THE JACKSON FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THE JACKSON FOUNDATION (EIN 54-1186114)
- Tax period
- 2022-12-01 to 2023-11-30
- Filed
- 2024-01-26
- IRS object ID
- 202430269349100308
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-01-26T14:38:10-06:00 | ReturnTs |
| Tax Period End | 2023-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 541631262 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEITER STEPHENS HURST GARY & SHREAVES | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4401 DOMINION BLVD | AddressLine1Txt |
| City | GLEN ALLEN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23060 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541186114 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JACKSON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JACK | BusinessNameControlTxt |
| Phone | 8046481418 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 104 SHOCKOE SLIP SUITE 2B | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23219 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANTHONY ASCH | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 8046481418 | PhoneNum |
| Signature | 2024-01-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ANTHONY | PersonFirstNm |
| Person Last | ASCH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | VIRGINIA R BELCHER | PreparerPersonNm |
| PTIN | P00421964 | PTIN |
| Phone | 8047470000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $20,158,760 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $13 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $293,915 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $293,915 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,277,814 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,979,920 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,277,814 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,571,742 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,571,742 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $52,766 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $52,766 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $33,369 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $33,369 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $190 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $190 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,410 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,410 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $40,812 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,906 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $12,000 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $12,000 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $90,176 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $90,176 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $235,723 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $203,817 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,216,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,216,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,451,723 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $203,817 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,216,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $120,019 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,367,925 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $639,112 | CashBOYAmt |
| Cash EOY | $569,275 | CashEOYAmt |
| Cash EOYFMV | $569,275 | CashEOYFMVAmt |
