HARRIS FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- HARRIS FOUNDATION (EIN 54-1844579)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-03-29
- IRS object ID
- 202110889349100001
- Schema version
- 2020v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-03-29T05:04:46-07:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 541477796 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Stephen M Ragland Ltd | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7204 Glen Forest Drive Suite 300 | AddressLine1Txt |
| City | Richmond | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23226 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541844579 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Harris Foundation | BusinessNameLine1Txt |
| Business Name Line2 | co Hiter Harris III | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HARR | BusinessNameControlTxt |
| Phone | 8046480072 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6315 Three Chopt Road | AddressLine1Txt |
| City | Richmond | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23226 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | H Hiter Harris III | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2021-03-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | H Hiter Harris | PersonFirstNm |
| Person Last | III | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Elaine M Ragland CPA | PreparerPersonNm |
| PTIN | P00291584 | PTIN |
| Phone | 8042888516 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 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 | $3,787,457 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $791 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $791 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $791 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $49,268 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $49,268 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $49,268 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $146,102 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $329,448 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $146,102 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $18 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $196,179 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $196,161 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $50,059 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $4,300 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $12,076 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,076 | OtherProfFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $22,280 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $38,656 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,076 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $298,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $298,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $336,906 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,076 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $298,250 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$140,727 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $184,085 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $50,059 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $217,460 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $53,971 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $53,971 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $470,797 | CorporateStockBOYAmt |
