HERNDON FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- HERNDON FOUNDATION (EIN 54-6060809)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-02
- IRS object ID
- 202203069349100545
- Schema version
- 2021v4.2
- 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 Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-02T14:24:28-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-10-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WILLIAM | PersonFirstNm |
| Person Last | GOTTWALD | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KRISTEN BARNETT | PreparerPersonNm |
| PTIN | P01234578 | PTIN |
| Phone | 8133162300 | PhoneNum |
| Preparation | 2022-10-03 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $124,990,124 | 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 | $3,015,919 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4,662 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,662 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,678,249 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,678,249 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,216,775 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,855,711 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,216,775 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $183,706 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $186,546 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $9,099,311 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,086,232 | 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 | $5,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,550 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,550 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $165,976 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $145,440 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $20,536 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,256 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,091 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,082 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,082 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $178,414 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $155,163 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $23,086 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,184,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,184,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,363,164 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $155,163 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,207,836 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,736,147 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,931,069 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,196,622 | CashBOYAmt |
| Cash EOY | $970,136 | CashEOYAmt |
| Cash EOYFMV | $970,136 | CashEOYFMVAmt |
| Corporate Stock BOY | $20,796,571 | CorporateStockBOYAmt |
| Corporate Stock EOY | $24,840,213 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $119,251,414 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $520,139 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,998,118 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,990,360 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $3,242,064 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,572,894 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,778,214 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $25,755,396 | TotalAssetsBOYAmt |
