HERNDON FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- HERNDON FOUNDATION (EIN 54-6060809)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-07-02
- IRS object ID
- 202501839349100120
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-07-02T09:36:22-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 WATER ST STE 500 | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 546060809 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HERNDON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HERN | BusinessNameControlTxt |
| Phone | 8045604119 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9030 STONY POINT PKWY 505 | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23235 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM M GOTTWALD | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8045604119 | PhoneNum |
| Signature | 2025-07-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KRISTEN BARNETT | PreparerPersonNm |
| PTIN | P01234578 | PTIN |
| Phone | 8133162300 | PhoneNum |
| Preparation | 2025-07-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $121,801,430 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $8,403,642 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,259 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,259 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,591,355 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,509,145 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,965,179 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,050,433 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,965,179 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $170,052 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $170,052 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $16,133,487 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,647,635 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,355 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,178 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,178 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $218,309 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $178,678 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $39,631 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $182,209 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,564 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $31,127 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $31,127 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $438,000 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $220,547 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $42,809 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,635,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,635,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,073,000 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $220,547 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,677,809 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $10,060,487 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,427,088 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,139,972 | CashBOYAmt |
| Cash EOY | $1,023,157 | CashEOYAmt |
| Cash EOYFMV | $1,023,157 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $80,561 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $80,561 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $399,936 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,799,726 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,820,000 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $30,503,426 | CorporateStockBOYAmt |
| Corporate Stock EOY | $51,701,796 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $111,293,880 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,734,711 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,478,305 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,432,239 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,719,531 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,905,884 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,151,593 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $41,497,576 | TotalAssetsBOYAmt |
| Total Assets EOY | $61,989,429 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $121,801,430 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,067,323 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,067,323 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $39,430,253 | RetainedEarningBOYAmt |
