2018-11-22T06:14:13-06:00 2017-12-31 364579334 HERITAGE WEALTH ADVISORS 919 EAST MAIN STREET SUITE 950 RICHMOND VA 23219 990 2017-01-01 541685158 THE PAULEY FAMILY FOUNDATION PAUL 8043307400 7501 BOULDERS VIEW DRIVE NO 110 RICHMOND VA 232254047 STANLEY F PAULEY CHAIRMAN 8043307400 2018-11-22 1 JONATHAN FORTIN P01240664 8046434080 2018-11-16 71.59.53.40 2018-11-22 06:14:11 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 6CB9E681DBF8761688E7A5E32289791B5EB3F99C 2017 2019-02-21 02:37:17Z STANLEY F PAULEY 7501 BOULDERS VIEW DRIVE SUITE 110 RICHMOND VA 232254047 5070146 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 2163345 3254103 61469 61469 2224814 3315572 8194512 4269814 0 0 0 0 0 0 0 189766 236597 8384278 4506411 -6159464 -1190839 86269459 101903209 4507900 5312507 81761559 96590702 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 4269814 4269814 THE FOUNDATION SUPPORTS CHARITABLE ACTIVITIES THAT ADVANCE EDUCATION, HEALTH, AND HUMAN SERVICES. 4269814 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 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 BRACH ARMSTRONG 8043307400 7501 BOULDERS VIEW DRIVE SUITE 110 RICHMOND VA 232254047 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 2309487 2309487 2699190 1754574 944616 944616 944616 SEC. 481 ADJUSTMENT 900099 61469 61469 61469 3315572 3315572 0 0 X 4269814 4269814 8624 8624 10500 10500 84009 84009 73442 73442 1016 1016 FOREIGN TAXES PAID 58946 58946 BANK FEES 60 60 4506411 4269814 236597 0 69308 79004 959289 2821331 295943 0 78594756 93026043 6350163 5976831 86269459 101903209 4323492 5189568 184408 122939 4507900 5312507 X 81761559 96590702 81761559 96590702 86269459 101903209 X -1190839 15958513 61469 X X 0 1 X 0 0 X X X 1 THE COMMUNITY FOUNDATION INC 237009135 8 1 260662 0 1 260662 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. SECTION A, LINE 12E ADDITIONAL INFORMATION: THE PAULEY FAMILY FOUNDATION COMPLETED ITS 60-MONTH PRIVATE FOUNDATION TERMINATION AND RECEIVED A FAVORABLE DETERMINATION LETTER FROM THE IRS DATED MARCH 30, 2017 INDICATING THAT IT IS TYPE I SUPPORTING ORGANIZATION WITHIN THE MEANING OF SECTION 509(A)(3) OF THE INTERNAL REVENUE CODE. 0 GS PE MANAGERS (2013) OFFSHORE LP 762888 F GS VINTAGE VI OFFSHORE LP 1244420 F GS PETERSHILL II OFFSHORE LP 252042 F METALMARK CAPITAL 103800 F MS LMF II (CAYMAN) SPV LP 164689 F MS RE FUND VI OFFSHORE, LP 99062 F MS NORTH HAVEN PE ASIA III TE, LP 3196374 F MS PRIVATE MARKETS FUND II (CAYMAN 2) LP 153556 F 5976831 DEFERRED REVENUE - SEC. 481 ADJUSTMENT TO BE RECOGNIZED IN 2018, 2019 122939 122939 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 153556 CENTRAL AMERICA AND CARIBBEAN 0 0 MS LIQUID MARKETS FUND II (CAYMAN) SPV LP INVESTMENT 164689 0 0 0 0 0 0 318245 0 318245 0 0 0 1 1 0 1 BYRD THEATRE FOUNDATION PO BOX 14860 RICHMOND VA 23221 311806232 501(C)(3) 25000 NONE ADA AND ACCESSIBILITY RENOVATIONS CARITAS PO BOX 25790 RICHMOND VA 23260 541441917 501(C)(3) 50000 NONE CARITAS WORKS PROGRAM & FURNITURE BANK 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 CROSS OVER MINISTRY INC 8600 QUIOCCASIN ROAD SUITE 101 RICHMOND VA 23229 541371067 501(C)(3) 50000 NONE HEALTH CARE FOR THE UNINSURED FAMILY LIFELINE 2325 WEST BROAD STREET RICHMOND VA 23220 540737133 501(C)(3) 50000 NONE PROGRAMMING FOR OLDER ADULTS FEEDMORE INC 1415 RHOADMILLER STREET RICHMOND VA 23220 541150923 501(C)(3) 1800000 NONE CAPITAL IMPROVEMENTS TO INCREASE REFRIGERATION CAPACITY HAMPDEN-SYDNEY COLLEGE COLLEGE ROAD BOX 128 HAMPDENSYDNEY VA 23943 540505906 501(C)(3) 25000 NONE THE ANNUAL FUND JEWISH FAMILY SERVICES 6718 PATTERSON AVENUE RICHMOND VA 23226 540526201 501(C)(3) 50000 NONE COORDINATED CARE FOR SENIORS AND OLDER ADULTS MEDICAL COLLEGE OF VIRGINIA FOUNDATION PO BOX 980234 RICHMOND VA 23284 546053660 501(C)(3) 35000 NONE MASSEY CANCER CTR-RESEARCH ($10,000), THE PAULEY HEART CENTER ANNUAL FUND ($25,000) MONTPELIER FOUNDATION PO BOX 911 ORANGE VA 22960 311620682 501(C)(3) 10000 NONE THE ANNUAL FUND 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 ST ANDREW'S SCHOOL 227 SOUTH CHERRY STREET RICHMOND VA 23220 541803252 501(C)(3) 55000 NONE THE ANNUAL FUND ($5,000); AFTER SCHOOL PROGRAM ($50,000) THE COMMUNITY FOUNDATION INC 7501 BOULDERS VIEW DRIVE SUITE 110 RICHMOND VA 23225 237009135 501(C)(3) 260662 NONE FOR UNRESTRICTED SUPPORT UNITED METHODIST URBAN 1010 WEST LABURNUM AVENUE RICHMOND VA 23227 237136747 501(C)(3) 50000 NONE SITE RELOCATION AND HEALTHY FOOD PRODUCTION EXPANSION 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 NORTH WABASH AVENUE 22ND FLOOR IBM PLAZA CHICAGO IL 60611 363683991 501(C)(3) 1631076 NONE THE STANLEY PAULEY ENGINEERING BUILDING ($1,606,076), ELECTRICAL ENGINEERING DEPT. ($25,000) VIRGINIA SUPPORTIVE HOUSING PO BOX 8585 RICHMOND VA 23226 541444564 501(C)(3) 50000 NONE NEW CLAY HOUSE RENOVATION AND EXPANSION 18 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 IX, LINE 1: GRANTS AND OTHER ASSISTANCE TO DOMESTIC ORGANIZATIONS REPORTED DIFFERS FROM TOTALS REPORTED ON SCHEDULE I BY $33,076. 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 7501 BOULDERS VIEW DRIVE SUITE 110 RICHMOND VA 23225 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 260662 UNRESTRICTED SUPPORT