OBICI HEALTHCARE FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- OBICI HEALTHCARE FOUNDATION INC (EIN 51-0249728)
- Tax period
- 2020-04-01 to 2021-03-31
- Filed
- 2022-02-15
- IRS object ID
- 202240469349100034
- Schema version
- 2020v4.2
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-02-15T17:01:35-06:00 | ReturnTs |
| Tax Period End | 2021-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 541631262 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEITER STEPHENS HURST GARY & SHREAVES | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4401 DOMINION BLVD | AddressLine1Txt |
| City | GLEN ALLEN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23060 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 510249728 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OBICI HEALTHCARE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OBIC | BusinessNameControlTxt |
| Phone | 7575398810 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 106 W FINNEY AVENUE | AddressLine1Txt |
| City | SUFFOLK | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23434 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTINE MORRIS | PersonNm |
| Person Title | INTERIM CEO | PersonTitleTxt |
| Phone | 7575398810 | PhoneNum |
| Signature | 2022-02-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHRISTINE | PersonFirstNm |
| Person Last | MORRIS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | VIRGINIA R BELCHER | PreparerPersonNm |
| PTIN | P00421964 | PTIN |
| Phone | 8047470000 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $143,629,670 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $31,828 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $168,806 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $168,806 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,598,149 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,569,071 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,598,418 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $516 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,592,316 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $4,799,299 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,359,540 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $309,056 | 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 | $309,056 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $388,215 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $383,214 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $170,955 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $171,394 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $587,825 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $587,825 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $44,041 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $570,227 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $79,272 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $73,674 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $68,280 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $348,139 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $348,430 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,571,404 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $587,825 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,280,374 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,761,596 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,558,852 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,333,000 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $587,825 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,839,226 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$533,701 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,771,715 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $165,727 | CashBOYAmt |
| Cash EOY | $159,352 | CashEOYAmt |
| Cash EOYFMV | $159,352 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,662,636 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,599,266 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,599,266 | SavAndTempCashInvstEOYFMVAmt |
| Grants Receivable EOY | $14,298 | GrantsReceivableEOYAmt |
| Grants Receivable EOYFMV | $14,298 | GrantsReceivableEOYFMVAmt |
