WESTMINSTER-CANTERBURY FOUNDATION: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- WESTMINSTER-CANTERBURY FOUNDATION (EIN 52-1189655)
- Tax period
- 2010-10-01 to 2011-09-30
- Filed
- 2012-08-13
- IRS object ID
- 201212269349301501
- Schema version
- 2010v3.4
- 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
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-08-13T11:07:39-05:00 | Timestamp |
| Tax Period End Date | 2011-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 CROWN COLONY DRIVE SUITE 310 | AddressLine1 |
| City | QUINCY | City |
| State | MA | State |
| ZIP Code | 02169 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521189655 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTMINSTER CANTERBURY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WEST | NameControl |
| Phone | 8042646000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 WESTBROOK AVENUE | AddressLine1 |
| City | RICHMOND | City |
| State | VA | State |
| ZIP Code | 232273337 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | W RUSSELL GARDNER | Name |
| Title | CFO | Title |
| Phone | 8042646000 | Phone |
| Date Signed | 2012-08-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BARBARA J MORRISON | Name |
| Phone | 6179848100 | Phone |
| Date Prepared | 2012-08-07 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | W RUSSELL GARDNER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 WESTBROOK AVENUE | AddressLine1 |
| City | RICHMOND | City |
| State | VA | State |
| ZIP Code | 232273337 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 24283132 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.WCRICHMOND.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1980 | YearFormation |
| State Legal Domicile | VA | StateLegalDomicile |
| Activity Or Mission Description | FUNDRAISING FOR FINANCIAL AID FOR LOW INCOME ELDERLY, HEALTHCARE, TRAINING, CHILDCARE, AND OTHER SERVICES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 23 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 23 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 36 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 6394424 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3156423 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1534114 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1614719 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 7928538 | TotalRevenuePriorYear |
| Total Revenue Current Year | 4771142 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 2190051 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2447190 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 749824 | OtherExpensePriorYear |
| Other Expenses Current Year | 1451625 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2939875 | TotalExpensesPriorYear |
| Total Expenses Current Year | 3898815 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 4988663 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 872327 | RevenuesLessExpensesCY |
| Total Assets BOY | 39204445 | TotalAssetsBOY |
| Total Assets EOY | 37618294 | TotalAssetsEOY |
| Total Liabilities BOY | 1368131 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1261779 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 37836314 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 36356515 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | WESTMINSTER CANTERBURY RAISES FUNDS FOR FINANCIAL AID TO LOWER INCOME OLDER ADULTS TO ENTER AND LIVE AT WESTMINSTER CANTERBURY RICHMOND, AND FOR OTHER PROGRAMS IN THIS COMMUNITY SERVING SENIORS FROM INDEPENDENT LIVING THROUGH NURSING CARE: HEALTH SERVICES, MEMORY SUPPORT THERAPIES, TRAINING OF CLINICAL AND NON-CLINICAL STAFF, PASTORAL CARE,SCHOLARSHIPS FOR CHILDREN IN OUR ON-SITE CHILD DEVELOPMENT CENTER, AND SPECIALIZED STAFFING AND EQUIPMENT TO INCLUDE CHILDREN WITH SPECIAL NEEDS IN OUR CENTER. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1742285 | Expense |
| Revenue | 2319971 | Revenue |