| Total Assets EOY | $30,381,361 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $124,990,124 | 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 | $23,688,073 | RetainedEarningBOYAmt |
| Retained Earning EOY | $28,314,038 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $25,755,396 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $30,381,361 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $25,755,396 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $30,381,361 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $25,755,396 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,736,147 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $30,491,543 | SubtotalAmt |
| Other Decreases | $110,182 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $30,381,361 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $8,352,235 | $4,638,936 | $3,713,299 | $3,713,299 | |
| CAPITAL GAINS FROM PASSTHROUGHS | $501,453 | $501,453 | $501,453 | P | |
| CAPITAL GAINS DIVIDENDS | $2,023 | $2,023 | $2,023 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,216,775 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $82,442 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $82,442 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $82,442 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $87,442 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $87,442 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,000 | OverpaymentAmt |
| Applied To ES Tax | $5,000 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | $106,396,873 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,432,323 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,101,074 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $110,930,270 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $110,930,270 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,663,954 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $109,266,316 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,463,316 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,463,316 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $82,442 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $82,442 | TotalTaxAmt |
| Distributable Before Adj | $5,380,874 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,380,874 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,380,874 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,207,836 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,207,836 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,380,874 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $4,135,006 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,207,836 | QualifyingDistributionsAmt |
| Applied To Year1 | $4,135,006 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $72,830 | 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 | $5,308,044 | 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 | HERNDON FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9030 STONY POINT PKWY STE 505 | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23235 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8045604119 | RecipientPhoneNum |
| Recipient Email Address | INFO@HERNDONFDN.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | VISIT HERNDONFDN.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | AUGUST 1ST | SubmissionDeadlinesTxt |