| Prepaid Expenses BOY | $21,850 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $29,003 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $29,003 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $10,438,251 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,024,054 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,024,054 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $90,115,660 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $125,729,135 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $125,729,135 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,418,437 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,085,381 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,408,282 | LandBOYAmt |
| Land EOY | $1,333,056 | LandEOYAmt |
| Land EOYFMV | $1,333,056 | LandEOYFMVAmt |
| Other Assets BOY | $686,265 | OtherAssetsBOYAmt |
| Other Assets EOY | $741,506 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $741,506 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $105,498,671 | TotalAssetsBOYAmt |
| Total Assets EOY | $143,629,670 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $143,629,670 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $99,322 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $86,996 | AccountsPayableEOYAmt |
| Grants Payable BOY | $4,133,426 | GrantsPayableBOYAmt |
| Grants Payable EOY | $2,345,029 | GrantsPayableEOYAmt |
| Mortgages And Notes Payable BOY | $1,120,314 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $1,030,006 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $273,424 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $707,910 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $5,626,486 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,169,941 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $99,872,185 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $139,459,729 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $99,872,185 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $139,459,729 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $105,498,671 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $143,629,670 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $99,872,185 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$533,701 | ExcessRevenueOverExpensesAmt |
| Other Increases | $40,121,245 | OtherIncreasesAmt |
| Subtotal | $139,459,729 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $139,459,729 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|
| NET GAINS/LOSSES FROM SALES OF SECURITIES | P | 2021-03-30 | $1,970,653 | -$1,970,653 | -$1,970,653 | |
| NET GAINS/LOSSES FROM SALES OF OTHER ASSETS | P | 2021-03-30 | $0 | $0 | ||
| FOREIGN CORPORATION REDEMPTIONS | P | 2021-03-30 | $6,569,071 | $6,569,071 | $6,569,071 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,598,418 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $4,598,418 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $94,127 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $94,127 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $94,127 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $153,327 | 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 | $203,327 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $109,200 | OverpaymentAmt |
| Applied To ES Tax | $109,200 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | HTTP://WWW.OBICIHCF.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7575398810 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 106 W FINNEY AVENUE | AddressLine1Txt |
| City | SUFFOLK | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23434 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (13 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| R SCOTT CARR | ||||||||
| 106 W FINNEY AVENUE | SUFFOLK | VA | 23434 | CHAIRMAN | 1.00 | $0 | $0 | $0 |
| LYNNE RABIL | ||||||||
| 106 W FINNEY AVENUE | SUFFOLK | VA | 23434 | BOARD OF DIRECTORS | 1.00 | $0 | $0 | $0 |
| THOMAS WOODWARD III | ||||||||
| 106 W FINNEY AVENUE | SUFFOLK | VA | 23434 | VICE-CHAIRMAN | 1.00 | $0 | $0 | $0 |
| ROBERT C BARCLAY IV | ||||||||
| 106 W FINNEY AVENUE | SUFFOLK | VA | 23434 | BOARD OF DIRECTORS | 1.00 | $0 | $0 | $0 |
| WAYNE SCOTT | ||||||||
| 106 W FINNEY AVENUE | SUFFOLK | VA | 23434 | BOARD OF DIRECTORS | 1.00 | $0 | $0 | $0 |
| PAT EDWARDS | ||||||||
| 106 W FINNEY AVENUE | SUFFOLK | VA | 23434 | BOARD OF DIRECTORS | 1.00 | $0 | $0 | $0 |
| MIKE PONDER | ||||||||
