OBICI HEALTHCARE FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- OBICI HEALTHCARE FOUNDATION INC (EIN 51-0249728)
- Tax period
- 2019-04-01 to 2020-03-31
- Filed
- 2020-11-05
- IRS object ID
- 202013109349100236
- Schema version
- 2019v5.1
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases 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 | 2020-11-05T12:17:10-06:00 | ReturnTs |
| Tax Period End | 2020-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 541631262 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEITERSTEPHENSHURSTGARY & SHREAVESPC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4401 DOMINION BLVD | AddressLine1Txt |
| City | GLEN ALLEN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23060 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 510249728 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OBICI HEALTHCARE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OBIC | BusinessNameControlTxt |
| Phone | 7575398810 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 106 W FINNEY AVENUE | AddressLine1Txt |
| City | SUFFOLK | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23434 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANNETTE C BEUCHLER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7575398810 | PhoneNum |
| Signature | 2020-10-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | VIRGINIA R BELCHER | PreparerPersonNm |
| PTIN | P00421964 | PTIN |
| Phone | 8047470000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 184.80.4.98 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-10-16 | IPDt |
| IP Tm | 12:50:48 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | EE961580059CA0B77C746A25ECE997A50CC3233C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0BE7F1D8473A7EC63939DF9671327E5EC9A23D89 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $105,498,671 | 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 | $256,390 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $256,390 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,996,617 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,800,603 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,997,631 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $197,409 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,154,040 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $5,450,416 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,408,061 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $320,300 | 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 | $320,300 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $391,189 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $391,189 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $216,995 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $172,626 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $47,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $47,600 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $711,367 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $697,870 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $13,497 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $47,733 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $395 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $395 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $94,726 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $76,807 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $77,530 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $47,752 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $50,651 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $407,299 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $352,338 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,362,163 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $697,870 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,426,126 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,104,661 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,246,461 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,466,824 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $697,870 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,672,587 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,016,408 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,710,191 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $24,790 | CashBOYAmt |
| Cash EOY | $165,727 | CashEOYAmt |
| Cash EOYFMV | $165,727 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,894,805 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,662,636 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,662,636 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $78,985 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $21,850 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $21,850 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $7,741,825 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,438,251 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,438,251 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $106,259,153 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $90,115,660 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $90,115,660 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,417,471 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,009,189 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,499,577 | LandBOYAmt |
