HARRIS FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- HARRIS FOUNDATION (EIN 54-1844579)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-03
- IRS object ID
- 201201249349100500
- Schema version
- 2011v1.2
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-03T05:28:54-07:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Stephen M Ragland Ltd | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7204 Glen Forest Drive Suite 300 | AddressLine1 |
| City | Richmond | City |
| State | VA | State |
| ZIP Code | 23226 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541844579 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Harris Foundation | BusinessNameLine1 |
| Business Name Line2 | co Hiter Harris III | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HARR | NameControl |
| Phone | 8046480072 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6315 Three Chopt Road | AddressLine1 |
| City | Richmond | City |
| State | VA | State |
| ZIP Code | 23226 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | H Hiter Harris III | Name |
| Title | President | Title |
| Date Signed | 2012-05-03 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Elaine M Ragland CPA | Name |
| Phone | 8042888516 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 3147465 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 198831 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 419 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 419 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 419 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 94634 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 94634 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 94634 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 104543 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 734520 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 104543 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 75 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 75 | OtherIncomeNetInvstIncm |
| Other Income Adj Net Incm | 75 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 398502 | TotalRevenueAndExpenses |
| Total Net Investment Income | 199671 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 95128 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 3900 | AccountingFeesRevAndExpnss |
| Other Prof Fees Rev And Expnss | 8325 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 8325 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 905 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 880 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 27195 | OtherExpensesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 40325 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 9205 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 275854 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 275854 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 316179 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 9205 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 275854 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 82323 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 190466 | NetInvestmentIncome |
| Adjusted Net Income | 95128 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 183708 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 90722 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 90722 | SavingsAndTempCashInvstEOYFMV |
| Receivables From Officers BOY | 1560 | ReceivablesFromOfficersBOY |
| Receivables From Officers EOY | 1560 | ReceivablesFromOfficersEOY |
| Receivables From Officers EOYFMV | 1560 | ReceivablesFromOfficersEOYFMV |
| Investments Corp Stock BOY | 1653585 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 747219 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 959417 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 1130700 | InvestmentsOtherBOY |
| Investments Other EOY | 2117528 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 2093783 | InvestmentsOtherEOYFMV |
| Other Assets BOY | 6148 | OtherAssetsBOY |
| Other Assets EOY | 1983 | OtherAssetsEOY |
| Other Assets EOYFMV | 1983 | OtherAssetsEOYFMV |
| Total Assets BOY | 2975701 | TotalAssetsBOY |
| Total Assets EOY | 2959012 | TotalAssetsEOY |
| Total Assets EOYFMV | 3147465 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 2975701 | RetainedEarningsBOY |
| Retained Earnings EOY | 2959012 | RetainedEarningsEOY |
| Total Net Assets BOY | 2975701 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2959012 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2975701 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2959012 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2975701 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 82323 | ExcessOfRevenueOverExpenses |
| Subtotal | 3058024 | Subtotal |