| Corporate Stock BOY | $4,281,826 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,372,438 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,306,481 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,254,172 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,211,080 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,182,810 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $10,068,021 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $10,226,156 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $11,100,194 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $16,243,131 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,378,949 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,158,760 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $2,664 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,610 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,664 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,610 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $16,240,467 | CapitalStockBOYAmt |
| Capital Stock EOY | $16,376,339 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,240,467 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,376,339 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,243,131 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,378,949 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,240,467 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $120,019 | ExcessRevenueOverExpensesAmt |
| Other Increases | $15,853 | OtherIncreasesAmt |
| Subtotal | $16,376,339 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,376,339 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (186 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| BROOKFIELD ASSET MANAGEMENT | P | $15 | $15 | $15 | |
| T-MOBILE IS INC | P | $5,665 | $1,421 | $1,421 | $4,244 |
| T-MOBILE IS INC | P | $15,952 | $7,049 | $7,049 | $8,903 |
| CARMAX INC | P | $58,772 | $39,448 | $39,448 | $19,324 |
| WALT DISNEY | P | $29,232 | -$2,427 | -$2,427 | $31,659 |
| WALT DISNEY | P | $14,616 | -$1,029 | -$1,029 | $15,645 |
| T-MOBILE | P | $94,684 | $37,941 | $37,941 | $56,743 |
| UNION PAC CORP | P | $19,378 | $1,539 | $1,539 | $17,839 |
| ALPHABET INC CAP | P | $14,319 | $12,940 | $12,940 | $1,379 |
| ALPHABET INC CAP | P | $31,010 | $28,216 | $28,216 | $2,794 |
| APPLE INC | P | $39,714 | $39,025 | $39,025 | $689 |
| BOOKING HOLDINGS INC CO | P | $82,047 | $6,221 | $6,221 | $75,826 |
| CITIGROUP INC FXD | P | $14,412 | -$1,332 | -$1,332 | $15,744 |
| CITIGROUP INC FXD | P | $33,627 | -$994 | -$994 | $34,621 |
| PAYPAL HOLDINGS | P | $9,656 | -$546 | -$546 | $10,202 |
| PAYPAL HOLDINGS | P | $38,625 | -$1,464 | -$1,464 | $40,089 |
| CHEVRON CORP | P | $14,023 | -$1,181 | -$1,181 | $15,204 |
| CHEVRON CORP | P | $32,721 | -$2,343 | -$2,343 | $35,064 |
| NOVO NORDISK | P | $22,828 | $6,936 | $6,936 | $15,892 |
| SCHWAB CHARLES CORP | P | $45,471 | -$23,292 | -$23,292 | $68,763 |
| SCHWAB CHARLES CORP | P | $20,257 | -$1,465 | -$1,465 | $21,722 |
| AMAZON COM INC | P | $45,349 | -$4,708 | -$4,708 | $50,057 |
| BANK AMERICA CORP | P | $48,720 | -$23,952 | -$23,952 | $72,672 |
| ISHARES TR INTER GOV | P | $42,399 | -$4,143 | -$4,143 | $46,542 |
| MOODYS CORP COM | P | $68,340 | $21,614 | $21,614 | $46,726 |
| PIONEER NAT RES | P | $23,110 | $5,866 | $5,866 | $17,244 |
| SCHWAB STRATEGIC TR | P | $10,895 | -$1,416 | -$1,416 | $12,311 |
| SCHWAB STRATEGIC TR SU TREASURY | P | $8,898 | -$453 | -$453 | $9,351 |
| VANGUARD SCOTTSDALE RD | P | $10,252 | -$803 | -$803 | $11,055 |
| WALMART INC | P | $49,856 | -$5,255 | -$5,255 | $55,111 |
| ACCENTURE PLC IRELAND | P | $5,729 | $297 | $297 | $5,432 |
| JOHNSON & JOHNSON | P | $4,694 | -$660 | -$660 | $5,354 |
| AON PLC REGISTERED | P | $4,079 | $1,506 | $1,506 | $2,573 |
| AIR PRODS & CHEMS IN | P | $5,395 | $7 | $7 | $5,388 |
| ALPHABET INC CL A | P | $5,432 | $5,019 | $5,019 | $413 |
| AMAZON COM INC | P | $4,056 | -$2,200 | -$2,200 | $6,256 |
| BROADCOM INC | P | $4,759 | $2,929 | $2,929 | $1,830 |