| Retained Earning EOY | $59,922,106 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $41,497,576 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $61,989,429 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $41,497,576 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $61,989,429 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $41,497,576 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $10,060,487 | ExcessRevenueOverExpensesAmt |
| Other Increases | $10,496,059 | OtherIncreasesAmt |
| Subtotal | $62,054,122 | SubtotalAmt |
| Other Decreases | $64,693 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $61,989,429 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - ST | $672,839 | $649,013 | $23,826 | $23,826 | |
| PUBLICLY TRADED SECURITIES - LT | $7,371,680 | $2,261,700 | $5,109,980 | $5,109,980 | |
| CAPITAL GAINS FROM PASSTHROUGHS | $174,541 | -$174,541 | -$174,541 | P | |
| CAPITAL GAINS DIVIDENDS | $5,914 | $5,914 | $5,914 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,965,179 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $103,237 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $103,237 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $103,237 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $112,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $50,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $162,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1,213 | EsPenaltyAmt |
| Overpayment | $57,550 | OverpaymentAmt |
| Applied To ES Tax | $57,550 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.HERNDONFDN.ORG | WebsiteAddressTxt |
| Individual With Books | WILLIAM M GOTTWALD | IndividualWithBooksNm |
| Phone | 8045604119 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9030 STONY POINT PKWY 505 | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23235 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| WILLIAM M GOTTWALD | ||||||||
| 9030 STONY POINT PKWY SUITE 505 | RICHMOND | VA | 23235 | TRUSTEE | 15.00 | $0 | $0 | $0 |
| JAMES T GOTTWALD | ||||||||
| 9030 STONY POINT PKWY SUITE 505 | RICHMOND | VA | 23235 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| JOHN D GOTTWALD | ||||||||
| 9030 STONY POINT PKWY SUITE 505 | RICHMOND | VA | 23235 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $117,538,356 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,445,409 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,751,430 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $121,735,195 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $121,735,195 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,826,028 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $119,909,167 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,995,458 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,995,458 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $103,237 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $103,237 | TotalTaxAmt |
| Distributable Before Adj | $5,892,221 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,892,221 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,892,221 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,677,809 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,677,809 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,892,221 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $5,617,778 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,677,809 | QualifyingDistributionsAmt |
| Applied To Year1 | $5,617,778 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $60,031 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $5,832,190 | 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 (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient PhoneRecipientPhoneNum | Recipient Email AddressRecipientEmailAddressTxt | Form And Info And MaterialsFormAndInfoAndMaterialsTxt | Submission DeadlinesSubmissionDeadlinesTxt | Restrictions On AwardsRestrictionsOnAwardsTxt |
|---|---|---|---|---|---|---|---|---|
| HERNDON FOUNDATION | ||||||||
| 9030 STONY POINT PKWY STE 505 | RICHMOND | VA | 23235 | 8045604119 | INFO@HERNDONFDN.ORG | VISIT HERNDONFDN.ORG | AUGUST 1ST | THE FOUNDATION AWARDS GRANTS TO ORGANIZATIONS WHICH ARE TAX-EXEMPT UNDER IRS SECTION 501(C)(3) AND ARE NOT PRIVATE FOUNDATIONS AS DESCRIBED UNDER SECTION 509(A). QUALIFIED NONPROFIT ORGANIZATIONS THROUGHOUT THE COMMONWEALTH OF VIRGINIA ARE ELIGIBLE FOR SUPPORT; HOWEVER, MAJOR PREFERENCE WILL BE GIVEN TO AGENCIES IN THE RICHMOND METROPOLITAN REGION. THE FOUNDATION REQUIRES ALL PROSPECTIVE APPLICANTS TO HAVE A CURRENT PORTRAIT ON CONNECTVA. |
| HERNDON FOUNDATION | ||||||||