| Restrictions On Awards | 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. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (118 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 301 | RICHMOND | VA | 23230 | PC | OPERATING SUPPORT | $35,000 | |
| ALZHEIMER'S ASSOCIATION | |||||||
| 4600 COX ROAD SUITE 130 | GLEN ALLEN | VA | 23060 | PC | OPERATING SUPPORT | $10,000 | |
| AMERICAN BATTLEFIELD TRUST | |||||||
| 1156 15TH STREET NW 900 | WASHINGTON | DC | 20005 | PC | OPERATING SUPPORT | $10,000 | |
| AMERICAN CANCER SOCIETY | |||||||
| 4240 PARK PLACE CT | GLEN ALLEN | VA | 23060 | PC | OPERATING SUPPORT | $750 | |
| AMERICAN HEART ASSOCIATION | |||||||
| 4217 PARK PLACE COURT | GLEN ALLEN | VA | 23060 | PC | OPERATING SUPPORT | $750 | |
| AMERICAN LUNG ASSOCIATION | |||||||
| 9702 GAYTON ROAD 110 | RICHMOND | VA | 23238 | PC | OPERATING SUPPORT | $750 | |
| ANNA JULIA COOPER SCHOOL | |||||||
| 2124 N 29TH ST | RICHMOND | VA | 23223 | PC | OPERATING SUPPORT | $40,000 | |
| ART 180 | |||||||
| 114 W MARSHALL ST | RICHMOND | VA | 23220 | PC | OPERATING SUPPORT | $15,000 | |
| BIG BROTHERS BIG SISTERS | |||||||
| 1707 SUMMIT AVE 200 | RICHMOND | VA | 23230 | PC | OPERATING SUPPORT | $10,000 | |
| BIGELOW LABORATORY FOR OCEAN SCIENCES | |||||||
| 60 BIGELOW DRIVE | EAST BOOTHBAY | ME | 04544 | PC | OPERATING SUPPORT | $50,000 | |
| BLINDED VETERANS ASSOCIATION | |||||||
| 125 N WEST STREET 3RD FLOOR | ALEXANDRIA | VA | 22314 | PC | OPERATING SUPPORT | $1,000 | |
| BLUE SKY FUND | |||||||
| PO BOX 8108 | RICHMOND | VA | 23223 | PC | OPERATING SUPPORT | $30,000 | |
| BONEFISH & TARPON TRUST INC | |||||||
| 135 SAN LORENZO AVE | CORAL GABLES | FL | 33146 | PC | PROGRAM SUPPORT | $2,500 | |
| BOYS AND GIRLS CLUB OF METRO RICHMOND | |||||||
| 5511 STAPLES MILL ROAD SUITE 301 | RICHMOND | VA | 23228 | PC | OPERATING SUPPORT | $35,000 | |
| CANCERLINC | |||||||
| 200 S 3RD ST | RICHMOND | VA | 23219 | PC | OPERATING SUPPORT | $5,000 | |
| CAPITAL REGION LAND CONSERVANCY | |||||||
| 200 S 3RD STREET | RICHMOND | VA | 23219 | PC | OPERATING SUPPORT | $50,000 | |
| CARITAS | |||||||
| 2220 STOCKTON STREET | RICHMOND | VA | 23224 | PC | OPERATING SUPPORT | $15,000 | |
| CHALLENGE DISCOVERY | |||||||
| 2405 JEFFERSON AVENUE | RICHMOND | VA | 23223 | PC | OPERATING SUPPORT | $10,000 | |
| CHESTERFIELD EDUCATION FOUNDATION | |||||||
| 13900 HULL STREET RD | MIDLOTHIAN | VA | 23112 | PC | OPERATING SUPPORT | $20,000 | |
| CHILDREN'S HOME SOCIETY | |||||||
| 4200 FITZHUGH AVENUE | RICHMOND | VA | 23230 | PC | OPERATING SUPPORT | $20,000 | |
| CHILDREN'S HOSPITAL OF RICHMOND | |||||||
| 2924 BROOK ROAD | RICHMOND | VA | 23220 | PC | OPERATING SUPPORT | $10,000 | |
| CHILDREN'S MUSEUM OF RICH | |||||||
| 2626 WEST BROAD STREET | RICHMOND | VA | 23220 | PC | OPERATING SUPPORT | $10,000 | |
| CHILDSAVERS | |||||||
| 200 NORTH 22ND STREET | RICHMOND | VA | 23223 | PC | OPERATING SUPPORT | $20,000 | |
| COAL PIT LEARNING CENTER | |||||||
| 5101 FRANCISTOWN RD | GLEN ALLEN | VA | 23060 | PC | OPERATING SUPPORT | $5,000 | |
| CODERVA REGIONAL HIGH SCHOOL | |||||||
| 1405 CUMMINGS DRIVE SUITE 10 | RICHMOND | VA | 23220 | GOV | OPERATING SUPPORT | $25,000 | |
| COLLEGIATE SCHOOL | |||||||
| 103 NORTH MOORELAND ROAD | RICHMOND | VA | 23229 | PC | SCHOLARSHIP SUPPORT | $60,000 | |
| COMMUNITIES IN SCHOOL - RICHMOND | |||||||
| 2922 W MARSHALL STREET SUITE 2 | RICHMOND | VA | 23230 | PC | OPERATING SUPPORT | $20,000 | |
| COMMUNITY FOUNDATION OF WEST KENTUCKY | |||||||
| 333 BROADWAY ST | PADUCAH | KY | 42001 | OPERATING SUPPORT | $25,000 | ||
| CRISTO REY RICHMOND | |||||||