| BROADCOM INC | P | $20,666 | $14,392 | $14,392 | $6,274 |
| BROOKFIELD CORP | P | $3,065 | $2,442 | $2,442 | $623 |
| CVS HEALTH CORP | P | $9,444 | -$943 | -$943 | $10,387 |
| CVS HEALTH CORP | P | $37,775 | -$2,701 | -$2,701 | $40,476 |
| GENERAL MTRS FINAL | P | $48,968 | -$6,053 | -$6,053 | $55,021 |
| HONEYWELL INT | P | $3,844 | -$770 | -$770 | $4,614 |
| ISHARES TR INTER GOV | P | $12,429 | -$1,314 | -$1,314 | $13,743 |
| ISHARES TR INTER GOV | P | $19,230 | -$2,251 | -$2,251 | $21,481 |
| ISHARES TR INTER GOV | P | $17,266 | -$1,967 | -$1,967 | $19,233 |
| ISHARE TR FLTG RATE | P | $14,789 | -$92 | -$92 | $14,881 |
| ISHARE TR FLTG RATE | P | $9,950 | -$55 | -$55 | $10,005 |
| ISHARE TR FLTG RATE | P | $15,304 | -$61 | -$61 | $15,365 |
| MARKEL CORP | P | $6,618 | $515 | $515 | $6,103 |
| MASTERCARD INC CL A | P | $5,492 | $3,958 | $3,958 | $1,534 |
| MICROSOFT CORP COM | P | $7,831 | $4,349 | $4,349 | $3,482 |
| SCHWAB STRATEGIC TR TE TERM | P | $5,906 | -$767 | -$767 | $6,673 |
| SCHWAB STRATEGIC TR TE TERM | P | $31,670 | -$3,709 | -$3,709 | $35,379 |
| SCHWAB STRATEGIC TR US TREASURY ETF | P | $6,577 | -$359 | -$359 | $6,936 |
| SCHWAB STRATEGIC TR US TREASURY ETF | P | $30,840 | -$1,570 | -$1,570 | $32,410 |
| TJX COS INC NEW | P | $5,032 | $635 | $635 | $4,397 |
| VANGUARD SCOTTSDALE RD | P | $37,476 | -$3,033 | -$3,033 | $40,509 |
| WISDOMTREE TR | P | $8,570 | $22 | $22 | $8,548 |
| JOHNSON & JOHNSON | P | $7,793 | -$953 | -$953 | $8,746 |
| JOHNSON & JOHNSON | P | $17,653 | -$1,255 | -$1,255 | $18,908 |
| JOHNSON & JOHNSON | P | $13,518 | $13,061 | $13,061 | $457 |
| BROOKFIELD ASSET MAN | P | $3,303 | $2,712 | $2,712 | $591 |
| BROOKFIELD ASSET MAN | P | $4,940 | $4,053 | $4,053 | $887 |
| BROOKFIELD ASSET MAN | P | $6,523 | $5,352 | $5,352 | $1,171 |
| BROOKFIELD ASSET MAN | P | $11,818 | $9,719 | $9,719 | $2,099 |
| ISHARES TR FLTG | P | $37,776 | -$103 | -$103 | $37,879 |
| JOHNSON & JOHNSON | P | $97,535 | $94,419 | $94,419 | $3,116 |
| MARKEL GROUP INC | P | $4,167 | $505 | $505 | $3,662 |
| MARKEL GROUP INC | P | $11,112 | $10,880 | $10,880 | $232 |
| MARKEL GROUP INC | P | $6,903 | $6,758 | $6,758 | $145 |
| PIONEER NAT RES | P | $16,821 | $4,012 | $4,012 | $12,809 |
| PIONEER NAT RES | P | $24,146 | $5,260 | $5,260 | $18,886 |
| TJX COS INC NEW | P | $11,378 | $2,313 | $2,313 | $9,065 |
| TJX COS INC NEW | P | $5,604 | $1,634 | $1,634 | $3,970 |
| TJX COS INC NEW | P | $21,558 | $6,159 | $6,159 | $15,399 |
| CONSTELLATION BRANDS | P | $24,785 | $4,443 | $4,443 | $20,342 |
| CONSTELLATION BRANDS | P | $40,338 | $7,148 | $7,148 | $33,190 |
| CONSTELLATION BRANDS | P | $12,234 | $2,170 | $2,170 | $10,064 |
| PIONEER NAT RES | P | $32,861 | $10,034 | $10,034 | $22,827 |
| PIONEER NAT RES | P | $2,613 | $807 | $807 | $1,806 |
| PIONEER NAT RES | P | $33,973 | $11,203 | $11,203 | $22,770 |
| PIONEER NAT RES | P | $10,959 | $3,634 | $3,634 | $7,325 |
| AON PLC REGISTERED | P | $11,343 | $718 | $718 | $10,625 |
| ACCENTURE PLC IRELAND | P | $9,983 | $1,563 | $1,563 | $8,420 |
| ADVANCED MICRO DEV | P | $5,817 | -$604 | -$604 | $6,421 |
| ANALOG DEVICES INC | P | $7,306 | -$165 | -$165 | $7,471 |
| BROOKFIELD CORP | P | $15,900 | $0 | $0 | $15,900 |
| COSTCO WHOLESALE | P | $10,775 | $1,696 | $1,696 | $9,079 |
| DANAHER CORP COM | P | $16,212 | $733 | $733 | $15,479 |
| EOG RES INC | P | $15,261 | -$630 | -$630 | $15,891 |
| INTERCONTINENTAL EXC | P | $8,138 | $732 | $732 | $7,406 |
| INTUIT COM | P | $13,733 | $2,248 | $2,248 | $11,485 |
| MARTIN MARIETTA MATL | P | $14,828 | $3,720 | $3,720 | $11,108 |
| MICROSOFT CORP COM | P | $19,930 | $366 | $366 | $19,564 |
| NOVO NORDISK | P | $8,991 | $3,579 | $3,579 | $5,412 |
| NVIDIA CORP COM | P | $3,901 | $0 | $0 | $3,901 |
| PALO ALTO NETWORKS | P | $4,717 | -$86 | -$86 | $4,803 |