| 9030 STONY POINT PKWY STE 505 | RICHMOND | VA | 23235 | 8045604119 | INFO@HERNDONFDN.ORG | VISIT HERNDONFDN.ORG | AUGUST 1ST | THE FOUNDATION AWARDS GRANTS TO ORGANIZATIONS WHICH ARE TAX-EXEMPT UNDER IRS SECTION 501(C)(3) AND ARE NOT PRIVATE FOUNDATIONS AS DESCRIBED UNDER SECTION 509(A). QUALIFIED NONPROFIT ORGANIZATIONS THROUGHOUT THE COMMONWEALTH OF VIRGINIA ARE ELIGIBLE FOR SUPPORT; HOWEVER, MAJOR PREFERENCE WILL BE GIVEN TO AGENCIES IN THE RICHMOND METROPOLITAN REGION. THE FOUNDATION REQUIRES ALL PROSPECTIVE APPLICANTS TO HAVE A CURRENT PORTRAIT ON CONNECTVA. |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (138 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ACTS | |||||||
| 1518 WILLOW LAWN DRIVE SUITE 201 | RICHMOND | VA | 23230 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| ALZHEIMER'S ASSOCIATION | |||||||
| 4600 COX ROAD SUITE 130 | GLEN ALLEN | VA | 23060 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| AMERICAN BATTLEFIELD TRUST | |||||||
| 1156 15TH STREET NW 900 | WASHINGTON | DC | 20005 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| AMERICAN CIVIL WAR MUSEUM - HISTORIC TREDEGAR | |||||||
| 500 TREDEGAR STREET | RICHMOND | VA | 23219 | SO II | GENERAL OPERATING SUPPORT | $25,000 | |
| ANNA JULIA COOPER EPISCOPAL SCHOOL | |||||||
| 2124 N 29TH ST | RICHMOND | VA | 23223 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| ANNA JULIA COOPER EPISCOPAL SCHOOL | |||||||
| 2124 N 29TH ST | RICHMOND | VA | 23223 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| ART 180 | |||||||
| 114 W MARSHALL STREET | RICHMOND | VA | 23220 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| BETTER HOUSING COALITION | |||||||
| 23 WEST BROAD STREET SUITE 100 | RICHMOND | VA | 23220 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| BEYOND BOUNDARIES | |||||||
| 2203 FLOYD AVE APT A | RICHMOND | VA | 23220 | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| BIG BROTHERS BIG SISTERS SERVICES INC | |||||||
| 1707 SUMMIT AVENUE SUITE 200 | RICHMOND | VA | 23230 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| BLINDED VETERANS ASSOCIATION | |||||||
| 125 N WEST STREET 3RD FLOOR | ALEXANDRIA | VA | 22314 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| BLUE SKY FUND | |||||||
| PO BOX 8108 | RICHMOND | VA | 23223 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| BLUE SKY FUND | |||||||
| PO BOX 8108 | RICHMOND | VA | 23223 | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| BONEFISH TARPON TRUST | |||||||
| 135 SAN LORENZO AVENUE | CORAL GABLES | FL | 33146 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| BOYS AND GIRLS CLUB OF METRO RICHMOND | |||||||
| 5511 STAPLES MILL ROAD SUITE 301 | RICHMOND | VA | 23228 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| CADENCE THEATRE COMPANY | |||||||
| 413 N 31ST STREET | RICHMOND | VA | 23223 | PC | GENERAL OPERATING SUPPORT | $7,000 | |
| CANCERLINC | |||||||
| 200 SOUTH 3RD STREET | RICHMOND | VA | 23219 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| CAPITAL REGION LAND CONSERVANCY | |||||||
| 200 S 3RD STREET | RICHMOND | VA | 23219 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| CARITAS | |||||||
| 2220 STOCKTON STREET | RICHMOND | VA | 23224 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| CENTRAL VIRGINIA LEGAL AID SOCIETY | |||||||
| 101 W BROAD STREET | RICHMOND | VA | 23220 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| CHALLENGE DISCOVERY PROJECTS | |||||||
| 2405 JEFFERSON AVENUE | RICHMOND | VA | 23223 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| CHESTERFIELD EDUCATION FOUNDATION | |||||||
| 13900 HULL STREET ROAD | MIDLOTHIAN | VA | 23112 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| CHILDREN'S HOME SOCIETY OF VIRGINIA | |||||||
| PO BOX 6266 | RICHMOND | VA | 23230 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| CHILDREN'S HOSPITAL FOUNDATION | |||||||
| 2924 BROOK ROAD | RICHMOND | VA | 23220 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| CHILDREN'S MUSEUM OF RICHMOND | |||||||
| 2626 WEST BROAD STREET | RICHMOND | VA | 23220 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| CHILDREN'S MUSEUM OF RICHMOND | |||||||
| 2626 WEST BROAD STREET | RICHMOND | VA | 23220 | PC | GENERAL OPERATING SUPPORT | $8,000 | |
| CHILDSAVERS | |||||||
| 200 NORTH 22ND STREET | RICHMOND | VA | 23223 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| CODERVA REGIONAL HIGH SCHOOL | |||||||
| 1405 CUMMINGS DRIVE SUITE 10 | RICHMOND | VA | 23220 | GOV | GENERAL OPERATING SUPPORT | $25,000 | |
| COLLEGIATE SCHOOL | |||||||
| 103 NORTH MOORELAND ROAD | RICHMOND | VA | 23229 | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| COMMONWEALTH CATHOLIC CHARITIES | |||||||
