GREATER WILLIAMSBURG COMMUNITY TR INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- GREATER WILLIAMSBURG COMMUNITY TR INC (EIN 54-1927558)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-09-10
- IRS object ID
- 202412549349301101
- Schema version
- 2023v5.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-09-10T08:44:53-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 540504608 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROWN EDWARDS & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 TOWN CENTER DRIVE SUITE 700 | AddressLine1Txt |
| City | NEWPORT NEWS | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541927558 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREATER WILLIAMSBURG COMMUNITY TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GREA | BusinessNameControlTxt |
| Phone | 7572591660 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1323 JAMESTOWN ROAD SUITE 103 | AddressLine1Txt |
| City | WILLIAMSBURG | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23185 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NANCY C SULLIVAN | PersonNm |
| Person Title | CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 7572591660 | PhoneNum |
| Signature | 2024-09-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LESLIE F ROBERTS | PreparerPersonNm |
| PTIN | P00040492 | PTIN |
| Phone | 7578731033 | PhoneNum |
| Preparation | 2024-09-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAMSBURG COMMUNITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | NANCY SULLIVAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1323 JAMESTOWN ROAD SUITE 103 | AddressLine1Txt |
| City | WILLIAMSBURG | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23185 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $10,567,219 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WILLIAMSBURGCOMMUNITYFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1999 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O. PROVIDED GRANTS TO 501(C)(3) NONPROFIT ORGANIZATIONS AND GOVERNMENT ENTITIES SERVING THE GREATER WILLIAMSBURG COMMUNITY. PROVIDED SERVICES AND INFORMATION ON THE NEEDS OF THE GREATER WILLIAMSBURG COMMUNITY TO DONOR-ADVISORS. ASSISTED DONOR-ADVISORS WITH PHILANTHROPIC ACTIVITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 4 | TotalEmployeeCnt |
| Total Volunteers | 55 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,015,864 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,110,213 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,625,311 | PYInvestmentIncomeAmt |
| CY Investment Income | $320,474 | CYInvestmentIncomeAmt |
| PY Other Revenue | $19,627 | PYOtherRevenueAmt |
| CY Other Revenue | $23,274 | CYOtherRevenueAmt |
| PY Total Revenue | $4,660,802 | PYTotalRevenueAmt |
| CY Total Revenue | $1,453,961 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,078,924 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,192,518 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $226,380 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $232,259 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $26,077 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $258,825 | PYOtherExpensesAmt |
| CY Other Expenses | $256,633 | CYOtherExpensesAmt |
| PY Total Expenses | $1,564,129 | PYTotalExpensesAmt |
| CY Total Expenses | $1,681,410 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,096,673 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$227,449 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $24,695,600 | TotalAssetsBOYAmt |
| Total Assets EOY | $27,854,373 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $35,394 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $45,049 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $24,660,206 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $27,809,324 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE WILLIAMSBURG COMMUNITY FOUNDATION ENHANCES THE QUALITY OF LIFE IN GREATER WILLIAMSBURG BY CONNECTING PEOPLE WITH CAUSES THAT MATTER, MANAGING CHARITABLE FUNDS, AND PROVIDING GRANTS AND SCHOLARSHIPS FOR OUR COMMUNITY'S MOST PRESSING NEEDS AND PROMISING OPPORTUNITIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,006,140 | ExpenseAmt |
| Grant | $928,080 | GrantAmt |
| Desc | DISTRIBUTED GRANTS TO NONPROFIT ORGANIZATIONS PRIMARILY IN THE GREATER WILLIAMSBURG AREA. COMPETITIVE GRANTS WERE AWARDED IN THE FOLLOWING FOCUS AREAS: ARTS & CULTURE, CHILDREN & YOUNG ADULTS, ENVIRONMENT & CONSERVATION, HEALTH & COMMUNITY WELLNESS, AND SENIOR SERVICES. ADDITIONAL GRANTS WERE AWARDED FOR EDUCATION, HISTORIC PRESERVATION, HUMAN SERVICES, TRANSPORTATION, AMATEUR SPORTS, OVARIAN CANCER AND OTHER COMMUNITY NEEDS AT THE REQUEST OF DONORS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $264,438 | ExpenseAmt |
| Grant | $264,438 | GrantAmt |