| Corporate Stock EOY | $486,352 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,812,516 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,151,473 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,156,137 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,916,592 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,708 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,389 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,378 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,841,438 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,700,849 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,787,457 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,841,438 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,700,849 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,841,438 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,700,849 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,841,438 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,700,849 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,841,438 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$140,727 | ExcessRevenueOverExpensesAmt |
| Other Increases | $173 | OtherIncreasesAmt |
| Subtotal | $1,700,884 | SubtotalAmt |
| Other Decreases | $35 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,700,849 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (60 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 18 SHS Wells Fargo & Co | P | 2015-01-01 | 2020-01-09 | $946 | $967 | -$21 | -$21 |
| 127 SHS Exxon Mobil Corp | P | 2015-01-01 | 2020-01-23 | $8,602 | $8,428 | $174 | $174 |
| 26 SHS Intel Corp | P | 2015-01-01 | 2020-01-23 | $1,578 | $1,242 | $336 | $336 |
| 9 SHS Apple Inc | P | 2015-01-01 | 2020-02-06 | $2,869 | $659 | $2,210 | $2,210 |
| 1 SH Disney | P | 2019-03-01 | 2020-02-06 | $154 | $127 | $27 | $27 |
| 6 SHS Disney | P | 2015-01-01 | 2020-02-06 | $854 | $758 | $96 | $96 |
| 3 SHS McDonalds | P | 2015-01-01 | 2020-02-06 | $645 | $212 | $433 | $433 |
| 10 SHS Microsoft | P | 2015-01-01 | 2020-02-06 | $1,802 | $268 | $1,534 | $1,534 |
| 3 SHS 3M Co | P | 2019-03-15 | 2020-03-05 | $445 | $539 | -$94 | -$94 |
| 34 SHS 3M Co | P | 2015-01-01 | 2020-03-05 | $5,047 | $5,949 | -$902 | -$902 |
| 7 SHS M & T Bank Corp | P | 2015-01-01 | 2020-03-19 | $762 | $1,163 | -$401 | -$401 |
| 15 SHS Principal Financial Group | P | 2015-01-01 | 2020-03-19 | $430 | $849 | -$419 | -$419 |
| 10 SHS M & T Bank Corp | P | 2019-03-25 | 2020-03-20 | $1,049 | $1,659 | -$610 | -$610 |
| 11 SHS Macys Inc | P | 2015-01-01 | 2020-03-20 | $1,154 | $1,827 | -$673 | -$673 |
| 53 SHS Principal Financial Group | P | 2015-01-01 | 2020-03-20 | $1,398 | $2,985 | -$1,587 | -$1,587 |
| 136 SHS Pfizer | P | 2015-01-01 | 2020-03-24 | $3,958 | $2,345 | $1,613 | $1,613 |
| 38 SHS Suncor Energy | P | 2019-04-05 | 2020-03-24 | $423 | $1,290 | -$867 | -$867 |
| 19 SHS Suncor Energy | P | 2015-01-01 | 2020-03-24 | $211 | $644 | -$433 | -$433 |
| 39 SHS Pfizer | P | 2015-01-01 | 2020-03-25 | $1,117 | $672 | $445 | $445 |
| 6 SHS Suncor Energy | P | 2019-04-01 | 2020-03-25 | $64 | $221 | -$157 | -$157 |
| 115 SHS Suncor Energy | P | 2015-01-01 | 2020-03-25 | $1,232 | $3,808 | -$2,576 | -$2,576 |
| 25 SHS Ingersoll-Rand | P | 2015-01-01 | 2020-03-27 | $532 | $530 | $2 | $2 |
| 29 SHS Ingersoll-Rand | P | 2015-01-01 | 2020-03-27 | $575 | $559 | $16 | $16 |
| 52 SHS DOW Inc. | P | 2019-04-15 | 2020-04-06 | $1,453 | $2,730 | -$1,277 | -$1,277 |
| 25 SHS DOW Inc. | P | 2015-01-01 | 2020-04-06 | $698 | $1,300 | -$602 | -$602 |
| 14 SHS Mondelez Int'l | P | 2015-01-01 | 2020-04-06 | $696 | $608 | $88 | $88 |
| 11 SHS TJX Cos Inc | P | 2019-04-15 | 2020-04-08 | $507 | $624 | -$117 | -$117 |
| 66 SHS TJX Cos Inc | P | 2015-01-01 | 2020-04-08 | $2,904 | $2,298 | $606 | $606 |
| 93 SHS Truist Financial | P | 2019-04-15 | 2020-04-09 | $2,870 | $4,541 | -$1,671 | -$1,671 |
| 20 SHS Truist Financial | P | 2015-01-01 | 2020-04-09 | $617 | $981 | -$364 | -$364 |
| .709 SHS Ingersoll Rand- Cash in Lieu | P | 2015-01-01 | 2020-04-13 | $19 | $14 | $5 | $5 |
| 112 SHS Truist Financial | P | 2015-01-01 | 2020-04-13 | $3,542 | $4,591 | -$1,049 | -$1,049 |
| 49 SHS Walt Disney | P | 2015-01-01 | 2020-04-30 | $5,256 | $5,138 | $118 | $118 |
| 110 SHS Wells Fargo | P | 2019-05-30 | 2020-05-15 | $2,443 | $3,773 | -$1,330 | -$1,330 |
| 165 SHS Wells Fargo | P | 2015-01-01 | 2020-05-15 | $3,666 | $5,608 | -$1,942 | -$1,942 |
| 2 SHS Microsoft | P | 2015-01-01 | 2020-06-25 | $405 | $54 | $351 | $351 |
