2019-11-13T14:26:39-06:00 2018-12-31 364579334 HERITAGE WEALTH ADVISORS 919 EAST MAIN STREET SUITE 950 RICHMOND VA 23219 990 2018-01-01 541685158 THE PAULEY FAMILY FOUNDATION PAUL 8043307400 3409 MOORE STREET RICHMOND VA 23230 STANLEY F PAULEY CHAIRMAN 8043307400 2019-11-13 1 JONATHAN FORTIN P01240664 8046434080 2019-11-08 50.253.221.18 2019-11-13 14:26:35 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 2D9E3AFB37D5AFD4ABE49FE7F436CECBC94BB35D 2018 2020-03-31 21:24:44Z X STANLEY F PAULEY 3409 MOORE STREET RICHMOND VA 23230 5409533 0 X WWW.CFRICHMOND.ORG X 1993 VA THE PAULEY FAMILY FOUNDATION SUPPORTS A BROAD RANGE OF CHARITABLE PURPOSES IN THE RICHMOND REGION, WITH A FOCUS ON EDUCATION, HEALTH AND HUMAN SERVICES. 7 7 0 11 0 0 0 0 0 0 3254103 3884961 61469 761469 3315572 4646430 4269814 4396884 0 0 0 0 0 0 0 236597 190341 4506411 4587225 -1190839 59205 101903209 89565625 5312507 3018999 96590702 86546626 THE PAULEY FAMILY FOUNDATION SUPPORTS A BROAD RANGE OF CHARITABLE PURPOSES IN THE RICHMOND REGION, WITH A FOCUS ON EDUCATION, HEALTH AND HUMAN SERVICES. 0 0 4396884 4396884 THE FOUNDATION SUPPORTS CHARITABLE ACTIVITIES THAT ADVANCE EDUCATION, HEALTH, AND HUMAN SERVICES. 4396884 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 2 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X X SHERRIE ARMSTRONG 8043307400 3409 MOORE STREET RICHMOND VA 23230 X STANLEY F PAULEY CHAIRMAN 5.00 X X 0 0 0 KATHARINE P HICKOK VICE PRESIDENT 0.50 X 0 0 0 LORNA P JORDAN VICE PRESIDENT 0.50 X 0 0 0 NANCY R BELLEMAN DIRECTOR 0.50 X 0 0 0 JOHN SHERMAN JR TREASURER 0.50 X X 0 0 0 FRED T TATTERSALL DIRECTOR 0.50 X 0 0 0 JANE G WATKINS DIRECTOR 0.50 X 0 0 0 0 0 0 0 0 0 0 0 X 2703041 2703041 1945023 763103 1181920 1181920 1181920 GRANT CANCELLATION 900099 700000 700000 SEC. 481 ADJUSTMENT 900099 61469 61469 761469 4646430 0 0 4646430 X 4396884 4396884 2331 2331 8500 8500 70158 70158 42619 42619 FOREIGN TAXES PAID 64618 64618 INVESTMENT INTEREST EXP 2100 2100 BANK FEES 15 15 4587225 4396884 190341 0 79004 359314 2821331 1585799 93026043 82751257 5976831 4869255 101903209 89565625 5189568 2957530 122939 61469 5312507 3018999 X 96590702 86546626 96590702 86546626 101903209 89565625 X 59205 -10164750 61469 X X 0 1 X 0 0 X X X 1 THE COMMUNITY FOUNDATION INC 237009135 8 1 274129 0 1 274129 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 PART IV, SECTION A, LINE 6: THE PAULEY FAMILY FOUNDATION CONDUCTS GRANT-MAKING ACTIVITIES TO SUPPORT QUALIFYING CHARITABLE ORGANIZATIONS IN RICHMOND AND CENTRAL VIRGINIA IN FURTHERANCE OF THE EXEMPT PURPOSES OF ITS SUPPORTED ORGANIZATION, THE COMMUNITY FOUNDATION, INC. 0 