HARRIS FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- HARRIS FOUNDATION (EIN 54-1844579)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-14
- IRS object ID
- 202611349349104426
- Schema version
- 2025v4.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- 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) |
|---|---|---|
| Return | 2026-05-14T13:47:26-07:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 934480554 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ragland & Associates LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7204 Glen Forest Drive Suite 300 | AddressLine1Txt |
| City | Richmond | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23226 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541844579 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Harris Foundation | BusinessNameLine1Txt |
| Business Name Line2 | co Hiter Harris III | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HARR | BusinessNameControlTxt |
| Phone | 8045397182 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 17250 | AddressLine1Txt |
| City | Richmond | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23226 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | H Hiter Harris III | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2026-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Elaine M Ragland CPA | PreparerPersonNm |
| PTIN | P00291584 | PTIN |
| Phone | 8042888516 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $4,313,516 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $23,178 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,406 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,406 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1,406 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $50,918 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $50,918 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $50,918 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $725,006 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $865,362 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $725,006 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $3,429 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | -$11,020 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$11,020 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | -$11,020 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $789,488 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $766,310 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $44,733 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $350 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $7,800 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $34,193 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $34,193 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $1,025 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $1,025 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $11,464 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $11,464 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $22,681 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $401 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $77,513 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $47,083 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $363,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $363,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $441,013 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $47,083 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $363,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $348,475 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $719,227 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $44,733 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $82,744 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $69,142 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $69,142 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $835,719 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,174,308 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,841,299 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $461,628 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $488,368 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,402,092 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $911 | OtherAssetsBOYAmt |
| Other Assets EOY | $983 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $983 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,381,002 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,732,801 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,313,516 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $634 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $3,997 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $634 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,997 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,380,368 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,728,804 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,380,368 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,728,804 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,381,002 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,732,801 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,380,368 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $348,475 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,728,843 | SubtotalAmt |