| 7 SHS U P S | P | 2019-06-30 | 2020-06-25 | $765 | $813 | -$48 | -$48 |
| 2865 SHS DBX Trackers | P | 2015-01-01 | 2020-07-23 | $89,416 | $85,377 | $4,039 | $4,039 |
| 4 SHS Pepsico | P | 2015-01-01 | 2020-07-23 | $542 | $383 | $159 | $159 |
| 147 SHS Intel | P | 2015-01-01 | 2020-07-30 | $7,029 | $4,314 | $2,715 | $2,715 |
| 72 SHS Intel | P | 2015-01-01 | 2020-08-20 | $3,509 | $1,437 | $2,072 | $2,072 |
| 47 SHS Apple | P | 2015-01-01 | 2020-09-17 | $5,437 | $861 | $4,576 | $4,576 |
| 24 SHS Cisco Sys Inc | P | 2015-01-01 | 2020-09-29 | $942 | $1,111 | -$169 | -$169 |
| 1100 SHS Apple Inc | P | 2015-01-01 | 2020-10-22 | $128,162 | $416 | $127,746 | $127,746 |
| 11 SHS Apple Inc | P | 2015-01-01 | 2020-11-27 | $1,267 | $201 | $1,066 | $1,066 |
| 6 SHS Microsoft Corp | P | 2015-01-01 | 2020-11-27 | $1,281 | $156 | $1,125 | $1,125 |
| 8 SHS Chevron | P | 2015-01-01 | 2020-12-10 | $736 | $994 | -$258 | -$258 |
| 76 SHS Conoco Phillips | P | 2015-01-01 | 2020-12-10 | $3,223 | $5,391 | -$2,168 | -$2,168 |
| 12 SHS Valero Energy | P | 2019-12-15 | 2020-12-10 | $704 | $1,084 | -$380 | -$380 |
| 43 SHS Dominion Energy | P | 2015-01-01 | 2020-12-24 | $3,162 | $2,552 | $610 | $610 |
| 4 SHS Kla-Tencor Corp | P | 2015-01-01 | 2020-12-24 | $1,031 | $436 | $595 | $595 |
| 5 SHS Lam Research Corp | P | 2015-01-01 | 2020-12-24 | $2,384 | $1,037 | $1,347 | $1,347 |
| 9 SHS Microsoft Corp | P | 2015-01-01 | 2020-12-24 | $2,010 | $228 | $1,782 | $1,782 |
| 18 SHS Valero Energy | P | 2019-12-30 | 2020-12-24 | $992 | $1,500 | -$508 | -$508 |
| 9 SHS Valero Energy | P | 2015-01-01 | 2020-12-24 | $467 | $699 | -$232 | -$232 |
| 8 SHS Walmart Inc. | P | 2019-12-30 | 2020-12-24 | $1,150 | $936 | $214 | $214 |
| 5 SHS Walmart Inc. | P | 2015-01-01 | 2020-12-24 | $719 | $583 | $136 | $136 |
| 14 SHS Apple Inc | P | 2015-01-01 | 2020-12-28 | $1,848 | $256 | $1,592 | $1,592 |
| 39 SHS Valero Energy | P | 2015-01-01 | 2020-12-28 | $2,143 | $2,620 | -$477 | -$477 |
| Capital Gain Dividends | $9,606 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $146,102 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$6,818 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,559 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,559 | SubtotalAmt |
| Tax Based On Investment Income | $2,559 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,800 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,800 | TotalPaymentsAndCreditsAmt |
| Overpayment | $241 | OverpaymentAmt |
| Refund | $241 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hiter Harris III | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8046480072 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6315 Three Chopt Rd | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23226 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| H Hiter Harris III | ||||||
| 6315 Three Chopt Rd | Richmond | VA | 23226 | President | 1.00 | $0 |
| Jil W Harris | ||||||
| 6315 Three Chopt Road | Richmond | VA | 23226 | Secty/Treas | 0.00 | $0 |
| Katherine Harris Storer | ||||||
| 6315 Three Chopt Road | Richmond | VA | 23226 | Director | 0.00 | $0 |
| Elizabeth Tyler Harris | ||||||
| 6315 Three Chopt Road | Richmond | VA | 23226 | Director | 0.00 | $0 |
| H Hiter Harris IV | ||||||
| 6315 Three Chopt Road | Richmond | VA | 23226 | Director | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,125,658 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $166,648 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,292,306 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $3,292,306 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $49,385 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,242,921 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $162,146 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $162,146 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,559 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,559 | TotalTaxAmt |