| Other Decreases | 99012 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 2959012 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (5 entries)
| Gain Or LossGainOrLoss | Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 18018 | |||||||
| Capital Gain Dividends | |||||||
| -995 | SEE E-FILE ATTACHMENT #2 | P | 2010-01-01 | 2011-12-31 | 376643 | 377638 | -995 |
| 90954 | SEE E-FILE ATTACHMENT #3 | D | 2010-01-01 | 2011-12-31 | 190773 | 99819 | 90954 |
| -3434 | SEE E-FILE ATTACHMENT #1 | P | 2011-11-01 | 2011-12-31 | 149086 | 152520 | -3434 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 104543 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | -3434 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 299237 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 3148847 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.09503 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 264210 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 3224856 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.08193 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 125060 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 3346906 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.03737 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 37960 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 3717515 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.01021 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 155742 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 3370804 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.04620 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.27074 | TotalDistributionRatio |
| Average Distribution Ratio | 0.05415 | AverageDistributionRatio |
| Net Noncharitable Assets | 3224891 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 174621 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1905 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 176526 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 275854 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 1905 | InvestmentIncomeExciseTax |
| Subtotal | 1905 | Subtotal |
| Tax Based On Investment Income | 1905 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 7956 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 7956 | TotalCreditsAndPayments |
| Overpayment | 6051 | Overpayment |
| Amount Credited To Next Year | 6051 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | VA | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hiter Harris III | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 8046480072 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6315 Three Chopt Rd | AddressLine1 |
| City | RICHMOND | City |
| State | VA | State |
| ZIP Code | 23226 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | true | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | true | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| Katherine Alexander Harris | ||||||
| 6315 Three Chopt Road | Richmond | VA | 23226 | Director | 0.00 | 0 |
| Jil W Harris | ||||||
| 6315 Three Chopt Road | Richmond | VA | 23226 | Secty/Treas | 0.00 | 0 |
| H Hiter Harris III | ||||||
| 6315 Three Chopt Rd | Richmond | VA | 23226 | President | 1.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 3094885 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 179116 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 3274001 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 3274001 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 49110 | CashDeemedCharitable |
| Net Noncharitable Assets | 3224891 | NetNoncharitableAssets |
| Minimum Investment Return | 161245 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 161245 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1905 | TaxBasedOnInvestmentIncome |
| Total Tax | 1905 | TotalTax |
| Distributable Amount Before Adj | 159340 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 159340 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 159340 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 275854 | ExpensesAndContributions |
| Qualifying Distributions | 275854 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 1905 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 273949 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 159340 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 3408 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year2 | 102967 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 143801 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 250176 | TotalExcessDistriCarryover |
| Qualifying Distributions | 275854 | QualifyingDistributions |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 159340 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 116514 | RemainingDistriFromCorpus |
| Total Corpus | 366690 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 3408 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 363282 | ExcessDistriCyovToNextYear |