| 304 N SHEPPARD ST | RICHMOND | VA | 23221 | PC | OPERATING SUPPORT | $73,000 | |
| ELIJAH HOUSE ACADEMY | |||||||
| 6627-B JAHNKE ROAD | RICHMOND | VA | 23225 | PC | OPERATING SUPPORT | $12,000 | |
| ELK HILL | |||||||
| 1975 ELK HILL ROAD | GOOCHLAND | VA | 23063 | PC | OPERATING SUPPORT | $55,000 | |
| FEEDMORE | |||||||
| 1415 RHOADMILLER STREET | RICHMOND | VA | 23220 | PC | OPERATING SUPPORT | $30,000 | |
| FIRST CHESAPEAKE | |||||||
| 2101 MAYWILL STREET | RICHMOND | VA | 23230 | PC | OPERATING SUPPORT | $10,000 | |
| FIRST TEE - GREATER RICHM | |||||||
| 400 SCHOOL ST | RICHMOND | VA | 23222 | PC | OPERATING SUPPORT | $5,000 | |
| FIT4KIDS | |||||||
| PO BOX 1092 | RICHMOND | VA | 23218 | PC | OPERATING SUPPORT | $20,000 | |
| FOCUSED ULTRASOUND FOUNDATION | |||||||
| 1230 CEDARS CT SUITE 206 | CHARLOTTESVILLE | VA | 22903 | PC | PROGRAM SUPPORT | $10,000 | |
| FRIENDS ASSOCIATION | |||||||
| 1004 SAINT JOHN STREET | RICHMOND | VA | 23220 | PC | OPERATING SUPPORT | $10,000 | |
| FRIENDS OF HOLLYWOOD CEMETERY | |||||||
| 412 SOUTH CHERRY STREET | RICHMOND | VA | 23220 | PC | OPERATING SUPPORT | $2,500 | |
| GOODWILL OF CENTRAL AND COASTAL VIRGINIA | |||||||
| 6301 MIDLOTHIAN TURNPIKE | RICHMOND | VA | 23225 | PC | OPERATING SUPPORT | $10,000 | |
| GRASP | |||||||
| 4551 COX ROAD SUITE 115 | GLEN ALLEN | VA | 23060 | PC | OPERATING SUPPORT | $50,000 | |
| GREATER RICHMOND SCAN | |||||||
| 103 E GRACE STREET | RICHMOND | VA | 23219 | PC | OPERATING SUPPORT | $10,000 | |
| GROUNDWORK RVA | |||||||
| 3001 MEADOWBRIDGE RD | RICHMOND | VA | 23222 | PC | OPERATING SUPPORT | $30,000 | |
| HENRICO CHRISTMAS MOTHER | |||||||
| PO BOX 70338 | HENRICO | VA | 232550338 | PC | OPERATING SUPPORT | $1,000 | |
| HENRICO EDUCATION FOUNDATION | |||||||
| 8401 PATTERSON AVENUE SUITE 203 | RICHMOND | VA | 23229 | PC | OPERATING SUPPORT | $15,000 | |
| HENRY FLAGLER MUSEUM | |||||||
| 1 WHITEHALL WAY | PALM BEACH | FL | 33480 | PC | OPERATING SUPPORT | $500 | |
| HIGHER ACHIEVEMENT | |||||||
| 4009 FITZHUGH AVENUE SUITE 200 | RICHMOND | VA | 23230 | PC | OPERATING SUPPORT | $50,000 | |
| HISTORIC RICHMOND FOUNDATION | |||||||
| 4 EAST MAIN STREET SUITE 1C | RICHMOND | VA | 23219 | PC | OPERATING SUPPORT | $500 | |
| HOMEAGAIN | |||||||
| 5 E FRANKLIN ST | RICHMOND | VA | 23220 | PC | OPERATING SUPPORT | $25,000 | |
| HOUSING OPPORTUNITIES MADE EQUAL OF VIRGINIA INC | |||||||
| 626 EAST BROAD STREET SUITE 400 | RICHMOND | VA | 23219 | PC | OPERATING SUPPORT | $10,000 | |
| HUMANKIND | |||||||
| 150 LINDEN AVENUE | LYNCHBURG | VA | 24503 | PC | OPERATING SUPPORT | $20,000 | |
| HUNTERS FOR THE HUNGRY | |||||||
| 1108 SEDALIA SCHOOL ROAD ROOM 4 | BIG ISLAND | VA | 24526 | PC | OPERATING SUPPORT | $500 | |
| J SARGEANT REYNOLDS COMMUNITY COLLEGE EDUCATIONAL FOUNDATION | |||||||
| PO BOX 26924 | RICHMOND | VA | 232616924 | PC | PLEDGE COMPLETION | $170,000 | |
| JACOB'S LADDER | |||||||
| 8907 THREE CHOPT RD | RICHMOND | VA | 23229 | PC | OPERATING SUPPORT | $10,500 | |
| JAMES RIVER ASSOCIATION | |||||||
| 211 ROCKETTS WAY SUITE 200 | RICHMOND | VA | 23231 | PC | OPERATING SUPPORT | $25,000 | |
| JAMESTOWN REDISCOVERY FOUNDATION | |||||||
| 1365 COLONIAL PARKWAY | JAMESTOWN | VA | 23081 | PC | PROGRAM SUPPORT | $14,500 | |
| JUNIOR ACHIEVEMENT OF CENTRAL VIRGINIA | |||||||
| 1801 LIBBIE AVENUE SUITE 203 | RICHMOND | VA | 23226 | PC | PROGRAM SUPPORT | $15,000 | |
| LACKEY CLINIC | |||||||
