WILLIAMSBURG COMMUNITY HEALTH FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAMSBURG COMMUNITY HEALTH FOUNDATION INC (EIN 54-1822359)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-15
- IRS object ID
- 202513199349100806
- Schema version
- 2024v5.1
- 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
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-15T08:22:02+00:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Forvis Mazars LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 E Palmetto Park Road Suite 403 | AddressLine1Txt |
| City | Boca Raton | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33432 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 | Deanna Van Hersh | PersonNm |
| Person Title | President & CEO | PersonTitleTxt |
| Phone | 7573450912 | PhoneNum |
| Signature | 2025-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | April Arnold | PreparerPersonNm |
| PTIN | P01559426 | PTIN |
| Phone | 5612991820 | PhoneNum |
| Preparation | 2025-11-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $155,540,797 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $582,942 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $582,942 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,929,408 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,057,348 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,972,553 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $12,375,449 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $6,521,214 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $15,887,799 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $12,076,709 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $233,813 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $233,813 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $738,153 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $738,153 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $109,524 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $109,524 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $43,899 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $20,375 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $21,950 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $30,495 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $60,141 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $30,495 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $98,376 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $71,703 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $17,307 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $126,118 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $12,612 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $113,506 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $15,036 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $15,036 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $11,271 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $11,271 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $172,121 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,180,760 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $172,121 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,596,113 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,273,888 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,517,572 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,914,203 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,316,007 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,510,316 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,273,888 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,833,579 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $8,377,483 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,802,821 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $327,268 | CashBOYAmt |
| Cash EOY | $211,428 | CashEOYAmt |
| Cash EOYFMV | $211,428 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,324,081 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,667,203 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,667,203 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $22,570 | AcctRcvblAmt |
| Acct Rcvbl BOY | $67,706 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $22,570 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $22,570 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl BOY | $0 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $0 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $0 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $83,424 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $90,270 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $90,270 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $0 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $0 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $0 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOYFMV | $0 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $141,327,188 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $152,100,993 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $152,100,993 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $156,761 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $115,048 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $54,092 | LandBOYAmt |