| 106 W FINNEY AVENUE | SUFFOLK | VA | 23434 | BOARD OF DIRECTORS | 1.00 | $0 | $0 | $0 |
| RALPH HOWELL JR | ||||||||
| 106 W FINNEY AVENUE | SUFFOLK | VA | 23434 | TREASURER | 1.00 | $0 | $0 | $0 |
| BILL PEAK | ||||||||
| 106 W FINNEY AVENUE | SUFFOLK | VA | 23434 | BOARD OF DIRECTORS | 1.00 | $0 | $0 | $0 |
| MELISSA ROLLINS | ||||||||
| 106 W FINNEY AVENUE | SUFFOLK | VA | 23434 | BOARD OF DIRECTORS | 1.00 | $0 | $0 | $0 |
| JANICE WHITE | ||||||||
| 106 W FINNEY AVENUE | SUFFOLK | VA | 23434 | BOARD OF DIRECTORS | 1.00 | $0 | $0 | $0 |
| ANNETTE C BEUCHLER | ||||||||
| 106 W FINNEY AVENUE | SUFFOLK | VA | 23434 | PRESIDENT & CEO / BOARD SECRETARY | 40.00 | $222,789 | $26,156 | $0 |
| VICTORIA MASTON | ||||||||
| 106 W FINNEY AVENUE | SUFFOLK | VA | 23434 | DIRECTOR OF ADMINISTRATION | 40.00 | $86,267 | $12,629 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| SARAH TAYLOR | ||||||||
| 106 W FINNEY AVENUE | SUFFOLK | VA | 23434 | PROGRAM OFFICER | 40.00 | $83,430 | $12,346 | $0 |
| JESSICA MULLEN | ||||||||
| 106 W FINNEY AVENUE | SUFFOLK | VA | 23434 | PROGRAM OFFICER | 40.00 | $81,900 | $13,538 | $0 |
| FIONA CHARLES | ||||||||
| 106 W FINNEY AVENUE | SUFFOLK | VA | 23434 | PROGRAM OFFICER | 40.00 | $78,023 | $12,398 | $0 |
| ANNA ROBERTS | ||||||||
| 106 W FINNEY AVENUE | SUFFOLK | VA | 23434 | EXECUTIVE ASSISTANT | 40.00 | $57,096 | $17,330 | $0 |
| DIANE NELMS | ||||||||
| 106 W FINNEY AVENUE | SUFFOLK | VA | 23434 | COMMUNICATIONS MANAG | 40.00 | $46,084 | $10,740 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 1 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CORNERSTONE PARTNERS LLC | |||||
| 675 PETER JEFFERSON PKWY STE 160 | CHARLOTTESVILLE | VA | 22911 | INVESTMENT MANAGEMENT | $503,468 |
| THE NORTHERN TRUST COMPANY | |||||
| 50 S LASALLE ST | CHICAGO | IL | 60675 | INVESTMENT CUSTODIAN | $91,778 |
| THE CURTIS GROUP | |||||
| 2512 SHEPHERDS LANE | VIRGINIA BEACH | VA | 23454 | CAPACITY BUILDING SUPPORT | $69,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $118,444,161 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,055,559 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $682,240 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $125,181,960 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $125,181,960 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,877,729 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $123,304,231 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,165,212 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,165,212 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $94,127 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $94,127 | TotalTaxAmt |
| Distributable Before Adj | $6,071,085 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $8,859 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,079,944 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,079,944 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,839,226 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,839,226 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $5,839,226 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,079,944 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $5,773,606 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,839,226 | QualifyingDistributionsAmt |
| Applied To Year1 | $5,773,606 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $65,620 | 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 | $6,014,324 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GRANTS MANAGER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 106 W FINNEY AVENUE | AddressLine1Txt |
| City | SUFFOLK | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23434 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7575398810 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS MUST BE SUBMITTED THROUGH THE FOUNDATION'S GRANT PORTAL ACCESSED THROUGH THE OBICI HEALTHCARE FOUNDATION WEBSITE: HTTPS://OBICIHCF.ORG/HOW-TO-APPLY/ THE FOLLOWING MATERIALS MUST ACCOMPANY THE PRIORITY GRANT APPLICATION: 1. IRS DETERMINATION LETTER OR A WRITTEN DOCUMENT CERTIFYING TAX EXEMPT STATUS 2. PROPOSAL COVER SHEET 3. PROJECT NARRATIVE 4. BUDGET WORKSHEET AND BUDGET NARRATIVE 5. CURRENT AUDITED FINANCIAL STATEMENTS OR 990 6. ANY OTHER SUPPLEMENTAL MATERIAL DETAILED IN THE RFP | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | PRIORITY GRANTS - DEADLINES VARY BY RFP COMMUNITY ENGAGEMENT GRANTS - NO DEADLINE | SubmissionDeadlinesTxt |