| Other Decreases | $39 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,728,804 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Sales Summary Stocks- Short Term | P | 2025-01-01 | 2025-12-31 | $31,196 | $29,581 | $1,615 | $1,615 |
| Sales Summary Stocks- Long Term | P | 2015-01-01 | 2025-12-31 | $796,851 | $110,775 | $686,076 | $686,076 |
| Sch K-1 The Children's Investment Fund LP | P | 2025-01-01 | 2025-12-31 | $1,814 | $1,814 | $1,814 | |
| Sch K-1 The Children's Investment Fund LP | P | 2015-01-01 | 2025-12-31 | $35,501 | $35,501 | $35,501 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $725,006 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $3,429 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,997 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $9,997 | SubtotalAmt |
| Tax Based On Investment Income | $9,997 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,000 | TotalPaymentsAndCreditsAmt |
| Tax Due | $3,997 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
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 | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ragland and Associates LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8042888516 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7204 Glen Forest Dr 300 | AddressLine1Txt |
| City | Richmond | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23226 | 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 | false | 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 | false | BusinessHoldingsInd |
| 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| H Hiter Harris III | ||||||
| PO Box 17250 | Richmond | VA | 23226 | President | 1.00 | $0 |
| Jil W Harris | ||||||
| PO Box 17250 | Richmond | VA | 23226 | Secty/Treas | 0.00 | $0 |
| Katherine Harris Storer | ||||||
| PO Box 17250 | Richmond | VA | 23226 | Director | 0.00 | $0 |
| Elizabeth Tyler Harris | ||||||
| PO Box 17250 | Richmond | VA | 23226 | Director | 0.00 | $0 |
| H Hiter Harris IV | ||||||
| PO Box 17250 | Richmond | VA | 23226 | Director | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,923,351 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $114,407 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,037,758 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $4,037,758 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $60,566 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,977,192 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $198,860 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $198,860 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,997 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,997 | TotalTaxAmt |
| Distributable Before Adj | $188,863 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $188,863 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $188,863 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $363,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $363,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $188,863 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $138,663 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $201,536 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $228,296 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $224,560 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $159,281 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $952,336 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $363,500 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $188,863 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $174,637 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,126,973 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $138,663 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $988,310 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $201,536 | ExcessFromYear4Amt |
| Excess From Year3 | $228,296 | ExcessFromYear3Amt |
| Excess From Year2 | $224,560 | ExcessFromYear2Amt |
| Excess From Year1 | $159,281 | ExcessFromYear1Amt |
| Excess From Current Year | $174,637 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | H Hiter Harris III | ContributingManagerNm |
| Contributing Manager | Jil W Harris | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| First Presbyterian Church | |||||||
| 4602 Cary Street Road | Richmond | VA | 23226 | N/A | PC | Grant | $22,500 |
| Chesapeake Academy Foundation | |||||||
| P O Box 8 | Irvington | VA | 22480 | N/A | PC | Annual Fund | $5,000 |
| Hampden-Sydney College | |||||||
| 1 COLLEGE ROAD | HampdenSydney | VA | 23943 | N/A | PC | Annual Fund | $10,000 |
| Bolling Haxell House Foundation | |||||||
| 211 East Franklin Street | Richmond | VA | 23219 | N/A | SO I | Annual Fund | $500 |
| St Catherine's School | |||||||
| 6001 GROVE AVENUE | Richmond | VA | 23226 | N/A | PC | Grant, Capital Commitment, Scholarship | $6,000 |
| St Christopher's School | |||||||
| 711 ST CHRISTOPHERS RD | Richmond | VA | 23229 | N/A | PC | Grant, Capital Commitment, Scholarship | $6,000 |