| 1601 ROLLING HILLS DRIVE | RICHMOND | VA | 23229 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| COMMUNITIES IN SCHOOL - RICHMOND | |||||||
| 2922 W MARSHALL STREET SUITE 2 | RICHMOND | VA | 23230 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| COMMUNITIES IN SCHOOL OF CHESTERFIELD | |||||||
| 1808 COYOTE DRIVE SUITE 100 | CHESTER | VA | 23836 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| COMMUNITY FOUNDATION OF WESTERN NORTH CAROLINA | |||||||
| 4 VANDERBILT PARK DR 300 | ASHEVILLE | NC | 28803 | PC | HURRICANE HELENE EMERGENCY & DISASTER RESPONSE FUND | $25,000 | |
| CRISTO REY RICHMOND | |||||||
| 304 N SHEPPARD ST | RICHMOND | VA | 23221 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| CRISTO REY RICHMOND | |||||||
| 304 N SHEPPARD ST | RICHMOND | VA | 23221 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| DAILY PLANET HEALTH SERVICES | |||||||
| 517 W GRACE STREET | RICHMOND | VA | 23220 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| ELK HILL | |||||||
| 1975 ELK HILL ROAD | GOOCHLAND | VA | 23063 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| FEEDMORE | |||||||
| 1415 RHOADMILLER STREET | RICHMOND | VA | 23220 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| FIRST CHESAPEAKE | |||||||
| 7330 STAPLES MILL ROAD 262 | RICHMOND | VA | 23228 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| FIRST TEE - GREATER RICHMOND | |||||||
| 9211 FOREST HILL AVENUE SUITE 104 | RICHMOND | VA | 23235 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| FOCUSED ULTRASOUND FOUNDATION | |||||||
| 1230 CEDARS CT SUITE 206 | CHARLOTTESVILLE | VA | 22903 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| FRIENDS ASSOCIATION FOR CHILDREN | |||||||
| 1004 SAINT JOHN STREET | RICHMOND | VA | 23220 | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| FRIENDS OF HOLLYWOOD CEMETERY | |||||||
| 412 SOUTH CHERRY STREET | RICHMOND | VA | 23220 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| GOOCHLAND COUNTY VOLUNTEER FIRE RESCUE ASSOCIATION | |||||||
| PO BOX 247 | GOOCHLAND | VA | 23063 | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| GOODWILL OF CENTRAL AND COASTAL VIRGINIA | |||||||
| 6301 MIDLOTHIAN TURNPIKE | RICHMOND | VA | 23225 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| GRASP | |||||||
| 4551 COX ROAD SUITE 115 | GLEN ALLEN | VA | 23060 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| GREATER RICHMOND BAR FOUNDATION | |||||||
| PO BOX 25072 | RICHMOND | VA | 23260 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| GREATER RICHMOND CHAMBER FOUNDATION | |||||||
| 919 EAST MAIN STREET SUITE 1700 | RICHMOND | VA | 23219 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| GREATER RICHMOND FIT4KIDS | |||||||
| PO BOX 1092 | RICHMOND | VA | 23218 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| GREATER RICHMOND SCAN | |||||||
| 103 E GRACE STREET | RICHMOND | VA | 23219 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| GROUNDWORK RVA | |||||||
| 3001 MEADOWBRIDGE RD | RICHMOND | VA | 23222 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| HENRICO CHRISTMAS MOTHER | |||||||
| PO BOX 70338 | HENRICO | VA | 232550338 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| HENRICO COMMUNITY FOOD BANK | |||||||
| 2401 HARTMAN ST BLDG E | RICHMOND | VA | 23233 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| HENRICO EDUCATION FOUNDATION | |||||||
| 8401 PATTERSON AVENUE SUITE 203 | RICHMOND | VA | 23229 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| HIGHER ACHIEVEMENT | |||||||
| 4009 FITZHUGH AVENUE SUITE 200 | RICHMOND | VA | 23230 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| HISTORIC RICHMOND | |||||||
| 4 EAST MAIN STREET SUITE 1C | RICHMOND | VA | 23219 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| HOMEAGAIN | |||||||
| 5 E FRANKLIN ST | RICHMOND | VA | 23220 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| HOMEWARD | |||||||
| 9211 FOREST HILL AVENUE | RICHMOND | VA | 23235 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| HUMANKIND | |||||||
| 150 LINDEN AVENUE | LYNCHBURG | VA | 24503 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| HUNTERS FOR THE HUNGRY | |||||||
| 1108 SEDALIA SCHOOL ROAD ROOM 4 | BIG ISLAND | VA | 24526 | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| J SARGEANT REYNOLDS COMMUNITY COLLEGE EDUCATIONAL FOUNDATION | |||||||
| PO BOX 26924 | RICHMOND | VA | 232616924 | PC | IN SUPPORT OF SPROUT SCHOOL PARTNERSHIP PILOT PROGRAM | $125,000 | |
| JAMES RIVER ASSOCIATION | |||||||
| 211 ROCKETTS WAY SUITE 200 | RICHMOND | VA | 23231 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| JAMESTOWN REDISCOVERY FOUNDATION | |||||||