| REPUBLIC SVCS | P | $7,508 | $915 | $915 | $6,593 |
| UNION PAC CORP | P | $3,436 | $299 | $299 | $3,137 |
| UNITEDHEALTH GROUP | P | $12,585 | $587 | $587 | $11,998 |
| VERTEX PHARMACEUTICAL | P | $2,854 | $121 | $121 | $2,733 |
| VERTEX PHARMACEUTICAL | P | $1,784 | $88 | $88 | $1,696 |
| ADOBE SYS INC | P | $21,867 | $4,382 | $4,382 | $17,485 |
| AIR PRODS & CHEMS IN | P | $6,012 | $624 | $624 | $5,388 |
| AIR PRODS & CHEMS IN | P | $3,908 | $413 | $413 | $3,495 |
| ALPHABET INC CAP STK | P | $5,478 | $5,136 | $5,136 | $342 |
| ALAPHABET INC CL A | P | $9,387 | $8,755 | $8,755 | $632 |
| AMAZON COM INC | P | $687 | -$207 | -$207 | $894 |
| AMAZON COM INC | P | $17,303 | -$2,200 | -$2,200 | $19,503 |
| AMERICAN TOWER CORP | P | $9,452 | $7,887 | $7,887 | $1,565 |
| APPLE INC | P | $12,055 | $11,874 | $11,874 | $181 |
| BERKSHIRE HATHAWAY I B NEW | P | $17,442 | $16,008 | $16,008 | $1,434 |
| BROADCOM INC | P | $11,833 | $8,173 | $8,173 | $3,660 |
| DISNEY WALT CO | P | $12,907 | -$10,062 | -$10,062 | $22,969 |
| ELECTRONIC ARTS INC | P | $10,316 | -$446 | -$446 | $10,762 |
| META PLATFORMS INC C | P | $16,476 | -$1,206 | -$1,206 | $17,682 |
| META PLATFORMS INC C | P | $3,356 | $411 | $411 | $2,945 |
| HOME DEPOT INC | P | $7,878 | $3,473 | $3,473 | $4,405 |
| HONEYWELL INT | P | $7,451 | -$1,316 | -$1,316 | $8,767 |
| JPMORGAN CHASE & CO | P | $8,545 | $5,907 | $5,907 | $2,638 |
| MARKEL GROUP INC | P | $15,528 | $15,374 | $15,374 | $154 |
| MASTERCARD INC CL A | P | $10,385 | $7,829 | $7,829 | $2,556 |
| SERVICENOW INC | P | $11,570 | $1,223 | $1,223 | $10,347 |
| SHERWIN-WILLIAMS CO | P | $12,870 | $748 | $748 | $12,122 |
| TJX COS INC NEW | P | $5,375 | $1,826 | $1,826 | $3,549 |
| TJX COS INC NEW | P | $3,917 | $1,544 | $1,544 | $2,373 |
| UNION PAC CORP | P | $5,798 | $3,181 | $3,181 | $2,617 |
| VISA INC COM CL A | P | $13,427 | $12,378 | $12,378 | $1,049 |
| ACCENTURE PLC IRELAND | P | $3,063 | $347 | $347 | $2,716 |
| ABBOTT LABS COM | P | $9,471 | $0 | $0 | $9,471 |
| INTUIT COM | P | $2,659 | $450 | $450 | $2,209 |
| MICROSOFT CORP COM | P | $3,322 | $115 | $115 | $3,207 |
| VERALTO CORP COM | P | $0 | $0 | ||
| VERALTO CORP COM | P | $657 | -$117 | -$117 | $774 |
| AIR PRODS & CHEMS IN | P | $2,844 | $155 | $155 | $2,689 |
| ALAPHABET INC CL A | P | $1,116 | $1,043 | $1,043 | $73 |
| AMAZON COM INC | P | $3,226 | -$644 | -$644 | $3,870 |
| COSTCO WHOLESALE | P | $2,872 | $483 | $483 | $2,389 |
| ELECTRONIC ARTS INC | P | $1,317 | $51 | $51 | $1,266 |
| META PLATFORMS INC C | P | $3,211 | $533 | $533 | $2,678 |
| MARTIN MARIETTA MATL | P | $2,084 | $497 | $497 | $1,587 |
| MASTERCARD INC CL A | P | $1,978 | $1,467 | $1,467 | $511 |
| VERALTO CORP COM | P | $14,683 | $13,290 | $13,290 | $1,393 |
| ADOBE SYS INC | P | $18,596 | $7,226 | $7,226 | $11,370 |
| ADOBE SYS INC | P | $1,691 | $380 | $380 | $1,311 |
| ADOBE SYS INC | P | $23,104 | $19,497 | $19,497 | $3,607 |
| BROADCOM INC | P | $27,920 | $20,339 | $20,339 | $7,581 |
| MARKEL GROUP INC | P | $11,069 | $10,946 | $10,946 | $123 |
| MARKEL GROUP INC | P | $22,170 | $21,924 | $21,924 | $246 |
| CLEVELAND CLIFFS | P | $24,771 | -$5,261 | -$5,261 | $30,032 |
| CLEVELAND CLIFFS | P | $1,695 | -$364 | -$364 | $2,059 |
| TJX COS INC | P | $14,843 | $7,688 | $7,688 | $7,155 |
| WESTLAKE CORP | P | $28,735 | -$5,757 | -$5,757 | $34,492 |
| POST HOLDINGS INC | P | $44,425 | $10,310 | $10,310 | $34,115 |
| ARCH CAPITAL GROUP LTD | P | $15,608 | $9,066 | $9,066 | $6,542 |
| BERKSHIRE HATHAWAYS INC CL B | P | $14,885 | $6,864 | $6,864 | $8,021 |
| DOLLAR TREE INC | P | $14,065 | $4,392 | $4,392 | $9,673 |
| DOLLAR TREE INC | P | $29,492 | $11,146 | $11,146 | $18,346 |
| RAYTHEON TECHNOLOGIES | P | $35,157 | $13,211 | $13,211 | $21,946 |