| 1620 OLD WILLIAMSBURG ROAD | YORKTOWN | VA | 23690 | PC | OPERATING SUPPORT | $75,000 | |
| LEARNING ALLY | |||||||
| 20 ROSZEL ROAD | PRINCETON | NJ | 08540 | PC | OPERATING SUPPORT | $2,500 | |
| LITTLE HANDS VIRGINIA | |||||||
| 9702 GAYTON RD SUITE 116 | RICHMOND | VA | 23238 | PC | OPERATING SUPPORT | $7,500 | |
| MAYMONT FOUNDATION | |||||||
| 1700 HAMPTON STREET | RICHMOND | VA | 23220 | PC | OPERATING SUPPORT | $5,000 | |
| MCSHIN FOUNDATION | |||||||
| 2300 DUMBARTON ROAD | HENRICO | VA | 23228 | PC | OPERATING SUPPORT | $10,000 | |
| MCV FOUNDATION | |||||||
| PO BOX 980234 | RICHMOND | VA | 23298 | PC | IN SUPPORT OF THE GOTTWALD INDIGENT CARE FUND | $40,000 | |
| MEDICAL COLLEGE OF VIRGINIA FOUNDATION | |||||||
| 1228 E BROAD ST | RICHMOND | VA | 23298 | PC | OPERATING SUPPORT | $20,000 | |
| MEDICAL HOME PLUS INC | |||||||
| 1504 SANTA ROSA RD | RICHMOND | VA | 23229 | PC | OPERATING SUPPORT | $10,000 | |
| MENTOR VIRGINIA | |||||||
| 201 HULL ST SUITE B | RICHMOND | VA | 23224 | PC | OPERATING SUPPORT | $40,000 | |
| NEIGHBORHOOD RESOURCE CENTER | |||||||
| 1519 WILLIAMSBURG ROAD | HENRICO | VA | 23231 | PC | OPERATING SUPPORT | $50,000 | |
| NEXTUP | |||||||
| 3409 MOORE STREET | RICHMOND | VA | 23230 | PC | OPERATING SUPPORT | $25,000 | |
| OAKWOOD ARTS | |||||||
| 2216 EAST BROAD STREET | RICHMOND | VA | 23223 | PC | OPERATING SUPPORT | $10,000 | |
| PARTNERSHIP FOR THE FUTURE | |||||||
| 4521 HIGHLANDS PARKWAY | GLEN ALLEN | VA | 23060 | PC | OPERATING SUPPORT | $50,000 | |
| PATH PARTNERSHIP FOR SUPPORT | |||||||
| 455 MASSACHUSETTS AVENUE NW SUITE | WASHINGTON | DC | 20001 | PC | OPERATING SUPPORT | $1,000 | 1000 |
| PETER PAUL DEVELOPMENT CENTER | |||||||
| 1708 NORTH 22ND STREET | RICHMOND | VA | 23223 | PC | OPERATING SUPPORT | $25,000 | |
| PROJECT HEALING WATERS | |||||||
| PO BOX 695 | LA PLATA | MD | 20646 | PC | OPERATING SUPPORT | $1,000 | |
| RAMPS RVA | |||||||
| 1114 WESTBRIAR DR | RICHMOND | VA | 23238 | PC | OPERATING SUPPORT | $15,000 | |
| REWORK RICHMOND | |||||||
| 1719 N 22ND STREET | RICHMOND | VA | 23223 | PC | OPERATING SUPPORT | $15,000 | |
| REESTABLISH RICHMOND | |||||||
| 2920 W BROAD ST SUITE 218 | RICHMOND | VA | 23230 | PC | OPERATING SUPPORT | $25,000 | |
| RICHMOND CHRISTMAS MOTHER | |||||||
| 300 E FRANKLIN ST | RICHMOND | VA | 23219 | PC | OPERATING SUPPORT | $1,000 | |
| RICHMOND SYMPHONY | |||||||
| 2281 DABNEY ROAD SUITE A | RICHMOND | VA | 23230 | PC | OPERATING SUPPORT | $10,000 | |
| RICHMOND VOLUNTEER RESCUE SQUAD | |||||||
| 612 EAST GRACE STREET SUITE 401 | RICHMOND | VA | 23219 | PC | OPERATING SUPPORT | $500 | |
| RICK SHARP ALZHEIMER'S FOUNDATION | |||||||
| PO BOX 42333 | HENRICO | VA | 23242 | PC | OPERATING SUPPORT | $2,500 | |
| RIVER ROAD CHURCH BAPTIST | |||||||
| 1802 CHANTILLY STREET | RICHMOND | VA | 23230 | PC | OPERATING SUPPORT | $24,000 | |
| ROBINSON THEATER COMMUNITY | |||||||
| 2903 Q ST RICHMOND | RICHMOND | VA | 23223 | PC | OPERATING SUPPORT | $10,000 | |
| SALVATION ARMY BOYS & GIRLS CLUB | |||||||
| 227 S CHERRY STREET | RICHMOND | VA | 23220 | PC | OPERATING SUPPORT | $10,000 | |
| SCHOLARS LATINO INITIATIV E | |||||||
| PO BOX 2734 | HARRISONBURG | VA | 22801 | PC | OPERATING SUPPORT | $10,000 | |
| SCIENCE MUSEUM OF VIRGINIA | |||||||
| 2500 W BROAD ST | RICHMOND | VA | 23220 | PC | OPERATING SUPPORT | $100,000 | |
| SHALOM FARMS | |||||||
| 24 EAST CARY STREET | RICHMOND | VA | 23219 | PC | OPERATING SUPPORT | $30,000 | |
| SHELTERING ARMS FOUNDATION | |||||||