| 1365 COLONIAL PARKWAY | JAMESTOWN | VA | 23081 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| JFS RICHMOND | |||||||
| 6718 PATTERSON AVENUE | RICHMOND | VA | 23226 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| JOHN MARSHALL CENTER FOR CONSTITUTIONAL HISTORY & CIVICS | |||||||
| PO BOX 7090 | RICHMOND | VA | 23221 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| JUNIOR ACHIEVEMENT OF CENTRAL VIRGINIA | |||||||
| 1801 LIBBIE AVENUE SUITE 203 | RICHMOND | VA | 23226 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| LACKEY CLINIC | |||||||
| 1620 OLD WILLIAMSBURG ROAD | YORKTOWN | VA | 23690 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| LEARNING ALLY | |||||||
| 20 ROSZEL ROAD | PRINCETON | NJ | 08540 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| LIBERATION VETERAN SERVICES | |||||||
| 1201 HULL STREET | RICHMOND | VA | 23224 | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| MAGGIE WALKER COMMUNITY LAND TRUST | |||||||
| 203 N ROBINSON STREET | RICHMOND | VA | 23220 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| MAYMONT FOUNDATION | |||||||
| 1700 HAMPTON STREET | RICHMOND | VA | 23220 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| MCV FOUNDATION | |||||||
| PO BOX 980234 | RICHMOND | VA | 23298 | PC | IN SUPPORT OF THE GOTTWALD INDIGENT CARE FUND | $50,000 | |
| MCV FOUNDATION | |||||||
| PO BOX 980234 | RICHMOND | VA | 23298 | PC | MARGARET N. & JOHN D. GOTTWALD ENDOWMENT FOR MCV NICU | $25,000 | |
| MCV FOUNDATION | |||||||
| PO BOX 980234 | RICHMOND | VA | 23298 | PC | IN SUPPORT OF MEDICAL LEGAL PARTNERSHIP | $20,000 | |
| MEGA MENTORS | |||||||
| 13900 HULL STREET ROAD | MIDLOTHIAN | VA | 23112 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| MENTOR VIRGINIA | |||||||
| 201 HULL ST SUITE B | RICHMOND | VA | 23224 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| NEIGHBORHOOD RESOURCE CENTER | |||||||
| 1519 WILLIAMSBURG ROAD | RICHMOND | VA | 23231 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| NEXTUP RVA | |||||||
| 3409 MOORE STREET | RICHMOND | VA | 23230 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| OAKWOOD ARTS | |||||||
| 2216 EAST BROAD STREET | RICHMOND | VA | 23223 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| PARTNERSHIP FOR THE FUTURE | |||||||
| 4521 HIGHLANDS PARKWAY | GLEN ALLEN | VA | 23060 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| PETER PAUL DEVELOPMENT CENTER | |||||||
| 1708 NORTH 22ND STREET | RICHMOND | VA | 23223 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| PETER PAUL DEVELOPMENT CENTER | |||||||
| 1708 NORTH 22ND STREET | RICHMOND | VA | 23223 | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| PODIUM RVA | |||||||
| 200 S 3RD ST | RICHMOND | VA | 23219 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| POSITIVE VIBE FOUNDATION | |||||||
| 2837 HATHAWAY ROAD SUITE A | RICHMOND | VA | 23225 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| PRESERVATION VIRGINIA | |||||||
| 204 W FRANKLIN STREET | RICHMOND | VA | 23220 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| PROJECT HEALING WATERS | |||||||
| PO BOX 695 | LA PLATA | MD | 20646 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| RAMPS RVA | |||||||
| 1114 WESTBRIAR DRIVE SUITE D | RICHMOND | VA | 23238 | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| REACH OUT AND READ - VIRGINIA | |||||||
| 1201 SYCAMORE SQUARE DR | MIDLOTHIAN | VA | 23113 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| READYKIDS | |||||||
| 1000 EAST HIGH STREET | CHARLOTTESVILLE | VA | 22902 | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| REESTABLISH RICHMOND | |||||||
| 2920 W BROAD ST SUITE 218 | RICHMOND | VA | 23230 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| REWORK RICHMOND | |||||||
| 1719 N 22ND STREET | RICHMOND | VA | 23223 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| RICHMOND CHRISTMAS MOTHER | |||||||
| 300 E FRANKLIN ST | RICHMOND | VA | 23219 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| RICHMOND PUBLIC LIBRARY FOUNDATION | |||||||
| 101 E FRANKLIN STREET | RICHMOND | VA | 23219 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| RISE RICHMOND | |||||||
| PO BOX 23087 | RICHMOND | VA | 23223 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| RIVER ROAD CHURCH BAPTIST | |||||||
| 8000 RIVER ROAD | RICHMOND | VA | 23229 | PC | CHAPEL RENOVATION SUPPORT | $125,000 | |
| ROBINSON THEATER COMMUNITY ARTS CENTER | |||||||
| 2903 Q STREET | RICHMOND | VA | 23223 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| RONALD MCDONALD HOUSE CHARITIES OF RICHMOND | |||||||