| ACTIVISION BLIZZARD INC | P | $12,174 | $2,272 | $2,272 | $9,902 |
| CHARLES SCHWAB CORP | P | $7,279 | $929 | $929 | $6,350 |
| DELL TECHNOLOGIES INC | P | $1,553 | $651 | $651 | $902 |
| ACTIVISION BLIZZARD INC | P | $13,339 | $2,687 | $2,687 | $10,652 |
| LIBERTY MEDIA CORP | P | $6,874 | $1,457 | $1,457 | $5,417 |
| LIBERTY MEDIA CORP | P | $6,855 | $1,833 | $1,833 | $5,022 |
| POST HOLDINGS INC | P | $53,101 | $12,818 | $12,818 | $40,283 |
| ACTIVISION BLIZZARD INC | P | $16,822 | $3,651 | $3,651 | $13,171 |
| BERKSHIRE HATHAWAYS INC CL B | P | $28,516 | $8,621 | $8,621 | $19,895 |
| MOSAIC CO | P | $20,680 | -$13,820 | -$13,820 | $34,500 |
| PROGRESSIVE CORP | P | $32,306 | $25,155 | $25,155 | $7,151 |
| ACTIVISION BLIZZARD INC | P | $27,149 | $6,413 | $6,413 | $20,736 |
| BIO RAD LABORATORIES CL A | P | $46,218 | -$10,409 | -$10,409 | $56,627 |
| VERIZON COMMUNICATIONS | P | $6,014 | -$3,875 | -$3,875 | $9,889 |
| VERIZON COMMUNICATIONS | P | $73,688 | -$24,393 | -$24,393 | $98,081 |
| JANUS | P | $250,000 | $196,015 | $196,015 | $53,985 |
| AMERICAN CENTURY | P | $25,000 | $7,832 | $7,832 | $17,168 |
| AMERICAN CENTURY | P | $25,000 | $7,390 | $7,390 | $17,610 |
| AMERICAN CENTURY | P | $25,000 | $7,070 | $7,070 | $17,930 |
| COLUMBIA FUND | P | $100,000 | $75,491 | $75,491 | $24,509 |
| COLUMBIA FUND | P | $100,000 | $74,751 | $74,751 | $25,249 |
| COLUMBIA FUND | P | $100,000 | $73,973 | $73,973 | $26,027 |
| US TREASURY BILL | P | $48,523 | $0 | $0 | $48,523 |
| US TREASURY BILL | P | $73,274 | $0 | $0 | $73,274 |
| US TREASURY BILL | P | $34,084 | $0 | $0 | $34,084 |
| CAPITAL GAINS DIVIDENDS | P | $211,477 | $211,477 | $211,477 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,277,814 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $19,014 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $19,014 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $19,014 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $26,460 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $26,460 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $7,446 | OverpaymentAmt |
| Applied To ES Tax | $7,446 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.JACKSONF.ORG | WebsiteAddressTxt |
| Individual With Books | THE FOUNDATION | IndividualWithBooksNm |
| Phone | 8046445735 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 104 SHOCKOE SLIP | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ANTHONY JAMES ASCH | ||||||||
| 104 SHOCKHOE SLIP SUITE 2B | RICHMOND | VA | 23219 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| THOMAS ANDREW ASCH | ||||||||
| 104 SHOCKHOE SLIP SUITE 2B | RICHMOND | VA | 23219 | VICE PRESIDENT | 0.50 | $0 | $0 | $0 |
| NANCY BELLEMAN | ||||||||
| 104 SHOCKHOE SLIP SUITE 2B | RICHMOND | VA | 23219 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| JILL MCCORMICK | ||||||||
| 104 SHOCKHOE SLIP SUITE 2B | RICHMOND | VA | 23219 | EXEC. DIR. | 20.00 | $52,766 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $19,047,481 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $698,944 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,746,425 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $19,746,425 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $296,196 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,450,229 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $972,511 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $972,511 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $19,014 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $19,014 | TotalTaxAmt |
