WILLIAMSBURG COMMUNITY HEALTH FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAMSBURG COMMUNITY HEALTH FOUNDATION INC (EIN 54-1822359)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-09
- IRS object ID
- 202143139349102524
- Schema version
- 2020v4.1
- 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
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-09T15:25:18-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 560574444 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHERRY BEKAERT LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 SOUTH 10TH ST STE 900 | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23219 | 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 | 541822359 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAMSBURG COMMUNITY HEALTH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 7573450912 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4801 COURTHOUSE STREET NO 200 | AddressLine1Txt |
| City | WILLIAMSBURG | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23188 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROL SALE | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 7573450912 | PhoneNum |
| Signature | 2021-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CAROL | PersonFirstNm |
| Person Last | SALE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMANDA ADAMS | PreparerPersonNm |
| PTIN | P00748038 | PTIN |
| Phone | 8046735700 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $137,872,232 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $36,686 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $36,686 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,347,260 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $72,315,248 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,335,137 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,504,617 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,323,026 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $10,888,563 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,694,849 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $199,269 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $199,269 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $707,641 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $707,641 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $269,656 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $269,656 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $32,420 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $30,845 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $159,097 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $120,463 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $38,634 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $76,451 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $4,561 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $165,102 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $16,510 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $148,592 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $7,205 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $7,205 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $9,856 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $9,856 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,704,189 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,085,689 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $329,723 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,335,447 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,222,662 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,741,421 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,500,143 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,579,313 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,835,590 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,222,662 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,320,734 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,052,973 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,472,187 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $395,975 | CashBOYAmt |