| 2330 MONUMENT AVENUE | RICHMOND | VA | 23220 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| SCHOLARS LATINO INITIATIVE | |||||||
| PO BOX 2734 | HARRISONBURG | VA | 22801 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| SCIENCE MUSEUM OF VIRGINIA FOUNDATION | |||||||
| 2500 W BROAD STREET | RICHMOND | VA | 23220 | PC | HELWIG KNOLL - PAYMENT #5 - $250,000 REMAINING | $50,000 | |
| SENIOR CONNECTIONS THE CAPITAL AREA AGENCY ON AGING | |||||||
| 1300 SEMMES AVENUE | RICHMOND | VA | 23224 | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| SHALOM FARMS | |||||||
| 1010 W LABURNUM AVE | RICHMOND | VA | 23227 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| SHELTERING ARMS FOUNDATION | |||||||
| 140 EASTSHORE DRIVE SUITE 200 | GLEN ALLEN | VA | 23059 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| SOAR365 | |||||||
| 3600 SAUNDERS AVE | RICHMOND | VA | 23227 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| SPORTABLE | |||||||
| 1365 OVERBROOK RD SUITE 2 | RICHMOND | VA | 23220 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| ST ANDREWS SCHOOL | |||||||
| 227 SOUTH CHERRY STREET | RICHMOND | VA | 23220 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| ST JAMES CHILDREN'S CENTER | |||||||
| 1205 W FRANKLIN STREET | RICHMOND | VA | 23220 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| SWIMRVA | |||||||
| 5050 RIDGEDALE PARKWAY | RICHMOND | VA | 23234 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| THE DOORWAYS | |||||||
| 612 EAST MARSHALL STREET | RICHMOND | VA | 23219 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| THE EASTERN SHORE VIRGINIA BARRIER ISLANDS CENTER | |||||||
| 7295 YOUNG STREET | MACHIPONGO | VA | 23405 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| THE MCSHIN FOUNDATION | |||||||
| 2300 DUMBARTON RD | RICHMOND | VA | 23228 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| THE PEDESTAL FUND | |||||||
| 2705 HILLCREST ROAD | RICHMOND | VA | 23225 | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| THE READ CENTER | |||||||
| 4915 RADFORD AVE SUITE 204 | RICHMOND | VA | 23230 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| THE RICHMOND BALLET | |||||||
| 407 E CANAL ST | RICHMOND | VA | 23219 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| THE RICHMOND FORUM | |||||||
| 110 SOUTH 15TH STREET SUITE B | RICHMOND | VA | 23219 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| THE RICHMOND SYMPHONY FOUNDATION | |||||||
| 612 E GRACE ST 401 | RICHMOND | VA | 23219 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| THE SACRED HEART CENTER | |||||||
| 1400 PERRY ST | RICHMOND | VA | 23224 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| THE SALVATION ARMY | |||||||
| 2 WEST GRACE STREET | RICHMOND | VA | 23220 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| THE VALENTINE | |||||||
| 1015 E CLAY STREET | RICHMOND | VA | 23219 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| THE VIRGINIA HOME | |||||||
| 1101 HAMPTON ST | RICHMOND | VA | 23220 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| TRINITY EPISCOPAL SCHOOL | |||||||
| 3850 PITTAWAY DRIVE | RICHMOND | VA | 23235 | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| TUCKAHOE VOLUNTEER RESCUE SQUAD | |||||||
| 1101 HORSEPEN ROAD | RICHMOND | VA | 23229 | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| UMFS | |||||||
| 10330 STAPLES MILL RD | GLEN ALLEN | VA | 23060 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| UNITED WAY OF GREATER RICHMOND | |||||||
| 2001 MAYWILL STREET 201 | RICHMOND | VA | 23230 | PC | GENERAL OPERATING SUPPORT | $75,000 | |
| UNIVERSITY OF RICHMOND | |||||||
| 410 WESTHAMPTON WAY | RICHMOND | VA | 23173 | PC | GENERAL OPERATING SUPPORT | $584,000 | |
| UP RVA | |||||||
| 4609 WYTHE AVENUE | RICHMOND | VA | 23226 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| VIRGINIA BEACH VOLUNTEER RESCUE SQUAD | |||||||
| 740 VIRGINIA BEACH BLVD | VIRGINIA BEACH | VA | 23451 | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| VIRGINIA CAPITAL TRAIL FOUNDATION | |||||||
| 200 S 3RD STREET | RICHMOND | VA | 23219 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| VIRGINIA CENTER FOR CREATIVE ARTS | |||||||
| 154 SAN ANGELO DRIVE | AMHERST | VA | 24521 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| VIRGINIA HOME FOR BOYS AND GIRLS | |||||||
| 8716 W BROAD STREET | HENRICO | VA | 23294 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| VIRGINIA LEAGUE OF PLANNED PARENTHOOD | |||||||
| 201 N HAMILTON STREET | RICHMOND | VA | 23221 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| VIRGINIA MUSEUM OF FINE ARTS | |||||||