| Restrictions On Awards | 1. LOBBYING OR POLITICAL PROGRAMS OR EVENTS 2. ACTIVITIES THAT EXCLUSIVELY BENEFIT THE MEMBERS OF SECTARIAN OR RELIGIOUS ORGANIZATIONS 3. ORGANIZATIONS THAT DISCRIMINATE BY RACE, COLOR, CREED, GENDER OR NATIONAL ORIGIN 4. BIOMEDICAL, CLINICAL OR EDUCATIONAL RESEARCH 5. INDIVIDUAL SCHOLARSHIPS 6. DIRECT SUPPORT TO ENDOWMENTS 7. FUNDING THAT SUPPLANTS EXISTING SOURCES OF SUPPORT 8. INDIVIDUALS, INCLUDING PATIENT ASSISTANCE FUNDS 9. PROJECTS OUTSIDE OF THE FOUNDATION'S SERVICE AREA 10. MEETINGS AND CONFERENCES, UNLESS THEY ARE ESSENTIAL TO A LARGER PROJECT 11. DIRECT FUNDING FOR MEDICAL OR SOCIAL SERVICES THAT ARE ALREADY FUNDED THROUGH EXISTING THIRD-PARTY REIMBURSEMENT SOURCES 12. ORGANIZATIONS THAT DO NOT HAVE 501(C)(3) STATUS OR ARE NOT A PUBLIC ENTITY 13. PROJECTS NOT RELATED TO THE FOUNDATION'S MISSION STATEMENT | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (108 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| FOODBANK OF SOUTHEASTERN VIRGINIA | ||||||||
| 800 TIDEWATER DRIVE | NORFOLK | VA | 23504 | NONE | PC | HEALTHY BEHAVIORS | $100,000 | |
| FORKIDS INC | ||||||||
| 1001 POINDEXTER STREET | CHESAPEAKE | VA | 233242444 | NONE | PC | STRENGTHENING THE SAFETY NET | $16,000 | |
| FORKIDS INC | ||||||||
| 1001 POINDEXTER STREET | CHESAPEAKE | VA | 233242444 | NONE | PC | STRENGTHENING THE SAFETY NET | $24,000 | |
| HORIZON HEALTH SERVICES INC | ||||||||
| 8314 MAIN STREET PO BOX 210 | IVOR | VA | 23866 | NONE | PC | STRENGTHENING THE SAFETY NET | $102,000 | |
| HORIZON HEALTH SERVICES INC | ||||||||
| 8314 MAIN STREET PO BOX 210 | IVOR | VA | 23866 | NONE | PC | STRENGTHENING THE SAFETY NET | $68,000 | |
| THE UP CENTER | ||||||||
| 150 BOUSH STREET SUITE 500 | NORFOLK | VA | 23510 | NONE | PC | STRENGTHENING THE SAFETY NET | $77,683 | |
| THE UP CENTER | ||||||||
| 150 BOUSH STREET SUITE 500 | NORFOLK | VA | 23510 | NONE | PC | STRENGTHENING THE SAFETY NET | $51,788 | |
| WESTERN TIDEWATER COMMUNITY SERVICES BOARD | ||||||||
| 7025 HARBOUR VIEW BLVD SUITE 119 | SUFFOLK | VA | 23435 | NONE | PC | STRENGTHENING THE SAFETY NET | $127,414 | |
| WESTERN TIDEWATER COMMUNITY SERVICES BOARD | ||||||||
| 7025 HARBOUR VIEW BLVD SUITE 119 | SUFFOLK | VA | 23435 | NONE | PC | STRENGTHENING THE SAFETY NET | $84,942 | |
| WESTERN TIDEWATER FREE CLINIC | ||||||||
| 2019 MEADE PARKWAY | SUFFOLK | VA | 23434 | NONE | PC | STRENGTHENING THE SAFETY NET | $288,000 | |
| WESTERN TIDEWATER FREE CLINIC | ||||||||
| 2019 MEADE PARKWAY | SUFFOLK | VA | 23434 | NONE | PC | STRENGTHENING THE SAFETY NET | $192,000 | |
| RX DRUG ACCESS PARTNERSHIP | ||||||||
| 1500 FOREST AVE SUITE 200 | RICHMOND | VA | 23229 | NONE | PC | STRENGTHENING THE SAFETY NET | $12,000 | |
| RX DRUG ACCESS PARTNERSHIP | ||||||||
| 1500 FOREST AVE SUITE 200 | RICHMOND | VA | 23229 | NONE | PC | STRENGTHENING THE SAFETY NET | $8,000 | |
| VIRGINIA LEGAL AID SOCIETY INC | ||||||||
| PO BOX 6200 | LYNCHBURG | VA | 24505 | NONE | PC | STRENGTHENING THE SAFETY NET | $73,200 | |
| VIRGINIA LEGAL AID SOCIETY INC | ||||||||
| PO BOX 6200 | LYNCHBURG | VA | 24505 | NONE | PC | STRENGTHENING THE SAFETY NET | $109,800 | |
| GIRLS ON THE RUN OF SOUTH HAMPTON ROADS | ||||||||
| 5817 WESLEYAN DRIVE | VIRGINIA BEACH | VA | 23455 | NONE | PC | HEALTHY BEHAVIORS | $100,000 | |
| EASTERN VIRGINIA MEDICAL SCHOOL | ||||||||
| PO BOX 1980 | NORFOLK | VA | 23501 | NONE | PC | STRENGTHENING THE SAFETY NET | $84,640 | |
| WESTERN TIDEWATER HEALTH DISTRICT | ||||||||
| 135 HALL AVENUE | SUFFOLK | VA | 23434 | NONE | PC | MATERNAL CHILD HEALTH | $119,333 | |
| THE CHILDREN'S CENTER | ||||||||
| 700 CAMPBELL AVE | FRANKLIN | VA | 23851 | NONE | PC | MATERNAL CHILD HEALTH | $99,597 | |
| PAUL D CAMP COMMUNITY COLLEGE FOUNDATION | ||||||||
| 100 NORTH COLLEGE DRIVE | FRANKLIN | VA | 23851 | NONE | PC | HEALTHY BEHAVIORS | $50,000 | |
| SUFFOLK PUBLIC SCHOOLS | ||||||||
| 100 NORTH MAIN STREET PO BOX 1549 | SUFFOLK | VA | 23434 | NONE | PC | HEALTHY BEHAVIORS | $100,000 | |
| YMCA OF SOUTH HAMPTON ROADS | ||||||||
| 2769 GODWIN BLVD | SUFFOLK | VA | 23434 | NONE | PC | HEALTHY BEHAVIORS | $100,000 | |
| THE GENIEVE SHELTER | ||||||||
| 2480 PRUDEN STREET SUITE A | SUFFOLK | VA | 23434 | NONE | PC | STRENGTHENING THE SAFETY NET | $30,000 | |