| Cash EOY | $299,582 | CashEOYAmt |
| Cash EOYFMV | $299,582 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,001,444 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,419,544 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,419,544 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $1,990,029 | AcctRcvblAmt |
| Acct Rcvbl EOY | $1,990,029 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,990,029 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $56,259 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $76,179 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $76,179 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $111,773,996 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $131,079,240 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $131,079,240 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $112,647 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $104,989 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $9,918 | LandBOYAmt |
| Land EOY | $7,658 | LandEOYAmt |
| Land EOYFMV | $7,658 | LandEOYFMVAmt |
| Other Assets BOY | $12,244,871 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $128,482,463 | TotalAssetsBOYAmt |
| Total Assets EOY | $137,872,232 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $137,872,232 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $163,286 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $164,165 | AccountsPayableEOYAmt |
| Grants Payable BOY | $385,602 | GrantsPayableBOYAmt |
| Grants Payable EOY | $261,805 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $181,418 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $190,271 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $730,306 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $616,241 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $127,752,157 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $137,255,991 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $127,752,157 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $137,255,991 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $128,482,463 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $137,872,232 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $127,752,157 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,052,973 | ExcessRevenueOverExpensesAmt |
| Other Increases | $7,450,861 | OtherIncreasesAmt |
| Subtotal | $137,255,991 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $137,255,991 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (20 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY-TRADED SECURITIES | $49,651,014 | $49,393,341 | $257,673 | $257,673 | |
| PASSTHROUGH K-1 CAPITAL GAIN | $8,590,991 | $8,590,991 | $8,590,991 | P | |
| TIFF PARTNERS V-INTERNATIONAL, LLC | $38,313 | $38,313 | $38,313 | P | |
| TIFF PARTNERS V-US, LLC | $84,039 | $107,190 | -$23,151 | -$23,151 | P |
| TIFF PRIVATE EQUITY PARTNERS 2007, LLC | $788,511 | $774,641 | $13,870 | $13,870 | P |
| TIFF PRIVATE EQUITY PARTNERS 2008, LLC | $473,380 | $1,049,700 | -$576,320 | -$576,320 | P |
| TIFF PRIVATE EQUITY PARTNERS 2012, LLC | $1,288,270 | $1,372,656 | -$84,386 | -$84,386 | P |
| TIFF PRIVATE EQUITY PARTNERS 2013, LLC | $3,220,244 | $3,522,434 | -$302,190 | -$302,190 | P |