| 200 N ARTHUR ASHE BOULEVARD | RICHMOND | VA | 23220 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| VIRGINIA MUSEUM OF HISTORY AND CULTURE | |||||||
| 428 N ARTHUR ASHE BOULEVARD | RICHMOND | VA | 23220 | PC | GENERAL OPERATING SUPPORT | $250,000 | |
| VIRGINIA OPERA | |||||||
| DOMINION ARTS CENTER - 600 E GRACE | RICHMOND | VA | 23219 | PC | GENERAL OPERATING SUPPORT | $50,000 | ST |
| VIRGINIA SUPPORTIVE HOUSING | |||||||
| PO BOX 8585 | RICHMOND | VA | 23226 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| VMI FOUNDATION | |||||||
| 304 LETCHER AVE | LEXINGTON | VA | 24450 | PC | GENERAL OPERATING SUPPORT | $1,000,000 | |
| WALKERTON COMMUNITY FIRE ASSOCIATION | |||||||
| 2874 WALKERTON LANDING ROAD | WALKERTON | VA | 23177 | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| YMCA OF GREATER RICHMOND | |||||||
| 2 W FRANKLIN STREET | RICHMOND | VA | 23220 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| YWCA | |||||||
| 6 N 5TH STREET | RICHMOND | VA | 23219 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,635,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,259 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,591,355 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $170,052 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,965,179 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $7,729,845 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,729,845 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| RESIDUAL 20 YEAR CLAT UA FLOYD D GOTTWALKD JR LIVING TRUS | |||||||
| 1 | C/O 330 SOUTH 4TH STREET | RICHMOND | VA | 23219 | $262,218 | Yes (X) | |
| RESIDUAL 10 YEAR CLAT UA FLOYD D GOTTWALKD JR LIVING TRUS | |||||||
| 2 | C/O 330 SOUTH 4TH STREET | RICHMOND | VA | 23219 | $1,538,400 | Yes (X) | |
| RESIDUAL 10 YEAR CLAT UA FLOYD D GOTTWALKD JR LIVING TRUS | |||||||
| 3 | C/O 330 SOUTH 4TH STREET | RICHMOND | VA | 23219 | $6,603,024 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | PUBLICLY TRADED SECURITIES | $1,515,360 | 2024-09-30 |
| 3 | PUBLICLY TRADED SECURITIES | $6,628,303 | 2024-12-26 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,355 | Amt |
| Net Investment Income | $3,178 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,178 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (28 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MASTERCARD INC | $124,969 | $126,241 |
| HONEYWELL INTERN | $120,728 | $123,182 |
| BANK OF AMERICA CORP | $123,308 | $125,068 |
| AMAZON.COM, INC. | $124,779 | $125,789 |
| NIKE, INC. | $230,588 | $227,756 |
| JOHN DEERE | $123,577 | $124,577 |
| MERCK & CO., INC | $209,685 | $209,292 |
| BNY MELLON INVEST VAR | $248,765 | $246,399 |
| EXXON MOBIL CORP | $223,395 | $222,635 |
| THE COCA-COLA CO | $214,075 | $212,872 |
| THE PROGRESSIVE | $297,957 | $293,230 |
| JPMORGAN CHASE & CO | $119,129 | $121,601 |
| CITIGROUP INC | $115,113 | $120,065 |
| PUBLIC STORAGE | $215,720 | $213,801 |
| NVIDIA CORP COM | $212,863 | $212,399 |
| THE HOME DEPOT | $99,646 | $103,345 |
| PEPSICO INC | $209,648 | $207,256 |
| EMERSON ELECTRIC | $234,453 | $231,199 |
| ARCHER DANIELS MI | $444,088 | $431,723 |
| BANK OF AMERICA C VAR | $106,673 | $107,618 |
| CME GROUP INC | $103,696 | $107,645 |
| COLGATE-PALMOLIV | $230,066 | $224,326 |
| WALMART INC. | $248,385 | $241,098 |
| TARGET CORP | $119,920 | $120,880 |
| GOLDMAN SACHS INT VAR | $208,478 | $210,071 |
| ELI LILLY AND CO | $248,998 | $244,654 |
| MASTERCARD INC | $256,486 | $247,853 |
| APPLIED MATERIALS | $263,117 | $249,664 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (78 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOT LABORATORIES | $423,223 | $539,648 |
| ACCENTURE PLC IRELAND CLASS A NEW | $186,166 | $740,166 |
| ADOBE INC | $378,043 | $767,073 |
| ADVACNED MICRO DEVICES INC COM | $449,445 | $439,676 |
| AIR PRODUCTS & CHEMICALS INC | $697,514 | $900,864 |
| ALPHABET INC CL A (GOOGL) | $61,653 | $798,846 |
| AMAZON.COM INC | $696,008 | $1,747,880 |
| ANALOG DEVICES INC COM | $299,041 | $348,647 |
| AON PLC | $354,651 | $569,987 |
| APPLE INC | $275,692 | $1,059,777 |
| BERKSHIRE HATHAWAY INC CL B | $86,104 | $582,918 |
| BROADCOM INC | $100,906 | $894,902 |
| BROOKFIELD ASSET MANAGEMENT VOTING SHS CL A | $523,969 | $1,455,387 |
| COSTCO WHOLESALE CORP | $277,787 | $540,599 |
| DANAHER CORP | $168,651 | $711,605 |
| ELECTRONIC ARTS INC COM | $420,381 | $490,690 |
| EOG RES INC COM | $565,779 | $605,790 |
| HOME DEPOT INC | $163,828 | $357,482 |
| INTERCONTINENTAL EXCHANGE INC COM | $426,147 | $594,848 |