| Distributable Before Adj | $953,497 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $953,497 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $953,497 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,216,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,216,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $953,497 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $197,738 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,216,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $197,738 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $953,497 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $64,765 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $64,765 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $64,765 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $64,765 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JILL MCCORMICK | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 104 SHOCKOE SLIP SUITE 2B | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8046445735 | RecipientPhoneNum |
| Form And Info And Materials | NO PRESCRIBED FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHALLENGE DISCOVERY | |||||||
| 22 WESTHAMPTON WAY | RICHMOND | VA | 23173 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $35,000 |
| CHESTERFIELD EDUCATIONAL FOUNDATION | |||||||
| 13900 HULL STREET ROAD | MIDLOTHIAN | VA | 23112 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $30,000 |
| CHILDSAVERS | |||||||
| 200 N 22ND ST | RICHMOND | VA | 23223 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $40,000 |
| COMMUNITIES IN SCHOOLS OF RICHMOND | |||||||
| PO BOX 17830 | RICHMOND | VA | 23226 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $50,000 |
| FAMILY LIFELINE | |||||||
| 2325 W BROAD ST | RICHMOND | VA | 23220 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $50,000 |
| FRIENDS OF RICHMOND COMMUNITY HIGH SCHOOL | |||||||
| 201 E BROOKLAND PARK BLVD | RICHMOND | VA | 23222 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $60,000 |
| GRASP | |||||||
| 2821 EMERYWOOD PARKWAY SUITE 204 | RICHMOND | VA | 23294 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $40,000 |
| GREATER RICHMOND FIT4KIDS | |||||||
| 1111 N 25TH ST | RICHMOND | VA | 23223 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $40,000 |
| GREATER RICHMOND SCAN | |||||||
| 103 E GRACE ST | RICHMOND | VA | 23219 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $50,000 |
| HUMANKIND | |||||||
| 908 N THOMPSON ST | RICHMOND | VA | 23230 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $60,000 |
| J SARGENT REYNOLDS COMMUNITY COLLEGE EDUCATIONAL FOUNDATION | |||||||
| PO BOX 26924 | RICHMOND | VA | 232616924 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $50,000 |
| JAMES RIVER ASSOCIATION | |||||||
| 211 ROCKETTS WAY 200 | RICHMOND | VA | 23231 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $35,000 |
| PARTNERSHIP FOR HOUSING AFFORDABILITY | |||||||
| 8975 THREE CHOPT ROAD | RICHMOND | VA | 23229 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $30,000 |
| RICHMOND HILL INC | |||||||
| 2209 EAST GRACE STREET | RICHMOND | VA | 23223 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $40,000 |
| SACRED HEART CENTER | |||||||
| 1400 PERRY ST | RICHMOND | VA | 23224 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $30,000 |
| VIRGINIA LEAGUE FOR PLANNED PARENTHOOD | |||||||
| 201 N HAMILTON ST | RICHMOND | VA | 23221 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $45,000 |
| YWCA OF RICHMOND | |||||||
| 6 N 5TH ST | RICHMOND | VA | 23219 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $70,000 |
| NATIONAL CENTER FOR FAMILY PHILANTHROPHY | |||||||
| 1667 K ST NW SUITE 350 | WASHINGTON | DC | 20006 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 |
| JEWISH FAMILY SERVICES OF RICHMOND | |||||||
| 6718 PATTERSON AVENUE | RICHMOND | VA | 23226 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $30,000 |
| THE VALENTINE | |||||||