| TIFF PRIVATE EQUITY PARTNERS 2014, LLC | $1,339,551 | $1,043,208 | $296,343 | $296,343 | P |
| TIFF PRIVATE EQUITY PARTNERS 2015, LP | $1,165,150 | $743,101 | $422,049 | $422,049 | P |
| TIFF PRIVATE EQUITY PARTNERS 2016, LP | $708,570 | $588,020 | $120,550 | $120,550 | P |
| TIFF PRIVATE EQUITY PARTNERS 2017, LP | $253,585 | $216,841 | $36,744 | $36,744 | P |
| TIFF PRIVATE EQUITY PARTNERS 2018, LP | $526,580 | $459,914 | $66,666 | $66,666 | P |
| TIFF REAL ESTATE PARTNERS II, LLC | $204,400 | $147,049 | $57,351 | $57,351 | P |
| TIFF REALTY AND RESOURCES IV, LLC | $401,900 | $407,187 | -$5,287 | -$5,287 | P |
| TIFF SECONDARY PARTNERS II, LLC | $211,750 | $370,106 | -$158,356 | -$158,356 | P |
| TIFF SPECIAL OPPORTUNITIES FUND, LLC | $2,587,163 | $2,239,834 | $347,329 | $347,329 | P |
| TIFF SPECIAL OPPORTUNITIES FUND II, LP | $673,400 | $422,672 | $250,728 | $250,728 | P |
| TIFF PRIVATE EQUITY PARTNERS 2019, LP | $88,313 | $102,418 | -$14,105 | -$14,105 | P |
| TIFF PRIVATE EQUITY PARTNERS 2020, LP | $8,001 | $7,676 | $325 | $325 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,335,137 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $131,663 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $131,663 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $131,663 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $58,720 | 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 | $58,720 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $452 | EsPenaltyAmt |
| Tax Due | $73,395 | TaxDueAmt |
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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.WILLIAMSBURGHEALTHFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOLA MONIZ | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7573450912 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4801 COURTHOUSE STREET NO 200 | AddressLine1Txt |
| City | WILLIAMSBURG | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23188 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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 (19 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 |
|---|---|---|---|---|---|---|---|---|
| LOUIS F ROSSITER | ||||||||
| 4801 COURTHOUSE STREET SUITE 200 | WILLIAMSBURG | VA | 23188 | CHAIR | 1.00 | $0 | $0 | $0 |
| JACKSON C TUTTLE II | ||||||||
| 4801 COURTHOUSE STREET SUITE 200 | WILLIAMSBURG | VA | 23188 | VICE CHAIR | 1.00 | $0 | $0 | $0 |
| MARSHALL N WARNE | ||||||||
| 4801 COURTHOUSE STREET SUITE 200 | WILLIAMSBURG | VA | 23188 | TREASURER | 1.00 | $0 | $0 | $0 |
| M ANDERSON BRADSHAW | ||||||||
| 4801 COURTHOUSE STREET SUITE 200 | WILLIAMSBURG | VA | 23188 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DAVID E BUSH | ||||||||
| 4801 COURTHOUSE STREET SUITE 200 | WILLIAMSBURG | VA | 23188 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| BETH F DAVIS | ||||||||
| 4801 COURTHOUSE STREET SUITE 200 | WILLIAMSBURG | VA | 23188 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| PAUL W GERHARDT | ||||||||
| 4801 COURTHOUSE STREET SUITE 200 | WILLIAMSBURG | VA | 23188 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| EARL T GRANGER III | ||||||||
| 4801 COURTHOUSE STREET SUITE 200 | WILLIAMSBURG | VA | 23188 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| KELLI MANSEL-ARBUCKLE | ||||||||
| 4801 COURTHOUSE STREET SUITE 200 | WILLIAMSBURG | VA | 23188 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DOUGLAS J MYERS | ||||||||
| 4801 COURTHOUSE STREET SUITE 200 | WILLIAMSBURG | VA | 23188 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MARIBEL O SAIMRE | ||||||||
| 4801 COURTHOUSE STREET SUITE 200 | WILLIAMSBURG | VA | 23188 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ROBERT J SINGLEY | ||||||||