| THE GENIEVE SHELTER | ||||||||
| 2480 PRUDEN STREET SUITE A | SUFFOLK | VA | 23434 | NONE | PC | STRENGTHENING THE SAFETY NET | $20,000 | |
| UNIVERSITY OF VIRGINIA | ||||||||
| PO BOX 800784 | CHARLOTTESVILLE | VA | 22904 | NONE | PC | EARLY CHILDHOOD EDUCATION | $210,000 | |
| UNIVERSITY OF VIRGINIA | ||||||||
| PO BOX 800784 | CHARLOTTESVILLE | VA | 22904 | NONE | PC | EARLY CHILDHOOD EDUCATION | $140,000 | |
| CITY OF SUFFOLK (DSS) | ||||||||
| 442 WASHINGTON STREET | SUFFOLK | VA | 23434 | NONE | PC | COVID-19 RESPONSE FUND | $100,000 | |
| CITY OF SUFFOLK (EDA) | ||||||||
| 442 WASHINGTON STREET | SUFFOLK | VA | 23434 | NONE | PC | COVID-19 RESPONSE FUND | $200,000 | |
| FRANKLIN SOUTHAMPTON ECONOMIC DEVELOPMENT INC | ||||||||
| 601 N MECHANIC STREET SUITE 300 | FRANKLIN | VA | 23851 | NONE | PC | COVID-19 RESPONSE FUND | $135,000 | |
| GATES COUNTY | ||||||||
| PO BOX 148 | GATESVILLE | NC | 27938 | NONE | PC | COVID-19 RESPONSE FUND | $20,000 | |
| SURRY COUNTY | ||||||||
| 45 SCHOOL STREET | SURRY | VA | 23883 | NONE | PC | COVID-19 RESPONSE FUND | $45,000 | |
| BON SECOURS MERCY HEALTH FOUNDATION | ||||||||
| 150 KINGSLEY LANE | NORFOLK | VA | 23505 | NONE | PC | COVID-19 RESPONSE FUND | $98,400 | |
| FORKIDS INC | ||||||||
| 1001 POINDEXTER STREET | CHESAPEAKE | VA | 233242444 | NONE | PC | COVID-19 RESPONSE FUND | $62,020 | |
| THE GENIEVE SHELTER | ||||||||
| 2480 PRUDEN STREET SUITE A | SUFFOLK | VA | 23434 | NONE | PC | COVID-19 RESPONSE FUND | $53,660 | |
| WESTERN TIDEWATER HEALTH DISTRICT | ||||||||
| 135 HALL AVENUE | SUFFOLK | VA | 23434 | NONE | PC | COVID-19 RESPONSE FUND | $91,274 | |
| GATES COUNTY PUBLIC SCHOOLS | ||||||||
| 205 MAIN STREET | GATESVILLE | NC | 27938 | NONE | PC | COVID-19 RESPONSE FUND | $53,530 | |
| ISLE OF WIGHT COUNTY SCHOOLS | ||||||||
| 820 W MAIN ST | SMITHFIELD | VA | 23430 | NONE | PC | COVID-19 RESPONSE FUND | $39,000 | |
| PAUL D CAMP COMMUNITY COLLEGE FOUNDATION | ||||||||
| 100 NORTH COLLEGE DRIVE | FRANKLIN | VA | 23851 | NONE | PC | COVID-19 RESPONSE FUND | $40,070 | |
| SMART BEGINNINGS WESTERN TIDEWATER | ||||||||
| 601 NORTH MECHANIC STREET SUITE 301 | FRANKLIN | VA | 23851 | NONE | PC | COVID-19 RESPONSE FUND | $7,000 | |
| SOUTHAMPTON COUNTY PUBLIC SCHOOLS | ||||||||
| 21308 PLANK ROAD | COURTLAND | VA | 23837 | NONE | PC | COVID-19 RESPONSE FUND | $50,000 | |
| SUFFOLK PUBLIC SCHOOLS | ||||||||
| 100 NORTH MAIN STREET PO BOX 1549 | SUFFOLK | VA | 23434 | NONE | PC | COVID-19 RESPONSE FUND | $50,000 | |
| SURRY COUNTY PUBLIC SCHOOLS | ||||||||
| PO BOX 317 | SURRY COUNTY | VA | 23883 | NONE | PC | COVID-19 RESPONSE FUND | $83,353 | |
| THE CHILDREN'S CENTER | ||||||||
| 700 CAMPBELL AVE | FRANKLIN | VA | 23851 | NONE | PC | COVID-19 RESPONSE FUND | $49,851 | |
| ISLE OF WIGHT CHRISTIAN OUTREACH PROGRAM | ||||||||
| 402 GRACE STREET | SMITHFIELD | VA | 23430 | NONE | PC | COVID-19 RESPONSE FUND | $37,832 | |
| NURSING CAP INC | ||||||||
| PO BOX 5593 | SUFFOLK | VA | 23435 | NONE | PC | COVID-19 RESPONSE FUND | $17,200 | |
| SUFFOLK CHRISTIAN FELLOWSHIP CENTER | ||||||||
| 211 E WASHINGTON ST | SUFFOLK | VA | 23434 | NONE | PC | COVID-19 RESPONSE FUND | $13,469 | |
| FRANKLIN CITY PUBLIC SCHOOLS | ||||||||
| 207 W SECOND AVENUE | FRANKLIN | VA | 23851 | NONE | PC | HEALTHY BEHAVIORS | $50,000 | |
| SURRY COUNTY | ||||||||
| 45 SCHOOL STREET | SURRY | VA | 23883 | NONE | PC | HEALTHY BEHAVIORS | $100,000 | |
| FRANKLIN CITY PUBLIC SCHOOLS | ||||||||
| 207 W SECOND AVENUE | FRANKLIN | VA | 23851 | NONE | PC | EARLY CHILDHOOD EDUCATION | $14,069 | |
| ISLE OF WIGHT COUNTY SCHOOLS | ||||||||
| 820 W MAIN ST | SMITHFIELD | VA | 23430 | NONE | PC | EARLY CHILDHOOD EDUCATION | $15,798 | |
| SOUTHAMPTON COUNTY PUBLIC SCHOOLS | ||||||||
| 21308 PLANK ROAD | COURTLAND | VA | 23837 | NONE | PC | EARLY CHILDHOOD EDUCATION | $14,794 | |
| SUFFOLK PUBLIC SCHOOLS | ||||||||
| 100 NORTH MAIN STREET PO BOX 1549 | SUFFOLK | VA | 23434 | NONE | PC | EARLY CHILDHOOD EDUCATION | $44,432 | |
| SURRY COUNTY PUBLIC SCHOOLS | ||||||||
| PO BOX 317 | SURRY COUNTY | VA | 23883 | NONE | PC | EARLY CHILDHOOD EDUCATION | $12,536 | |
| THE CHILDREN'S CENTER | ||||||||
| 700 CAMPBELL AVE | FRANKLIN | VA | 23851 | NONE | PC | EARLY CHILDHOOD EDUCATION | $13,550 | |
| CITY OF FRANKLIN (DSS) | ||||||||