| Distributable Before Adj | $159,587 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $159,587 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $159,587 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $298,250 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $298,250 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $298,250 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $159,587 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $202,559 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $144,529 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $135,340 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $155,555 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $97,968 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $735,951 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $298,250 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $159,587 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $138,663 | RemainingDistriFromCorpusAmt |
| Total Corpus | $874,614 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $202,559 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $672,055 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $144,529 | ExcessFromYear4Amt |
| Excess From Year3 | $135,340 | ExcessFromYear3Amt |
| Excess From Year2 | $155,555 | ExcessFromYear2Amt |
| Excess From Year1 | $97,968 | ExcessFromYear1Amt |
| Excess From Current Year | $138,663 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | H Hiter Harris III | ContributingManagerNm |
| Contributing Manager | Jil W Harris | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (40 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| First Presbyterian Church | |||||||
| 4602 Cary Street Road | Richmond | VA | 23226 | N/A | PC | Annual Fund | $6,000 |
| Chesapeake Academy Foundation | |||||||
| P O Box 8 | Irvington | VA | 22480 | N/A | PC | Annual Fund | $5,000 |
| Bolling Haxell House Foundation | |||||||
| 211 East Franklin Street | Richmond | VA | 23219 | N/A | SO I | Annual Fund | $500 |
| St Catherine's School | |||||||
| 6001 GROVE AVENUE | Richmond | VA | 23226 | N/A | PC | Annual Fund | $1,000 |
| St Christopher's School | |||||||
| 711 ST CHRISTOPHERS RD | Richmond | VA | 23229 | N/A | PC | Annual Fund | $1,250 |
| VA Found for Ind Colleges | |||||||
| 901 E Byrd Street Suite 1625 | Richmond | VA | 23229 | N/A | PC | Public Support,Annual Fund, Technology Fund | $60,000 |
| Cross-Over Ministries Inc | |||||||
| 108 Cowardin Avenue | Richmond | VA | 23224 | N/A | PC | Annual Fund | $1,000 |
| Big Oak Ranch | |||||||
| P O Box 507 | Springvale | AL | 35146 | N/A | PC | Annual Fund | $5,000 |
| Virginia Foundation | |||||||
| 901 E Byrd Street Suite 1625 | Richmond | VA | 23229 | N/A | PC | Annual Fund | $500 |
| VCU Massey Cancer Center | |||||||
| 401 COLLEGE ST | Richmond | VA | 23298 | N/A | PC | Annual Fund, Capital Commitment | $5,000 |
| VCU ARTS POLLAK SOCIETY | |||||||
| P O BOX 843007 | Richmond | VA | 23284 | N/A | PC | Annual Fund | $5,000 |
| Washington Lee University | |||||||
| DEVELOPMENT BUILDING | Lexington | VA | 24450 | N/A | PC | Katie Harris Storer Fund | $5,000 |
| FAISON SCHOOL FOR AUTISM | |||||||
| 1701 BYRD AVE | RICHMOND | VA | 23230 | N/A | PC | Annual Fund | $500 |
| VMFA FOUNDATION | |||||||
| 200 N BOULEVARD | RICHMOND | VA | 23220 | N/A | PC | Annual Fund | $25,000 |
| UVA JEFFERSON SCHOLAR FOUNDATION | |||||||
| 112 CLARKE COURT | CHARLOTTESVILLE | VA | 22903 | N/A | PC | Capital Commitment | $50,000 |
| The Nature Conservancy | |||||||
| 490 Westfiels Road | Charlottesville | VA | 22901 | N/A | PC | Annual Fund, Capital Commitment | $25,000 |
| Harvard Business School | |||||||
| 117 Western Ave | Allston | MA | 02134 | N/A | PC | Annual Fund | $1,000 |
| Drive to Work | |||||||
| P O Box 14526 | Richmond | VA | 23221 | N/A | PC | Annual Fund | $1,000 |
| St Stephen's Episcopal Church | |||||||
| 6000 Grove Avenue | Richmond | VA | 23226 | N/A | PC | Annual Fund | $500 |
| VCU Institute for Contemporary Art | |||||||
| 818 W Broad Street | Richmond | VA | 23284 | N/A | GOV | Annual Fund | $1,000 |