| Land EOY | $41,713 | LandEOYAmt |
| Land EOYFMV | $41,713 | LandEOYFMVAmt |
| Other Assets BOY | $541,181 | OtherAssetsBOYAmt |
| Other Assets EOY | $406,620 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $406,620 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $147,724,940 | TotalAssetsBOYAmt |
| Total Assets EOY | $155,540,797 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $155,540,797 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $48,447 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $70,872 | AccountsPayableEOYAmt |
| Grants Payable BOY | $591,939 | GrantsPayableBOYAmt |
| Grants Payable EOY | $110,725 | GrantsPayableEOYAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $0 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $849,193 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $746,356 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,489,579 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $927,953 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $146,235,361 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $154,612,844 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $146,235,361 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $154,612,844 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $147,724,940 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $155,540,797 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $146,235,361 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $8,377,483 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $154,612,844 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $154,612,844 | 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 | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| Passthrough K-1 Capital Gain | P | 2024-12-31 | $4,662,003 | $4,662,003 | $0 | $4,662,003 |
| Fidelity - Long Term Capital Gains | P | 2024-12-31 | $42,347 | $42,347 | $0 | $42,347 |
| Fidelity - Short Term Capital Gains | P | 2024-12-31 | $268,203 | $268,203 | $0 | $268,203 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,972,553 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $122,359 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $122,359 | SubtotalAmt |
| Tax Based On Investment Income | $122,359 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $143,376 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $20,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $163,376 | TotalPaymentsAndCreditsAmt |
| Overpayment | $41,017 | OverpaymentAmt |
| Applied To ES Tax | $41,017 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | Yes (true) | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.WILLIAMSBURGHEALTHFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | KAREN BURDEN | IndividualWithBooksNm |
| Phone | 7573450912 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4801 COURTHOUSE ST NO 200 | AddressLine1Txt |
| City | WILLIAMSBURG | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23188 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (18 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 |
|---|---|---|---|---|---|---|---|---|
| M Anderson Bradshaw | ||||||||
| 4801 Courthouse Street No 200 | Williamsburg | VA | 23188 | Governance Nominating Chair | 1.00 | $0 | $0 | $0 |
| Beth Davis | ||||||||
| 4801 Courthouse Street No 200 | Williamsburg | VA | 23188 | Chair | 1.00 | $0 | $0 | $0 |
| Elizabeth De Falcon | ||||||||
| 4801 Courthouse Street No 200 | Williamsburg | VA | 23188 | Trustee | 1.00 | $0 | $0 | $0 |
| andrea donnor | ||||||||
| 4801 Courthouse Street No 200 | williamsburg | VA | 23188 | trustee | 1.00 | $0 | $0 | $0 |
| cheri green | ||||||||
| 4801 Courthouse Street No 200 | williamsburg | VA | 23188 | trustee | 1.00 | $0 | $0 | $0 |
| Kelli Mansel-Arbuckle | ||||||||
| 4801 Courthouse Street No 200 | Williamsburg | VA | 23188 | Trustee | 1.00 | $0 | $0 | $0 |
| Douglas Myers | ||||||||
| 4801 Courthouse Street No 200 | Williamsburg | VA | 23188 | Investment/Finance Chair | 1.00 | $0 | $0 | $0 |
| Juanita Parks | ||||||||
| 4801 Courthouse Street No 200 | Williamsburg | VA | 23188 | Treasurer | 1.00 | $0 | $0 | $0 |
| Steven Staples | ||||||||
| 4801 Courthouse Street No 200 | Williamsburg | VA | 23188 | Audit Committee Chair | 1.00 | $0 | $0 | $0 |
| Felicia Stovall | ||||||||
| 4801 Courthouse Street No 200 | Williamsburg | VA | 23188 | Vice Chair | 1.00 | $0 | $0 | $0 |