| Land EOY | $1,408,282 | LandEOYAmt |
| Land EOYFMV | $1,408,282 | LandEOYFMVAmt |
| Other Assets BOY | $760,515 | OtherAssetsBOYAmt |
| Other Assets EOY | $686,265 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $686,265 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $122,259,650 | TotalAssetsBOYAmt |
| Total Assets EOY | $105,498,671 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $105,498,671 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $31,855 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $99,322 | AccountsPayableEOYAmt |
| Grants Payable BOY | $1,275,226 | GrantsPayableBOYAmt |
| Grants Payable EOY | $4,133,426 | GrantsPayableEOYAmt |
| Mortgages And Notes Payable BOY | $1,204,658 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $1,120,314 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $575,969 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $273,424 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,087,708 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,626,486 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $119,171,942 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $99,872,185 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $119,171,942 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $99,872,185 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $122,259,650 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $105,498,671 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $119,171,942 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,016,408 | ExcessRevenueOverExpensesAmt |
| Other Increases | $14,193 | OtherIncreasesAmt |
| Subtotal | $115,169,727 | SubtotalAmt |
| Other Decreases | $15,297,542 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $99,872,185 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|
| NET GAINS/LOSSES FROM SALES OF SECURITIES | P | 2020-03-30 | $371,029 | $371,029 | $371,029 | |
| NET GAINS/LOSSES FROM SALES OF OTHER ASSETS | P | 2020-03-30 | $0 | $0 | ||
| FOREIGN CORPORATION REDEMPTIONS | P | 2020-03-30 | $13,429,574 | $4,626,602 | $4,626,602 | $8,802,972 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,997,631 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $4,997,631 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $5,009,791 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $117,620,262 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.042593 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $5,353,624 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $116,763,646 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.045850 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $5,511,690 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $107,219,885 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051405 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $5,681,173 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $109,186,883 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052032 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $5,283,993 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $113,701,688 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046472 | DistributionYr5Rt |
| Total Distribution | 0.238352 | TotalDistributionRt |
| Average Distribution | 0.047670 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $118,272,343 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $5,638,043 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $77,102 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $5,715,145 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $5,677,233 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $154,204 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $154,204 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $154,204 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $116,200 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $120,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $236,200 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $81,996 | OverpaymentAmt |
| Applied To ES Tax | $81,996 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | HTTP://WWW.OBICIHCF.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANNETTE C BEUCHLER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7575398810 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 106 W FINNEY AVENUE | AddressLine1Txt |
| City | SUFFOLK | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23434 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | Yes (1) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2018 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | Yes (1) | UndistrIncmSect4942a2NotAppInd |