| Description | WESTMINSTER CANTERBURY FOUNDATION RAISES FUNDS THROUGH ITS ANNUAL FELLOWSHIP FUND AND FELLOWSHIP ENDOWMENT FOR FINANCIAL ASSISTANCE (FELLOWSHIP) TO ENTER AND LIVE FOR THE REST OF THEIR LIVES AT WESTMINSTER CANTERBURY RICHMOND. FELLOWSHIP ALSO PAYS THEIR SUPPLEMENTAL INSURANCE PREMIUMS NOT COVERED BY THEIR FORMER EMPLOYER, PLUS 75% OR MORE OF ALL UNCOVERED MEDICAL, DENTAL AND PHARMACY EXPENSES. IN FY 2011, 67 MEN AND WOMEN AMONG APPROXIMATELY 920 RESIDENTS WERE SERVED. THIS DOES NOT INCLUDE AN ADDITIONAL 41 MEN AND WOMEN SERVED WITH A PECH FUND THAT IS MANAGED BY WESTMINSTER CANTERBURY CORPORATION. ALL FINANCIAL INFORMATION PROVIDED BY PROSPECTIVE RESIDENTS IS ANALYZED USING A SOFTWARE PROGRAM. THIS PROGRAM USES ACTUARIAL TABLES TO PROJECT HOW MUCH, IF ANY, FINANCIAL ASSISTANCE MAY BE NEEDED BY EACH PROSPECTIVE RESIDENT. THE ANALYSIS IS COMPLETED WITHOUT REGARD TO RACE OR RELIGION. WHEN FINANCIAL AID IS PROJECTED AS NECESSARY, SPECIFIC GUIDELINES ARE USED TO DETERMINE THE EXTENT TO WHICH THE ORGANIZATION WILL BE ABLE TO MEET THAT INDIVIDUAL'S NEED. EACH YEAR THE ORGANIZATION RETAINS AN ACTUARY TO DETERMINE THE ORGANIZATION'S FUTURE LIFETIME MONTHLY FINANCIAL OBLIGATION FOR ALL OF ITS RESIDENTS. IN THIS MANNER, THE ORGANIZATION CONFIRMS THE AVAILABILITY OF FUNDS SUFFICIENT TO SUPPORT THE NEEDS OF RESIDENTS FOR THE REST OF THEIR LIVES. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2156530 | Expense |
| Revenue | 836452 | Revenue |
| Description | WESTMINSTER CANTERBURY ALSO RAISES FUNDS TO SUPPORT HEALTHCARE, TRAINING FOR CLINICAL AND NONCLINICAL STAFF, MEMORY SUPPORT THERAPY AND STUDIO AND PERFORMING ARTS AT WESTMINSTER CANTERBURY, A RETIREMENT COMMUNITY FOR 920 RESIDENTS IN AREAS PROVIDING INDEPENDENT LIVING THROUGH NURSING HOME CARE; AND SCHOLARSHIPS AND STAFF TRAINING FOR THE INCLUSION OF CHILDREN WITH SPECIAL NEEDS IN OUR ON-SITE CHILD DEVELOPMENT CENTER. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 3898815 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 23 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 23 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES HOLMES - CONTROLLER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8042646000 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 WESTBROOK AVENUE | AddressLine1 |
| City | RICHMOND | City |
| State | VA | State |
| ZIP Code | 232273337 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (36 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| RICHARD B MADDEN | ||||||||
| CHAIRMAN OF THE BOARD | 1.00 | X | 0 | 0 | 0 | |||
| WILLIAM C BOINEST | ||||||||
| VICE CHAIRMAN OF THE BOARD | 1.00 | X | 0 | 0 | 0 | |||
| C JORDAN BALL JR | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| MAY H FOX | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| GREGORY T LANE | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| RONALD A CAIN JR | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| SUZANNE J MCCUSTY | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| LH GINN III | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| A CABELL FORD JR | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| MARY P HUTTER | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DAVID D ADDISON ESQ | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ANNE H HARDAGE | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| NANCY M HARRISON | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| MICHAEL D WILLIAMS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DR WYATT S BEAZLEY III | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ELIZABETH CABELL JENNINGS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| GLENN R MOORE ESQ | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| NANCY N ROGERS ESQ | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| WILSON R TRICE ESQ | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JAMES S WATKINSON | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ELIZABETH M WARING | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DR CORA S SALZBERG | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| TYLER R HARRIS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DONALD D LECKY | ||||||||
| PRESIDENT & CEO | 40.00 | 0 | 339466 | 56715 | X | |||
| W RUSSELL GARDNER | ||||||||
| CFO | 40.00 | 0 | 193671 | 27970 | X | |||
| ELIZABETH B BUSH | ||||||||
| VICE PRESIDENT | 40.00 | 0 | 146398 | 21618 | X | |||
| CAROL B CONROY | ||||||||
| VICE PRESIDENT | 40.00 | 0 | 155485 | 44211 | X | |||
| ROBERT D COX | ||||||||
| VICE PRESIDENT | 40.00 | 0 | 148965 | 43487 | X | |||
| WILLIAM S KING | ||||||||
| VICE PRESIDENT | 40.00 | 0 | 122658 | 40875 | X | |||
| VIRGINIA S PURCELL | ||||||||
| VICE PRESIDENT | 40.00 | 0 | 111494 | 39229 | X | |||
| KEVIN W FERGUSON | ||||||||
| MEDICAL DIRECTOR | 40.00 | 0 | 267947 | 47139 | X | |||
| MARY ADAMS | ||||||||
| DIRECTOR OF WORKFORCE SVCS | 40.00 | 0 | 122039 | 22255 | X | |||
| JAMES HOLMES | ||||||||
| CONTROLLER | 40.00 | 0 | 103603 | 14208 | X | |||
| ADAM GREENE | ||||||||
| NURSING HOME ADMINISTRATOR | 40.00 | 0 | 114529 | 14009 | X | |||
| ANN STONEMAN | ||||||||
| PHARMACY DIRECTOR | 40.00 | 0 | 113020 | 16265 | X | |||
| AINA OGUNWARE | ||||||||