| 140 EASTSHORE DRIVE SUITE 200 | GLEN ALLEN | VA | 23059 | PC | OPERATING SUPPORT | $5,000 | |
| ST ANDREWS SCHOOL | |||||||
| 227 SOUTH CHERRY STREET | RICHMOND | VA | 23220 | PC | OPERATING SUPPORT | $45,000 | |
| ST JAMES CHILDREN'S CENTER | |||||||
| 1205 W FRANKLIN STREET | RICHMOND | VA | 23220 | PC | OPERATING SUPPORT | $25,000 | |
| SWIMRVA | |||||||
| 5050 RIDGEDALE PARKWAY | RICHMOND | VA | 23234 | PC | OPERATING SUPPORT | $40,000 | |
| THE AMERICAN CIVIL WAR CENTER AT HISTORIC TREDEGAR | |||||||
| 500 TREDEGAR STREET | RICHMOND | VA | 23219 | SO II | OPERATING SUPPORT | $10,000 | |
| THE BOLLING HAXALL HOUSE FOUNDATION | |||||||
| 211 EAST FRANKLIN STREET | RICHMOND | VA | 23219 | SO I | OPERATING SUPPORT | $1,000 | |
| THE DOORWAYS | |||||||
| 612 E MARSHALL ST | RICHMOND | VA | 23219 | PC | OPERATING SUPPORT | $5,000 | |
| THE FRIENDS OF JAMES RIVER PARK | |||||||
| 1200 BRANDER ST | RICHMOND | VA | 23224 | PC | OPERATING SUPPORT | $10,000 | |
| THE READ CENTER | |||||||
| 4915 RADFORD AVE SUITE 204 | RICHMOND | VA | 23230 | PC | OPERATING SUPPORT | $10,000 | |
| THE RICHMOND BALLET | |||||||
| 407 E CANAL ST | RICHMOND | VA | 23219 | PC | OPERATING SUPPORT | $74,000 | |
| THE SACRED HEART CENTER | |||||||
| 1400 PERRY ST | RICHMOND | VA | 23224 | PC | OPERATING SUPPORT | $20,000 | |
| THE VALENTINE | |||||||
| 1015 E CLAY STREET | RICHMOND | VA | 23219 | PC | OPERATING SUPPORT | $2,500 | |
| THE VIRGINIA HOME | |||||||
| 1101 HAMPTON ST | RICHMOND | VA | 23220 | PC | OPERATING SUPPORT | $10,000 | |
| TOWN OF PALM BEACH UNITED WAY | |||||||
| 44 COCOANUT ROW | PALM BEACH | FL | 33480 | PC | OPERATING SUPPORT | $1,000 | |
| TUCKAHOE VOLUNTEER RESCUE SQUAD | |||||||
| 1101 HORSEPEN ROAD | RICHMOND | VA | 23229 | PC | OPERATING SUPPORT | $500 | |
| UNITED WAY OF GREATER RICHMOND | |||||||
| 2001 MAYWILL STREET 201 | RICHMOND | VA | 23230 | PC | OPERATING SUPPORT | $25,000 | |
| UNIVERSITY OF RICHMOND | |||||||
| 201 MARYLAND HALL | RICHMOND | VA | 23173 | PC | OPERATING SUPPORT | $584,000 | |
| UP RVA | |||||||
| 4609 WYTHE AVENUE | RICHMOND | VA | 23226 | PC | OPERATING SUPPORT | $50,000 | |
| VCU SCHOOL OF ENGINEERING FOUNDATION | |||||||
| 601 WEST MAIN STREET ROOM 433 | RICHMOND | VA | 23284 | PC | OPERATING SUPPORT | $350,000 | |
| VIRGINIA BEACH VOLUNTEER RESCUE SQUAD | |||||||
| 740 VIRGINIA BEACH BLVD | VIRGINIA BEACH | VA | 23451 | PC | OPERATING SUPPORT | $500 | |
| VIRGINIA CENTER FOR CREATIVE ARTS | |||||||
| 154 SAN ANGELO DRIVE | AMHERST | VA | 24521 | PC | OPERATING SUPPORT | $20,000 | |
| VIRGINIA CHILDREN'S BOOK BANK | |||||||
| 2626 WEST BROAD STREET | RICHMOND | VA | 23220 | PC | OPERATING SUPPORT | $5,000 | |
| VIRGINIA HOME FOR BOYS AND GIRLS | |||||||
| 8716 W BROAD STREET | HENRICO | VA | 23294 | PC | OPERATING SUPPORT | $10,000 | |
| VIRGINIA LEAGUE OF PLANNED PARENTHOOD | |||||||
| 201 N HAMILTON STREET | RICHMOND | VA | 23221 | PC | OPERATING SUPPORT | $20,000 | |
| VIRGINIA MUSEUM OF HISTORY | |||||||
| 428 N ARTHUR ASHE BLVD | RICHMOND | VA | 23220 | PC | OPERATING SUPPORT | $250,000 | |
| VIRGINIA OPERA | |||||||
| DOMINION ARTS CENTER - 600 E GRACE | RICHMOND | VA | 23219 | PC | OPERATING SUPPORT | $60,000 | ST |
| VIRGINIA VOICE | |||||||
| 395 AZALEA AVE | RICHMOND | VA | 23227 | PC | OPERATING SUPPORT | $5,000 | |
| VIRGNIA BARRIER ISLANDS CENTER | |||||||
| PO BOX 206 | MACHIPONGO | VA | 23405 | PC | OPERATING SUPPORT | $25,000 | |
| VISUAL ARTS CENTER OF RICHMOND | |||||||