| 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 (15 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| R SCOTT CARR | ||||||||
| 106 W FINNEY AVENUE | SUFFOLK | VA | 23434 | CHAIRMAN | 1.00 | $0 | $0 | $0 |
| LYNNE RABIL | ||||||||
| 106 W FINNEY AVENUE | SUFFOLK | VA | 23434 | VICE-CHAIRMAN | 1.00 | $0 | $0 | $0 |
| THOMAS WOODWARD III | ||||||||
| 106 W FINNEY AVENUE | SUFFOLK | VA | 23434 | TREASURER | 1.00 | $0 | $0 | $0 |
| ROBERT C BARCLAY IV | ||||||||
| 106 W FINNEY AVENUE | SUFFOLK | VA | 23434 | BOARD OF DIRECTORS | 1.00 | $0 | $0 | $0 |
| ROBERT C CLAUD | ||||||||
| 106 W FINNEY AVENUE | SUFFOLK | VA | 23434 | BOARD OF DIRECTORS | 1.00 | $0 | $0 | $0 |
| PAT EDWARDS | ||||||||
| 106 W FINNEY AVENUE | SUFFOLK | VA | 23434 | BOARD OF DIRECTORS | 1.00 | $0 | $0 | $0 |
| JEFFREY D FORMAN | ||||||||
| 106 W FINNEY AVENUE | SUFFOLK | VA | 23434 | BOARD OF DIRECTORS | 1.00 | $0 | $0 | $0 |
| RALPH HOWELL JR | ||||||||
| 106 W FINNEY AVENUE | SUFFOLK | VA | 23434 | BOARD OF DIRECTORS | 1.00 | $0 | $0 | $0 |
| EMANUEL MYRICK | ||||||||
| 106 W FINNEY AVENUE | SUFFOLK | VA | 23434 | BOARD OF DIRECTORS | 1.00 | $0 | $0 | $0 |
| BILL PEAK | ||||||||
| 106 W FINNEY AVENUE | SUFFOLK | VA | 23434 | BOARD OF DIRECTORS | 1.00 | $0 | $0 | $0 |
| MELISSA ROLLINS | ||||||||
| 106 W FINNEY AVENUE | SUFFOLK | VA | 23434 | BOARD OF DIRECTORS | 1.00 | $0 | $0 | $0 |
| JANICE WHITE | ||||||||
| 106 W FINNEY AVENUE | SUFFOLK | VA | 23434 | BOARD OF DIRECTORS | 1.00 | $0 | $0 | $0 |
| ANNETTE C BEUCHLER | ||||||||
| 106 W FINNEY AVENUE | SUFFOLK | VA | 23434 | PRESIDENT & CEO / BOARD SECRETARY | 40.00 | $213,948 | $25,178 | $0 |
| MICHAEL K BRINKLEY | ||||||||
| 106 W FINNEY AVENUE | SUFFOLK | VA | 23434 | DIRECTOR OF FINANCE | 20.00 | $29,269 | $1,008 | $0 |
| VICTORIA MASTON | ||||||||
| 106 W FINNEY AVENUE | SUFFOLK | VA | 23434 | DIRECTOR OF ADMINISTRATION | 40.00 | $77,083 | $11,794 | $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 |
|---|---|---|---|---|---|---|---|---|
| DIANE NELMS | ||||||||
| 106 W FINNEY AVENUE | SUFFOLK | VA | 23434 | COMMUNICATIONS MANAG | 40.00 | $76,102 | $20,450 | $0 |
| SARAH TAYLOR | ||||||||
| 106 W FINNEY AVENUE | SUFFOLK | VA | 23434 | PROGRAM OFFICER | 40.00 | $81,000 | $11,832 | $0 |
| FIONA CHARLES | ||||||||
| 106 W FINNEY AVENUE | SUFFOLK | VA | 23434 | PROGRAM OFFICER | 40.00 | $75,563 | $11,861 | $0 |
| JESSICA MULLEN | ||||||||
| 106 W FINNEY AVENUE | SUFFOLK | VA | 23434 | PROGRAM OFFICER | 40.00 | $63,333 | $9,815 | $0 |
| ANNA ROBERTS | ||||||||
| 106 W FINNEY AVENUE | SUFFOLK | VA | 23434 | EXECUTIVE ASSISTANT | 40.00 | $55,542 | $16,576 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CORNERSTONE PARTNERS LLC | |||||
| 675 PETER JEFFERSON PKWY STE 160 | CHARLOTTESVILLE | VA | 22911 | INVESTMENT MANAGEMENT | $505,655 |
| CATCHAFIRE INC | |||||
| 31 E 32ND ST 3RD FLOOR | NEW YORK | NY | 10016 | CAPACITY BUILDING SUPPORT | $95,000 |
| SUNTRUST BANK INC | |||||
| MAIL CODE 0210 / PO BOX 4655 | ATLANTA | GA | 30302 | INVESTMENT CUSTODIAN | $88,446 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $115,482,630 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,908,575 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $682,240 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $120,073,445 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $120,073,445 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,801,102 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $118,272,343 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,913,617 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,913,617 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $154,204 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $154,204 | TotalTaxAmt |
| Distributable Before Adj | $5,759,413 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $14,193 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,773,606 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,773,606 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,672,587 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $4,646 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $5,677,233 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $5,677,233 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,773,606 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $5,686,222 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,677,233 | QualifyingDistributionsAmt |
| Applied To Year1 | $5,677,233 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | 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 | $8,989 | Taxable2Amt |
| Undistributed Income CY | $5,773,606 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GRANTS MANAGER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 106 W FINNEY AVENUE | AddressLine1Txt |