| LPN | 68.00 | 0 | 101597 | 19930 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 2040872 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 407911 | TotalOtherCompensation |
| Number Individuals GT100 K | 13 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 3156423 | AllOtherContributions |
| Noncash Contributions | 245414 | NoncashContributions |
| Total Contributions | 3156423 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 822493 | TotalRevenueColumn |
| Exclusion | $822,493 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 20304216 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 19511990 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 792226 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 792226 | TotalRevenueColumn |
| Exclusion | $792,226 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4771142 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,614,719 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2447190 | Total |
| Program Services | 2447190 | ProgramServices |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ENDOWMENT EXPENSES | Description |
| Total | 1451625 | Total |
| Program Services | 1451625 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3898815 | Total |
| Program Services | 3898815 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3356063 | BOY |
| EOY | 1279644 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1139962 | BOY |
| EOY | 1046607 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 18681 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28475 | BOY |
| EOY | 0 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32579945 | BOY |
| EOY | 34073362 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2100000 | BOY |
| EOY | 1200000 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39204445 | BOY |
| EOY | 37618294 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2161 | BOY |
| EOY | 31725 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1365970 | BOY |
| EOY | 1230054 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1368131 | BOY |
| EOY | 1261779 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16095565 | BOY |
| EOY | 15439169 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17720832 | BOY |
| EOY | 16897429 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4019917 | BOY |
| EOY | 4019917 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37836314 | BOY |
| EOY | 36356515 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39204445 | BOY |
| EOY | 37618294 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 872327 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -2352126 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Both | X | FinancialStatementBoth |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Community Trust170b1 Avi | X | CommunityTrust170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4001492 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4456318 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1945700 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4294424 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3948649 | CurrentTaxYear |
| Total | 18646583 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4001492 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4456318 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1945700 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4294424 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3948649 | CurrentTaxYear |
| Total | 18646583 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 6546346 | AmountsSubstContributorsTotal |
| Public Support Total170 | 12100237 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 507808 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 657244 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 658960 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 738658 | CurrentTaxYearMinus1Year |
| Current Tax Year | 822493 | CurrentTaxYear |
| Total | 3385163 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 111271 | CurrentTaxYearMinus4Years |
| Total | 111271 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 22143017 | TotalSupport |
| Public Support Pertcentage170 | 0.54650 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.49500 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 32662014 | BeginningOfYearBalance |
| Contributions | 1091300 | Contributions |
| Investment Earnings Or Losses | -49480 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 533353 | GrantsOrScholarships |
| Other Expenditures | 666469 | OtherExpenditures |