| 4801 COURTHOUSE STREET SUITE 200 | WILLIAMSBURG | VA | 23188 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| STEVEN R STAPLES | ||||||||
| 4801 COURTHOUSE STREET SUITE 200 | WILLIAMSBURG | VA | 23188 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ROBERT B TAYLOR | ||||||||
| 4801 COURTHOUSE STREET SUITE 200 | WILLIAMSBURG | VA | 23188 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| THOMAS G TINGLE | ||||||||
| 4801 COURTHOUSE STREET SUITE 200 | WILLIAMSBURG | VA | 23188 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| GLENDA H TURNER | ||||||||
| 4801 COURTHOUSE STREET SUITE 200 | WILLIAMSBURG | VA | 23188 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ADRIA VANHOOZIER | ||||||||
| 4801 COURTHOUSE STREET SUITE 200 | WILLIAMSBURG | VA | 23188 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ALFRED L WOODS | ||||||||
| 4801 COURTHOUSE STREET SUITE 200 | WILLIAMSBURG | VA | 23188 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CAROL L SALE | ||||||||
| 4801 COURTHOUSE STREET SUITE 200 | WILLIAMSBURG | VA | 23188 | PRESIDENT & CEO, SECRETARY | 40.00 | $181,154 | $13,881 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| SOLA MONIZ | ||||||||
| 4801 COURTHOUSE STREET SUITE 200 | WILLIAMSBURG | VA | 23188 | CFO | 40.00 | $154,457 | $11,724 | $0 |
| ALLISON BRODY | ||||||||
| 4801 COURTHOUSE STREET SUITE 200 | WILLIAMSBURG | VA | 23188 | DIRECTOR, COMMUNITY | 40.00 | $112,045 | $8,650 | $0 |
| KYRA COOK | ||||||||
| 4801 COURTHOUSE STREET SUITE 200 | WILLIAMSBURG | VA | 23188 | DIRECTOR, STRATEGY | 40.00 | $112,045 | $8,589 | $0 |
| PAULETTE A PARKER | ||||||||
| 4801 COURTHOUSE STREET SUITE 200 | WILLIAMSBURG | VA | 23188 | SENIOR PROGRAM OFFIC | 40.00 | $112,045 | $8,411 | $0 |
| WILLIAM D PRIBBLE | ||||||||
| 4801 COURTHOUSE STREET SUITE 200 | WILLIAMSBURG | VA | 23188 | PROGRAM OFFICER/GRAN | 40.00 | $79,920 | $6,243 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| COMMUNITY HEALTH SOLUTIONS INC | |||||
| 9603 GAYTON ROAD STE 200 | RICHMOND | VA | 23238 | DCA | $91,610 |
| CATCHAFIRE | |||||
| 31 E 32ND ST | NEW YORK | NY | 10016 | WEB PLATFORM | $80,000 |
| JAMES CITY COUNTY | |||||
| 101-D MOUNTS BAY ROAD | WILLIAMSBURG | VA | 23188 | CONSULTANT | $72,000 |
| TIFF INVESTMENT MGMT | |||||
| 170 N RADNOR CHESTER RD STE 300 | RADNOR | PA | 19087 | INVESTMENT MANAGEMENT | $65,278 |
| NORTHERN TRUST | |||||
| 770 WEST NORTHWEST HIGHWAY | BARRINGTON | IL | 60010 | INVESTMENT MANAGEMENT | $54,888 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | BEHAVIORAL HEALTH COLLABORATIVE - A COLLABORATIVE WITH JAMES CITY COUNCIL TO STUDY BEHAVIORAL HEALTH TO IMPROVE MEDICAL SERVICES TO TREAT MENTAL HEALTH ILLNESSES, INTELLECTUAL DISABILITIES, AND SUBSTANCE ABUSE DISORDERS TO INDIVIDUALS AND FAMILIES LIVING IN JAMES CITY COUNTY. | Description1Txt |
| Expenses1 | $72,000 | Expenses1Amt |
| Description2 | CHRONIC CARE INITIATIVE- A COLLABORATIVE WITH HEALTHCARE ORGANIZATIONS THAT PROVIDE DIRECT SERVICES TO UNINSURED AND UNDER-INSURED, CHRONICALLY ILL INDIVIDUALS IN THE GREATER WILLIAMSBURG AREA. THE GOAL IS TO IMPROVE THE HEALTH OF THE UNDERSERVED COMMUNITY BY IMPROVING THE ORGANIZATIONS' INDIVIDUAL AND COLLECTIVE CAPACITY TO SERVE THIS POPULATION. | Description2Txt |
| Expenses2 | $47,971 | Expenses2Amt |
| Description3 | CHILD HEALTH INITIATIVE- A COLLABORATIVE OF HUMAN SERVICE AND HEALTHCARE PROVIDERS DESIGNED TO IMPROVE LONG-TERM HEALTH OUTCOMES FOR CHILDREN LIVING IN POVERTY IN THE COMMUNITY. THE COLLABORATIVE EMPLOYS A MULTI-DISCIPLINARY, HOME-BASED SERVICE DELIVERY APPROACH TO WORK IN PARTNERSHIP WITH FAMILIES. | Description3Txt |
| Expenses3 | $35,088 | Expenses3Amt |
