-10-07 | $13,219 | $15,075 | -$1,856 | -$1,856 |
| 2003 Units Pimco- Long Term | P | 2019-01-01 | 2021-10-06 | $20,750 | $21,676 | -$926 | -$926 |
| Sales Summary Short Term | P | 2021-01-06 | 2021-06-01 | $1,658 | $1,658 | $1,658 | |
| Sales Summary Long Term | P | 2019-01-01 | 2021-12-31 | $566,720 | $337,374 | $229,346 | $229,346 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $228,222 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,658 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,603 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,603 | SubtotalAmt |
| Tax Based On Investment Income | $3,603 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $41 | EsPenaltyAmt |
| Tax Due | $3,644 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hiter Harris III | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8046480072 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6315 Three Chopt Rd | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23226 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| H Hiter Harris III | ||||||
| 6315 Three Chopt Rd | Richmond | VA | 23226 | President | 1.00 | $0 |
| Jil W Harris | ||||||
| 6315 Three Chopt Road | Richmond | VA | 23226 | Secty/Treas | 0.00 | $0 |
| Katherine Harris Storer | ||||||
| 6315 Three Chopt Road | Richmond | VA | 23226 | Director | 0.00 | $0 |
| Elizabeth Tyler Harris | ||||||
| 6315 Three Chopt Road | Richmond | VA | 23226 | Director | 0.00 | $0 |
| H Hiter Harris IV | ||||||
| 6315 Three Chopt Road | Richmond | VA | 23226 | Director | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,952,527 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $53,906 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,006,433 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $4,006,433 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $60,096 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,946,337 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $197,317 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $197,317 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,603 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,603 | TotalTaxAmt |
| Distributable Before Adj | $193,714 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $193,714 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $193,714 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $395,250 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $395,250 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $193,714 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $144,529 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $135,340 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $155,555 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $97,968 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $138,663 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $672,055 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $395,250 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $193,714 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $201,536 | RemainingDistriFromCorpusAmt |
| Total Corpus | $873,591 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $144,529 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $729,062 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $135,340 | ExcessFromYear4Amt |
| Excess From Year3 | $155,555 | ExcessFromYear3Amt |
| Excess From Year2 | $97,968 | ExcessFromYear2Amt |
| Excess From Year1 | $138,663 | ExcessFromYear1Amt |
| Excess From Current Year | $201,536 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | H Hiter Harris III | ContributingManagerNm |
| Contributing Manager | Jil W Harris | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| First Presbyterian Church | |||||||
| 4602 Cary Street Road | Richmond | VA | 23226 | N/A | PC | 2021 Grant | $8,000 |
| Chesapeake Academy Foundation | |||||||
| P O Box 8 | Irvington | VA | 22480 | N/A | PC | 2021 Grant | $5,000 |
| Hampden-Sydney College | |||||||
| 1 COLLEGE ROAD | HampdenSydney | VA | 23943 | N/A | PC | 2021 Grant | $5,000 |
| Bolling Haxell House Foundation | |||||||
| 211 East Franklin Street | Richmond | VA | 23219 | N/A | SO I | Annual Fund | $500 |
| St Catherine's School | |||||||
| 6001 GROVE AVENUE | Richmond | VA | 23226 | N/A | PC | Grant, Capital Commitment, Scholarship | $7,000 |
| St Christopher's School | |||||||
| 711 ST CHRISTOPHERS RD | Richmond | VA | 23229 | N/A | PC | Annual Fund, Capital Commitment, Scholarship | $12,250 |
| Cross-Over Ministries Inc | |||||||
| 108 Cowardin Avenue | Richmond | VA | 23224 | N/A | PC | Annual Fund | $1,000 |
| Big Oak Ranch | |||||||
| P O Box 507 | Springvale | AL | 35146 | N/A | PC | Annual Fund | $10,000 |