| Excess From Year2 | 102967 | ExcessFromYear2 |
| Excess From Year1 | 143801 | ExcessFromYear1 |
| Excess From Current Year | 116514 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Jil W Harris | ContributingManager |
| Contributing Manager | H Hiter Harris III | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (29 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| UVA-ART MUSEUM ANNUAL FUND | |||||||
| 155 RUGBY ROAD | CHARLOTTESVILLE | VA | 22904 | N/A | Public | UNRESTRICTED | $1,000 |
| UNIVERSITY OF VA MUSEUM | |||||||
| 155 RUGBY ROAD | CHARLOTTESVILLE | VA | 22904 | N/A | Public | UNRESTRICTED | $1,000 |
| SPORTABLE | |||||||
| 1365 OVERBROOK RD | RICHMOND | VA | 23220 | N/A | Public | UNRESTRICTED | $2,000 |
| HEARTBEAT OF HOPE INC | |||||||
| 4901 DICKENS RD STE 110 | RICHMOND | VA | 23230 | N/A | Public | UNRESTRICTED | $1,000 |
| WAKE FOREST UNIVERSITY-DEACON CLUB | |||||||
| 1834 WAKE FOREST DRIVE | WINSTONSALEM | NC | 27106 | N/A | Public | unrestricted contribution | $1,280 |
| WAKE FOREST UNIVERSITY | |||||||
| 1834 WAKE FOREST ROAD | WINSTONSALEM | NC | 27106 | N/A | Public | unrestricted contribution | $7,500 |
| ELIJAH HOUSE ACADEMY | |||||||
| 6255 WARWICK ROAD | RICHMOND | VA | 23224 | N/A | PRIVATE | unrestricted contribution | $1,000 |
| UVA JEFFERSON SCHOLAR FOUNDATION | |||||||
| 112 CLARKE COURT | CHARLOTTESVILLE | VA | 22903 | N/A | Public | Unrestricted Contribution | $25,000 |
| VMFA FOUNDATION | |||||||
| 200 N BOULEVARD | RICHMOND | VA | 23220 | N/A | Public | Unrestricted Contribution | $5,000 |
| FAISON SCHOOL FOR AUTISM | |||||||
| 1701 BYRD AVE | RICHMOND | VA | 23230 | N/A | Public | UNRESTRICTED CONTRIBUTION | $6,000 |
| Washington Lee University | |||||||
| DEVELOPMENT BUILDING | Lexington | VA | 24450 | N/A | Public | UNRESTRICTED CONTRIBUTION | $25,000 |
| VCUARTS POLLAK SOCIETY | |||||||
| P O BOX 843007 | Richmond | VA | 23284 | N/A | Public | Unrestricted Contribution | $2,500 |
| Salvation Army Christmas Mothe | |||||||
| 2 W GRACE STREET | Richmond | VA | 23220 | N/A | Public | Unrestricted Contribution | $600 |
| Virginia Historical Society | |||||||
| 428 N BOULEVARD | Richmond | VA | 23220 | N/A | Public | Unrestricted Contribution | $5,000 |
| Virginia Home for Boys Girls | |||||||
| 8716 WEST BROAD ST | RICHMOND | VA | 23294 | N/A | Public | UNRESTRICTED CONTRIBUTION | $1,000 |
| Massey Cancer Center | |||||||
| 401 COLLEGE ST | Richmond | VA | 23298 | N/A | Public | Unrestricted Contribution | $5,000 |
| FOCUS | |||||||
| 250 W Main St Suite 200 | Charlottesville | VA | 22902 | N/A | N/A | Unrestricted Contribution | $1,000 |
| Virginia Athletics Foundation | |||||||
| c/o University of Virginia | Charlottesville | VA | 22904 | N/A | Public | Unrestricted Contribution | $4,960 |
| Big Oak Ranch | |||||||
| P O Box 507 | Springvale | AL | 35146 | N/A | PRIVATE | Unrestricted Contribution | $7,000 |
| Cross-Over Ministries Inc | |||||||
| 108 Cowardin Avenue | Richmond | VA | 23224 | N/A | Public | Unrestricted Contribution | $1,000 |
| VA Found for Ind Colleges | |||||||
| 8010 RIDGE ROAD | Richmond | VA | 23229 | N/A | Public | Unrestricted Contribution | $5,500 |
| St Christopher's School | |||||||
| 711 ST CHRISTOPHERS RD | Richmond | VA | 23229 | N/A | Public | Unrestricted contribution | $40,000 |
| Sweet Briar College | |||||||
| 134 CHAPEL ROAD | Sweet Briar | VA | 24595 | N/A | Public | Unrestricted Contribution | $1,000 |
| St Catherine's School | |||||||
| 6001 GROVE AVENUE | Richmond | VA | 23226 | N/A | N/A | Unrestricted Contribution | $27,500 |
| Bolling Haxell House Foun | |||||||
| 211 East Franklin Street | Richmond | VA | 23219 | N/A | Public | Unrestricted Contribution | $6,000 |
| Hampden-Sydney College | |||||||
| 1 COLLEGE ROAD | HampdenSydney | VA | 23943 | N/A | Public | Unrestricted Contribution | $22,514 |
| Westminster-Canterbury Fo | |||||||
| 1600 Westbrook Avenue | Richmond | VA | 23227 | N/A | Public | Unrestricted Contribution | $1,000 |
| Chesapeake Academy Foundation | |||||||
| P O Box 8 | Irvington | VA | 22480 | N/A | Public | support of education | $2,500 |
| First Presbyterian Church | |||||||
| 4602 Cary Street Road | Richmond | VA | 23226 | N/A | N/A | unrestricted contribution | $66,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 275854 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $419 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $94,634 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $75 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $104,543 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $199,671 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 199671 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | H Hiter Harris III | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6315 Three Chopt Road | AddressLine1 |
| City | Richmond | City |
| State | VA | State |