| Glenda Turner | ||||||||
| 4801 Courthouse Street No 200 | Williamsburg | VA | 23188 | Trustee | 1.00 | $0 | $0 | $0 |
| Adria Vanhoozier | ||||||||
| 4801 Courthouse Street No 200 | Williamsburg | VA | 23188 | Trustee | 1.00 | $0 | $0 | $0 |
| Alfred L Woods | ||||||||
| 4801 Courthouse Street No 200 | Williamsburg | VA | 23188 | Trustee | 1.00 | $0 | $0 | $0 |
| robert a Whitehead Sr | ||||||||
| 4801 Courthouse Street No 200 | williamsburg | VA | 23188 | trustee | 1.00 | $0 | $0 | $0 |
| Nathan R Green | ||||||||
| 4801 Courthouse Street No 200 | williamsburg | VA | 23188 | Trustee | 1.00 | $0 | $0 | $0 |
| Deanna Van Hersh | ||||||||
| 4801 Courthouse Street No 200 | Williamsburg | VA | 23188 | President & CEO/Board Secretary | 40.00 | $211,740 | $22,073 | $0 |
| Rhiannon Hartman | ||||||||
| 4801 courthouse Street No 200 | Williamsburg | VA | 23188 | Trustee | 1.00 | $0 | $0 | $0 |
| Larry Pulley | ||||||||
| 4801 Courthouse Street No 200 | Williamsburg | VA | 23188 | Trustee | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| Karen Burden | ||||||||
| 4801 Courthouse Street No 200 | Williamsburg | VA | 23188 | VP of Finance | 40.00 | $150,768 | $12,384 | $0 |
| Bill Pribble | ||||||||
| 4801 Courthouse Street No 200 | Williamsburg | VA | 23188 | VP of Programs | 40.00 | $125,433 | $11,508 | $0 |
| Shelby Boltz | ||||||||
| 4801 Courthouse Street No 200 | Williamsburg | VA | 23188 | Grants Administrator | 40.00 | $82,890 | $7,835 | $0 |
| Kelly Metcalf-Messe | ||||||||
| 4801 Courthouse Street No 200 | Williamsburg | VA | 23188 | Program Officer | 40.00 | $102,402 | $8,778 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 3 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Catchafire | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 31 East 32nd Street 3rd Floor | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Capacity Building Services for Grantees | ServiceTypeTxt |
| Compensation | $57,500 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CATCHAFIRE 2023-2024 - UNITING TO BUILD STRONG COMMUNITIES WITH OPERATIONAL SUPPORT TO DELIVER ON OUR MISSION. | Description1Txt |
| Expenses1 | $57,500 | Expenses1Amt |
| Description2 | 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. | Description2Txt |
| Expenses2 | $27,900 | Expenses2Amt |
| Description3 | Access Williamsburg One-Call Center Technical Assistance | Description3Txt |
| Expenses3 | $11,864 | Expenses3Amt |
| Description4 | Strategy Support for the Childrens's Behavioral Health Provider Network | 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 | $20,998,939 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,969,033 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $129,257,383 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $155,225,355 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $155,225,355 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,328,380 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $152,896,975 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,644,849 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,644,849 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $122,359 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $122,359 | TotalTaxAmt |
| Distributable Before Adj | $7,522,490 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $70,554 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,593,044 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $7,593,044 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,833,579 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $7,833,579 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,593,044 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $993,530 | UndistributedIncomePYAmt |
| Prior Year3 | 2020 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,833,579 | QualifyingDistributionsAmt |
| Applied To Year1 | $993,530 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,840,049 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $752,995 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Deanna Van Hersh | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| 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) |
|---|---|---|
| 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 | grant application deadlines can be found on the foundation's website. | 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. WHF invests in organizations and programs serving residents of Greater Williamsburg, defined as the City of Williamsburg, James City County, and York County. Please note, WHF occasionally funds, by invitation, outside the service area to advance our mission. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Bacon Street Youth and Family Services | |||||||
| 247 McLaws Circle | Williamsburg | VA | 231855660 | None | PC | Support for Operations | $415,000 |