| City | SUFFOLK | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23434 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7575398810 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS MUST BE SUBMITTED THROUGH THE FOUNDATION'S GRANT PORTAL ACCESSED THROUGH THE OBICI HEALTHCARE FOUNDATION WEBSITE: HTTPS://OBICIHCF.ORG/HOW-TO-APPLY/ THE FOLLOWING MATERIALS MUST ACCOMPANY THE PRIORITY GRANT APPLICATION: 1. IRS DETERMINATION LETTER OR A WRITTEN DOCUMENT CERTIFYING TAX EXEMPT STATUS 2. PROPOSAL COVER SHEET 3. PROJECT NARRATIVE 4. BUDGET WORKSHEET AND BUDGET NARRATIVE 5. CURRENT AUDITED FINANCIAL STATEMENTS OR 990 6. ANY OTHER SUPPLEMENTAL MATERIAL DETAILED IN THE RFP | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | PRIORITY GRANTS - DEADLINES VARY BY RFP COMMUNITY ENGAGEMENT GRANTS - NO DEADLINE | SubmissionDeadlinesTxt |
| Restrictions On Awards | 1. LOBBYING OR POLITICAL PROGRAMS OR EVENTS 2. ACTIVITIES THAT EXCLUSIVELY BENEFIT THE MEMBERS OF SECTARIAN OR RELIGIOUS ORGANIZATIONS 3. ORGANIZATIONS THAT DISCRIMINATE BY RACE, COLOR, CREED, GENDER OR NATIONAL ORIGIN 4. BIOMEDICAL, CLINICAL OR EDUCATIONAL RESEARCH 5. INDIVIDUAL SCHOLARSHIPS 6. DIRECT SUPPORT TO ENDOWMENTS 7. FUNDING THAT SUPPLANTS EXISTING SOURCES OF SUPPORT 8. INDIVIDUALS, INCLUDING PATIENT ASSISTANCE FUNDS 9. PROJECTS OUTSIDE OF THE FOUNDATION'S SERVICE AREA 10. MEETINGS AND CONFERENCES, UNLESS THEY ARE ESSENTIAL TO A LARGER PROJECT 11. DIRECT FUNDING FOR MEDICAL OR SOCIAL SERVICES THAT ARE ALREADY FUNDED THROUGH EXISTING THIRD-PARTY REIMBURSEMENT SOURCES 12. ORGANIZATIONS THAT DO NOT HAVE 501(C)(3) STATUS OR ARE NOT A PUBLIC ENTITY 13. PROJECTS NOT RELATED TO THE FOUNDATION'S MISSION STATEMENT | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (92 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALBEMARLE REGIONAL HEALTH SERVICES | |||||||
| PO BOX 189 | ELIZABETH CITY | NC | 27907 | NONE | GOV | STRENGTHENING THE SAFETY NET | $33,814 |
| AMERICAN CANCER SOCIETY | |||||||
| 4416 EXPRESSWAY DR | VIRGINIA BEACH | VA | 23452 | NONE | PC | COMMUNITY ENGAGEMENT GRANT | $5,000 |
| AMERICAN CANCER SOCIETY | |||||||
| 4416 EXPRESSWAY DR | VIRGINIA BEACH | VA | 23452 | NONE | PC | COMMUNITY ENGAGEMENT GRANT | $5,000 |
| AMERICAN DIABETES ASSOCIATION | |||||||
| 870 GREENBRIER CIRCLE SUITE 404 | CHESAPEAKE | VA | 23320 | NONE | PC | COMMUNITY ENGAGEMENT GRANT | $5,000 |
| AMERICAN NATIONAL RED CROSS | |||||||
| 611 W BRAMBLETON AVENUE | NORFOLK | VA | 23510 | NONE | PC | COMMUNITY ENGAGEMENT GRANT | $3,000 |
| ASSOCIATION OF FUNDRAISING PROFESSIONALS VA HAMPTON ROADS CHAPTER | |||||||
| AFP HAMPTON ROADS | NORFOLK | VA | 23501 | NONE | PC | COMMUNITY ENGAGEMENT GRANT | $1,000 |
| BLAKEY WEAVER COUNSELING CENTER INC | |||||||
| 129 N SARATOGA STREET STE 1 | SUFFOLK | VA | 23434 | NONE | PC | STRENGTHENING THE SAFETY NET | $25,000 |
| BOYS AND GIRLS CLUBS OF SOUTHEAST VIRGINIA | |||||||
| 1300 DIAMOND SPRINGS ROAD SUITE 300 | VIRGINIA BEACH | VA | 23455 | NONE | PC | HEALTHY BEHAVIORS | $25,000 |
| CENTER FOR NONPROFIT EXCELLENCE | |||||||
| 1701-A ALLIED STREET | CHARLOTTESVILLE | VA | 22903 | NONE | PC | CAPACITY BUILDING | $192,550 |
| CENTER FOR NONPROFIT EXCELLENCE | |||||||
| 1701-A ALLIED STREET | CHARLOTTESVILLE | VA | 22903 | NONE | PC | CAPACITY BUILDING | $192,550 |
| CITY OF SUFFOLK | |||||||
| 442 WASHINGTON STREET | SUFFOLK | VA | 23434 | NONE | GOV | COMMUNITY ENGAGEMENT GRANT | $5,000 |
| COALITION AGAINST POVERTY IN SUFFOLK (CAPS) | |||||||
| PO BOX 1117 | SUFFOLK | VA | 23434 | NONE | PC | COMMUNITY ENGAGEMENT GRANT | $2,500 |
| COVER 3 FOOTBALL DBA COVER 3 FOUNDATION | |||||||
| 125 S COLLEGE DRIVE | FRANKLIN | VA | 23851 | NONE | PC | COMMUNITY ENGAGEMENT GRANT | $5,000 |
| COVER 3 FOOTBALL DBA COVER 3 FOUNDATION | |||||||
| 125 S COLLEGE DRIVE | FRANKLIN | VA | 23851 | NONE | PC | COMMUNITY ENGAGEMENT GRANT | $5,000 |
| EASTERN VIRGINIA MEDICAL SCHOOL | |||||||
| PO BOX 1980 | NORFOLK | VA | 23501 | NONE | PC | STRENGTHENING THE SAFETY NET | $46,496 |
| FOODBANK OF SOUTHEASTERN VIRGINIA | |||||||
| 800 TIDEWATER DRIVE | NORFOLK | VA | 23504 | NONE | PC | HEALTHY BEHAVIORS | $100,000 |
| FORKIDS INC | |||||||
| 4200 COLLEY AVENUE SUITE A | NORFOLK | VA | 23508 | NONE | PC | STRENGTHENING THE SAFETY NET | $25,800 |
| FORKIDS INC | |||||||
| 4200 COLLEY AVENUE SUITE A | NORFOLK | VA | 23508 | NONE | PC | STRENGTHENING THE SAFETY NET | $25,000 |
| FORKIDS INC | |||||||
| 4200 COLLEY AVENUE SUITE A | NORFOLK | VA | 23508 | NONE | PC | STRENGTHENING THE SAFETY NET | $17,200 |
| FORKIDS INC | |||||||
| 4200 COLLEY AVENUE SUITE A | NORFOLK | VA | 23508 | NONE | PC | COMMUNITY ENGAGEMENT GRANT | $5,000 |
| FRANKLIN CITY PUBLIC SCHOOLS | |||||||
| 207 W SECOND AVENUE | FRANKLIN | VA | 23851 | NONE | GOV | EARLY CHILDHOOD EDUCATION | $10,340 |
| GIRL SCOUT COUNCIL OF THE COLONIAL COAST | |||||||
| 912 CEDAR RD | CHESAPEAKE | VA | 23322 | NONE | PC | HEALTHY BEHAVIORS | $50,000 |
| GIRLS ON THE RUN OF SOUTH HAMPTON ROADS | |||||||
| 287 INDEPENDENCE BLVD STE 120 | VIRGINIA BEACH | VA | 23462 | NONE | PC | HEALTHY BEHAVIORS | $88,000 |
| HAMPTON ROADS COMMUNITY HEALTH CENTER | |||||||
| 664 LINCOLN ST | PORTSMOUTH | VA | 23704 | NONE | PC | COMMUNITY ENGAGEMENT GRANT | $5,000 |