| ZIP Code | 23226 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 198831 | AggregateContributions |
| Noncash Contribution Type | X | NoncashContributionType |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | STOCKS | NoncashPropertyDescription |
| Fair Market Value | 198831 | FairMarketValue |
| Date Received | 2011-12-13 | DateReceived |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $3,900 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (71 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| PUBLIC STORAGE INC COM- | 4161 | 4303 |
| TRANSOCEAN LTD- | 3969 | 2879 |
| ROYAL DUTCH SHELL PLC- | 14660 | 16080 |
| PENN WEST PETE LTD- | 2924 | 3326 |
| BHP BILLITON LTD- | 4295 | 4379 |
| ACCENTURE PLC- | 8142 | 8304 |
| MEREDITH CORP- | 2838 | 3330 |
| SHERWIN WILLIAMS CO- | 5628 | 5981 |
| RPM INTL INC- | 4343 | 4787 |
| LINEAR TECHNOLOGY CORP- | 2756 | 2583 |
| JOHN HANCOCK FDS III DISCIPLINED- | 80000 | 80643 |
| GALLAGHER ARTHUR J & CO- | 5217 | 5618 |
| WASTE MGMT INC- | 3706 | 3925 |
| WAL-MART STORES- | 5226 | 5378 |
| TJX COS INC NEW- | 3643 | 3938 |
| TIME WARNERINC NEW- | 7459 | 7915 |
| TEXAS INSTRUMENTS- | 5088 | 4687 |
| RAYTHEON- | 5360 | 5999 |
| PUBLIC SVC ENTERPRISE GRP- | 5942 | 5975 |
| PROCTOR & GAMBLE CO- | 8682 | 9139 |
| NUCOR CORP- | 5498 | 5302 |
| NORFOLK SOUTHERN CORP- | 4252 | 4226 |
| LIMITED BRANDS INC- | 4198 | 3995 |
| KINDER MORGAN- | 6100 | 7045 |
| KIMBERLY CLARK- | 8316 | 8607 |
| HONEYWELL INTL- | 7403 | 8696 |
| EMERSON ELEC- | 4678 | 4473 |
| DU PONT E I DE NEMOURS- | 5702 | 5768 |
| CME GROUP INC- | 4657 | 4630 |
| CHUBB CORP- | 7342 | 7545 |
| BRISTOL MYERS SQUIBB- | 15102 | 17514 |
| BOEING CO- | 4367 | 4914 |
| BLACKROCK INC- | 5177 | 5882 |
| AMGEN INC- | 4533 | 5073 |
| GLAXOSMITHKLINE PLC- | 5645 | 6069 |
| DIAGEO PLC- | 7398 | 9616 |
| NORDSTROM INC- | 3081 | 3977 |
| WELLS FARGO & CO- | 6136 | 5788 |
| VERIZON COMMUNICATIONS- | 14776 | 19137 |
| US BANCORP DEL- | 8610 | 9413 |
| UNITED TECHNOLOGIES CORP- | 7175 | 7090 |
| TARGET CORP- | 7598 | 7376 |
| SEMPRA ENERGY- | 5950 | 6435 |
| PRICE T ROWE GROUP- | 4743 | 4784 |
| PNC FINL SVCS CROUP- | 8349 | 8074 |
| PHILIP MORRIS INTL INC- | 15865 | 21660 |
| PG&E CORP- | 3311 | 3091 |
| PFIZER INC- | 13023 | 15840 |
| PARKER HANNIFIN CORP- | 3413 | 3813 |
| OCCIDENTAL PETE CORP- | 6809 | 7777 |
| NEXTERA ENERGY- | 3826 | 4383 |
| MICROSOFT CORP- | 14950 | 14226 |
| METLIFE INC- | 5367 | 3929 |
| MERCK & CO- | 12132 | 12516 |
| MCDONALDS CORP- | 10922 | 13545 |
| J P MORGAN CHASE- | 12702 | 10407 |
| INTERNATIONAL BUSINESS MACHS- | 13938 | 19491 |
| INTEL CORP- | 12775 | 13434 |
| HOME DEPOT INC- | 11899 | 14756 |
| HEINZ H J- | 8315 | 9133 |
| EXXON MOBIL- | 15580 | 19071 |
| DOVER CORP- | 8796 | 9869 |
| CHEVRON CORP- | 17714 | 21812 |
| AUTOMATIC DATA PROCESSING- | 5955 | 7507 |
| AT&T- | 16525 | 18507 |
| AMERICAN EXPRESS- | 6982 | 7406 |
| AMERICAN ELEC POWER- | 3860 | 4709 |
| ALTRIA GROUP- | 5521 | 7235 |
| ABBOTT LABS- | 8753 | 9672 |
| JOHNSON & JOHNSON- | 11151 | 11280 |
| APPLE INC- | 146310 | 303750 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (12 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| PIMCO COMMODITY REALRETURN STRATEGY FND- | AT COST | 157095 | 124784 |
| EXCELSIOR MULTI-STRATEGY HEDGE FUND- | AT COST | 250000 | 252192 |
| PIMCO TOTAL RETURN FUND- | AT COST | 490691 | 484276 |
| ISHARES BARCLAYS INTERMED CR BD FUND- | AT COST | 195623 | 202570 |
| DIGITAL REALTY TRUST INC- | AT COST | 5315 | 5467 |
| VANGUARD MSCI EMERGING MKTS- | AT COST | 200263 | 173856 |
| JOHN HANCOCK FDS III INTL GROWTH- | AT COST | 26461 | 25770 |
| HARBOR INTERNATIONAL FUND- | AT COST | 65491 | 60914 |
| COLUMBIA SMALL CAP VALUE- | AT COST | 55129 | 53448 |
| COLUMBIA SMALL CAP GROWTH- | AT COST | 59851 | 59595 |
| COLUMBIA MID CAP GROWTH- | AT COST | 102152 | 100118 |
| COLUMBIA SELECT LARGE CAP GROWTH- | AT COST | 509457 | 550793 |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Unpaid Dividends Declared | Description |
| BOY Book Value | 6148 | BOYBookValue |
| EOY Book Value | 1983 | EOYBookValue |
| EOYFMV | 1983 | EOYFMV |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ADJUSTMENT FOR GAIN ON SALE OF DONATED STOCKS | Description |
| Amount | $99,012 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks |
|---|---|
| LIFE INSURANCE | 26000 |
| DUES | 1195 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Other Investment Income | Description |
| Revenue And Expenses Per Books | 75 | RevenueAndExpensesPerBooks |
| Net Investment Income | 75 | NetInvestmentIncome |
| Adjusted Net Income | 75 | AdjustedNetIncome |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | Category |
| Amount | $8,325 | Amount |
| Net Investment Income | 8325 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| State Corporation Commission | $25 | |
| Foreign Tax on Dividend Income | $880 | 880 |
Comments