| Desc | PROVIDED SCHOLARSHIPS FOR 118 STUDENTS WHO HAVE ATTENDED HIGH SCHOOL AT A WILLIAMSBURG-JAMES CITY COUNTY PUBLIC SCHOOL OR ARE ATTENDING A PUBLIC COLLEGE IN THE STATE OF VIRGINIA. CRITERIA FOR SCHOLARSHIPS INCLUDES ACADEMIC ACHIEVEMENT, COMMUNITY SERVICE, CAREER INTEREST AND FINANCIAL NEED. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,270,578 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 4 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | 0 | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ORGANIZATION'S OFFICERS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7572591660 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1323 JAMESTOWN ROAD NO 103 | AddressLine1Txt |
| City | WILLIAMSBURG | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23185 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| KATHLEEN F SLEVIN | ||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ALISON LENNARZ | ||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JACK HALDEMAN | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOE HARROW | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DAVID BUSH | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DIAN CALDERONE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LORI CONEN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANTHONY CONYERS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JON BROWN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN FOGARTY | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| THOMAS CARDWELL | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SCOTT STABLER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LISA LUCAS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| AASHISH MATANI | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MELINDA MORGAN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PAUL MUSE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARGARET PRITCHARD | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HENRY RANGER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CARTER SONDERS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| IRIS PORUSH | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BARBARA WATSON | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RICHARD OVERY | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BENNY ZHANG | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NANCY COTE SULLIVAN | ||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | Yes (X) | $103,381 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $103,381 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $1,110,213 | AllOtherContributionsAmt |
| Noncash Contributions | $152,346 | NoncashContributionsAmt |
| Total Contributions | $1,110,213 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $813,800 | TotalRevenueColumnAmt |
| Exclusion | $813,800 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $6,340 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $6,340 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,340 | TotalRevenueColumnAmt |
| Exclusion | $6,340 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,613,360 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,106,686 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$493,326 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$493,326 | TotalRevenueColumnAmt |
| Exclusion | -$493,326 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $23,006 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $6,572 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,434 | TotalRevenueColumnAmt |
| Exclusion | $16,434 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $500 | TotalRevenueColumnAmt |
| Exclusion | $500 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $500 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,453,961 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $343,748 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $928,080 | TotalAmt |
| Program Services | $928,080 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $264,438 | TotalAmt |
| Program Services | $264,438 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,381 | TotalAmt |
| Program Services | $20,676 | ProgramServicesAmt |
| Management And General | $79,604 | ManagementAndGeneralAmt |
| Fundraising | $3,101 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,927 | TotalAmt |
| Program Services | $28,846 | ProgramServicesAmt |
| Management And General | $66,742 | ManagementAndGeneralAmt |
| Fundraising | $11,339 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,183 | TotalAmt |
| Management And General | $6,183 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,768 | TotalAmt |
| Program Services | $1,261 | ProgramServicesAmt |
| Management And General | $11,196 | ManagementAndGeneralAmt |
| Fundraising | $3,311 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,547 | TotalAmt |
| Management And General | $31,547 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,281 | TotalAmt |
| Management And General | $114,281 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,781 | TotalAmt |