| Warm Springs Presbyterian Church | |||||||
| 73 Church Drive | Warm Springs | VA | 24484 | N/A | PC | Annual Fund | $5,000 |
| Steamboat Era Museum | |||||||
| 156 King Carter Dr | Irvington | VA | 22480 | N/A | PC | Annual Fund | $1,000 |
| University of Richmond | |||||||
| 28 Westhampton Way | Univ of Richmond | VA | 23173 | N/A | PC | Annual Fund | $25,000 |
| Bath County Arts Association | |||||||
| POBox 974 | Hot Springs | VA | 24445 | N/A | PC | Annual Fund | $500 |
| Richmond Christmas Mother | |||||||
| 300 East Franklin Street | Richmond | VA | 23219 | N/A | PC | Public Support | $1,000 |
| Junior Achievement of Richmond | |||||||
| 7217 W Broad Street | Richmond | VA | 23294 | N/A | PC | Annual Fund | $5,000 |
| Bath County Historical Society | |||||||
| 99 Courthouse Hill Road | Warm Springs | VA | 24484 | N/A | PC | Annual Fund | $500 |
| Virginia Museum of History | |||||||
| 428 N Arthur Ashe Blvd | Richmond | VA | 23220 | N/A | PC | Annual Fund | $1,000 |
| Hampden- Sydney College | |||||||
| 1 College Road | Hampden Sydney | VA | 23943 | N/A | PC | Annual Fund | $5,000 |
| St Catherine's School | |||||||
| 6001 Grove Avenue | Richmond | VA | 23226 | N/A | PC | Capital Commitment | $5,000 |
| St Christopher's School | |||||||
| 711 St Christophers Road | Richmond | VA | 23229 | N/A | PC | Capital Commitment | $5,000 |
| Edge Club | |||||||
| 14701 Lee Highway 204 | Centreville | VA | 20121 | N/A | PC | Annual Fund | $2,500 |
| Sheltering Arms Foundation | |||||||
| 140 East Shore Drive | Glen Allen | VA | 23059 | N/A | PC | CAPITAL COMMITTMENT | $10,000 |
| St Christopher's School | |||||||
| 711 St Christophers Road | Richmond | VA | 23229 | N/A | PC | SCHOLARSHIP | $1,000 |
| St Catherine's School | |||||||
| 6001 Grove Avenue | Richmond | VA | 23226 | N/A | PC | SCHOLARSHIP | $1,000 |
| VMFA Foundation | |||||||
| 200 N Boulevard | Richmond | VA | 23220 | N/A | PC | Capital Committment | $25,000 |
| VFIC | |||||||
| 901 East Byrd Street | Richmond | VA | 23219 | N/A | PC | Annual Fund | $2,500 |
| The Khaled Hosseini Foundation | |||||||
| 5655 Silver Creek Valley Road 203 | San Jose | CA | 95138 | N/A | PC | Gift | $1,000 |
| Blessings in a Backpack | |||||||
| 4121 Shelbyville Road | Louisville | KY | 40207 | N/A | PC | Gift | $1,000 |
| St Christopher's School | |||||||
| 711 St Christophers Road | Richmond | VA | 23229 | N/A | PC | Gift | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $298,250 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $791 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $49,268 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $146,102 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $196,179 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $196,179 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $4,300 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (91 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APPLE INC | $66,538 | $1,095,489 |
| JOHNSON & JOHNSON | $11,497 | $25,968 |
| AMERICAN ELEC POWER | $2,786 | $5,662 |
| AUTOMATIC DATA PROCESSING | $1,638 | $7,753 |
| EXXON | ||
| HOME DEPOT INC | $3,232 | $18,062 |
| INTEL CORP | ||
| J P MORGAN CHASE | $11,292 | $30,116 |
| MCDONALDS CORP | $2,560 | $6,652 |
| MERCK & CO | $9,508 | $19,387 |
| MICROSOFT CORP | $3,031 | $26,913 |
| NEXTERA ENERGY | $1,256 | $7,406 |
| PARKER HANNIFIN CORP | $2,153 | $7,355 |
| PFIZER INC | ||
| PHILIP MORRIS INTL INC | $4,510 | $7,617 |
| PRICE T ROWE GROUP | $4,378 | $8,326 |
| US BANCORP DEL | $10,821 | $13,651 |
| WELLS FARGO & CO | ||
| BRISTOL MYERS SQUIBB | $9,119 | $10,235 |
| CHUBB CORP | $6,712 | $12,006 |
| CME GROUP INC | $3,451 | $8,192 |
| HONEYWELL INTL | $3,293 | $16,378 |
| KIMBERLY CLARK | $4,579 | $7,011 |
| PROCTOR & GAMBLE CO | $8,703 | $15,584 |
| TEXAS INSTRUMENTS | $3,264 | $17,070 |
| WAL-MART STORES | $4,760 | $9,370 |
| WASTE MGMT INC | $2,481 | $8,609 |
| WEC Energy Group Inc | $2,925 | $6,258 |
| CMS Energy | $1,487 | $4,210 |