| HIGH STREET UNITED METHODIST CHURCH | |||||||
| P O BOX 218 | FRANKLIN | VA | 23851 | NONE | PC | COMMUNITY ENGAGEMENT GRANT | $2,500 |
| HORIZON HEALTH SERVICES INC | |||||||
| 8314 MAIN STREET | IVOR | VA | 23866 | NONE | PC | STRENGTHENING THE SAFETY NET | $40,000 |
| HORIZON HEALTH SERVICES INC | |||||||
| 8314 MAIN STREET | IVOR | VA | 23866 | NONE | PC | STRENGTHENING THE SAFETY NET | $102,000 |
| HORIZON HEALTH SERVICES INC | |||||||
| 8314 MAIN STREET | IVOR | VA | 23866 | NONE | PC | STRENGTHENING THE SAFETY NET | $68,000 |
| HORIZON HEALTH SERVICES INC | |||||||
| 8314 MAIN STREET | IVOR | VA | 23866 | NONE | PC | COMMUNITY ENGAGEMENT GRANT | $5,000 |
| ISLE OF WIGHT CHRISTIAN OUTREACH PROGRAM | |||||||
| 402 GRACE STREET | SMITHFIELD | VA | 23430 | NONE | PC | COMMUNITY ENGAGEMENT GRANT | $5,000 |
| ISLE OF WIGHT COUNTY SCHOOLS | |||||||
| 820 W MAIN ST | SMITHFIELD | VA | 23430 | NONE | GOV | EARLY CHILDHOOD EDUCATION | $12,859 |
| ISLE OF WIGHT EDUCATION FOUNDATION | |||||||
| PO BOX 113 | SMITHFIELD | VA | 23431 | NONE | PC | COMMUNITY ENGAGEMENT GRANT | $2,500 |
| JDRF VIRGINIA | |||||||
| 1801 LIBBIE AVE 106 | RICHMOND | VA | 23226 | NONE | PC | COMMUNITY ENGAGEMENT GRANT | $3,700 |
| LIONS CHARITY FOUNDATION OF SOUTHEASTERN VIRGINIA | |||||||
| 2357 HAVERSHAM CLOSE | VIRGINIA BEACH | VA | 23454 | NONE | PC | COMMUNITY ENGAGEMENT GRANT | $5,000 |
| MARCH OF DIMES INC | |||||||
| 2800 ALBANY COURT | VIRGINIA BEACH | VA | 23456 | NONE | PC | COMMUNITY ENGAGEMENT GRANT | $2,000 |
| NATIONAL KIDNEY FOUNDATION | |||||||
| 1622 E PARHAM RD | RICHMOND | VA | 23228 | NONE | PC | COMMUNITY ENGAGEMENT GRANT | $2,500 |
| RX DRUG ACCESS PARTNERSHIP | |||||||
| 1500 FOREST AVE SUITE 200 | RICHMOND | VA | 23229 | NONE | PC | STRENGTHENING THE SAFETY NET | $9,000 |
| RX DRUG ACCESS PARTNERSHIP | |||||||
| 1500 FOREST AVE SUITE 200 | RICHMOND | VA | 23229 | NONE | PC | STRENGTHENING THE SAFETY NET | $6,000 |
| SMART BEGINNINGS SOUTHEAST | |||||||
| 209 E CAWSON ST | HOPEWELL | VA | 23860 | NONE | PC | HEALTHY BEHAVIORS | $25,000 |
| SOUTHAMPTON COUNTY PUBLIC SCHOOLS | |||||||
| 21308 PLANK ROAD | COURTLAND | VA | 23837 | NONE | GOV | EARLY CHILDHOOD EDUCATION | $19,927 |
| SOUTHEAST 4-H EDUCATIONAL CENTER | |||||||
| 15189 AIRFIELD ROAD | WAKEFIELD | VA | 23888 | NONE | PC | HEALTHY BEHAVIORS | $50,000 |
| SOUTHEASTERN VIRGINIA HEALTH SYSTEM | |||||||
| 9492 WARWICK BLVD | NEWPORT NEWS | VA | 23607 | NONE | PC | STRENGTHENING THE SAFETY NET | $50,000 |
| STRAIGHTEN UP AND FLY RIGHT INC | |||||||
| 141 CHURCH STREET | SUFFOLK | VA | 23434 | NONE | PC | COMMUNITY ENGAGEMENT GRANT | $5,000 |
| SUFFOLK ART LEAGUE | |||||||
| PO BOX 1086 | SUFFOLK | VA | 23439 | NONE | PC | COMMUNITY ENGAGEMENT GRANT | $1,000 |
| SUFFOLK CENTER FOR CULTURAL ARTS | |||||||
| 100 W FINNEY AVENUE | SUFFOLK | VA | 23434 | NONE | PC | COMMUNITY ENGAGEMENT GRANT | $4,000 |
| SUFFOLK CHRISTIAN FELLOWSHIP CENTER | |||||||
| 211 E WASHINGTON ST | SUFFOLK | VA | 23434 | NONE | PC | COMMUNITY ENGAGEMENT GRANT | $5,000 |
| SUFFOLK MEALS ON WHEELS | |||||||
| 2800 GODWIN BLVD | SUFFOLK | VA | 23434 | NONE | PC | STRENGTHENING THE SAFETY NET | $5,872 |
| SUFFOLK MEALS ON WHEELS | |||||||
| 2800 GODWIN BLVD | SUFFOLK | VA | 23434 | NONE | PC | COMMUNITY ENGAGEMENT GRANT | $1,700 |
| SUFFOLK PUBLIC SCHOOLS | |||||||
| 100 NORTH MAIN STREET | SUFFOLK | VA | 23434 | NONE | GOV | HEALTHY BEHAVIORS | $25,000 |
| SUFFOLK PUBLIC SCHOOLS | |||||||
| 100 NORTH MAIN STREET | SUFFOLK | VA | 23434 | NONE | GOV | EARLY CHILDHOOD EDUCATION | $45,486 |
| SUFFOLK PUBLIC SCHOOLS | |||||||
| 100 NORTH MAIN STREET | SUFFOLK | VA | 23434 | NONE | GOV | HEALTHY BEHAVIORS | $50,000 |
| SUFFOLK PUBLIC SCHOOLS | |||||||
| 100 NORTH MAIN STREET | SUFFOLK | VA | 23434 | NONE | GOV | EARLY CHILDHOOD EDUCATION | $90,000 |
| SUFFOLK PUBLIC SCHOOLS | |||||||
| 100 NORTH MAIN STREET | SUFFOLK | VA | 23434 | NONE | GOV | HEALTHY BEHAVIORS | $100,000 |
| SURRY COUNTY PUBLIC SCHOOLS | |||||||
| 45 SCHOOL ST | SURRY | VA | 23883 | NONE | GOV | EARLY CHILDHOOD EDUCATION | $12,966 |
| SUSSEX COUNTY | |||||||
| 15080 COURTHOUSE RD | SUSSEX | VA | 23884 | NONE | GOV | COMMUNITY ENGAGEMENT GRANT | $1,500 |
| THE CHILDREN'S CENTER | |||||||
| 700 CAMPBELL AVE | FRANKLIN | VA | 23851 | NONE | PC | EARLY CHILDHOOD EDUCATION | $10,846 |
| THE CHILDREN'S CENTER | |||||||
| 700 CAMPBELL AVE | FRANKLIN | VA | 23851 | NONE | PC | HEALTHY BEHAVIORS | $50,000 |
| THE CHILDREN'S CENTER | |||||||
| 700 CAMPBELL AVE | FRANKLIN | VA | 23851 | NONE | PC | MATERNAL CHILD HEALTH | $104,281 |
| THE CHILDREN'S CENTER | |||||||
| 700 CAMPBELL AVE | FRANKLIN | VA | 23851 | NONE | PC | COMMUNITY ENGAGEMENT GRANT | $5,000 |
| THE DOORWAYS FORMERLY HOSPITALITY HOUSE OF RICHMOND INC | |||||||
| 612 E MARSHALL STREET | RICHMOND | VA | 23219 | NONE | PC | COMMUNITY ENGAGEMENT GRANT | $4,000 |
| THE GENIEVE SHELTER | |||||||
| 2480 PRUDEN STREET SUITE A | SUFFOLK | VA | 23434 | NONE | PC | STRENGTHENING THE SAFETY NET | $30,000 |
| THE GENIEVE SHELTER | |||||||