| 1812 W MAIN ST | RICHMOND | VA | 23220 | PC | OPERATING SUPPORT | $5,000 | |
| VMI FOUNDATION | |||||||
| 304 LETCHER AVE | LEXINGTON | VA | 24450 | PC | OPERATING SUPPORT | $600,000 | |
| WALKERTON COMMUNITY FIRE ASSOCIATION | |||||||
| 2874 WALKERTON LANDING ROAD | WALKERTON | VA | 23177 | PC | OPERATING SUPPORT | $500 | |
| YMCA OF GREATER RICHMOND | |||||||
| 2 W FRANKLIN STREET | RICHMOND | VA | 23220 | PC | OPERATING SUPPORT | $35,000 | |
| YWCA | |||||||
| 6 N 5TH STREET | RICHMOND | VA | 23219 | PC | OPERATING SUPPORT | $35,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,184,750 | 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 | $4,662 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,678,249 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $183,706 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,216,775 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,083,392 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,083,392 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HKG EDUCATIONAL TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O 9030 STONY POINT PKWY SUITE 505 | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23235 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $3,015,919 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PUBLICLY TRADED SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $3,000,137 | FairMarketValueAmt |
| Received | 2021-12-22 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,100 | Amt |
| Net Investment Income | $2,550 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,550 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JP MORGAN CHASE & CO | $999,054 | $994,456 |
| SSGA ACTIVE ETR TR ULTRA SHORT TERM BD | $999,064 | $995,904 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (82 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOT LABORATORIES | $209,776 | $379,435 |
| ACCENTURE PLC IRELAND CLASS A NEW | $84,514 | $849,413 |
| ADOBE INC | $117,766 | $732,074 |
| ADVANCED MICRO DEVICES INC | $205,314 | $361,189 |
| AIR PRODUCTS & CHEMICALS INC | $446,798 | $628,297 |
| ALPHABET INC CL C (GOOG) | $47,957 | $520,846 |
| ALPHABET INC CL A (GOOGL) | $61,653 | $611,275 |
| AMAZON.COM INC | $290,658 | $803,576 |
| AMERICAN TOWER CORP NEW | $89,830 | $609,863 |
| AON PLC | $245,506 | $375,099 |
| APPLE INC | $16,224 | $789,476 |
| BALL CORP | $352,154 | $413,480 |
| BERKSHIRE HATHAWAY INC CL B | $120,199 | $524,147 |
| BOOKING HLDGS | $321,143 | $345,489 |
| BROADCOM INC | $187,435 | $477,099 |
| BROOKFIELD ASSET MANAGEMENT VOTING SHS CL A | $175,597 | $836,505 |
| CARMAX INC | $84,741 | $494,744 |
| CONSTELLATION BRANDS INC CL A | $274,302 | $321,493 |
| DANAHER CORP | $66,888 | $853,781 |
| DISNEY WALT CO DISNEY COM | $333,811 | $419,442 |
| DISH NETWORK CORP | $351,788 | $316,193 |
| ELECTRONIC ARTS INC COM | $324,000 | $337,532 |
| HOME DEPOT INC | $158,920 | $374,339 |
| HONEYWELL INTL INC | $360,125 | $460,807 |
| ILLUMINA INC | $185,466 | $224,079 |
| JOHNSON & JOHNSON | $274,128 | $537,331 |
| JPMORGAN CHASE & CO | $115,426 | $426,912 |
| MARKEL CORP | $263,226 | $644,148 |
| MARTIN MARIETTA MATERIALS INC. | $235,301 | $485,894 |
| MASTERCARD INC CL A | $261,155 | $669,054 |
| MEDTRONIC PLC | $229,439 | $247,349 |
| MERCADOLIBRE INC | $263,341 | $266,983 |
| META PLATFORMS INC CL A | $282,747 | $355,186 |
| MICROSOFT CORP | $412,797 | $1,086,314 |
| MOODYS CORP | $203,311 | $382,378 |
| PIONEER NAT RES CO COM | $427,493 | $474,707 |
| SERVICENOW INC COM | $313,509 | $393,361 |