| Cross-Over Ministries Inc | |||||||
| 108 Cowardin Avenue | Richmond | VA | 23224 | N/A | PC | Annual Fund | $1,000 |
| Big Oak Ranch | |||||||
| P O Box 507 | Springvale | AL | 35146 | N/A | PC | Annual Fund | $20,000 |
| VCU Massey Cancer Center | |||||||
| 401 COLLEGE ST | Richmond | VA | 23298 | N/A | PC | Grant | $5,000 |
| Washington Lee University | |||||||
| DEVELOPMENT BUILDING | Lexington | VA | 24450 | N/A | PC | Katie Harris Storer Fund | $5,000 |
| FAISON SCHOOL FOR AUTISM | |||||||
| 1701 BYRD AVE | RICHMOND | VA | 23230 | N/A | PC | Annual Fund | $500 |
| VMFA FOUNDATION | |||||||
| 200 N BOULEVARD | RICHMOND | VA | 23220 | N/A | PC | Grant, Capital Commitment | $25,000 |
| The Nature Conservancy | |||||||
| 490 Westfiels Road | Charlottesville | VA | 22901 | N/A | PC | Grant, Annual and Capital Committment | $50,000 |
| Harvard Business School | |||||||
| 117 Western Ave | Allston | MA | 02134 | N/A | PC | Annual Fund | $1,000 |
| Drive to Work | |||||||
| P O Box 14526 | Richmond | VA | 23221 | N/A | PC | Annual Fund | $1,000 |
| VCU Institute for Contemporary Art | |||||||
| 818 W Broad Street | Richmond | VA | 23284 | N/A | GOV | Annual Fund | $11,000 |
| Warm Springs Presbyterian Church | |||||||
| 73 Church Drive | Warm Springs | VA | 24484 | N/A | PC | Grant-Tots Program, Annual Fund | $16,000 |
| Steamboat Era Museum | |||||||
| 156 King Carter Dr | Irvington | VA | 22480 | N/A | PC | Annual Fund | $1,000 |
| University of Richmond | |||||||
| 28 Westhampton Way | Univ of Richmond | VA | 23173 | N/A | PC | Annual Fund | $20,000 |
| Bath County Arts Association | |||||||
| POBox 974 | Hot Springs | VA | 24445 | N/A | PC | Annual Fund | $11,000 |
| Richmond Christmas Mother | |||||||
| 300 East Franklin Street | Richmond | VA | 23219 | N/A | PC | Public Support | $1,000 |
| Junior Achievement of Richmond | |||||||
| 7217 W Broad Street | Richmond | VA | 23294 | N/A | PC | Annual Fund | $1,000 |
| Bath County Historical Society | |||||||
| 99 Courthouse Hill Road | Warm Springs | VA | 24484 | N/A | PC | Annual Fund | $500 |
| Sheltering Arms Foundation | |||||||
| 140 East Shore Drive | Glen Allen | VA | 23059 | N/A | PC | CAPITAL COMMITTMENT | $2,500 |
| VFIC | |||||||
| 901 East Byrd Street | Richmond | VA | 23219 | N/A | PC | Annual Fund, Technology Fund, Rising Star Fund, Sponsorship | $41,000 |
| Bath County Christmas Mother | |||||||
| PO Box 292 | Hot Springs | VA | 24445 | N/A | PC | Public Support | $10,000 |
| Healthnetwork Foundation | |||||||
| 33 River Street 230 | Chagrin Falls | OH | 44022 | N/A | POF | Grant | $10,000 |
| Bath County Hospital | |||||||
| 106 Park Drive | Hot Springs | VA | 24445 | N/A | NC | Annual Fund | $1,000 |
| Warm Springs Cemetary | |||||||
| PO Box 24 | Warm Springs | VA | 24484 | N/A | NC | Grant | $2,500 |
| Bath County Animal Welfare Foundati | |||||||
| PO Box 716 | Hot Springs | VA | 24445 | N/A | POF | Annual Giving | $3,000 |
| Focused Ultrasound Foundation | |||||||
| 1230 Cedars Court Suite 206 | Charlottesville | VA | 22903 | N/A | POF | Annual Giving | $2,500 |
| University of Richmond | |||||||
| 410 Westhampton Way | Richmond | VA | 23173 | N/A | PC | Capital Pledge | $25,000 |
| University of Virginia | |||||||
| 1827 University Avenue | Charlottesville | VA | 22903 | N/A | GOV | Tyler Harris Rose Fund $ 10,000 Dr. Shimer Research- Ortho $ 10,000 | $20,000 |
| Children's Hospital Foundation | |||||||
| PO Box 980693 | Richmond | VA | 23298 | N/A | POF | Annual Gift | $10,000 |
| Garth Newel Music Center | |||||||
| 403 Garth Newel Lane | Hot Springs | VA | 24445 | N/A | POF | Annual Fund | $1,000 |
| Seminary for the Third Millennium | |||||||
| 316 Live Oaks Blvd | Casselberry | FL | 32707 | N/A | NC | In Honor of Marty Fields | $5,000 |
| The Doorways | |||||||
| 612 E Marshall Street | Richmond | VA | 23219 | N/A | POF | Annual Fund | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $363,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,406 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $50,918 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $11,020 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $725,006 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $41,304 | ExclusionAmt |
| Related Or Exempt Function Incm | $725,006 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $766,310 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | H Hiter Harris III | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O Box 17250 | AddressLine1Txt |
| City | Richmond | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23226 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $319,796 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 646 Shares Invesco Water Resources1,938 Shares Xylem, Inc. | NoncashPropertyDesc |
| Fair Market Value | $319,796 | FairMarketValueAmt |
| Received | 2025-08-21 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $7,800 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (105 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APPLE INC | $61,403 | $565,469 |
| JOHNSON & JOHNSON | $10,773 | $27,938 |
| AMERICAN ELEC POWER | $2,174 | $5,996 |
| AUTOMATIC DATA PROCESSING | $1,413 | $7,974 |