| Program Services | $400 | ProgramServicesAmt |
| Management And General | $3,381 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,286 | TotalAmt |
| Management And General | $6,286 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,538 | TotalAmt |
| Management And General | $10,538 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,410 | TotalAmt |
| Program Services | $5,543 | ProgramServicesAmt |
| Management And General | $18,815 | ManagementAndGeneralAmt |
| Fundraising | $4,052 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,152 | TotalAmt |
| Management And General | $1,152 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,484 | TotalAmt |
| Program Services | $6,996 | ProgramServicesAmt |
| Management And General | $5,739 | ManagementAndGeneralAmt |
| Fundraising | $749 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,907 | TotalAmt |
| Management And General | $10,907 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,899 | TotalAmt |
| Management And General | $6,899 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PRINTING AND PUBLICATIO | $17,959 | $13,125 | $1,309 | $3,525 |
| POSTAGE AND SHIPPING | $4,586 | $4,586 | ||
| UTILITIES | $4,461 | $4,461 | ||
| DUES AND SUBSCRIPTIONS | $2,342 | $1,213 | $1,129 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,681,410 | TotalAmt |
| Program Services | $1,270,578 | ProgramServicesAmt |
| Management And General | $384,755 | ManagementAndGeneralAmt |
| Fundraising | $26,077 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $975,206 | BOYAmt |
| EOY | $660,648 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,980 | BOYAmt |
| EOY | $208,150 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $323,563 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $88,400 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $246,071 | BOYAmt |
| EOY | $235,163 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,891,988 | BOYAmt |
| EOY | $26,292,317 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $498,355 | BOYAmt |
| EOY | $458,095 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,695,600 | BOYAmt |
| EOY | $27,854,373 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,639 | BOYAmt |
| EOY | $15,704 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,629 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,126 | BOYAmt |
| EOY | $29,345 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,394 | BOYAmt |
| EOY | $45,049 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,116,949 | BOYAmt |
| EOY | $14,386,562 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,543,257 | BOYAmt |
| EOY | $13,422,762 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,660,206 | BOYAmt |
| EOY | $27,809,324 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,695,600 | BOYAmt |
| EOY | $27,854,373 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$227,449 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,376,567 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,038,103 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,390,227 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,904,983 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,015,864 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,110,213 | CurrentTaxYearAmt |
| Total | $8,459,390 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,038,103 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,390,227 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,904,983 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,015,864 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,110,213 | CurrentTaxYearAmt |
| Total | $8,459,390 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,852,224 | SubstantialContributorsTotAmt |
| Public Support Total170 | $6,607,166 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $558,153 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $366,609 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,008,361 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $809,415 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $820,140 | CurrentTaxYearAmt |
| Total | $3,562,678 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $254 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $229 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $374 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $502 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $500 | CurrentTaxYearAmt |
| Total | $1,859 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $12,023,927 | TotalSupportAmt |
| Public Support CY170 | 0.54950 | PublicSupportCY170Pct |
| Public Support PY170 | 0.62000 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, SECTION A, LINE 1B | FormAndLineReferenceDesc |