| Boys & Girls Clubs of the Virginia Peninsula | |||||||
| 11825 Rock Landing Drive | Newport News | VA | 236064236 | None | PC | EatSMART at the James City County Boys & Girls Club | $10,000 |
| Center for Child and Family Services Inc | |||||||
| 739 Thimble Shoals Blvd Ste 400 | Newport News | VA | 236063562 | None | PC | The Reboot Program & Multicultural Counseling | $203,000 |
| Child Development Resources | |||||||
| 150 Point O Woods | Williamsburg | VA | 231887052 | None | PC | Capital Campaign, Basic Operating, HEART, Medical Director | $738,000 |
| City of Williamsburg | |||||||
| 401 Lafayette Street | Williamsburg | VA | 23185 | None | GOV | Child Health Initiative | $283,500 |
| Colonial Behavioral Health | |||||||
| 1657 Merrimac Trl | Williamsburg | VA | 23185 | None | PC | Integrated Care Facilitation, Child Assessment Center | $250,000 |
| COLONIAL COURT APPOINTED SPECIAL ADVOCATE PROGRAM INC | |||||||
| 3917 Midlands Road Suite 2A | Williamsburg | VA | 23188 | None | PC | Healthy Eating and Active Living (HEAL) at Colonial CASA | $10,500 |
| Comfort Zone Camp | |||||||
| 6606 W Broad St Ste 401 | Richmond | VA | 232301717 | None | PC | CZC Weekend Camp in Jamestown | $10,000 |
| FISH | |||||||
| 312 Second St | Williamsburg | VA | 231854528 | None | PC | Freezer Capacity Increase & Food Distribution | $31,520 |
| FREE Foundation For Rehabilitation Equipment & Endowment | |||||||
| 701 Sentra Circle | Williamsburg | VA | 231854528 | None | PC | F.R.E.E. of Williamsburg | $30,000 |
| Gloucester Mathews Care Clinic | |||||||
| PO Box 684 | Gloucester | VA | 23061 | None | PC | Chronic Care Collaborative | $300,500 |
| Grove Christian Outreach Center | |||||||
| 8800 Pocahontas Trl | Williamsburg | VA | 231856247 | None | PC | Fresh Food Room, Food Pantry, & Refrigeration Units | $65,000 |
| HousingForward Virginia | |||||||
| 203 N Robinson St | Richmond | VA | 23220 | None | PC | Housing Policy Advocacy | $15,000 |
| James City County | |||||||
| 101-D Mounts Bay Road | Williamsburg | VA | 23188 | None | GOV | Child Health Initiative & Community Fitness Court | $433,500 |
| Lackey Clinic | |||||||
| 1620 Old Williamsburg Road | Yorktown | VA | 23690 | None | PC | Chronic Care Collaborative | $500,000 |
| Literacy for Life at the Rita Welsh Adult Learning Center | |||||||
| 301 Monticello Ave PO Box 8795 | Williamsburg | VA | 23187 | None | PC | The HEAL Program | $10,000 |
| Mental Health America of Virginia | |||||||
| 2008 Bremo Rd Ste 101 | Richmond | VA | 232262443 | None | PC | Mental Health Advocacy | $15,000 |
| Olde Towne Medical & Dental Center | |||||||
| 5249 Olde Towne Road | Williamsburg | VA | 23188 | None | PC | Chronic Care Collaborative & Basic Operating | $900,000 |
| Peninsula Agency on Aging | |||||||
| 739 Thimble Shoals Blvd Ste 1006 | Newport News | VA | 236063585 | None | PC | PAA RIDES, Noontime Meals, & PAA Williamsburg | $289,000 |
| Postpartum Support Virginia Inc | |||||||
| 205 Barrie Place | Fredericksburg | VA | 22405 | None | PC | Healthy Moms, Healthy Babies | $20,000 |
| Rx Partnership | |||||||
| 1500 Forest Ave Suite 201 | Richmond | VA | 23229 | None | PC | Basic Operating Support | $66,000 |
| The Arc of Greater Williamsburg | |||||||
| 150 Strawberry Plains Rd Ste D | Williamsburg | VA | 231883408 | None | PC | Fitness Program | $37,500 |
| The College of William & Mary The Flanagan Counselor Education Clinic | |||||||
| 301 Monticello Avenue | Williamsburg | VA | 23185 | None | GOV | Play to Thrive | $95,000 |
| The Doorways | |||||||
| 612 E Marshall St | Richmond | VA | 232191846 | None | PC | Support for Operations | $3,750 |
| Virginia Association of Free & Charitable Clinics | |||||||
| 1801 Libbie Ave Ste 104 | Richmond | VA | 23226 | None | PC | Health Policy Advocacy | $15,000 |
| Virginia Down Syndrome Association | |||||||
| 1504 Santa Rosa Rd Rm 124 | Richmond | VA | 232295109 | None | PC | Williamsburg Community Coordinator | $58,500 |
| Virginia Health Care Foundation | |||||||
| 6806 Paragon Place Ste 250 | Richmond | VA | 23219 | None | PC | Boost 200 Program & Medication Access Program | $97,000 |
| Virginia Health Catalyst | |||||||
| 4200 Innslake Drive Suite 202 | Glen Allen | VA | 23060 | None | PC | Health Policy Advocacy | $15,000 |
| Virginia Legacy Soccer Club | |||||||
| 223 Bulifants Blvd | Williamsburg | VA | 231885734 | None | PC | Virginia Legacy WJCC Recreational Soccer Program | $70,000 |
| Virginia Peninsula Foodbank | |||||||
| 2401 Aluminum Ave | Hampton | VA | 236611237 | None | PC | Mobile Food Pantry | $68,125 |
| Voices for Virginia's Children | |||||||
| 2405 Westwood Avenue Suite F | Richmond | VA | 23230 | None | PC | Child Policy Advocacy | $15,000 |
| Williamsburg Area Faith in Action | |||||||
| 354 McLaws Cir Ste 1 | Williamsburg | VA | 231856346 | None | PC | In-Home Services & Transportation | $57,500 |