| HOME DEPOT INC | $1,102 | $12,044 |
| J P MORGAN CHASE | $4,916 | $42,211 |
| MCDONALDS CORP | $5,140 | $12,531 |
| MERCK & CO | $4,468 | $9,158 |
| MICROSOFT CORP | $20,910 | $45,460 |
| NEXTERA ENERGY | $1,578 | $4,496 |
| PARKER HANNIFIN CORP | $1,222 | $15,821 |
| BRISTOL MYERS SQUIBB | $5,383 | $5,394 |
| CME GROUP INC | $2,167 | $10,650 |
| HONEYWELL INTL | $1,490 | $7,218 |
| PROCTOR & GAMBLE CO | $9,789 | $15,764 |
| Texas Instrument | $633 | $3,643 |
| WAL-MART STORES | $5,566 | $19,720 |
| WASTE MGMT INC | $2,838 | $8,349 |
| WEC Energy Group Inc | $1,333 | $4,113 |
| CMS Energy | $789 | $3,007 |
| IShares Russell 1000 Growth | $32,993 | $236,650 |
| Marsh McLennan Co | $1,305 | $7,050 |
| CISCO SYSTEMS | $4,537 | $15,945 |
| COMCAST CORP | $8,362 | $9,744 |
| Lockheed Martin Corp | ||
| Vanguard Mid-Cap ETF | $84,842 | $203,154 |
| Pepsico Inc | $2,966 | $4,449 |
| Broadcom | $793 | $15,228 |
| Chevron | $10,029 | $13,564 |
| Lam Research Corp | $838 | $10,271 |
| UnitedHealth Group | $5,489 | $9,243 |
| Union Pacific Corp | $4,129 | $8,790 |
| Cummins Inc | $2,243 | $7,146 |
| KLA-TENCOR CORP | $1,215 | $15,796 |
| Ameren Corp | $2,566 | $4,494 |
| Conoco Phillips | $7,119 | $8,144 |
| International Bus Machines | $6,316 | $15,403 |
| Packaging Corp America | $2,494 | $4,125 |
| Abbott Labs | $7,017 | $9,397 |
| Mondelez Intl Inc. | $6,207 | $6,567 |
| Northrop Grumman Corp. | $18,108 | $22,238 |
| Analog Devices Inc. | $8,665 | $16,814 |
| Avalonbay Cmntys Inc. | $3,508 | $2,901 |
| Avery Dennison Corp | $3,060 | $4,183 |
| DTE Energy | $1,332 | $2,451 |
| EOG Res Inc. | ||
| Abbvie | $6,355 | $13,481 |
| Becton Dickinson | ||
| Coca Cola | $7,642 | $9,578 |
| Exxon Mobil | $9,840 | $18,412 |
| Morgan Stanley | $7,846 | $14,735 |
| Entergy | $5,595 | $9,151 |
| PPG | ||
| Blackstone | ||
| Valero Energy | $2,897 | $6,349 |
| Wells Fargo | $10,235 | $20,877 |
| Booz Allen Hamilton | ||
| Illinois Tool Works | $6,666 | $6,650 |
| Prologis Inc. | $3,477 | $3,702 |
| Public Storage | $2,893 | $2,595 |
| Southern Company | $6,641 | $8,284 |
| Visa Inc. Class A | $7,438 | $10,521 |
| Bank NY Mellon | $7,160 | $15,440 |
| General Mills | ||
| Genuine Parts | ||
| A T & T | $7,827 | $12,644 |
| CSX Corp | $5,143 | $5,728 |
| Disney Walt Co. | $11,533 | $12,173 |
| Qualcomm Inc. | $9,841 | $11,802 |
| TJX Cos Inc. | $5,717 | $9,063 |
| Ebay Inc. | $3,218 | $5,226 |
| Invesco Water Resources | $196,868 | $256,713 |
| Pub Svc Enterprise Group | ||
| Ishares Russell 2000 Value ETF | $114,147 | $135,388 |
| Philip Morris | $3,075 | $3,048 |
| Xylem SHS | $10,812 | $245,124 |
| American Express | $5,822 | $6,289 |
| Arista Networks | $12,459 | $23,061 |
| Boeing | $12,097 | $13,027 |
| Constellation Energy | $6,078 | $10,598 |
| Crowdstrike Holdings | $16,457 | $20,625 |
| Danaher Corp. | $3,721 | $4,121 |
| Eli Lilly | $13,157 | $19,344 |
| G E Veronova | $12,116 | $16,339 |
| General Dynamics | $8,125 | $10,436 |
| Gilead Sciences | $7,415 | $8,224 |
| Intuitive Surgical | $6,699 | $7,929 |
| Meta Platform | $16,391 | $21,783 |
| Micron Technology | $6,747 | $28,541 |
| NVIDIA | $34,924 | $64,343 |
| Palo Alto Networks | $16,156 | $17,683 |
| Sales Force | $20,543 | $21,723 |
| Service Now | $12,719 | $12,255 |
| Synopsys | $12,312 | $14,092 |
| Tesla | $21,054 | $22,486 |
| Welltower | $1,917 | $2,599 |
| Corning, Inc. | $8,156 | $17,512 |
| Emerson Electric Co. | $3,818 | $3,849 |
| Mongodb Inc. | $6,287 | $16,788 |
| Vertiv Hldg Co. | $9,071 | $21,061 |
| Vistra | $5,169 | $7,260 |
| Advanced Micro D | $8,251 | $20,559 |
| Alphabet Inc. | $42,028 | $66,982 |
| Altria Group | $8,680 | $8,476 |
| Amazon | $11,853 | $15,927 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CHUBB CORP | AT COST | $6,312 | $16,542 |
| Medtronic PLC | AT COST | $7,148 | $8,549 |
| Trane Tech Pub Ltd. | AT COST | $1,052 | $7,006 |
| Vanguard FTSE Developed Markets | AT COST | $155,946 | $218,645 |
| Linde PLC | AT COST | $5,143 | $8,101 |
| Accenture | AT COST | $2,744 | $5,366 |
| Astrazeneca PLC | AT COST | $5,886 | $6,251 |
| TE Connectivity | AT COST | $5,458 | $8,418 |
| The Children's Investment Fund | AT COST | $298,679 | $1,123,214 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal fees | CategoryTxt |
| Legal Fees | $350 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Accrued Dividends | Desc |
| BOY Book Value | $910 | BOYBookValueAmt |
| EOY Book Value | $983 | EOYBookValueAmt |
| EOYFMV | $983 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Blackstone basis adjustment | Desc |
| Amt | $39 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Life Insurance | $22,280 | |
| Portfolio deductions | $401 | $401 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | -$11,020 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$11,020 | NetInvestmentIncomeAmt |
| Adjusted Net Income | -$11,020 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Bank Charges | $11,076 | $11,076 | $0 | $0 |
| Management Fees | $23,092 | $23,092 | $0 | $0 |
| SCC Fee | $25 | $25 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 2024 Federal Taxes | $9,997 | $9,997 |
| Foreign taxes | $1,467 | $1,467 |
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