| Explanation | 2020 WAS A SHORT YEAR COVERING THE 11-MONTH PERIOD 2/1/20 - 12/31/20. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 41 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $238,154 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $297,023 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $5,219,638 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $22,077,300 | BeginningYearBalanceAmt |
| Contributions | $555,037 | ContributionsAmt |
| Investment Earnings Or Losses | $3,244,797 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $677,803 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $2,770 | AdministrativeExpensesAmt |
| End Year Balance | $25,196,561 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,460,160 | BeginningYearBalanceAmt |
| Contributions | $422,872 | ContributionsAmt |
| Investment Earnings Or Losses | -$4,128,168 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $676,262 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $1,302 | AdministrativeExpensesAmt |
| End Year Balance | $22,077,300 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,163,250 | BeginningYearBalanceAmt |
| Contributions | $2,565,113 | ContributionsAmt |
| Investment Earnings Or Losses | $3,401,158 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $666,543 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $2,818 | AdministrativeExpensesAmt |
| End Year Balance | $26,460,160 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,320,285 | BeginningYearBalanceAmt |
| Contributions | $996,165 | ContributionsAmt |
| Investment Earnings Or Losses | $2,433,847 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $468,123 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $118,924 | AdministrativeExpensesAmt |
| End Year Balance | $21,163,250 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,785,815 | BeginningYearBalanceAmt |
| Contributions | $371,627 | ContributionsAmt |
| Investment Earnings Or Losses | $1,492,210 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $217,477 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $111,890 | AdministrativeExpensesAmt |
| End Year Balance | $18,320,285 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.46730 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.07510 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.45760 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $300,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $70,513 | DepreciationAmt |
| Book Value | $229,487 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $23,563 | OtherCostOrOtherBasisAmt |
| Depreciation | $17,887 | DepreciationAmt |
| Book Value | $5,676 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $235,163 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AGENCY FUNDS HELD FOR OTHERS | Desc |
| Amt | $29,345 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $29,345 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $4,716,247 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $3,376,567 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $3,376,567 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,339,680 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $114,281 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $114,281 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,453,961 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,567,129 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,567,129 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $114,281 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $114,281 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,681,410 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART V, LINE 4: | FormAndLineReferenceDesc |
| Explanation | THE ENDOWMENT IS A PERPETUAL FUND WHOSE PURPOSE IS TO PROVIDE FUNDING FOR THE TRUST'S PROGRAM OBJECTIVES AND TO SUSTAIN THE TRUST'S OPERATIONS. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SPRING EVENT | Event1Nm |
| Gross Receipts Event1 | $9,975 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $9,975 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $4,265 | OtherDirectExpensesEvent1Amt |
| Event2 | O'HARE RACE | Event2Nm |
| Gross Receipts Event2 | $13,031 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $13,031 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $2,307 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $23,006 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $23,006 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $6,572 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $6,572 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $16,434 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (20 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| BOYS HOME OF VIRGINIA | ||||||||
| 414 BOYS HOME ROAD | COVINGTON | VA | 24426 | 540505870 | 501(C)(3) | $72,652 | $0 | GENERAL SUPPORT |
| COLLEGE OF WILLIAM AND MARY | ||||||||
| PO BOX 8795 | WILLIAMSBURG | VA | 23187 | 546001718 | 501(C)(3) | $6,000 | $0 | GENERAL SUPPORT |
| COLONIAL WILLIAMSBURG FOUNDATION | ||||||||