| 207 W SECOND AVE | FRANKLIN | VA | 23851 | NONE | PC | COVID-19 RESPONSE FUND | $35,000 | |
| ISLE OF WIGHT COUNTY VIRGINIA | ||||||||
| 17146 MONUMENT CIRCLE | ISLE OF WIGHT | VA | 23397 | NONE | PC | COVID-19 RESPONSE FUND | $135,000 | |
| ISLE OF WIGHT COUNTY DEPARTMENT OF SOCIAL SERVICES | ||||||||
| 17100 MONUMENT CIRCLE SUITE A | ISLE OF WIGHT | VA | 23397 | NONE | PC | COVID-19 RESPONSE FUND | $10,000 | |
| SURRY COUNTY DEPARTMENT OF SOCIAL SERVICES | ||||||||
| 45 SCHOOL STREET | SURRY | VA | 23883 | NONE | PC | COVID-19 RESPONSE FUND | $10,000 | |
| SUSSEX COUNTY | ||||||||
| 15080 COURTHOUSE RD | SUSSEX | VA | 23884 | NONE | PC | COVID-19 RESPONSE FUND | $6,275 | |
| SENIOR SERVICES OF SOUTHEASTERN VIRGINIA | ||||||||
| 6350 CENTER DRIVE BLDG 5 SUITE 101 | NORFOLK | VA | 23502 | NONE | PC | COVID-19 RESPONSE FUND | $15,000 | |
| STOP INC | ||||||||
| 5700 THURSTON AVENUE STE 101 | VIRGINIA BEACH | VA | 23455 | NONE | PC | COVID-19 RESPONSE FUND | $35,000 | |
| SURRY COUNTY DEPARTMENT OF SOCIAL SERVICES | ||||||||
| 45 SCHOOL STREET | SURRY | VA | 23883 | NONE | PC | COVID-19 RESPONSE FUND | $2,000 | |
| THE PLANNING COUNCIL | ||||||||
| 5365 ROBIN HOOD ROAD SUITE 700 | NORFOLK | VA | 23513 | NONE | PC | COVID-19 RESPONSE FUND | $19,443 | |
| VIRGINIA LEGAL AID SOCIETY INC | ||||||||
| PO BOX 6200 | LYNCHBURG | VA | 24505 | NONE | PC | COVID-19 RESPONSE FUND | $50,000 | |
| WESTERN TIDEWATER COMMUNITY SERVICES BOARD | ||||||||
| 7025 HARBOUR VIEW BLVD SUITE 119 | SUFFOLK | VA | 23435 | NONE | PC | COVID-19 RESPONSE FUND | $25,000 | |
| BOYS AND GIRLS CLUBS OF SOUTHEAST VIRGINIA | ||||||||
| 1300 DIAMOND SPRINGS ROAD SUITE 300 | VIRGINIA BEACH | VA | 23455 | NONE | PC | COVID-19 RESPONSE FUND | $14,235 | |
| CITY OF FRANKLIN (PARKS & RECREATION) | ||||||||
| 207 W SECOND AVE | FRANKLIN | VA | 23851 | NONE | PC | COVID-19 RESPONSE FUND | $10,350 | |
| COVER 3 FOOTBALL DBA COVER 3 FOUNDATION | ||||||||
| 125 S COLLEGE DRIVE | FRANKLIN | VA | 23851 | NONE | PC | COVID-19 RESPONSE FUND | $25,000 | |
| FORKIDS INC | ||||||||
| 1001 POINDEXTER STREET | CHESAPEAKE | VA | 233242444 | NONE | PC | COVID-19 RESPONSE FUND | $15,000 | |
| FRANKLIN CITY PUBLIC SCHOOLS | ||||||||
| 207 W SECOND AVENUE | FRANKLIN | VA | 23851 | NONE | PC | COVID-19 RESPONSE FUND | $16,000 | |
| GIRLS ON THE RUN OF SOUTH HAMPTON ROADS | ||||||||
| 5817 WESLEYAN DRIVE | VIRGINIA BEACH | VA | 23455 | NONE | PC | COVID-19 RESPONSE FUND | $7,200 | |
| YMCA OF THE VIRGINIA PENINSULAS | ||||||||
| 41 OLD OYSTER POINT ROAD SUITE C | NEWPORT NEWS | VA | 23602 | NONE | PC | COVID-19 RESPONSE FUND | $8,200 | |
| CITY OF SUFFOLK (PUBLIC LIBRARY) | ||||||||
| 442 WASHINGTON STREET | SUFFOLK | VA | 23434 | NONE | PC | COVID-19 RESPONSE FUND | $31,250 | |
| SUFFOLK CENTER FOR CULTURAL ARTS | ||||||||
| 110 W FINNEY AVENUE | SUFFOLK | VA | 23434 | NONE | PC | COVID-19 RESPONSE FUND | $19,647 | |
| SUFFOLK HUMANE SOCIETY | ||||||||
| 412 KINGS FORK ROAD | SUFFOLK | VA | 23434 | NONE | PC | COVID-19 RESPONSE FUND | $2,500 | |
| WALK IN IT INC | ||||||||
| PO BOX 1447 | SUFFOLK | VA | 23439 | NONE | PC | COVID-19 RESPONSE FUND | $8,000 | |
| CITY OF SUFFOLK | ||||||||
| 442 WASHINGTON STREET | SUFFOLK | VA | 23434 | NONE | PC | HEALTHY BEHAVIORS | $50,000 | |
| EASTERN VIRGINIA MEDICAL SCHOOL | ||||||||
| PO BOX 1980 | NORFOLK | VA | 23501 | NONE | PC | STRENGTHENING THE SAFETY NET | $8,517 | |
| AMERICAN DIABETES ASSOCIATION | ||||||||
| 237 HANBURY ROAD EAST SUITE 17 108 | CHESAPEAKE | VA | 23322 | NONE | PC | COMMUNITY ENGAGEMENT GRANT | $5,000 | |
| SUFFOLK CENTER FOR CULTURAL ARTS | ||||||||
| 110 W FINNEY AVENUE | SUFFOLK | VA | 23434 | NONE | PC | COMMUNITY ENGAGEMENT GRANT | $1,500 | |
| ARMED SERVICES YMCA OF HAMPTON ROADS | ||||||||
| 1465 LAKESIDE ROAD | VIRGINIA BEACH | VA | 23455 | NONE | PC | COMMUNITY ENGAGEMENT GRANT | $5,000 | |
| MARCH OF DIMES INC | ||||||||
| 2800 ALBANY COURT | VIRGINIA BEACH | VA | 23456 | NONE | PC | COMMUNITY ENGAGEMENT GRANT | $2,000 | |
| WESTERN TIDEWATER TENNIS ASSOCIATION | ||||||||
| 136 WYNNWOOD DRIVE | FRANKLIN | VA | 23851 | NONE | PC | COMMUNITY ENGAGEMENT GRANT | $2,500 | |
| PENINSULA COMMUNITY FOUNDATION OF VIRGINIA | ||||||||
| ONE ENTERPRISE PARKWAY SUITE 130 | HAMPTON | VA | 23666 | NONE | PC | COMMUNITY ENGAGEMENT GRANT | $1,500 | |
| AMERICAN NATIONAL RED CROSS | ||||||||