| Description4 | CHILDREN BEHAVIOR HEALTH INITIATIVE- A COLLABORATIVE WITH HEALTHCARE ORGANIZATIONS THAT PROVIDE DIRECT SERVICES TO CHILDREN IN THE GREATER WILLIAMSBURG AREA. THE GOAL IS TO IMPROVE THE BEHAVIORAL HEALTH OF CHILDREN IN THE COMMUNITY. | Description4Txt |
| Expenses4 | $9,750 | Expenses4Amt |
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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,943,393 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $118,724,813 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $125,668,206 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $125,668,206 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,885,023 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $123,783,183 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,189,159 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,189,159 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $131,663 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $131,663 | TotalTaxAmt |
| Distributable Before Adj | $6,057,496 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $46,830 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,104,326 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,104,326 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,320,734 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,320,734 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $7,320,734 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,104,326 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $213,947 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,320,734 | QualifyingDistributionsAmt |
| Applied To Year1 | $213,947 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,104,326 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,002,461 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,002,461 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,002,461 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $1,002,461 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CAROL SALE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4801 COURTHOUSE STREET 200 | AddressLine1Txt |
| City | WILLIAMSBURG | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23188 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7573450912 | RecipientPhoneNum |
| Form And Info And Materials | WCHF APPLICATION SHOULD INCLUDE THE BOARD ROSTER, ANNUAL REPORT, IRS FORM 990 AND ANNUAL AUDIT IN ACCORDANCE WITH WCHF POLICIES, PLUS ALLOWABLE COSTS AS OUTLINED IN GRANT APPLICATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | CONDITIONS FOR GRANT AWARDS DO NOT ALLOW EXPENDITURES FOR ANNUAL APPEALS AND FUNDRAISING, ENDOWMENTS, REAL ESTATE ACQUISITIONS, RESTORATION OF FUNDS CUT BY GOVERNMENTS OR OTHER ORGANIZATIONS, AND LOBBYING. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (52 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANGELS OF MERCY MEDICAL MISSION | |||||||
| 7151 RICHMOND RD STE 401 | WILLIAMSBURG | VA | 231887234 | N/A | PC | CHRONIC CARE COLLABORATIVE | $42,500 |
| BACON STREET YOUTH AND FAMILY SERVICES | |||||||
| 247 MCLAWS CIRCLE | WILLIAMSBURG | VA | 23185 | N/A | PC | THE BRIDGES PROJECT | $31,500 |
| CENTER FOR CHILD AND FAMILY SERVICES INC | |||||||
| 2021 CUNNINGHAM DR STE 400 | HAMPTON | VA | 236663301 | N/A | PC | MULTICULTURAL COUNSELING AND OUTREACH PROGRAM | $40,000 |
| CENTER FOR CHILD AND FAMILY SERVICES INC | |||||||
| 2021 CUNNINGHAM DR STE 400 | HAMPTON | VA | 236663301 | N/A | PC | NEUROFEEDBACK COUNSELING PROGRAM | $6,500 |
| CENTER FOR CHILD AND FAMILY SERVICES INC | |||||||
| 2021 CUNNINGHAM DR STE 400 | HAMPTON | VA | 236663301 | N/A | PC | THE REBOOT PROGRAM | $103,000 |