| SHERWIN WILLIAMS CO | $131,730 | $413,084 |
| SONY CORP | $359,580 | $511,667 |
| T-MOBILE US INC | $376,720 | $484,564 |
| TJX COS INC | $512,354 | $644,864 |
| UNION PACIFIC CORP | $160,327 | $426,517 |
| UNITEDHEALTH GROUPINC COM | $290,499 | $390,163 |
| VISA INC CL A | $48,159 | $548,493 |
| ALBEMARLE CORP | $1,605,000 | $50,026,780 |
| ALBEMARLE CORP (DONATED SHARES) | $1,499,772 | $1,549,895 |
| ALPHABET INC CL A | $169,080 | $579,408 |
| ALTRIA GROUP INC | $191,937 | $366,088 |
| AMERICAN TOWER CORP NEW | $409,014 | $702,000 |
| APPLE INC | $84,178 | $994,392 |
| BP PLC | $209,276 | $133,150 |
| BROOKFIELD ASSET MANAGEMENT INC VOTING SHS CL A | $160,358 | $611,348 |
| CROWN CASTLE INTL CORP | $392,889 | $730,590 |
| DIAGEO PLC NEW SPONSORED ADR (DEO) | $359,842 | $704,448 |
| DOMINION ENERGY INC (D) | $633,657 | $785,600 |
| DUKE ENERGY CORP NEW | $348,523 | $534,990 |
| ENBRIDGE INC | $301,906 | $303,189 |
| FEDEX CORP | $297,201 | $413,824 |
| FIDELITY NATIONAL FINANCIAL INC | $400,602 | $584,416 |
| GOLUB CAPITAL BDC INC | $151,419 | $126,608 |
| INTL BUSINESS MACHINES CORP | $370,430 | $334,150 |
| JOHNSON & JOHNSON | $393,843 | $684,280 |
| KYNDRYL HLDINGS INC. | $16,240 | $9,050 |
| LAMAR ADVERTISING CL A | $313,033 | $667,150 |
| MAIN STREET CAPITAL CORP | $150,968 | $168,225 |
| MARATHON PETROLEUM CORP | $504,240 | $582,309 |
| MARKEL CORP | $145,466 | $339,350 |
| MERCK & COMPANY INC NEW | $262,568 | $536,480 |
| MICROSOFT CORP | $139,410 | $1,681,600 |
| NESTLE S A | $261,559 | $491,295 |
| NEWMARKET CORP | $18,250 | $25,018,560 |
| NEWMARKET CORP (DONATED SHARES) | $1,500,365 | $1,521,677 |
| PEPSICO INC | $224,192 | $295,307 |
| PHILIP MORRIS INTL INC | $344,132 | $500,650 |
| QUALCOMM INC | $240,454 | $548,610 |
| ROYAL DUTCH SHELL PLC | $672,446 | $463,845 |
| SAFETY INSURANCE GROUP | $292,635 | $544,192 |
| TCG BDC INC | $502,895 | $374,321 |
| TREDEGAR CORP | $25,196 | $1,191,255 |
| VERIZON COMMUNICATIONS | $168,542 | $176,664 |
| W P CAREY INC | $403,724 | $666,656 |
| WATSCO INC | $401,164 | $860,420 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SJC III PARTNERSHIP INTEREST | AT COST | $1,811,701 | $1,811,701 |
| STYX INTERNATIONAL LTD. INTEREST | AT COST | $32,634 | $32,634 |
| PA COINVESTMENT FUND III PARTNERSHIP INTEREST | AT COST | $728,559 | $933,879 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX ADJUSTMENT | Desc |
| Amt | $110,182 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER EXPENSES | Desc |
| Revenue And Expenses Per Books | $5,082 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $5,082 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| DAVENPORT #9683 - CURRENCY CONVERSION | $3,005 | $3,005 |
| GLOBETAX ANNUAL ACCOUNT FEE RECLAIM | $574 | $574 |
| OTHER INCOME | $52,063 | $52,063 |
| INCOME FROM PFIZER | $40 | $40 |
| ORD. BUS. INC. FROM PASS-THRU - PA COIN | $16,780 | $16,780 |
| ORD. BUS. INC. FROM PASS-THRU - SJC III | $107,211 | $107,211 |
| STYX INCOME ALLOCATION NET OF FEES | $4,033 | $4,033 |
| LESS: UBI FROM PASSTHROUGH | $2,840 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| DAVENPORT MGMT FEES | $104,904 | $104,904 | $0 | $0 |
| CONSULTING FEES | $38,755 | $29,377 | $0 | $9,378 |
| WESTHAM PARTNERS | $22,317 | $11,159 | $0 | $11,158 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES WITHHELD | $2,091 | $2,091 | $0 | $0 |
| STATE TAXES - VA | $165 | $0 | $0 | $0 |
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