| Williamsburg Community Growers | |||||||
| Po Box 622 | Lightfoot | VA | 230900622 | None | PC | Increase Our Impact | $114,912 |
| WILLIAMSBURG HOUSE OF MERCY INC | |||||||
| 10 Harrison Avenue | Williamsburg | VA | 23185 | None | PC | WHOM Collect or Give | $32,500 |
| Williamsburg-James City County Community Action Agency | |||||||
| 3300 Acorn Street Suite B | Williamsburg | VA | 23188 | None | PC | Healthy Families of Greater Williamsburg (HFGW) & Food Pantry | $26,250 |
| YMCA of the Virginia Peninsulas | |||||||
| 41 Old Oyster Point Rd Ste C | Newport News | VA | 236027177 | None | PC | Capital Campaign & Active Older Adults | $211,250 |
| Williamsburg-James City County Public Schools | |||||||
| 597 Jolly Pond Road | Williamsburg | VA | 23188 | None | GOV | School Health Initiative, Summer Food, & Running Club | $803,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,316,007 | 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 |
|---|---|---|---|---|---|---|---|
| Community Health Solutions Inc | |||||||
| 4200 Innslake Drive Suite 103 | Glen Allen | VA | 23060 | NONE | PC | Strategy support for the Children's Behavioral Health Provider Network and Child Health Initiative. | $16,975 |
| JAMES CITY COUNTY | |||||||
| 101 MOUNTS BAY ROAD | WILLIAMSBURG | VA | 23185 | NONE | GOV | TO SUPPORT CONECT | $50,000 |
| WILLIAMSBURG HOUSE OF MERCY INC | |||||||
| 10 HARRISON AVE | WILLIAMSBURG | VA | 23185 | NONE | PC | TO SUPPORT THE COLLECT OR GIVE PROGRAM | $32,500 |
| WILLIAMSBURG-JAMES CITY COUNTY COMMUNITY ACTION AGENCY | |||||||
| 3300 ACORN STREET | WILLIAMSBURG | VA | 23188 | NONE | PC | TO SUPPORT HEALTHY FAMILIES OF GREATER WILLIAMSBURG (HFGW) | $11,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $110,725 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $582,942 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $14,585 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,914,823 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| Passthrough K-1 Income | 525990 | $473,594 | 14 | $11,899,662 |
| Passthrough K-1 Tax Exempt Income | $0 | 14 | $2,193 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $488,179 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $15,399,620 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $15,887,799 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $43,899 | Amt |
| Net Investment Income | $20,375 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $21,950 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Depreciation Expense | PropertyDesc |
| Cost Or Other Basis | $0 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $0 | PriorYearDepreciationAmt |
| Computation Method | SL | ComputationMethodTxt |
| Rt | 35.0 | Rt |
| Current Year Expense | $17,307 | CurrentYearExpenseAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | Capital Gains | AssetDesc |
| How Acquired | P | HowAcquiredTxt |
| Gross Sales Price | $11,057,348 | GrossSalesPriceAmt |
| Basis | $8,127,940 | BasisAmt |
| Total Net | $2,929,408 | TotalNetAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MIT Private Equity II Fund | FMV | $0 | $0 |
| MA Investors Fund 1, LLC | FMV | $983,770 | $983,770 |
| Tiff Keystone Fund | FMV | $129,480,121 | $129,480,121 |
| Vanguard Int'l Equity Index | FMV | $21,637,102 | $21,637,102 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Furniture and Fixtures | $126,651 | $88,713 | $37,938 | $37,938 |
| Computers and Software | $30,110 | $26,335 | $3,775 | $3,775 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Operating Lease Right of Use Asset | Desc |
| BOY Book Value | $541,181 | BOYBookValueAmt |
| EOY Book Value | $406,620 | EOYBookValueAmt |
| EOYFMV | $406,620 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| equipment rental/maintenance | $49,520 | $49,520 | |
| insurance | $15,175 | $15,175 | |
| membership dues | $45,710 | $45,710 | |
| postage & delivery | $27 | $27 | |
| supplies | $53,910 | $53,910 | |
| telecommunications | $7,779 | $7,779 | |
| passthrough k-1 expenses | $3,180,760 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|---|
| Passthrough K-1 Income | $6,997,001 | |
| Passthrough K-1 tax exempt Income | -$2,193 | |
| Passthrough K-1 unrelated business income | -$473,594 | |
| Other Investment Income | $12,375,449 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| Deferred Federal Excise Tax | $234,136 | $279,307 |
| Operating Lease Liabilities | $615,057 | $467,049 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | Net Investment IncomeNetInvestmentIncomeAmt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management | $60,141 | ||
| Other Professional Fees | $30,495 | $30,495 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Excise Tax | $26,673 | |
| Payroll Taxes | $71,703 | $71,703 |
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