| CHILD DEVELOPMENT RESOURCES | |||||||
| PO BOX 280 | NORGE | VA | 23127 | N/A | PC | BASIC OPERATING SUPPORT | $200,000 |
| CITY OF WILLIAMSBURG | |||||||
| 401 LAFAYETTE STREET | WILLIAMSBURG | VA | 23185 | N/A | GOV | CHILD HEALTH INITIATIVE | $250,000 |
| CITY OF WILLIAMSBURG | |||||||
| 401 LAFAYETTE STREET | WILLIAMSBURG | VA | 23185 | N/A | GOV | WALKING WORKS | $500 |
| CITY OF WILLIAMSBURG | |||||||
| 401 LAFAYETTE STREET | WILLIAMSBURG | VA | 23185 | N/A | GOV | COVID-19 EVICTION PREVENTION PROGRAM | $270,000 |
| COLONIAL BEHAVIORAL HEALTH | |||||||
| 473 MCLAWS CIRCLE | WILLIAMSBURG | VA | 23185 | N/A | PC | GREATER WILLIAMSBURG CHILD ASSESSMENT CENTER (GWCAC) | $271,000 |
| COLONIAL BEHAVIORAL HEALTH | |||||||
| 473 MCLAWS CIRCLE | WILLIAMSBURG | VA | 23185 | N/A | PC | CHRONIC CARE COLLABORATIVE | $140,000 |
| COLONIAL BEHAVIORAL HEALTH | |||||||
| 473 MCLAWS CIRCLE | WILLIAMSBURG | VA | 23185 | N/A | PC | INTENSIVE OUTPATIENT PROGRAM (IOP) | $50,000 |
| COLONIAL BEHAVIORAL HEALTH | |||||||
| 473 MCLAWS CIRCLE | WILLIAMSBURG | VA | 23185 | N/A | PC | GREATER WILLIAMSBURG NETWORK OF CARE (NOC) | $37,000 |
| COMMUNITY HOUSING PARTNERS | |||||||
| 448 DEPOT STREET | CHRISTIANSBURG | VA | 24073 | N/A | PC | MOBILE FOOD PANTRY | $5,000 |
| ELK HILL FARM INC | |||||||
| PO BOX 991975 ELK HILL RD | GOOCHLAND | VA | 23063 | N/A | PC | ELK HILL'S YORK COUNTY SCHOOL-BASED MENTAL HEALTH PROGRAM | $10,000 |
| FREE FOUNDATION FOR REHABILITATION EQUIPMENT & ENDOWMENT | |||||||
| PO BOX 8873 | ROANOKE | VA | 240140752 | N/A | PC | F.R.E.E. OF WILLIAMSBURG | $26,000 |
| GLOUCESTER MATHEWS CARE CLINIC | |||||||
| PO BOX 684 | GLOUCESTER | VA | 23061 | N/A | PC | CHRONIC CARE COLLABORATIVE | $200,000 |
| GREATER WILLIAMSBURG HEARTSAFE ALLIANCE | |||||||
| 421 NORTH BOUNDARY STREET | WILLIAMSBURG | VA | 23185 | N/A | PC | GREATER WILLIAMSBURG HEARTSAFE ALLIANCE | $35,000 |
| GROVE CHRISTIAN OUTREACH CENTER | |||||||
| 8800 POCAHONTAS TRAIL | WILLIAMSBURG | VA | 23185 | N/A | PC | CHILDREN'S MEAL DELIVERY | $20,000 |
| JAMES CITY COUNTY | |||||||
| 101-D MOUNTS BAY ROAD | WILLIAMSBURG | VA | 23188 | N/A | GOV | JAMES CITY COUNTY CHILD HEALTH INITIATIVE | $270,000 |
| JAMES CITY COUNTY | |||||||
| 101-D MOUNTS BAY ROAD | WILLIAMSBURG | VA | 23188 | N/A | GOV | COVID-19 EVICTION PREVENTION PROGRAM | $430,000 |
| LITERACY FOR LIFE AT THE RITA WELSH ADULT LEARNING CENTER | |||||||
| PO BOX 8795 | WILLIAMSBURG | VA | 23187 | N/A | GOV | HEAL PROGRAM IN WILLIAMSBURG | $50,000 |
| NETWORK PENINSULA | |||||||
| 2 BERNARDINE DRIVE | NEWPORT NEWS | VA | 23602 | N/A | PC | NONPROFIT MANAGEMENT INSTITUTE | $37,500 |
| OLDE TOWNE MEDICAL & DENTAL CENTER | |||||||
| 5249 OLDE TOWNE ROAD | WILLIAMSBURG | VA | 23188 | N/A | PC | SUPPORT FOR CLINIC OPERATIONS | $393,750 |
| OLDE TOWNE MEDICAL & DENTAL CENTER | |||||||
| 5249 OLDE TOWNE ROAD | WILLIAMSBURG | VA | 23188 | N/A | PC | CHRONIC CARE COLLABORATIVE (CCC) | $250,000 |
| OLIVET MEDICAL MINISTRY INC DBA LACKEY CLINIC | |||||||
| 1620 OLD WILLIAMSBURG ROAD | YORKTOWN | VA | 23690 | N/A | PC | CHRONIC CARE COLLABORATIVE | $400,000 |
| ONE CHILD CENTER FOR AUTISM | |||||||
| 201 BULIFANTS BLVD STE A | WILLIAMSBURG | VA | 23188 | N/A | PC | ONE CHILD CENTER FOR AUTISM CAPACITY BUILDING | $15,000 |
| ONE CHILD CENTER FOR AUTISM | |||||||
| 201 BULIFANTS BLVD STE A | WILLIAMSBURG | VA | 23188 | N/A | PC | KIDS' NIGHT | $7,500 |
| PENINSULA AGENCY ON AGING | |||||||
| 739 THIMBLE SHOALS BLVD STE 1006 | NEWPORT NEWS | VA | 23606 | N/A | PC | RIDES | $120,000 |
| PENINSULA AGENCY ON AGING | |||||||
| 739 THIMBLE SHOALS BLVD STE 1006 | NEWPORT NEWS | VA | 23606 | N/A | PC | GREATER WILLIAMSBURG AGING AND DISABILITY RESOURCE CENTER (ADRC) | $70,000 |