| INTUITIVE SURGICAL INC COM | $270,010 | $324,137 |
| MARKEL CORP | $71,464 | $414,295 |
| MARTIN MARIETTA MATERIALS INC. | $294,012 | $665,252 |
| MASTERCARD INC CL A | $171,177 | $844,618 |
| MICROSOFT CORP | $426,724 | $1,270,401 |
| NVIDIA CORP COM | $593,155 | $1,271,995 |
| NOVO NORDISK | $494,338 | $566,958 |
| PALO ALTO NETWORKS INC COM | $349,354 | $499,662 |
| ROCKWELL AUTOMATION INC COM | $689,381 | $734,480 |
| REPUBLIC SVCS INC COM | $275,137 | $419,863 |
| SERVICENOW INC COM | $449,726 | $866,118 |
| SHERWIN WILLIAMS CO | $326,530 | $688,358 |
| SPOTIFY TECHNOLOGY SA REGISTERED | $401,329 | $544,909 |
| TJX COS INC | $285,204 | $615,044 |
| UBER TECHNOLOGIES INC COM | $555,814 | $482,922 |
| UNION PACIFIC CORP | $176,646 | $405,455 |
| UNITEDHEALTH GROUPINC COM | $839,334 | $975,804 |
| VERTEX PHARMACEUTICALS INC COM | $457,860 | $529,953 |
| VISA INC CL A | $39,415 | $654,835 |
| ALBEMARLE CORP | $24,823,511 | $27,716,038 |
| ALPHABET INC CL A | $169,080 | $757,200 |
| ALTRIA GROUP INC | $191,937 | $403,940 |
| AMERICAN TOWER CORP NEW | $409,014 | $440,184 |
| APPLE INC | $66,618 | $1,114,369 |
| BROOKFIELD ASSET MANAGEMENT INC VOTING SHS CL A | $215,798 | $721,057 |
| CROWN CASTLE INTL CORP | $370,406 | $317,660 |
| DIAGEO PLC NEW SPONSORED ADR (DEO) | $359,842 | $406,816 |
| DOMINION ENERGY INC (D) | $633,657 | $538,600 |
| DUKE ENERGY CORP NEW | $348,523 | $549,474 |
| ENBRIDGE INC | $301,906 | $328,809 |
| FEDEX CORP | $297,201 | $450,128 |
| FIDELITY NATIONAL FINANCIAL INC | $400,602 | $628,768 |
| FIDUS INVT CORP | $250,094 | $262,750 |
| GOLUB CAPITAL BDC INC | $256,661 | $231,948 |
| INTL BUSINESS MACHINES CORP | $370,430 | $549,575 |
| JOHNSON & JOHNSON | $393,843 | $578,480 |
| LAMAR ADVERTISING CL A | $313,033 | $669,570 |
| MARATHON PETROLEUM CORP | $504,240 | $1,269,450 |
| MARKEL CORP | $145,466 | $474,713 |
| MERCK & COMPANY INC NEW | $262,568 | $696,360 |
| MICROSOFT CORP | $122,326 | $1,854,600 |
| MORGAN STANLEY DIRECT LENDING FD COM | $245,597 | $247,920 |
| NESTLE S A | $261,559 | $285,950 |
| NEWMARKET CORP | $15,411 | $34,258,214 |
| PEPSICO INC | $224,192 | $258,502 |
| PHILIP MORRIS INTL INC | $344,132 | $634,245 |
| QUALCOMM INC | $240,454 | $460,860 |
| SAFETY INSURANCE GROUP | $292,635 | $527,360 |
| SHELL PLC | $672,446 | $670,335 |
| SIXTH STR SPECIALTY LENDING INC COM | $155,517 | $159,750 |
| TREDEGAR CORP | $25,196 | $774,013 |
| VERIZON COMMUNICATIONS | $168,542 | $135,966 |
| W P CAREY INC | $390,891 | $442,650 |
| WATSCO INC | $401,164 | $1,303,198 |
| ARES CAPITAL CORP | $213,403 | $237,025 |
| BLUE OWL CAP CORP | $365,114 | $363,878 |
| GOLDMAN SACHS B D C INC | $370,342 | $289,347 |
| SIXTH STREET SPECIALTY L | $204,122 | $206,418 |
| CLIFFWATER CORPORATE LEN | $2,182,725 | $2,155,916 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,799,726 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,820,000 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ISHARES HOLD TR ISHARES NEW | AT COST | $168,164 | $430,287 |
| SJC ONSHORE DIRECT LENDING FUND III, L.P. | AT COST | $1,708,059 | $1,708,059 |
| STYX INTERNATIONAL LTD. INTEREST (PFIC) | AT COST | $29,661 | $13,247 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING DIFFERENCES | Desc |
| Amt | $64,693 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OTHER EXPENSES | $12,989 | $12,989 | $0 | $0 |
| OTHER EXPENSES FROM PASS-THROUGH INVESTMENTS | $13,138 | $13,138 | $0 | $0 |
| GBW SYSTEMS | $5,000 | $5,000 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ORD. BUS. INC. FROM PASS-THROUGH INVESTMENTS | $169,020 | $169,020 |
| OTHER INCOME | $1,032 | $1,032 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| BOOK/TAX ADJUSTMENT IN ALTERNATIVES | $406,054 |
| BOOK/TAX ADJUSTMENT IN DONATED SHARES | $10,090,005 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| DAVENPORT INVESTMENT MGMT FEES | $130,159 | $130,159 | $0 | $0 |
| CONSULTING FEES | $50,809 | $25,405 | $0 | $25,404 |
| WESTHAM PARTNERS - CONSULTING FEES | $28,455 | $14,228 | $0 | $14,227 |
| CS INVESTMENT MGMT FEES | $8,886 | $8,886 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (7 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL EXCISE TAX ESTIMATED TAX PAYMENTS | $112,000 | $0 | $0 | $0 |
| FEDERAL EXCISE TAX EXTENSION TAX PAYMENTS | $35,000 | $0 | $0 | $0 |
| FEDERAL INCOME TAX ESTIMATED TAX PAYMENTS | $12,000 | $0 | $0 | $0 |
| FEDERAL INCOME TAX EXTENSION TAX PAYMENTS | $4,000 | $0 | $0 | $0 |
| FOREIGN TAXES WITHHELD | $7,564 | $7,564 | $0 | $0 |
| TAX PAID WITH PY FEDERAL RETURN | $7,645 | $0 | $0 | $0 |
| VA TAXES PAID | $4,000 | $0 | $0 | $0 |
Comments