| Administrative Expenses | 487926 | AdministrativeExpenses |
| End Of Year Balance | 32016086 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 27916482 | BeginningOfYearBalance |
| Contributions | 2528727 | Contributions |
| Investment Earnings Or Losses | 3177338 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 76966 | GrantsOrScholarships |
| Other Expenditures | 468682 | OtherExpenditures |
| Administrative Expenses | 414875 | AdministrativeExpenses |
| End Of Year Balance | 32662014 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 29322521 | BeginningOfYearBalance |
| Contributions | 591653 | Contributions |
| Investment Earnings Or Losses | 9945 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1149026 | GrantsOrScholarships |
| Other Expenditures | 433210 | OtherExpenditures |
| Administrative Expenses | 425401 | AdministrativeExpenses |
| End Of Year Balance | 27916482 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.36940 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.12560 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.50500 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INVESTMENTS | Description |
| Book Value | 34073362 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 34073362 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DUE TO AFFILIATES | $219,207 |
| CHARITABLE GIFT ANNUITIES | $1,010,847 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1230054 | TotalOfAmounts |
| Total Revenue | 4771142 | TotalRevenue |
| Total Expenses | 3898815 | TotalExpenses |
| Excess Or Deficit For Year | 872327 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -2352126 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -2352126 | TotalAdjustments |
| Excess Or Deficit Per FS | -1479799 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 2419016 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -2352126 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -2352126 | RevenueNotRptdF990 |
| Revenue Subtotal | 4771142 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 4771142 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 3898815 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 3898815 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 3898815 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | TO ENHANCE THE OPERATION OF WESTMINSTER CANTERBURY CORPORATION THROUGH SUPPORT IN A VARIETY OF AREAS; FINANCIAL ASSISTANCE TO RESIDENTS;TRAINING OF STAFF;PASTORAL CARE SERVICES;RESIDENT ACTIVITIES, ETC. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE INTERNAL REVENUE SERVICE (THE "SERVICE") HAS DETERMINED THAT THE FOUNDATION IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE"). THE SERVICE HAS DETERMINED THAT THE FOUNDATION IS A PUBLICLY SUPPORTED ORGANIZATION, NOT A PRIVATE FOUNDATION, UNDER SECTIONS 509(A)(1) AND 170 (B)(1)(A)(VI) OF THE CODE. ACCORDINGLY, NO INCOME OR EXCISE TAXES WERE REQUIRED TO BE PROVIDED FOR IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE FOUNDATION'S 2008 THROUGH 2010 TAX YEARS ARE OPEN FOR EXAMINATION BY THE IRS. THE FOUNDATION FOLLOWS GUIDANCE IN THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THIS STANDARD DOES NOT HAVE A SIGNIFICANT IMPACT ON THE FINANCIAL STATEMENTS. THE FOUNDATION FOLLOWS THE ACCOUNTING STANDARD FOR CONTINGENCIES FOR EVALUATING UNCERTAIN TAX POSITIONS. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|---|
| WESTMINSTER CANTERBURY CORPORATION | ||||||||
| 1600 WESTBROOK AVENUE | RICHMOND | VA | 23227 | 237162493 | 501(C)(3) | 1959264 | 0 | FINANCIAL ASSISTANCE TO ELDERLY FOR MONTHLY MAINT. FEES FOR INDEPENDENT LIVING FACILITY. |
| WESTMINSTER CANTERBURY MANAGEMENT CORPORATION | ||||||||
| 1600 WESTBROOK AVENUE | RICHMOND | VA | 23227 | 541553651 | 501(C)(3) | 567391 | 0 | ASSISTANCE TO MANAGEMENT COMPANY OVERSEEING THE OPERATION OF INDEPENDENT RETIREMENT COMMUNITY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 2 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: SCHEDULE I PART 1, LINE 2: ALL FINANCIAL INFORMATION PROVIDED BY PROSPECTIVE RESIDENTS IS ANALYZED USING A SOFTWARE PROGRAM CALLED FINAID. THIS PROGRAM USES ACTUARIAL TABLES TO PROJECT HOW MUCH, IF ANY, FINANCIAL ASSISTANCE MAY BE NEEDED BY EACH PROSPECTIVE RESIDENT. THE ANALYSIS IS COMPLETED WITHOUT REGARD TO RACE OR RELIGION. WHEN FINANCIAL AID IS PROJECTED AS NECESSARY, SPECIFIC GUIDELINES ARE USED TO DETERMINE THE EXTENT TO WHICH THE ORGANIZATION WILL BE ABLE TO MEET THAT INDIVIDUAL'S NEED. EACH YEAR THE ORGANIZATION RETAINS AN ACTUARY TO DETERMINE THE ORGANIZATIONS FUTURE LIFETIME MONTHLY FINANCIAL OBLIGATION. IN THIS MANNER, THE ORGANIZATION CONFIRMS THE AVAILABILITY OF FUNDS SUFFICIENT TO SUPPORT THE NEEDS OF THE RESIDENTS FOR THE REST OF THEIR LIVES. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 1 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (8 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DONALD D LECKY | |||||||||||||