| PENINSULA AGENCY ON AGING | |||||||
| 739 THIMBLE SHOALS BLVD STE 1006 | NEWPORT NEWS | VA | 23606 | N/A | PC | NUTRITIOUS NOONTIME MEALS | $65,000 |
| PENINSULA AGENCY ON AGING | |||||||
| 739 THIMBLE SHOALS BLVD STE 1006 | NEWPORT NEWS | VA | 23606 | N/A | PC | LOCAL MATCH FUNDS FOR A REPLACEMENT VAN FOR THE RIDES PROGRAM | $11,713 |
| POSTPARTUM SUPPORT VIRGINIA INC | |||||||
| PO BOX 7521 | ARLINGTON | VA | 22207 | N/A | PC | HEALTHY MOTHERS, HEALTHY BABIES | $15,000 |
| RX PARTNERSHIP | |||||||
| 1500 FOREST AVE SUITE 201 | RICHMOND | VA | 23229 | N/A | PC | CHRONIC CARE COLLABORATIVE | $46,000 |
| RX PARTNERSHIP | |||||||
| 1500 FOREST AVE SUITE 201 | RICHMOND | VA | 23229 | N/A | PC | ACCESS TO MEDICATION PROGRAM (AMP) | $25,000 |
| RX PARTNERSHIP | |||||||
| 1500 FOREST AVE SUITE 201 | RICHMOND | VA | 23229 | N/A | PC | RXP COVID-19 RESPONSE PROGRAM | $9,000 |
| THE ARC OF GREATER WILLIAMSBURG | |||||||
| 150 STRAWBERRY PLAINS ROAD SUITE D | WILLIAMSBURG | VA | 23188 | N/A | PC | FITNESS PROGRAM | $30,000 |
| THE COLLEGE OF WILLIAM & MARY NEW HORIZONS FAMILY COUNSELING CENTER | |||||||
| 301 MONTICELLO AVENUE PO BOX 8795 | WILLIAMSBURG | VA | 23185 | N/A | GOV | YOUTH AND FAMILY COUNSELING PROGRAM | $95,000 |
| THE DOORWAYS | |||||||
| 612 E MARSHALL STREET | RICHMOND | VA | 23219 | N/A | PC | BASIC OPERATING SUPPORT | $15,000 |
| UNITED WAY OF THE VIRGINIA PENINSULA | |||||||
| 11820 FOUNTAIN WAY SUITE 206 | NEWPORT NEWS | VA | 23606 | N/A | PC | GREATER WILLIAMSBURG TRAUMA-INFORMED COMMUNITY NETWORK | $15,000 |
| VIRGINIA HEALTH CARE FOUNDATION | |||||||
| 707 EAST MAIN STREET SUITE 1350 | RICHMOND | VA | 23219 | N/A | PC | GREATER WILLIAMSBURG MEDICATION ACCESS PROGRAM BASIC PROGRAM SUPPORT | $375,000 |
| VIRGINIA PENINSULA FOODBANK | |||||||
| 2401 ALUMINUM AVENUE | HAMPTON | VA | 23661 | N/A | PC | MOBILE FOOD PANTRY: FRESH PRODUCE PROGRAM | $35,000 |
| WILLIAMSBURG AREA FAITH IN ACTION | |||||||
| 354 MCLAWS CIRCLE SUITE 2 | WILLIAMSBURG | VA | 23185 | N/A | PC | MEDICAL TRANSPORTATION | $32,750 |
| WILLIAMSBURG AREA FAITH IN ACTION | |||||||
| 354 MCLAWS CIRCLE SUITE 2 | WILLIAMSBURG | VA | 23185 | N/A | PC | SUPPORT FOR DEVELOPMENT DIRECTOR | $14,000 |
| WILLIAMSBURG COMMUNITY FOUNDATION | |||||||
| 1323 JAMESTOWN ROAD SUITE 103 | WILLIAMSBURG | VA | 23185 | N/A | PC | WILLIAMSBURG COMMUNITY FOUNDATION COMMUNITY EMERGENCY RESPONSE FUND | $20,000 |
| WILLIAMSBURG HOUSE OF MERCY INC | |||||||
| 10 HARRISON AVENUE | WILLIAMSBURG | VA | 231853572 | N/A | PC | MONTHLY MOBILE FOOD PANTRY | $9,000 |
| WILLIAMSBURG HOUSE OF MERCY INC | |||||||
| 10 HARRISON AVENUE | WILLIAMSBURG | VA | 231853572 | N/A | PC | REFRIGERATOR PURCHASE FOR FRESH FOOD STORAGE | $13,600 |
| WILLIAMSBURG REGIONAL LIBRARY | |||||||
| 7770 CROAKER ROAD | WILLIAMSBURG | VA | 23188 | N/A | PC | 2020 CENSUS OUTREACH | $500 |
| WILLIAMSBURG-JAMES CITY COUNTY PUBLIC SCHOOL DIVISION | |||||||
| 117 IRONBOUND ROAD | WILLIAMSBURG | VA | 23187 | N/A | GOV | WJCC SCHOOL HEALTH INITIATIVE PROGRAM (SHIP) | $670,000 |
| WILLIAMSBURG-JAMES CITY COUNTY PUBLIC SCHOOL DIVISION | |||||||
| 117 IRONBOUND ROAD | WILLIAMSBURG | VA | 23187 | N/A | GOV | WALKING WORKS | $500 |
| YORK COUNTY | |||||||
| 224 BALLARD ST | YORKTOWN | VA | 23690 | N/A | PC | COVID-19 EVICTION PREVENTION PROGRAM | $300,000 |
| AVALON A CENTER FOR WOMEN AND CHILDREN | |||||||
| 3204 IRONBOUND ROAD SUITE D | WILLIAMSBURG | VA | 23188 | N/A | PC | WALKING WORKS | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,579,313 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BACON STREET YOUTH AND FAMILY SERVICES | ||||||||
| 247 MCLAWS CIRCLE | WILLIAMSBURG | VA | 23185 | N/A | PC | THE BRIDGES PROJECT | $13,500 | |