| 2480 PRUDEN STREET SUITE A | SUFFOLK | VA | 23434 | NONE | PC | STRENGTHENING THE SAFETY NET | $20,000 |
| THE GENIEVE SHELTER | |||||||
| 2480 PRUDEN STREET SUITE A | SUFFOLK | VA | 23434 | NONE | PC | COMMUNITY ENGAGEMENT GRANT | $5,000 |
| THE SUFFOLK FOUNDATION | |||||||
| 110 W FINNEY AVE | SUFFOLK | VA | 23434 | NONE | PC | COMMUNITY ENGAGEMENT GRANT | $5,000 |
| THE UP CENTER | |||||||
| 150 BOUSH STREET SUITE 500 | NORFOLK | VA | 23510 | NONE | PC | STRENGTHENING THE SAFETY NET | $18,750 |
| THE UP CENTER | |||||||
| 150 BOUSH STREET SUITE 500 | NORFOLK | VA | 23510 | NONE | PC | STRENGTHENING THE SAFETY NET | $75,551 |
| THE UP CENTER | |||||||
| 150 BOUSH STREET SUITE 500 | NORFOLK | VA | 23510 | NONE | PC | STRENGTHENING THE SAFETY NET | $50,367 |
| THE UP CENTER | |||||||
| 150 BOUSH STREET SUITE 500 | NORFOLK | VA | 23510 | NONE | PC | COMMUNITY ENGAGEMENT GRANT | $5,000 |
| THE YOUTH GROUP INC | |||||||
| PO BOX 124 | BOYKINS | VA | 23827 | NONE | PC | COMMUNITY ENGAGEMENT GRANT | $5,000 |
| UNIVERSITY OF VIRGINIA | |||||||
| PO BOX 400195 | CHARLOTTESVILLE | VA | 22904 | NONE | PC | EARLY CHILDHOOD EDUCATION | $500,000 |
| VIRGINIA LEGAL AID SOCIETY INC | |||||||
| 513 CHURCH ST | LYNCHBURG | VA | 24504 | NONE | PC | STRENGTHENING THE SAFETY NET | $60,000 |
| VIRGINIA LEGAL AID SOCIETY INC | |||||||
| 513 CHURCH ST | LYNCHBURG | VA | 24504 | NONE | PC | STRENGTHENING THE SAFETY NET | $12,000 |
| VIRGINIA LEGAL AID SOCIETY INC | |||||||
| 513 CHURCH ST | LYNCHBURG | VA | 24504 | NONE | PC | STRENGTHENING THE SAFETY NET | $109,800 |
| VIRGINIA LEGAL AID SOCIETY INC | |||||||
| 513 CHURCH ST | LYNCHBURG | VA | 24504 | NONE | PC | STRENGTHENING THE SAFETY NET | $73,200 |
| VIRGINIA SUPPORTIVE HOUSING | |||||||
| PO BOX 8585 | RICHMOND | VA | 23226 | NONE | PC | COMMUNITY ENGAGEMENT GRANT | $2,500 |
| VOICES FOR KIDS CASA PROGRAM OF SOUTHEAST VIRGINIA | |||||||
| P O BOX 949 409 MAIN STREET | SMITHFIELD | VA | 23431 | NONE | PC | COMMUNITY ENGAGEMENT GRANT | $2,300 |
| WALK IN IT INC | |||||||
| 108 NIBLICK CIRCLE | SUFFOLK | VA | 23434 | NONE | PC | COMMUNITY ENGAGEMENT GRANT | $3,000 |
| WAVERLY RESCUE SQUAD INC | |||||||
| 115 BANK ST WAVERLY VA | WAVERLY | VA | 23890 | NONE | PC | COMMUNITY ENGAGEMENT GRANT | $4,764 |
| WESTERN TIDEWATER COMMUNITY SERVICES BOARD | |||||||
| 7025 HARBOUR VIEW BLVD SUITE 119 | SUFFOLK | VA | 23435 | NONE | PC | STRENGTHENING THE SAFETY NET | $44,960 |
| WESTERN TIDEWATER COMMUNITY SERVICES BOARD | |||||||
| 7025 HARBOUR VIEW BLVD SUITE 119 | SUFFOLK | VA | 23435 | NONE | PC | STRENGTHENING THE SAFETY NET | $127,414 |
| WESTERN TIDEWATER COMMUNITY SERVICES BOARD | |||||||
| 7025 HARBOUR VIEW BLVD SUITE 119 | SUFFOLK | VA | 23435 | NONE | PC | STRENGTHENING THE SAFETY NET | $84,942 |
| WESTERN TIDEWATER FREE CLINIC | |||||||
| 2019 MEADE PARKWAY | SUFFOLK | VA | 23434 | NONE | PC | STRENGTHENING THE SAFETY NET | $238,000 |
| WESTERN TIDEWATER FREE CLINIC | |||||||
| 2019 MEADE PARKWAY | SUFFOLK | VA | 23434 | NONE | PC | STRENGTHENING THE SAFETY NET | $296,400 |
| WESTERN TIDEWATER FREE CLINIC | |||||||
| 2019 MEADE PARKWAY | SUFFOLK | VA | 23434 | NONE | PC | STRENGTHENING THE SAFETY NET | $197,600 |
| WESTERN TIDEWATER HEALTH DISTRICT | |||||||
| 135 HALL AVENUE | SUFFOLK | VA | 23434 | NONE | GOV | MATERNAL CHILD HEALTH | $4,800 |
| WESTERN TIDEWATER HEALTH DISTRICT | |||||||
| 135 HALL AVENUE | SUFFOLK | VA | 23434 | NONE | GOV | MATERNAL CHILD HEALTH | $45,000 |
| WESTERN TIDEWATER HEALTH DISTRICT | |||||||
| 135 HALL AVENUE | SUFFOLK | VA | 23434 | NONE | GOV | MATERNAL CHILD HEALTH | $263,033 |
| WESTERN TIDEWATER TENNIS ASSOCIATION | |||||||
| 136 WYNNWOOD DRIVE | FRANKLIN | VA | 23851 | NONE | PC | COMMUNITY ENGAGEMENT GRANT | $2,000 |
| YMCA OF SOUTH HAMPTON ROADS | |||||||
| 2769 GODWIN BLVD | SUFFOLK | VA | 23434 | NONE | PC | HEALTHY BEHAVIORS | $25,000 |
| YMCA OF SOUTH HAMPTON ROADS | |||||||
| 2769 GODWIN BLVD | SUFFOLK | VA | 23434 | NONE | PC | HEALTHY BEHAVIORS | $100,000 |
| YMCA OF SOUTH HAMPTON ROADS | |||||||
| 2769 GODWIN BLVD | SUFFOLK | VA | 23434 | NONE | PC | COMMUNITY ENGAGEMENT GRANT | $5,000 |
| YMCA OF SOUTH HAMPTON ROADS | |||||||
| 2769 GODWIN BLVD | SUFFOLK | VA | 23434 | NONE | PC | COMMUNITY ENGAGEMENT GRANT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,232,268 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (45 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| EASTERN VIRGINIA MEDICAL SCHOOL | |||||||
| PO BOX 1980 | NORFOLK | VA | 23501 | NONE | PC | STRENGTHENING THE SAFETY NET | $84,640 |
| FOODBANK OF SOUTHEASTERN VIRGINIA | |||||||
| 800 TIDEWATER DRIVE | NORFOLK | VA | 23504 | NONE | PC | HEALTHY BEHAVIORS | $100,000 |
| FORKIDS INC | |||||||
| 4200 COLLEY AVENUE SUITE A | NORFOLK | VA | 23508 | NONE | PC | STRENGTHENING THE SAFETY NET | $16,000 |
| FORKIDS INC | |||||||
| 4200 COLLEY AVENUE SUITE A | NORFOLK | VA | 23508 | NONE | PC | STRENGTHENING THE SAFETY NET | $24,000 |
| FORKIDS INC | |||||||
| 4200 COLLEY AVENUE SUITE A | NORFOLK | VA | 23508 | NONE | PC | STRENGTHENING THE SAFETY NET | $24,000 |