| 1015 E CLAY STREET | RICHMOND | VA | 23219 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $35,000 |
| ROBINSON THEATER | |||||||
| 2903 Q STREET | RICHMOND | VA | 23223 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $40,000 |
| REESTABLISH RICHMOND | |||||||
| PO BOX 14680 | RICHMOND | VA | 23221 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $25,000 |
| THE READ CENTER | |||||||
| 5211 W BROAD STREET STE 102 | RICHMOND | VA | 23230 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $20,000 |
| PARTNERSHIP FOR THE FUTURE | |||||||
| 4521 HIGHWOODS PARKWAY | GLEN ALLEN | VA | 23060 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $50,000 |
| PETER PAUL DEVELOPMENT CENTER | |||||||
| 1708 N 22ND STREET | RICHMOND | VA | 23223 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $35,000 |
| HOUSING FAMILIES FIRST | |||||||
| 3900 NINE MILE ROAD | RICHMOND | VA | 23223 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $40,000 |
| ART180 | |||||||
| 114 W MARSHALL STREET | RICHMOND | VA | 23220 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $30,000 |
| BETTER HOUSING COALITION | |||||||
| 23 W BROAD STREET STE 100 | RICHMOND | VA | 23220 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $50,000 |
| HIGHER ACHIEVEMENT RICHMOND | |||||||
| 100 EVERETT STREET | RICHMOND | VA | 23224 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $30,000 |
| BOYS TO MEN MENTORING NETWORK OF VA INC | |||||||
| 12311 STANCROFT ROAD | ROCKVILLE | VA | 23146 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $25,000 |
| COMMUNITIES IN SCHOOLS OF CHESTERFIELD | |||||||
| 1808 COYOTE DRIVE | CHESTER | VA | 23836 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,216,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $293,915 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,277,814 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,571,742 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,571,742 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $6,410 | Amt |
| Net Investment Income | $6,410 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | DAVENPORT CORPORATE | BondNm |
| EOY Book Value | $1,211,080 | EOYBookValueAmt |
| EOYFMV | $1,182,810 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SUNTRUST COMMON | $2,116,971 | $2,807,289 |
| DAVENPORT COMMON | $2,255,467 | $4,499,192 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| COLUMBIA FUND | AT COST | $3,800,676 | $3,317,206 |
| AMERICAN CENTURY FUND | AT COST | $2,563,412 | $3,935,994 |
| JANUS FUND | AT COST | $1,279,405 | $1,311,601 |
| SUNTRUST MUTUAL FUNDS | AT COST | $925,714 | $779,759 |
| REBOCO WPG FUND | AT COST | $1,655,603 | $1,754,288 |
| HBT LP | AT COST | $1,346 | $1,346 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $190 | LegalFeesAmt |
| Net Investment Income | $190 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PARKING | $3,540 | $3,540 | $0 |
| INVESTMENT MANAGEMENT FEES | $71,371 | $71,371 | $0 |
| UTILITIES | $2,966 | $2,966 | $0 |
| TAXES AND LICENSES | $109 | $109 | $0 |
| POSTAGE | $66 | $66 | $0 |
| INTERNET SERVICE PROVIDER | $2,509 | $2,509 | $0 |
| INSURANCE | $3,086 | $3,086 | $0 |
| EDUCATION AND SEMINARS | $3,125 | $3,125 | $0 |
| SOFTWARE | $614 | $614 | $0 |
| OTHER FEES | $637 | $637 | $0 |
| MEMBERSHIP DUES | $2,000 | $2,000 | $0 |
| OFFICE EXPENSES | $153 | $153 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX DIFFERENCE ON SALE OF SECURITIES | Desc |
| Amt | $15,853 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL LIABILITIES | Desc |
| BOY Book Value | $2,664 | BOYBookValueAmt |
| EOY Book Value | $2,610 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,596 | $1,596 | $0 |
| PAYROLL TAXES | $7,310 | $7,310 | $0 |
| EXCISE TAX PAID | $31,906 | $0 | $0 |