| 611 W BRAMBLETON AVENUE | NORFOLK | VA | 23510 | NONE | PC | COMMUNITY ENGAGEMENT GRANT | $3,000 | |
| FOOD BANK OF THE ALBEMARLE | ||||||||
| PO BOX 1704 | ELIZABETH CITY | NC | 27906 | NONE | PC | COMMUNITY ENGAGEMENT GRANT | $5,000 | |
| COURTLAND COMMUNITY CENTER | ||||||||
| POST OFFICE BOX 143 | COURTLAND | VA | 23837 | NONE | PC | COMMUNITY ENGAGEMENT GRANT | $2,500 | |
| COALITION AGAINST POVERTY IN SUFFOLK (CAPS) | ||||||||
| PO BOX 1117 | SUFFOLK | VA | 23439 | NONE | PC | COMMUNITY ENGAGEMENT GRANT | $5,000 | |
| GATES EMERGENCY MINISTRIES | ||||||||
| P O BOX 712 | GATESVILLE | NC | 27938 | NONE | PC | COMMUNITY ENGAGEMENT GRANT | $5,000 | |
| CITY OF FRANKLIN | ||||||||
| 207 W SECOND AVE | FRANKLIN | VA | 23851 | NONE | PC | COMMUNITY ENGAGEMENT GRANT | $5,000 | |
| FOODBANK OF SOUTHEASTERN VIRGINIA | ||||||||
| 800 TIDEWATER DRIVE | NORFOLK | VA | 23504 | NONE | PC | COMMUNITY ENGAGEMENT GRANT | $2,500 | |
| GIRLS ON THE RUN OF SOUTH HAMPTON ROADS | ||||||||
| 5817 WESLEYAN DRIVE | VIRGINIA BEACH | VA | 23455 | NONE | PC | COMMUNITY ENGAGEMENT GRANT | $5,000 | |
| ISLE OF WIGHT COUNTY VIRGINIA | ||||||||
| 17146 MONUMENT CIRCLE | ISLE OF WIGHT | VA | 23397 | NONE | PC | COMMUNITY ENGAGEMENT GRANT | $3,000 | |
| SMART BEGINNINGS WESTERN TIDEWATER | ||||||||
| 601 NORTH MECHANIC STREET SUITE 301 | FRANKLIN | VA | 23851 | NONE | PC | COMMUNITY ENGAGEMENT GRANT | $5,000 | |
| THE DOORWAYS FORMERLY HOSPITALITY HOUSE OF RICHMOND INC | ||||||||
| 612 E MARSHALL STREET | RICHMOND | VA | 23219 | NONE | PC | COMMUNITY ENGAGEMENT GRANT | $2,500 | |
| MOSAIC STEEL ORCHESTRA | ||||||||
| PO BOX 6333 | NORFOLK | VA | 23508 | NONE | PC | COMMUNITY ENGAGEMENT GRANT | $2,500 | |
| SMART BEGINNINGS SOUTHEAST | ||||||||
| 209 E CAWSON STREET | HOPEWELL | VA | 23860 | NONE | PC | COMMUNITY ENGAGEMENT GRANT | $5,000 | |
| SUFFOLK ART LEAGUE | ||||||||
| PO BOX 1086 | SUFFOLK | VA | 23439 | NONE | PC | COMMUNITY ENGAGEMENT GRANT | $2,000 | |
| VIRGINIA SUPPORTIVE HOUSING | ||||||||
| PO BOX 8585 | RICHMOND | VA | 23226 | NONE | PC | COMMUNITY ENGAGEMENT GRANT | $2,500 | |
| STRAIGHTEN UP AND FLY RIGHT INC | ||||||||
| PO BOX 413 | SUFFOLK | VA | 23439 | NONE | PC | COMMUNITY ENGAGEMENT GRANT | $3,000 | |
| THE SUFFOLK FOUNDATION | ||||||||
| 110 W FINNEY AVE | SUFFOLK | VA | 23434 | NONE | PC | COMMUNITY ENGAGEMENT GRANT | $5,000 | |
| AMERICAN CANCER SOCIETY | ||||||||
| 477 VIKING DRIVE SUITE 130 | VIRGINIA BEACH | VA | 23452 | NONE | PC | COMMUNITY ENGAGEMENT GRANT | $2,500 | |
| COMMUNITIES IN SCHOOLS OF HAMPTON ROADS | ||||||||
| PO BOX 1668 | NORFOLK | VA | 23501 | NONE | PC | COMMUNITY ENGAGEMENT GRANT | $5,000 | |
| THE LINKS FOUNDATION INC | ||||||||
| 1200 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20005 | NONE | PC | COMMUNITY ENGAGEMENT GRANT | $500 | |
| SUFFOLK CHEER FUND | ||||||||
| 2000 HILLPOINT BOULEVARD NORTH | SUFFOLK | VA | 23434 | NONE | PC | COMMUNITY ENGAGEMENT GRANT | $2,500 | SUITE 200 |
| SUFFOLK EDUCATION FOUNDATION | ||||||||
| PO BOX 394 | SUFFOLK | VA | 23439 | NONE | PC | COMMUNITY ENGAGEMENT GRANT | $3,000 | |
| OPERATION WARM | ||||||||
| 50 APPLIED BANK BLVD SUITE 204 | GLEN MILLS | PA | 19342 | NONE | PC | COMMUNITY ENGAGEMENT GRANT | $1,500 | |
| SOUTHEASTERN VIRGINIA HEALTH SYSTEM | ||||||||
| 9492 WARWICK BLVD | NEWPORT NEWS | VA | 23607 | NONE | PC | COMMUNITY ENGAGEMENT GRANT | $4,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,558,852 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FORKIDS INC | |||||||
| 1001 POINDEXTER STREET | CHESAPEAKE | VA | 233242444 | NA | PC | STRENGTHENING THE SAFETY NET | $24,000 |
| FORKIDS INC | |||||||
| 1001 POINDEXTER STREET | CHESAPEAKE | VA | 233242444 | NA | PC | STRENGTHENING THE SAFETY NET | $16,000 |
| HORIZON HEALTH SERVICES INC | |||||||
| 8314 MAIN STREET PO BOX 210 | IVOR | VA | 23866 | NA | PC | STRENGTHENING THE SAFETY NET | $102,000 |
| HORIZON HEALTH SERVICES INC | |||||||
| 8314 MAIN STREET PO BOX 210 | IVOR | VA | 23866 | NA | PC | STRENGTHENING THE SAFETY NET | $68,000 |
| THE UP CENTER | |||||||
| 150 BOUSH STREET SUITE 500 | NORFOLK | VA | 23510 | NA | PC | STRENGTHENING THE SAFETY NET | $79,597 |
| THE UP CENTER | |||||||
| 150 BOUSH STREET SUITE 500 | NORFOLK | VA | 23510 | NA | PC | STRENGTHENING THE SAFETY NET | $53,064 |
| WESTERN TIDEWATER COMMUNITY SERVICES BOARD | |||||||