| Dominion Resource Inc | ||
| Marsh McLennan Co | $3,471 | $11,817 |
| CISCO SYSTEMS | $9,799 | $16,558 |
| COMCAST CORP | $10,317 | $19,493 |
| Lockheed Martin Corp | $9,972 | $15,974 |
| Eversource Energy | $3,014 | $5,191 |
| Pepsico Inc | $6,888 | $10,678 |
| TJX Cox Inc New | ||
| Valero Energy Corp New | ||
| Northern Tr Corp | $8,273 | $8,383 |
| Medtronic PLC | $8,102 | $11,011 |
| 3 M Company | ||
| / Truist Financial | ||
| Broadcom | $10,467 | $18,828 |
| Chevron Corp | $16,544 | $12,836 |
| Dow Chem Co | ||
| Ingersoll-Rand | ||
| Lam Research Corp | $4,634 | $15,113 |
| Sonoco Products, Co | $3,250 | $3,970 |
| Suncor Energy Inc | ||
| UnitedHealth Group | $6,219 | $11,572 |
| A T & T Inc. | $5,795 | $4,832 |
| Accenture PLC | $6,162 | $10,448 |
| Lilly Eli & Company | $5,678 | $10,975 |
| Disney, Walt Company | ||
| Union Pacific Corp | $11,149 | $20,406 |
| Cummins Inc | $4,006 | $5,678 |
| KLA-TENCOR CORP | $4,838 | $12,428 |
| Baxter Intl | $3,711 | $4,493 |
| Hershey Co | $2,708 | $3,961 |
| Principle Financial Group | ||
| Ameren Corp | $3,851 | $5,230 |
| Conoco Phillips | $5,996 | $3,639 |
| Gilead Sciences | $3,723 | $2,971 |
| International Bus Machines | $16,030 | $14,224 |
| Packaging Corp America | $2,592 | $3,310 |
| Xcel Energy | $4,248 | $5,867 |
| Abbott Labs | $3,463 | $4,599 |
| Allstate Corp. | $10,980 | $11,763 |
| Deere & Company | $4,021 | $6,457 |
| M & T BK Corp | ||
| Mondelez Intl Inc. | $3,302 | $4,444 |
| Northrop Grumman Corp. | $5,522 | $4,876 |
| Target Corp. | $11,011 | $18,359 |
| United Parcel Service | $4,627 | $7,241 |
| Verizon Communications Inc. | $10,294 | $10,105 |
| Analog Devices Inc. | $7,941 | $10,046 |
| Avalonbay Cmntys Inc. | $3,641 | $2,567 |
| Duke Energy Corp | $1,975 | $2,014 |
| Ebay, Inc. | $7,182 | $7,940 |
| Fidelity National Info Systems | $4,860 | $5,093 |
| TE Connectivity Ltd. | $3,481 | $4,843 |
| Avery Dennison Corp | $3,174 | $3,878 |
| Best Buy, Inc. | $3,127 | $2,994 |
| Citrix Systems | $3,859 | $3,773 |
| DTE Energy | $2,728 | $3,764 |
| EOG Res Inc. | $3,907 | $3,740 |
| Extra Space Storage, Inc. | $3,390 | $4,171 |
| Phillips 66 | $3,465 | $3,567 |
| Pinnacle West Cap Corp | $1,954 | $1,999 |
| Eaton Corp | $5,126 | $6,488 |
| Trane Tech Pub Ltd. | $5,911 | $12,629 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (13 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Crown Castle Intl Corp | AT COST | $2,455 | $4,617 |
| Digital RLTY Tr Inc REITS | AT COST | $6,308 | $8,231 |
| PIMCO TOTAL RETURN FUND | AT COST | $141,100 | $138,202 |
| IShares Russell 1000 Growth | AT COST | $87,431 | $319,511 |
| Vanguard Mid-Cap ETF | AT COST | $174,501 | $258,463 |
| IShares Russell 2000 Value ETF | AT COST | $66,620 | $87,614 |
| Invesco Intl Growth Fund | AT COST | $78,479 | $72,072 |
| SPDR Barclays | AT COST | $80,202 | $69,666 |
| DB X-Trackers MSCI EAFE | AT COST | ||
| Vanguard Small-Cap Growth Viper | AT COST | $82,305 | $171,302 |
| Vanguard FTSE Emerging Mkts | AT COST | $61,659 | $69,903 |
| Vanguard FTSE Developed | AT COST | $90,077 | $103,862 |
| The Children's Investment Fund | AT COST | $285,000 | $613,149 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (6 entries)
| DescDesc | EOYFMVEOYFMVAmt | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|---|
| Accrued Dividends | $1,588 | ||
| Accrued Interest | $1,708 | $1,588 | |
| Prepaid Federal Tax | $2,800 | ||
| Prepaid Taxes | $2,800 | ||
| Rounding | -$10 | -$1 | |
| Rounding | $2 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Stock Basis Adjustment- Crown Castle Int'l Corp | Desc |
| Amt | $35 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIFE INSURANCE | Desc |
| Revenue And Expenses Per Books | $22,280 | RevenueAndExpensesPerBooksAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $18 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Bank Charges | $10,143 | $10,143 | $0 | $0 |
| Management Fees | $1,933 | $1,933 | $0 | $0 |
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