| FORKIDS INC | |||||||
| 4200 COLLEY AVENUE SUITE A | NORFOLK | VA | 23508 | NONE | PC | STRENGTHENING THE SAFETY NET | $16,000 |
| GIRLS ON THE RUN OF SOUTH HAMPTON ROADS | |||||||
| 287 INDEPENDENCE BLVD STE 120 | VIRGINIA BEACH | VA | 23462 | NONE | PC | HEALTHY BEHAVIORS | $100,000 |
| GIRLS ON THE RUN OF SOUTH HAMPTON ROADS | |||||||
| 287 INDEPENDENCE BLVD STE 120 | VIRGINIA BEACH | VA | 23462 | NONE | PC | HEALTHY BEHAVIORS | $100,000 |
| HORIZON HEALTH SERVICES INC | |||||||
| 8314 MAIN STREET | IVOR | VA | 23866 | NONE | PC | STRENGTHENING THE SAFETY NET | $68,000 |
| HORIZON HEALTH SERVICES INC | |||||||
| 8314 MAIN STREET | IVOR | VA | 23866 | NONE | PC | STRENGTHENING THE SAFETY NET | $68,000 |
| HORIZON HEALTH SERVICES INC | |||||||
| 8314 MAIN STREET | IVOR | VA | 23866 | NONE | PC | STRENGTHENING THE SAFETY NET | $102,000 |
| HORIZON HEALTH SERVICES INC | |||||||
| 8314 MAIN STREET | IVOR | VA | 23866 | NONE | PC | STRENGTHENING THE SAFETY NET | $102,000 |
| PAUL D CAMP COMMUNITY COLLEGE FOUNDATION | |||||||
| 100 NORTH COLLEGE DRIVE | FRANKLIN | VA | 23851 | NONE | PC | HEALTHY BEHAVIORS | $50,000 |
| RX DRUG ACCESS PARTNERSHIP | |||||||
| 1500 FOREST AVE SUITE 200 | RICHMOND | VA | 23229 | NONE | PC | STRENGTHENING THE SAFETY NET | $8,000 |
| RX DRUG ACCESS PARTNERSHIP | |||||||
| 1500 FOREST AVE SUITE 200 | RICHMOND | VA | 23229 | NONE | PC | STRENGTHENING THE SAFETY NET | $12,000 |
| RX DRUG ACCESS PARTNERSHIP | |||||||
| 1500 FOREST AVE SUITE 200 | RICHMOND | VA | 23229 | NONE | PC | STRENGTHENING THE SAFETY NET | $12,000 |
| RX DRUG ACCESS PARTNERSHIP | |||||||
| 1500 FOREST AVE SUITE 200 | RICHMOND | VA | 23229 | NONE | PC | STRENGTHENING THE SAFETY NET | $8,000 |
| SUFFOLK PUBLIC SCHOOLS | |||||||
| 100 NORTH MAIN STREET | SUFFOLK | VA | 23434 | NONE | GOV | HEALTHY BEHAVIORS | $100,000 |
| SUFFOLK PUBLIC SCHOOLS | |||||||
| 100 NORTH MAIN STREET | SUFFOLK | VA | 23434 | NONE | GOV | HEALTHY BEHAVIORS | $100,000 |
| THE CHILDREN'S CENTER | |||||||
| 700 CAMPBELL AVE | FRANKLIN | VA | 23851 | NONE | PC | MATERNAL CHILD HEALTH | $59,518 |
| THE CHILDREN'S CENTER | |||||||
| 700 CAMPBELL AVE | FRANKLIN | VA | 23851 | NONE | PC | MATERNAL CHILD HEALTH | $89,278 |
| THE CHILDREN'S CENTER | |||||||
| 700 CAMPBELL AVE | FRANKLIN | VA | 23851 | NONE | PC | MATERNAL CHILD HEALTH | $66,398 |
| THE CHILDREN'S CENTER | |||||||
| 700 CAMPBELL AVE | FRANKLIN | VA | 23851 | NONE | PC | MATERNAL CHILD HEALTH | $99,597 |
| THE UP CENTER | |||||||
| 150 BOUSH STREET SUITE 500 | NORFOLK | VA | 23510 | NONE | PC | STRENGTHENING THE SAFETY NET | $79,597 |
| THE UP CENTER | |||||||
| 150 BOUSH STREET SUITE 500 | NORFOLK | VA | 23510 | NONE | PC | STRENGTHENING THE SAFETY NET | $51,788 |
| THE UP CENTER | |||||||
| 150 BOUSH STREET SUITE 500 | NORFOLK | VA | 23510 | NONE | PC | STRENGTHENING THE SAFETY NET | $77,683 |
| THE UP CENTER | |||||||
| 150 BOUSH STREET SUITE 500 | NORFOLK | VA | 23510 | NONE | PC | STRENGTHENING THE SAFETY NET | $53,064 |
| VIRGINIA LEGAL AID SOCIETY INC | |||||||
| PO BOX 6200 | LYNCHBURG | VA | 24505 | NONE | PC | STRENGTHENING THE SAFETY NET | $109,800 |
| VIRGINIA LEGAL AID SOCIETY INC | |||||||
| PO BOX 6200 | LYNCHBURG | VA | 24505 | NONE | PC | STRENGTHENING THE SAFETY NET | $73,200 |
| VIRGINIA LEGAL AID SOCIETY INC | |||||||
| PO BOX 6200 | LYNCHBURG | VA | 24505 | NONE | PC | STRENGTHENING THE SAFETY NET | $73,200 |
| VIRGINIA LEGAL AID SOCIETY INC | |||||||
| PO BOX 6200 | LYNCHBURG | VA | 24505 | NONE | PC | STRENGTHENING THE SAFETY NET | $109,800 |
| WESTERN TIDEWATER COMMUNITY SERVICES BOARD | |||||||
| 7025 HARBOUR VIEW BLVD SUITE 119 | SUFFOLK | VA | 23435 | NONE | PC | STRENGTHENING THE SAFETY NET | $84,942 |
| WESTERN TIDEWATER COMMUNITY SERVICES BOARD | |||||||
| 7025 HARBOUR VIEW BLVD SUITE 119 | SUFFOLK | VA | 23435 | NONE | PC | STRENGTHENING THE SAFETY NET | $84,942 |
| WESTERN TIDEWATER COMMUNITY SERVICES BOARD | |||||||
| 7025 HARBOUR VIEW BLVD SUITE 119 | SUFFOLK | VA | 23435 | NONE | PC | STRENGTHENING THE SAFETY NET | $127,414 |
| WESTERN TIDEWATER COMMUNITY SERVICES BOARD | |||||||
| 7025 HARBOUR VIEW BLVD SUITE 119 | SUFFOLK | VA | 23435 | NONE | PC | STRENGTHENING THE SAFETY NET | $127,414 |
| WESTERN TIDEWATER FREE CLINIC | |||||||
| 2019 MEADE PARKWAY | SUFFOLK | VA | 23434 | NONE | PC | STRENGTHENING THE SAFETY NET | $288,000 |
| WESTERN TIDEWATER FREE CLINIC | |||||||
| 2019 MEADE PARKWAY | SUFFOLK | VA | 23434 | NONE | PC | STRENGTHENING THE SAFETY NET | $192,000 |
| WESTERN TIDEWATER FREE CLINIC | |||||||
| 2019 MEADE PARKWAY | SUFFOLK | VA | 23434 | NONE | PC | STRENGTHENING THE SAFETY NET | $280,200 |
| WESTERN TIDEWATER FREE CLINIC | |||||||
| 2019 MEADE PARKWAY | SUFFOLK | VA | 23434 | NONE | PC | STRENGTHENING THE SAFETY NET | $186,800 |
| WESTERN TIDEWATER HEALTH DISTRICT | |||||||
| 135 HALL AVENUE | SUFFOLK | VA | 23434 | NONE | GOV | MATERNAL CHILD HEALTH | $103,586 |
| WESTERN TIDEWATER HEALTH DISTRICT | |||||||
| 135 HALL AVENUE | SUFFOLK | VA | 23434 | NONE | GOV | MATERNAL CHILD HEALTH | $155,380 |