| WILLIAMSBURG AREA FAITH IN ACTION | ||||||||
| 354 MCLAWS CIRCLE SUITE 1 | WILLIAMSBURG | VA | 23185 | N/A | PC | MEDICAL TRANSPORTATION | $18,750 | |
| UNITED WAY OF THE VIRGINIA PENINSULA | ||||||||
| TWO CITY CENTER 11820 FOUNTAIN WAY | NEWPORT NEWS | VA | 23606 | N/A | PC | GREATER WILLIAMSBURG TRAUMA-INFORMED COMMUNITY NETWORK | $15,000 | STE 206 |
| OLDE TOWNE MEDICAL & DENTAL CENTER | ||||||||
| 5249 OLDE TOWNE ROAD | WILLIAMSBURG | VA | 23188 | N/A | PC | SUPPORT FOR CLINIC OPERATIONS | $168,750 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $216,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $36,686 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $12,123 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $9,335,137 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| PASSTHROUGH K-1 INCOME | 901101 | $181,500 | 14 | $1,323,026 |
| K-1 INCOME NOT INCLUDED IN INVESTMENT INCOME | 14 | $91 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $193,623 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $10,694,940 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,888,563 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING & TAX RETURN PREPARATION FEES | CategoryTxt |
| Amt | $32,420 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $30,845 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | PASSTHROUGH K-1 CAPITAL GAIN UBI | AssetDesc |
| How Acquired | PURCHASED | HowAcquiredTxt |
| Gross Sales Price | $12,123 | GrossSalesPriceAmt |
| Basis Method | COST | BasisMethodTxt |
| Sales Expense | $0 | SalesExpenseAmt |
| Total Net | $12,123 | TotalNetAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MIT PRIVATE EQUITY II FUND | FMV | $82,305 | $82,305 |
| MA INVESTORS FUND 1, LLC | FMV | $1,292,036 | $1,292,036 |
| PRIVATE ADVISORS SMALL COMPANY BUYOUT FUND | FMV | $281,448 | $281,448 |
| METROPOLITAN REAL ESTATE PARTNERS 2008 DISTRESSED CO-INVESTMENT FUND, LP | FMV | $15,597 | $15,597 |
| TIFF KEYSTONE FUND | FMV | $111,952,162 | $111,952,162 |
| THE CENTERSTONE FUND | FMV | $17,446,237 | $17,446,237 |
| GMO FORESTRY FUND 7 | FMV | $9,455 | $9,455 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| FURNITURE, FIXTURES, & EQUIPMENT | $78,174 | $75,119 | $3,055 | $3,055 |
| COMPUTERS & SOFTWARE | $34,473 | $29,870 | $4,603 | $4,603 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADVANCED CAPITAL CONTRIBUTIONS | Desc |
| BOY Book Value | $12,244,871 | BOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EQUIPMENT RENTAL/MAINTENANCE | $30,111 | $0 | $30,111 |
| INSURANCE | $11,774 | $0 | $11,774 |
| DCA EXPENSE - CHRONIC CARE | $47,971 | $0 | $47,971 |
| DCA EXPENSE - OTHER | $161,660 | $0 | $161,660 |
| MEMBERSHIP DUES | $30,320 | $0 | $30,320 |
| PASSTHROUGH K-1 EXPENSES | $1,374,466 | $1,085,689 | $0 |
| POSTAGE AND DELIVERY | $833 | $0 | $833 |
| SUPPLIES | $36,290 | $0 | $36,290 |
| TELECOMMUNICATIONS | $10,764 | $0 | $10,764 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PASSTHROUGH K-1 INCOME | $1,504,526 | $1,323,026 | $1,504,526 |
| K-1 INCOME NOT INCLUDED IN INVESTMENT INCOME | $91 | $91 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN IN VALUE OF INVESTMENTS | $7,404,031 |
| RETURNED GRANT | $46,830 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED FEDERAL EXCISE TAX LIABILITY | Desc |
| BOY Book Value | $181,418 | BOYBookValueAmt |
| EOY Book Value | $190,271 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT | $120,463 | $120,463 | $0 |
| OTHER PROFESSIONAL FEES | $38,634 | $0 | $38,634 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $76,451 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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