GS PE MANAGERS (2013) OFFSHORE LP 871151 F GS VINTAGE VI OFFSHORE LP 960633 F GS PETERSHILL II OFFSHORE LP 346491 F METALMARK CAPITAL 100318 F MS LMF II (CAYMAN) SPV LP 140651 F MS RE FUND VI OFFSHORE, LP 46464 F MS NORTH HAVEN PE ASIA III TE, LP 2353662 F MS PRIVATE MARKETS FUND II (CAYMAN 2) LP 49885 F 4869255 DEFERRED REVENUE - SEC. 481 ADJUSTMENT TO BE RECOGNIZED IN 2019 61469 61469 X PART X, LINE 2: MANAGEMENT HAS EVALUATED THE EFFECT OF GUIDANCE SURROUNDING UNCERTAIN INCOME TAX POSITIONS AND CONCLUDED THAT THE FOUNDATION HAS NO SIGNIFICANT FINANCIAL STATEMENT EXPOSURE TO UNCERTAIN INCOME TAX POSITIONS. THE FOUNDATION IS NOT CURRENTLY UNDER AUDIT BY ANY TAX JURISDICTION. CENTRAL AMERICA AND CARIBBEAN 0 0 MS PRIVATE MARKETS FUND II (CAYMAN 2) LP INVESTMENT 50000 CENTRAL AMERICA AND CARIBBEAN 0 0 MS LIQUID MARKETS FUND II (CAYMAN) SPV LP INVESTMENT 141000 CENTRAL AMERICA AND CARIBBEAN 0 0 METALMARK CAPITAL PARTNERS DESIGNATED PARTNERS CAYMAN FUND, LP INVESTMENT 100000 CENTRAL AMERICA AND CARIBBEAN 0 0 PETERSHILL II OFFSHORE LP INVESTMENT 346000 0 0 0 0 0 0 637000 0 637000 0 0 0 1 1 0 1 CARITAS PO BOX 25790 RICHMOND VA 23260 541441917 501(C)(3) 50000 NONE THE FURNITURE BANK AND WORKS PROGRAM CIRCLE CENTER ADULT DAY SERVICES 4900 WEST MARSHALL STREET RICHMOND VA 23230 540991287 501(C)(3) 50000 NONE THE ASSISTANCE FUND FOR CLIENTS IN NEED CONEXUS 11618 BUSY STREET RICHMOND VA 23236 465257732 501(C)(3) 50000 NONE CONEXUS KINDS 20/20 CAMPAIGN CROSS OVER MINISTRY INC 8600 QUIOCCASIN ROAD SUITE 101 RICHMOND VA 23229 541371067 501(C)(3) 50000 NONE GENERAL OPERATIONS FAMILY LIFELINE 2325 WEST BROAD STREET RICHMOND VA 23220 540737133 501(C)(3) 50000 NONE PROGRAMMING FOR OLDER ADULTS GOODWILL OF CENTRAL AND COASTAL VIRGINIA INC 6301 MIDLOTHIAN TURNPIKE RICHMOND VA 23225 540455395 501(C)(3) 60000 NONE REFUGEE CAREER ADVANCEMENT PROGRAM HAMPDEN-SYDNEY COLLEGE COLLEGE ROAD BOX 128 HAMPDENSYDNEY VA 23943 540505906 501(C)(3) 387530 NONE GENERAL OPERATIONS ($5,000), SCHEMATIC DESIGN WORK FOR SCIENCE BUILDING ($357,530) HEALTH BRIGADE 1010 N THOMPSON STREET RICHMOND VA 23230 540927792 501(C)(3) 50000 NONE INTEGRATED HEALTH CARE HENRICO CASA 3001 HUNGARY SPRING ROAD SUITE A RICHMOND VA 23228 541710746 501(C)(3) 25000 NONE VOLUNTEER DRIVEN COURT ADVOCACY FOR CHILDREN HOMEAGAIN PO BOX 5222 RICHMOND VA 23220 541159513 501(C)(3) 30000 NONE HOMELESS SERVICES SUPPORT PROJECT HOUSING FAMILIES FIRST 3900 NINE MILE ROAD HENRICO VA 23223 541995917 501(C)(3) 50000 NONE BUILDING A FOUNDATION FOR THE FUTURE HUMANKIND 150 LINDEN AVENUE LYNCHBURG VA 24503 540346118 501(C)(3) 35000 NONE ECONOMIC OPPORTUNITY SERVICES