| VCU Massey Cancer Center | |||||||
| 401 COLLEGE ST | Richmond | VA | 23298 | N/A | PC | Annual Fund | $5,000 |
| Washington Lee University | |||||||
| DEVELOPMENT BUILDING | Lexington | VA | 24450 | N/A | PC | Katie Harris Storer Fund | $5,000 |
| FAISON SCHOOL FOR AUTISM | |||||||
| 1701 BYRD AVE | RICHMOND | VA | 23230 | N/A | PC | Annual Fund | $500 |
| VMFA FOUNDATION | |||||||
| 200 N BOULEVARD | RICHMOND | VA | 23220 | N/A | PC | Annual Fund, Capital Commitment | $50,000 |
| UVA JEFFERSON SCHOLAR FOUNDATION | |||||||
| 112 CLARKE COURT | CHARLOTTESVILLE | VA | 22903 | N/A | PC | Capital Commitment | $50,000 |
| The Nature Conservancy | |||||||
| 490 Westfiels Road | Charlottesville | VA | 22901 | N/A | PC | Annual Fund, Capital Commitment | $53,000 |
| Harvard Business School | |||||||
| 117 Western Ave | Allston | MA | 02134 | N/A | PC | Annual Fund | $1,000 |
| Drive to Work | |||||||
| P O Box 14526 | Richmond | VA | 23221 | N/A | PC | Annual Fund | $1,000 |
| St Stephen's Episcopal Church | |||||||
| 6000 Grove Avenue | Richmond | VA | 23226 | N/A | PC | Annual Fund | $500 |
| VCU Institute for Contemporary Art | |||||||
| 818 W Broad Street | Richmond | VA | 23284 | N/A | GOV | Annual Fund | $1,000 |
| Warm Springs Presbyterian Church | |||||||
| 73 Church Drive | Warm Springs | VA | 24484 | N/A | PC | Annual Fund | $10,000 |
| Steamboat Era Museum | |||||||
| 156 King Carter Dr | Irvington | VA | 22480 | N/A | PC | Annual Fund | $3,500 |
| University of Richmond | |||||||
| 28 Westhampton Way | Univ of Richmond | VA | 23173 | N/A | PC | Annual Fund | $40,000 |
| Bath County Arts Association | |||||||
| POBox 974 | Hot Springs | VA | 24445 | N/A | PC | Annual Fund | $1,000 |
| Richmond Christmas Mother | |||||||
| 300 East Franklin Street | Richmond | VA | 23219 | N/A | PC | Public Support | $1,000 |
| Junior Achievement of Richmond | |||||||
| 7217 W Broad Street | Richmond | VA | 23294 | N/A | PC | Annual Fund | $5,500 |
| Bath County Historical Society | |||||||
| 99 Courthouse Hill Road | Warm Springs | VA | 24484 | N/A | PC | Annual Fund | $500 |
| Virginia Museum of History | |||||||
| 428 N Arthur Ashe Blvd | Richmond | VA | 23220 | N/A | PC | Annual Fund | $1,000 |
| Sheltering Arms Foundation | |||||||
| 140 East Shore Drive | Glen Allen | VA | 23059 | N/A | PC | CAPITAL COMMITTMENT | $10,000 |
| VFIC | |||||||
| 901 East Byrd Street | Richmond | VA | 23219 | N/A | PC | Annual Fund, Technology Fund, Rising Star Fund | $60,000 |
| Blessings in a Backpack | |||||||
| 4121 Shelbyville Road | Louisville | KY | 40207 | N/A | PC | Stop Payment- Lost Check | -$1,000 |
| Anna Julia Cooper School | |||||||
| 2124 North 29th Street | Richmond | VA | 23223 | N/A | PC | 2021 Grant | $1,500 |
| Bath County Christmas Mother | |||||||
| PO Box 292 | Hot Springs | VA | 24445 | N/A | PC | 2021 Grant | $1,000 |
| Elijah House | |||||||
| 6627B Jahnke Road | Richmond | VA | 23225 | N/A | PC | Capital Commitment | $25,000 |
| Healthnetwork Foundation | |||||||
| 33 River Street 230 | Chagrin Falls | OH | 44022 | N/A | POF | 2021 Grant | $10,000 |
| Norfolk Collegiate School | |||||||
| 7336 Grandby Street | Norfolk | VA | 23505 | N/A | PC | 2021 Grant | $5,000 |
| Northern Neck Free Health Clinic | |||||||
| PO Box 1694 | Kilmarnock | VA | 22482 | N/A | PC | 2021 Grant | $2,500 |
| Totally Outstanding Toddler | |||||||
| PO Box 324 | Warm Springs | VA | 24484 | N/A | PC | 2021 Grant | $1,000 |
| Victory Junction | |||||||
| 4500 Adams Way | Randleman | NC | 27317 | N/A | PC | 2021 Grant | $1,000 |
| Young Life | |||||||
| 420 N Cascade Ave | Colorado Springs | CO | 80903 | N/A | PC | 2021 Grant | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $395,250 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $45,617 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $228,222 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $273,839 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $273,839 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $2,800 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| Accrued Interest | $1,588 | $1,316 |
| Rounding | -$1 | -$1 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other- Tax Basis Adjustment | Desc |
| Amt | $75 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIFE INSURANCE | Desc |
| Revenue And Expenses Per Books | $22,280 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other- Wash Sale Adjustments, etc. | Desc |
| Amt | $144 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Bank Charges | $12,223 | $12,223 | $0 | $0 |
| Management Fees | $2,410 | $2,410 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2020 Tax Liability | CategoryTxt |
| Amt | $2,559 | Amt |
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