| WESTERN TIDEWATER HEALTH DISTRICT | |||||||
| 135 HALL AVENUE | SUFFOLK | VA | 23434 | NONE | GOV | MATERNAL CHILD HEALTH | $106,074 |
| WESTERN TIDEWATER HEALTH DISTRICT | |||||||
| 135 HALL AVENUE | SUFFOLK | VA | 23434 | NONE | GOV | MATERNAL CHILD HEALTH | $159,111 |
| YMCA OF SOUTH HAMPTON ROADS | |||||||
| 2769 GODWIN BLVD | SUFFOLK | VA | 23434 | NONE | PC | HEALTHY BEHAVIORS | $100,000 |
| YMCA OF SOUTH HAMPTON ROADS | |||||||
| 2769 GODWIN BLVD | SUFFOLK | VA | 23434 | NONE | PC | HEALTHY BEHAVIORS | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $4,133,426 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $256,390 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $197,409 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,996,617 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,450,416 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,450,416 | 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 FEES | CategoryTxt |
| Amt | $47,600 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $47,600 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (41 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALARM.COM HOLDINGS INC | $420,228 | $420,228 |
| ALBEMARLE CORP COM | $107,103 | $107,103 |
| ALLSCRIPTS HEALTHCARE SOLUTIONS INC | $130,240 | $130,240 |
| AMC NETWORKS | $109,371 | $109,371 |
| ASTRONICS CORP COM | $28,605 | $28,605 |
| AXALTA COATING SYSTEMS LTD | $122,617 | $122,617 |
| BOX INC | $522,667 | $522,667 |
| BWX TECHNOLOGIES INC | $68,194 | $68,194 |
| CADENCE BANCORPORATION CL A | $74,670 | $74,670 |
| CARTER INC | $118,314 | $118,314 |
| CHANNELADVISOR CORP | $66,792 | $66,792 |
| CIENA CORP | $91,563 | $91,563 |
| CIMPRESS NV | $79,055 | $79,055 |
| COMPASS MINERALS INTERNATIONAL INC | $88,481 | $88,481 |
| COMSCORE INC | $40,284 | $40,284 |
| DESPEGAR.COM CORP | $80,917 | $80,917 |
| ELEMENT SOLUTIONS INC | $604,570 | $604,570 |
| ENTEGRIS INC | $94,017 | $94,017 |
| FIREEYE INC | $130,134 | $130,134 |
| GRAPHIC PACKAGING CORP | $134,200 | $134,200 |
| GREENSKY INC CL A | $43,166 | $43,166 |
| HANES BRANDS INC | $107,032 | $107,032 |
| IMAX CORP | $76,925 | $76,925 |
| LIBERTY BRAVES GROUP CL A | $39,000 | $39,000 |
| LIBERTY BRAVES GROUP CL C | $34,308 | $34,308 |
| LIONS GATE ENTMT CORP | $78,840 | $78,840 |
| LIVE NATION ENTERTAINMENT, INC. | $47,733 | $47,733 |
| MAXAR TECHNOLOGIES LTD | $53,240 | $53,240 |
| MFC ISHARES TR RUSSELL 2000 VALUE ETF | $24,609 | $24,609 |
| MFC VANGURAD INTL EQUITY INDEX FUNDS | $5,466,426 | $5,466,426 |
| MIMECAST LIMITED | $66,258 | $66,258 |
| PAGERDUTY INC COM | $100,587 | $100,587 |
| PAPA JOHNS INTL INC | $189,357 | $189,357 |
| PERSPECTA INC COM | $54,720 | $54,720 |
| PQ GROUP HOLDINGS INC | $80,660 | $80,660 |
| SPDR S&P OILGAS EXPLORATION FUND | $351,997 | $351,997 |
| URBAN OUTFITTERS | $116,768 | $116,768 |
| VALVOLINE INC | $57,596 | $57,596 |
| VAREX IMAGING CORP COM | $74,943 | $74,943 |
| WPX ENERGY INC | $55,510 | $55,510 |
| ZUORA INC CL A COM | $206,554 | $206,554 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALTERNATIVE INVESTMENTS - FOREIGN CORPORATIONS | FMV | $17,024,248 | $17,024,248 |
| ALTERNATIVE INVESTMENTS - LIMITED PARTNERSHIPS AND CORPORATIONS | FMV | $73,091,412 | $73,091,412 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (5 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ART COLLECTION | $658,240 | $658,240 | $658,240 |
| CEMETARY LOTS | $24,000 | $24,000 | $24,000 |
| ACCRUED INTEREST ON INVESTMENTS | $11,445 | $4,025 | $4,025 |
| DEPOSITS | $100 | $0 | $0 |
| EXCISE TAX RECEIVABLE | $66,730 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSSES IN INVESTMENTS, PARTNERSHIPS & FOREIGN INVESTMENTS | Desc |
| Amt | $15,297,542 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INSURANCE | $14,038 | $0 | $0 | $14,071 |
| CONTRACTED SERVICES/RECRUITING | $4,674 | $0 | $0 | $434 |
| MISCELLANEOUS | $2,419 | $0 | $0 | $2,634 |
| DUES AND SUBSCRIPTIONS | $29,073 | $0 | $0 | $29,073 |
| TECHNOLOGY EXPENSE | $53,487 | $0 | $0 | $12,827 |
| GRANT PROGRAM EXPENSES | $272,954 | $0 | $0 | $263,942 |
| AMORTIZATION | $2,472 | $0 | $0 | $0 |
| PRINTING AND PUBLICATIONS | $28,182 | $0 | $0 | $29,357 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| SECURITIES LIGITATION | $10,459 | $10,459 | $0 |
| EXCISE TAX REFUND | $186,950 | $0 | $0 |
| INCOME FROM PARTNERSHIPS | $0 | $3,143,581 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR YEAR GRANT RECOVERED | Desc |
| Amt | $14,193 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED TAXES PAYABLE | $575,969 | $232,723 |
| EXCISE TAXES PAYABLE | $0 | $40,701 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT FEES | $697,870 | $697,870 | $0 | $0 |
| OTHER PROFESSIONAL FEES | $8,295 | $0 | $0 | $8,295 |
| PAYROLL PROCESS FEES | $1,565 | $0 | $0 | $1,565 |
| BANK FEES | $140 | $0 | $0 | $140 |
| COMPLIANCE FEES | $3,497 | $0 | $0 | $3,497 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| TAXES | $395 | $0 | $0 | $395 |
| $0 | $0 | $0 | $0 |