| 0 | 268089 | 0 | 62297 | 0 | 9080 | 0 | 16500 | 0 | 40215 | 0 | 396181 | 0 | 0 |
| W RUSSELL GARDNER | |||||||||||||
| 0 | 175702 | 0 | 17969 | 0 | 0 | 0 | 0 | 0 | 27970 | 0 | 221641 | 0 | 0 |
| ELIZABETH B BUSH | |||||||||||||
| 0 | 132759 | 0 | 13639 | 0 | 0 | 0 | 0 | 0 | 21618 | 0 | 168016 | 0 | 0 |
| CAROL B CONROY | |||||||||||||
| 0 | 140741 | 0 | 14744 | 0 | 0 | 0 | 16500 | 0 | 27711 | 0 | 199696 | 0 | 0 |
| ROBERT D COX | |||||||||||||
| 0 | 133144 | 0 | 15821 | 0 | 0 | 0 | 16500 | 0 | 26987 | 0 | 192452 | 0 | 0 |
| WILLIAM S KING | |||||||||||||
| 0 | 111158 | 0 | 11500 | 0 | 0 | 0 | 0 | 0 | 40875 | 0 | 163533 | 0 | 0 |
| VIRGINIA S PURCELL | |||||||||||||
| 0 | 100591 | 0 | 10903 | 0 | 0 | 0 | 0 | 0 | 39229 | 0 | 150723 | 0 | 0 |
| KEVIN W FERGUSON | |||||||||||||
| 0 | 242800 | 0 | 25147 | 0 | 0 | 0 | 9800 | 0 | 37339 | 0 | 315086 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 7 | ReturnReference |
| Explanation | DEFERRED COMPENSATION IS 4% OF ANNUAL SALARY PROVIDED BY THE CORPORATION FOR THE EMPLOYEE AS A MATCH ON THE 403B PLAN. | Explanation |
Schedule M IRS990ScheduleM
Cars And Other Vehicles CarsAndOtherVehicles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 16500 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | NET PROCEEDS | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 40 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 228914 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | NET PROCEEDS | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | THIRD PARTY USE: | Identifier |
| Return Reference | PART I, LINE 32B: | ReturnReference |
| Explanation | HIRE BROKER TO SELL STOCK GIFTS IMMEDIATELY UPON RECEIPT | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE FEDERAL TAX RETURN IS REVIEWED BY THE ENTIRE BOARD FOR APPROVAL. | |
| EACH YEAR THE COMMITTEE MEMBERS FILL OUT A CONFLICT OF INTEREST STATEMENT. IF THERE ARE ANY CONFLICTS THE COMMITTEE MEMBER EXCUSES THEMSELVES FROM ANY PART OF THE DISCUSSION AND VOTE RELATED TO THE CONFLICT. | FORM 990, PART VI, SECTION B, LINE 12C | |
| AN OUTSIDE COMPANY IS ENGAGED EACH YR TO LOOK AT ALL EMPLOYEES COMPENSATION PACKAGES, INCLUDING THE CEO'S. | FORM 990, PART VI, SECTION B, LINE 15 | |
| THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED LOSSES ON INVESTMENTS: -2,352,126. | FORM 990, PART XI, LINE 5: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLAREMONT ASSOCIATES | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19000 ONE JAMES CENTER | AddressLine1 |
| City | RICHMOND | City |
| State | VA | State |
| ZIP Code | 23219 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | HOLDS REAL ESTATE CONTRIBUTED | PrimaryActivities |
| Legal Domicile State | VA | LegalDomicileState |
| Total Income | 169000 | TotalIncome |
| EOY Assets | 1200000 | EOYAssets |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTMINSTER CANTERBURY FOUNDATION | BusinessNameLine1 |
Form990 Schedule R Part II Form990ScheduleRPartII (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Controlled OrgControlledOrg | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|
| WESTMINSTER CANTERBURY MANAGEMENT CORPORATION | ||||||||||
| 1600 WESTBROOK AVE | RICHMOND | VA | 23227 | 541553651 | PROVIDE MANAGEMENT SERVICES TO WESTMINSTER CANTERBURY. | VA | 501(C)(3) | LINE 11A, I | 0 | |
| THE GLEBE OF RICHMOND | ||||||||||
| 1600 WESTBROOK AVE | RICHMOND | VA | 23227 | 541552745 | OPERATE AND MAINTAIN A CONTINUING CARE RETIREMENT COMMUNITY FOR THE ELDERLY | VA | 501(C)(3) | LINE 9 | 0 | WESTMINSTER CANTERBURY MANAGEMENT CORPORATION |
| WESTMINSTER CANTERBURY CORPORATION | ||||||||||
| 1600 WESTBROOK AVE | RICHMOND | VA | 23227 | 237162493 | OPERATE AND MAINTAIN A CONTINUING CARE RETIREMENT COMMUNITY FOR THE ELDERLY | VA | 501(C)(3) | LINE 9 | 0 | WESTMINSTER CANTERBURY MANAGEMENT CORPORATION |
| WESTMINSTER CANTERBURY CHILD CARE | ||||||||||
| 1600 WESTBROOK AVE | RICHMOND | VA | 23227 | 541552747 | PROVIDE CHILD CARE SERVICES. | VA | 501(C)(3) | LINE 9 | 0 | WESTMINSTER CANTERBURY MANAGEMENT CORPORATION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 1 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 1 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
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