INTERNATIONAL RESCUE COMMITTEE 8100 THREE CHOPT ROAD SUITE 128 RICHMOND VA 23229 135660870 501(C)(3) 30000 NONE REFUGEE CAREER ADVANCEMENT PROGRAM JEWISH FAMILY SERVICES 6718 PATTERSON AVENUE RICHMOND VA 23226 540526201 501(C)(3) 50000 NONE COORDINATED CARE FOR SENIORS LIBERATION VETERANS SERVICES INC 1201 HULL STREET RICHMOND VA 23224 812889340 501(C)(3) 30000 NONE REFUGEE CAREER ADVANCEMENT PROGRAM MASSEY CANCER CENTER PO BOX 980234 RICHMOND VA 23284 546053660 501(C)(3) 10000 NONE MASSEY CANCER CENTER FOR RESEARCH MEDICAL COLLEGE OF VIRGINIA FOUNDATION PO BOX 980234 RICHMOND VA 23284 546053660 501(C)(3) 25000 NONE THE PAULEY HEART CENTER ANNUAL FUND MONTPELIER FOUNDATION PO BOX 911 ORANGE VA 22960 311620682 501(C)(3) 45000 NONE THE ANNUAL FUND ($10,000). PROFESSIONAL DEVELOPMNET SCHOLARSHIPS ($35,000) NEIGHBORHOOD RESOURCE CENTER 1519 WILLIAMSBURG ROAD RICHMOND VA 23231 331024355 501(C)(3) 42500 NONE GREATER FULTON: STRONG FAMILIES, STRONG COMMUNITY RICHMOND SPCA 2519 HERMITAGE ROAD RICHMOND VA 23220 540506328 501(C)(3) 10000 NONE THE ANNUAL FUND RICHMOND SYMPHONY 612 EAST GRACE STREET 401 RICHMOND VA 23219 546024033 501(C)(3) 25000 NONE THE ANNUAL FUND SACRED HEART CENTER 1400 PERRY STREET RICHMOND VA 23224 541590419 501(C)(3) 25000 NONE FAMILY SUPPORT PROGRAM SHEPHERD'S CENTER OF RICHMOND 3111 NORTHSIDE AVENUE 400 HENRICO VA 23228 541277521 501(C)(3) 15000 NONE TRANSPORTATION PROGRAM EXPANSION SOAR365 3600 SAUNDERS AVENUE RICHMOND VA 23227 540629691 501(C)(3) 75000 NONE PROGRAMMING FOR OLDER ADULTS ST ANDREW'S SCHOOL 227 SOUTH CHERRY STREET RICHMOND VA 23220 541803252 501(C)(3) 55000 NONE SCHOOL SOCIAL WORK COUNSELOR ($50,000), ANNUAL FUND ($5,000) SWEET BRIAR INSTITUTE PO BOX 1057 SWEET BRIAR VA 24595 540534105 501(C)(3) 200000 NONE GENERAL OPERATIONS THE COMMUNITY FOUNDATION INC 3409 MOORE STREET RICHMOND VA 23230 237009135 501(C)(3) 274129 NONE FOR UNRESTRICTED SUPPORT THE DAILY PLANET INC 517 WEST GRACE STREET RICHMOND VA 23220 540900368 501(C)(3) 50000 NONE INCREASING PATIENT ACCESS UNITED WAY OF GREATER RICHMOND & PETERSBURG PO BOX 11807 RICHMOND VA 23230 237375346 501(C)(3) 10000 NONE THE DE TOQUEVILLE SOCIETY ANNUAL FUND UNIVERSITY OF MANITOBA FOUNDATION USA 330 N WABASH AVE 22ND FL IBM PLAZA CHICAGO IL 60611 363683991 501(C)(3) 2372293 NONE PAULEY ENGINEERING BUILDING($2,347,293)/ELECTRICAL ENGINEERING DEPARTMENT ($25,000) VIRGINIA LOCAL INITIATIVES SUPPORT CORPORATION 413 STUART CIRCLE SUITE 300 RICHMOND VA 23220 133030229 501(C)(3) 50000 NONE FINANCIAL FAMILY STABILILTY VIRGINIA SUPPORTIVE HOUSING PO BOX 8585 RICHMOND VA 23226 541444564 501(C)(3) 50000 NONE SUPPORTIVE SERVICES