| 7025 HARBOUR VIEW BLVD SUITE 119 | SUFFOLK | VA | 23435 | NA | PC | STRENGTHENING THE SAFETY NET | $127,414 |
| WESTERN TIDEWATER COMMUNITY SERVICES BOARD | |||||||
| 7025 HARBOUR VIEW BLVD SUITE 119 | SUFFOLK | VA | 23435 | NA | PC | STRENGTHENING THE SAFETY NET | $84,942 |
| WESTERN TIDEWATER FREE CLINIC | |||||||
| 2019 MEADE PARKWAY | SUFFOLK | VA | 23434 | NA | PC | STRENGTHENING THE SAFETY NET | $280,200 |
| WESTERN TIDEWATER FREE CLINIC | |||||||
| 2019 MEADE PARKWAY | SUFFOLK | VA | 23434 | NA | PC | STRENGTHENING THE SAFETY NET | $186,800 |
| RX DRUG ACCESS PARTNERSHIP | |||||||
| 1500 FOREST AVE SUITE 200 | RICHMOND | VA | 23229 | NA | PC | STRENGTHENING THE SAFETY NET | $12,000 |
| RX DRUG ACCESS PARTNERSHIP | |||||||
| 1500 FOREST AVE SUITE 200 | RICHMOND | VA | 23229 | NA | PC | STRENGTHENING THE SAFETY NET | $8,000 |
| VIRGINIA LEGAL AID SOCIETY INC | |||||||
| PO BOX 6200 | LYNCHBURG | VA | 24505 | NA | PC | STRENGTHENING THE SAFETY NET | $109,800 |
| VIRGINIA LEGAL AID SOCIETY INC | |||||||
| PO BOX 6200 | LYNCHBURG | VA | 24505 | NA | PC | STRENGTHENING THE SAFETY NET | $73,200 |
| GIRLS ON THE RUN OF SOUTH HAMPTON ROADS | |||||||
| 5817 WESLEYAN DRIVE | VIRGINIA BEACH | VA | 23455 | NA | PC | HEALTHY BEHAVIORS | $100,000 |
| WESTERN TIDEWATER HEALTH DISTRICT | |||||||
| 135 HALL AVENUE | SUFFOLK | VA | 23434 | NA | GOV | MATERNAL CHILD HEALTH | $145,852 |
| WESTERN TIDEWATER HEALTH DISTRICT | |||||||
| 135 HALL AVENUE | SUFFOLK | VA | 23434 | NA | GOV | MATERNAL CHILD HEALTH | $155,380 |
| WESTERN TIDEWATER HEALTH DISTRICT | |||||||
| 135 HALL AVENUE | SUFFOLK | VA | 23434 | NA | GOV | MATERNAL CHILD HEALTH | $103,586 |
| THE CHILDREN'S CENTER | |||||||
| 700 CAMPBELL AVE | FRANKLIN | VA | 23851 | NA | PC | MATERNAL CHILD HEALTH | $66,398 |
| THE CHILDREN'S CENTER | |||||||
| 700 CAMPBELL AVE | FRANKLIN | VA | 23851 | NA | PC | MATERNAL CHILD HEALTH | $89,278 |
| THE CHILDREN'S CENTER | |||||||
| 700 CAMPBELL AVE | FRANKLIN | VA | 23851 | NA | PC | MATERNAL CHILD HEALTH | $59,518 |
| SUFFOLK PUBLIC SCHOOLS | |||||||
| 100 NORTH MAIN STREET PO BOX 1549 | SUFFOLK | VA | 23434 | NA | GOV | HEALTHY BEHAVIORS | $100,000 |
| YMCA OF SOUTH HAMPTON ROADS | |||||||
| 2769 GODWIN BLVD | SUFFOLK | VA | 23434 | NA | PC | HEALTHY BEHAVIORS | $100,000 |
| SURRY COUNTY | |||||||
| 45 SCHOOL STREET | SURRY | VA | 23883 | NA | GOV | HEALTHY BEHAVIORS | $100,000 |
| SURRY COUNTY | |||||||
| 45 SCHOOL STREET | SURRY | VA | 23883 | NA | GOV | HEALTHY BEHAVIORS | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $2,345,029 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $168,806 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $516 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,598,149 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,767,471 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,767,471 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | VANGUARD EQUITY MUTUAL FUNDS | StockNm |
| EOY Book Value | $8,024,054 | EOYBookValueAmt |
| EOYFMV | $8,024,054 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALTERNATIVE INVESTMENTS - FOREIGN CORPORATIONS | FMV | $62,264,402 | $62,264,402 |
| ALTERNATIVE INVESTMENTS - LIMITED PARTNERSHIPS AND CORPORATIONS | FMV | $63,464,733 | $63,464,733 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ART COLLECTION | $658,240 | $658,240 | $658,240 |
| CEMETARY LOTS | $24,000 | $24,000 | $24,000 |
| ACCRUED INTEREST ON INVESTMENTS | $4,025 | $66 | $66 |
| REFUNDABE EXCISE TAXES | $59,200 | $59,200 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| COMMUNICATIONS | $15,507 | $0 | $0 | $17,068 |
| EDUCATION AND MEETING | $50,998 | $0 | $0 | $40,367 |
| OFFICE EXPENSES | $84,003 | $0 | $0 | $96,272 |
| PROGRAM DEVELOPMENT | $183,560 | $0 | $0 | $181,624 |
| INSURANCE | $14,071 | $0 | $0 | $13,099 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME | $516 | $0 | $0 |
| INCOME FROM PARTNERSHIPS | $0 | $2,592,316 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS/LOSSES IN INVESTMENTS, PARTNERSHIPS & FOREIGN INVESTMENTS | Desc |
| Amt | $40,121,245 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED TAXES PAYABLE | $232,723 | $707,910 |
| $40,701 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $587,825 | Amt |
| Net Investment Income | $587,825 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $570,227 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |