2021-11-11T14:21:11-06:00 2020-12-31 364579334 HERITAGE WEALTH ADVISORS 919 EAST MAIN STREET SUITE 950 RICHMOND VA 23219 990 2020-01-01 541685158 THE PAULEY FAMILY FOUNDATION PAUL 8043307400 3409 MOORE STREET RICHMOND VA 23230 KATHARINE PAULEY HICKOK CHAIR 8043307400 2021-11-11 1 KATHARINE PAULEY HICKOK 999009999 PETRA COFFEY P01525672 8046434080 2021-11-04 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z KATHARINE PAULEY HICKOK 3409 MOORE STREET RICHMOND VA 23230 40633007 0 X WWW.CFRICHMOND.ORG X 1993 VA THE PAULEY FAMILY FOUNDATION SUPPORTS A BROAD RANGE OF CHARITABLE PURPOSES IN THE RICHMOND REGION, WITH A FOCUS ON EDUCATION, HEALTH AND HUMAN SERVICES. 4 4 0 9 0 0 16000000 1092000 0 0 1860727 15066979 61469 0 17922196 16158979 7160161 10464512 0 0 0 0 0 0 0 190232 128941 7350393 10593453 10571803 5565526 127013005 141656754 5319337 7437380 121693668 134219374 THE PAULEY FAMILY FOUNDATION SUPPORTS A BROAD RANGE OF CHARITABLE PURPOSES IN THE RICHMOND REGION, WITH A FOCUS ON EDUCATION, HEALTH AND HUMAN SERVICES. 0 0 10464512 10464512 THE FOUNDATION SUPPORTS CHARITABLE ACTIVITIES THAT ADVANCE EDUCATION, HEALTH, AND HUMAN SERVICES. 10464512 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 4 4 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X X MICHELLE NELSON 8043307400 3409 MOORE STREET RICHMOND VA 23230 X STANLEY F PAULEY VICE CHAIR (THROUGH 11/20/20) 5.00 X X 0 0 0 KATHARINE P HICKOK CHAIR 5.00 X X 0 0 0 NANCY R BELLEMAN DIRECTOR 0.50 X 0 0 0 DEE ANN REMO DIRECTOR 0.50 X 0 0 0 JANE G WATKINS DIRECTOR 0.50 X 0 0 0 BRYAN K STARK SECRETARY (NON-VOTING) 0.50 X 0 0 0 0 0 0 0 0 0 0 0 1092000 1092000 2516671 2516671 37024336 24474028 12550308 12550308 12550308 16158979 0 0 15066979 10464512 10464512 8700 8700 23296 23296 22921 22921 FOREIGN TAXES PAID 72961 72961 INVESTMENT INTEREST EXP 1063 1063 10593453 10464512 128941 0 223904 1699320 1068309 31079935 119854091 102324269 5866701 6553230 127013005 141656754 5319337 7434916 0 2464 5319337 7437380 X 121693668 134219374 121693668 134219374 127013005 141656754 X 5565526 7111122 -150942 X X 0 1 X 0 0 X X X 1 THE COMMUNITY FOUNDATION INC 237009135 8 1 290531 0 1 290531 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 PART IV, SECTION A, LINE 6: THE PAULEY FAMILY FOUNDATION CONDUCTS GRANT-MAKING ACTIVITIES TO SUPPORT QUALIFYING CHARITABLE ORGANIZATIONS IN RICHMOND AND CENTRAL VIRGINIA IN FURTHERANCE OF THE EXEMPT PURPOSES OF ITS SUPPORTED ORGANIZATION, THE COMMUNITY FOUNDATION, INC. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 ACCOUNTS PAYABLE AND ACCRUED EXPENSES 2464 2464 X PART X, LINE 2: MANAGEMENT HAS EVALUATED THE EFFECT OF GUIDANCE SURROUNDING UNCERTAIN INCOME TAX POSITIONS AND CONCLUDED THAT THE FOUNDATION HAS NO SIGNIFICANT FINANCIAL STATEMENT EXPOSURE TO UNCERTAIN INCOME TAX POSITIONS. THE FOUNDATION IS NOT CURRENTLY UNDER AUDIT BY ANY TAX JURISDICTION. CENTRAL AMERICA AND CARIBBEAN 0 0 MS PRIVATE MARKETS FUND II (CAYMAN 2) LP INVESTMENT CENTRAL AMERICA AND CARIBBEAN 0 0 MS LIQUID MARKETS FUND II (CAYMAN) SPV LP INVESTMENT CENTRAL AMERICA AND CARIBBEAN 0 0 METALMARK CAPITAL PARTNERS DESIGNATED PARTNERS CAYMAN FUND, LP INVESTMENT CENTRAL AMERICA AND CARIBBEAN 0 0 PETERSHILL II OFFSHORE LP INVESTMENT 52310 0 0 0 0 0 0 52310 0 52310 0 0 0 1 1 0 PART III ACCOUNTING METHOD: 1 CIRCLE CENTER ADULT DAY SERVICES 4900 WEST MARSHALL STREET RICHMOND VA 23230 540991287 501(C)(3) 50000 NONE TO SUPPORT NEEDS BASED SCHOLARSHIPS FOR SENIORS UNABLE TO PAY FOR ADULT DAY SUPPORT SERVICES. CROSSOVER HEALTHCARE MINISTRY INC 8600 QUIOCCASIN ROAD SUITE 101 RICHMOND VA 23229 541371067 501(C)(3) 25000 NONE TO SUPPORT ACCESS TO MEDICAL CARE, MEDICATIONS, DENTAL, VISION, AND MENTAL HEALTH SERVICES FOR LOW-INCOME RESIDENTS. FAMILY LIFELINE 2325 WEST BROAD STREET RICHMOND VA 23220 540737133 501(C)(3) 50000 NONE TO PROVIDE LONG TERM SUPPORT PROGRAMMING FOR OLDER ADULTS, PEOPLE WITH DISABILITIES AND THEIR CAREGIVERS FEEDMORE INC 1415 RHOADMILLER STREET RICHMOND VA 23220 541150923 501(C)(3) 50000 NONE TO SUPPORT THE PURCHASE OF FRESH PRODUCE FOR USE IN FEED MORE'S FOOD DISTRIBUTION AND MEAL PROGRAMS SERVING CENTRAL VIRGINIA, SPECIFICALLY MEALS ON WHEELS HAMPDEN-SYDNEY COLLEGE COLLEGE ROAD BOX 128 HAMPDENSYDNEY VA 23943 540505906 501(C)(3) 7239836 NONE ANNUAL SUPPORT ($25,000), FUNDS FOR THE NEW SCIENCE BUILDING (7,214,836) HEALTH BRIGADE 1010 N THOMPSON STREET RICHMOND VA 23230 540927792 501(C)(3) 25000 NONE TO PROVIDE ACCESS TO PRIMARY CARE AND MENTAL HEALTH SERVICES FOR LOW-INCOME INDIVIDUALS. JEWISH FAMILY SERVICES 6718 PATTERSON AVENUE RICHMOND VA 23226 540526201 501(C)(3) 50000 NONE TO PROVIDE LOW INCOME SENIORS THE PHYSICAL, MENTAL AND EMOTIONAL HEALTH SERVICES THEY NEED FOR AN IMPROVED QUALITY OF LIFE, GREATER SOCIAL ENGAGEMENT, AND IMPROVED INDEPENDENCE WHILE SUPPORTING THEIR FAMILY CAREGIVERS. MASSEY CANCER CENTER PO BOX 980234 RICHMOND VA 23298 546053660 501(C)(3) 10000 NONE ANNUAL SUPPORT TO THE MASSEY CANCER CENTER MEDICAL COLLEGE OF VIRGINIA FOUNDATION PO BOX 980234 RICHMOND VA 23298 546053660 501(C)(3) 25000 NONE ANNUAL SUPPORT OF MCV PAULEY HEART CENTER MONTPELIER FOUNDATION PO BOX 911 ORANGE VA 22960 311620682 501(C)(3) 75000 NONE ANNUAL SUPPORT ($25,000); TO PROVIDE $10,000 UNRESTRICTED, AND $40,000 FOR EITHER WEBSITE UPGRADES OR DIGITIZATION OF MONTPELIER'S RESTORATION RECORDS. ORCHARD HOUSE SCHOOL 500 NORTH ALLEN AVENUE RICHMOND VA 23220 541902937 501(C)(3) 25000 NONE SCHOLARSHIPS FOR LOW INCOME STUDENTS - MIDDLE SCHOOL GIRLS WITH FOCUS ON STEM. RICHMOND ANIMAL LEAGUE 11401 INTERNATIONAL DRIVE RICHMOND VA 23236 510240493 501(C)(3) 10000 NONE ANNUAL SUPPORT RICHMOND SPCA 2519 HERMITAGE ROAD RICHMOND VA 23220 540506328 501(C)(3) 10000 NONE ANNUAL SUPPORT RICHMOND SYMPHONY 612 EAST GRACE STREET 401 RICHMOND VA 23219 546024033 501(C)(3) 25000 NONE ANNUAL SUPPORT OF RICHMOND SYMPHONY SENIOR CONNECTIONS CAAA 24 EAST CARY STREET RICHMOND VA 23219 540950714 501(C)(3) 35000 NONE TO SUPPORT THE RENOVATION OF SENIOR CONNECTIONS' 1ST FLOOR TO CREATE THE LONGEVITY CENTER. THIS IS THE THIRD AND FINAL PAYMENT OF A GRANT OF $120,000.00 TO SENIOR CONNECTIONS. ST ANDREW'S SCHOOL 227 SOUTH CHERRY STREET RICHMOND VA 23220 541803252 501(C)(3) 10000 NONE ANNUAL SUPPORT ST CATHERINE'S SCHOOL FOUNDATION 6001 GROVE AVENUE RICHMOND VA 23226 546036896 501(C)(3) 325000 NONE ANNUAL SUPPORT ($25,000); TO SUPPORT THE CAPITAL CAMPAIGN TO BUILD AN ARTS AND INNOVATION CENTER ON THE ST. CATHERINE'S SCHOOL CAMPUS ($300,000). ST JOSEPH'S VILLA 8000 BROOK ROAD RICHMOND VA 23227 540505950 501(C)(3) 25000 NONE TO SUPPORT CASE MANAGEMENT FOR THE GROWING NUMBER OF OLDER ADULTS WHO ARE HOMELESS AND LACK THE RESOURCES AND SUPPORT TO SECURE HOUSING ON THEIR OWN. SWEET BRIAR INSTITUTE PO BOX 1057 SWEET BRIAR VA 24595 540534105 501(C)(3) 1025000 NONE ANNUAL SUPPORT ($25,000); TO SUPPORT THE CAPITAL CAMPAIGN TO BUILD AN ARTS AND INNOVATION CENTER ON THE ST. CATHERINE'S SCHOOL CAMPUS ($300,000). THE COMMUNITY FOUNDATION INC 3409 MOORE STREET RICHMOND VA 23230 237009135 501(C)(3) 290531 NONE FOR UNRESTRICTED SUPPORT UNITED WAY OF GREATER RICHMOND & PETERSBURG PO BOX 11807 RICHMOND VA 23230 237375346 501(C)(3) 10000 NONE ANNUAL SUPPORT UNIVERSITY OF MANITOBA FOUNDATION USA 330 N WABASH AVE 22ND FL IBM PLAZA CHICAGO IL 60611 363683991 501(C)(3) 1074145 NONE DEPARTMENT OF ELECTRICAL AND COMPUTER ENGINEERING FOR EQUIPMENT TO SUPPORT ELECTRICAL ENGINEERING RESEARCH. 21 0 PART I, LINE 2: THE BOARD OF THE PAULEY FAMILY FOUNDATION WORKS CLOSELY WITH CF STAFF TO CONSIDER POTENTIAL GRANTEES. CF STAFF COLLECTS AND REVIEWS DUE DILIGENCE DOCUMENTATION ON PROSPECTIVE GRANTEES AND SHARES INFORMATION WITH THE BOARD OF THE PAULEY FAMILY FOUNDATION. CF STAFF MEMBERS FOLLOW UP WITH GRANTEES TO RECEIVE PROGRESS REPORTS AND SHARE FOLLOW-UP INFORMATION WITH THE BOARD. HERITAGE WEALTH ADVISORS 8700 ACCOUNTING FEES 0 SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: (B) HERITAGE WEALTH ADVISORS IS OWNED BY DEE ANN REMO, WHO JOINED THE PAULEY FAMILY FOUNDATION'S BOARD OF DIRECTORS IN 2020. FORM 990, PART VI, SECTION A, LINE 2 TWO OF THE FIVE PAULEY FAMILY FOUNDATION CURRENT BOARD MEMBERS ARE FAMILY MEMBERS. ADDITIONALLY, DEE ANN REMO IS AN OWNER OF HERITAGE WEALTH ADVISORS, WHICH SERVES AS THE TAX ADVISOR FOR THE PAULEY FAMILY FOUNDATION. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE FORM 990 AND APPLICABLE SCHEDULES ARE PROVIDED TO EACH MEMBER OF THE PAULEY FAMILY FOUNDATION'S BOARD OF GOVERNORS FOR REVIEW BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. THIS DRAFT IS ALSO REVIEWED BY THE COMMUNITY FOUNDATION'S CHIEF FINANCIAL OFFICER AND THE PRESIDENT & CHIEF EXECUTIVE OFFICER. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS AND DIRECTORS OF THE PAULEY FAMILY FOUNDATION COMPLETE A SIGNED CONFLICT OF INTEREST POLICY ANNUALLY. IN THE EVENT OF A CONFLICT, THE BOARD MEMBER WILL RECUSE HIM/HER SELF FROM VOTING ON THE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 THE PAULEY FAMILY FOUNDATION HAS NO EMPLOYEES OR OTHER COMPENSATED OFFICERS. FORM 990, PART VI, SECTION C, LINE 19 THE PAULEY FAMILY FOUNDATION PARTICIPATES IN THE CONSOLIDATED AUDIT OF THE COMMUNITY FOUNDATION. THE STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST AT THE COMMUNITY FOUNDATION OFFICES AND ITS WEBSITE. FORM 990, PART XI, LINE 9: GRANT PAYABLE DISCOUNT FOR MULTI-YEAR GRANT PAYMENTS -150,942. THE COMMUNITY FOUNDATION INC 3409 MOORE STREET RICHMOND VA 23230 237009135 GRANTMAKING VA 501(C)(3) LINE 8 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 THE COMMUNITY FOUNDATION INC B 290531 UNRESTRICTED SUPPORT