FOR FORMERLY HOMELESS CLIENTS 32 0 PART I, LINE 2: THE BOARD OF THE PAULEY FAMILY FOUNDATION WORKS CLOSELY WITH CF STAFF TO CONSIDER POTENTIAL GRANTEES. CF STAFF COLLECTS AND REVIEWS DUE DILIGENCE DOCUMENTATION ON PROSPECTIVE GRANTEES AND SHARES INFORMATION WITH THE BOARD OF THE PAULEY FAMILY FOUNDATION. CF STAFF MEMBERS FOLLOW UP WITH GRANTEES TO RECEIVE PROGRESS REPORTS AND SHARE FOLLOW-UP INFORMATION WITH THE BOARD. FORM 990, PART VI, SECTION A, LINE 2 THE NUMBER OF DIRECTORS OF THE PAULEY FAMILY FOUNDATION SHALL NOT BE LESS THAN FIVE (5) AND NOT MORE THAN FIFTEEN (15). THE FOUNDATION HAS THREE (3) DIRECTORS WHO ARE PAULEY FAMILY DIRECTORS AND FOUR (4) DIRECTORS THAT ARE APPOINTED DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE FORM 990 AND APPLICABLE SCHEDULES ARE PROVIDED TO EACH MEMBER OF THE PAULEY FAMILY FOUNDATION'S BOARD OF GOVERNORS FOR REVIEW BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. THIS DRAFT IS ALSO REVIEWED BY THE COMMUNITY FOUNDATION'S CHIEF FINANCIAL OFFICER AND THE PRESIDENT & CHIEF EXECUTIVE OFFICER. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS AND DIRECTORS OF THE PAULEY FAMILY FOUNDATION COMPLETE A SIGNED CONFLICT OF INTEREST POLICY ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 THE PAULEY FAMILY FOUNDATION HAS NO EMPLOYEES OR OTHER COMPENSATED OFFICERS. FORM 990, PART VI, SECTION C, LINE 19 THE PAULEY FAMILY FOUNDATION PARTICIPATES IN THE CONSOLIDATED AUDIT OF THE COMMUNITY FOUNDATION. THE STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST AT THE COMMUNITY FOUNDATION OFFICES AND ITS WEBSITE. FORM 990, PART VIII, LINE 11A: THE FOUNDATION CANCELLED A GRANT PREVIOUSLY APPROVED AND REPORTED ON THE ENTITY'S 2016 RETURN. A PORTION OF THE GRANT DESIGNATED TO BE PAID IN 2017 AND 2018 WAS CANCELLED DUE TO CHANGES IN THE DONEE'S CIRCUMSTANCES. FORM 990, PART IX, LINE 1: GRANTS AND OTHER ASSISTANCE TO DOMESTIC ORGANIZATIONS REPORTED DIFFERS FROM TOTALS REPORTED ON SCHEDULE I BY $65,432. DIFFERENCE DUE TO GRANT DISCOUNT FOR MULTI-YEAR GRANT PAYMENTS AND GRANTS $5,000 AND UNDER THAT ARE NOT INCLUDED. FORM 990, PART XI, LINE 9: INCOME NOT RECORDED ON BOOKS - SEC. 481 ADJUSTMENT 61,469. FORM 990, PART XII, LINE 2C: THE COMMUNITY FOUNDATION, THE PAULEY FAMILY FOUNDATION'S SUPPORTED ORGANIZATION, HAS AN AUDIT COMMITTEE WHICH OVERSEES THE AUDIT OF THE COMMUNITY FOUNDATION AND ALL SUPPORTING ORGANIZATION AND RELATED ENTITIES. THE COMMUNITY FOUNDATION INC 3409 MOORE STREET RICHMOND VA 23230 237009135 GRANTMAKING VA 501(C)(3) LINE 8 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 THE COMMUNITY FOUNDATION INC B 274129 UNRESTRICTED SUPPORT