| PO BOX 1776 | WILLIAMSBURG | VA | 23187 | 540505888 | 501(C)(3) | $10,000 | $0 | GENERAL SUPPORT |
| FRIENDS OF WILLIAMSBURG REGIONAL LIBRARY FOUNDATION | ||||||||
| 7770 CROAKER ROAD | WILLIAMSBURG | VA | 23188 | 541639135 | 501(C)(3) | $8,000 | $0 | GENERAL SUPPORT |
| GWENDOLYN'S WISH INC | ||||||||
| PO BOX 6776 | WILLIAMSBURG | VA | 23188 | 472214689 | 501(C)(3) | $96,869 | $0 | GENERAL SUPPORT |
| HOSPICE HOUSE AND SUPPORT CARE OF WILLIAMSBURG | ||||||||
| 4445 POWHATAN PARKWAY | WILLIAMSBURG | VA | 23188 | 521289657 | 501(C)(3) | $48,434 | $0 | GENERAL SUPPORT |
| JACKSON-FEILD BEHAVIORAL HEALTH SERVICES | ||||||||
| 546 WALNUT GROVE DRIVE | JARRATT | VA | 23867 | 540505920 | 501(C)(3) | $24,217 | $0 | GENERAL SUPPORT |
| SAINT BEDE CATHOLIC CHURCH | ||||||||
| 3686 IRONBOUND ROAD | WILLIAMSBURG | VA | 23188 | 954747370 | 501(C)(3) | $51,856 | $0 | GENERAL SUPPORT |
| THE SALVATION ARMY A GEORGIA CORPORATION | ||||||||
| 216 IRONBOUND ROAD | WILLIAMSBURG | VA | 23188 | 580660607 | 501(C)(3) | $31,856 | $0 | GENERAL SUPPORT |
| WALSINGHAM ACADEMY | ||||||||
| PO BOX 8702 | WILLIAMSBURG | VA | 23187 | 540592702 | 501(C)(3) | $63,713 | $0 | GENERAL SUPPORT |
| WILLIAM & MARY ATHLETIC EDUCATIONAL FOUNDATION | ||||||||
| PO BOX 399 | WILLIAMSBURG | VA | 23187 | 546056480 | 501(C)(3) | $6,000 | $0 | GENERAL SUPPORT |
| WILLIAMSBURG MUSIC CLUB | ||||||||
| PO BOX 1808 | WILLIAMSBURG | VA | 23187 | 510187047 | 501(C)(3) | $5,659 | $0 | GENERAL SUPPORT |
| COLONIAL COURT APPOINTED SPECIAL ADVOCATES PROGRAM INC | ||||||||
| 3917 MIDLANDS RD SUITE 2A | WILLIAMSBURG | VA | 23188 | 134148824 | 501(C)(3) | $8,000 | $0 | GENERAL SUPPORT |
| DREAM CATCHERS | ||||||||
| PO BOX 1261 | WILLIAMSBURG | VA | 23187 | 541692709 | 501(C)(3) | $8,000 | $0 | GENERAL SUPPORT |
| GROVE CHRISTIAN OUTREACH CENTER | ||||||||
| 8800 POCAHONTAS TRAIL | WILLIAMSBURG | VA | 23188 | 270077733 | 501(C)(3) | $8,000 | $0 | GENERAL SUPPORT |
| LOCUS IMPACT INVESTING | ||||||||
| 7814 CAROUSEL LANE | RICHMOND | VA | 23294 | 263114011 | 501(C)(3) | $29,000 | $0 | GENERAL SUPPORT |
| NORTH CAROLINA COMMUNITY FOUNDATION | ||||||||
| 3737 GLENWOOD AVE STE 460 | RALEIGH | NC | 27612 | 581661700 | 501(C)(3) | $10,000 | $0 | GENERAL SUPPORT |
| PGA TOUR CHARITIES INC | ||||||||
| 100 PGA TOUR BLVD | PONTE VEDRA BEACH | FL | 32082 | 520999206 | 501(C)(3) | $30,000 | $0 | GENERAL SUPPORT |
| TIDEWATER JEWISH FOUNDATION INC | ||||||||
| 5000 CORPORATE WOODS DRIVE 200 | VIRGINIA BEACH | VA | 23462 | 541653165 | 501(C)(3) | $11,282 | $0 | GENERAL SUPPORT |
| W&M MASON SCHOOL OF BUSINESS FOUNDATION | ||||||||
| PO BOX 2220 | WILLIAMSBURG | VA | 23187 | 237079011 | 501(C)(3) | $7,500 | $0 | GENERAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 20 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | COLLEGE SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 118 | RecipientCnt |
| Cash Grant | $264,438 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | COMPETITIVE GRANT APPLICATIONS ARE SUBMITTED STATING THE ORGANIZATION'S NEED AND INTENDED USE OF GRANT FUNDS. THESE GRANT APPLICATIONS ARE REVIEWED THOROUGHLY BY THE DISTRIBUTION COMMITTEE AND ULTIMATELY APPROVED BY THE ENTIRE BOARD OF TRUSTEES. COMPETITIVE GRANT RECIPIENTS ARE REQUIRED TO FILE A FOLLOW-UP REPORT ON THE USE OF THE FUNDS. ADDITIONALLY, COMPETITIVE GRANT RECIPIENTS MAY BE ASKED FOR A SITE VISIT OR INTERVIEW FOLLOWING COMPLETION OF THE GRANT. SITE VISIT IS CONDUCTED BY DISTRIBUTION COMMITTEE MEMBERS. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 18 | ContributionCnt |
| Noncash Contributions Rpt F990 | $152,346 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | PER STOCK EXCHANGE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | NUMBER OF DONORS WHO MADE STOCK GIFTS DURING THE YEAR. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | A DRAFT COPY OF THE ORGANIZATION'S FORM 990 IS REVIEWED BY THE AUDIT COMMITTEE (WHICH INCLUDES SEVERAL FINANCIAL EXPERTS) AND THE TRUSTEE AND GOVERNANCE COMMITTEE AT SCHEDULED COMMITTEE MEETINGS. THESE COMMITTEES ASK QUESTIONS AND PROVIDE REVISIONS TO THE FORM 990. IF APPROVED BY THE AUDIT AND TRUSTEE AND GOVERNANCE COMMITTEES, A RECOMMENDATION IS MADE BY THE COMMITTEES FOR THE BOARD TO REVIEW THE FORM 990 AND APPROVE. ULTIMATELY, THE FULL BOARD WILL APPROVE THE FORM 990 AND THE FORM 990 IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION'S BOARD REVIEWS THE CONFLICT OF INTEREST POLICY, PROVIDE QUESTIONNAIRES FOR THE BOARD MEMBERS TO REPORT CONFLICTS OF INTEREST, AND REPORT ON ANY FINDINGS OF CONFLICTS OF INTERESTS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION'S BOARD OF TRUSTEES REVIEWS AND APPROVES THE COMPENSATION OF THE CHIEF EXECUTIVE OFFICER. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC FOR REVIEW UPON REQUEST. |
| PART XII, LINE 2C | FORM 990, PART XI, LINE 2C: THERE WERE NO CHANGES TO THE AUDIT COMMITTEE'S PROCEDURES REGARDING THE OVERSIGHT OF THE AUDIT AND SELECTION OF THE INDEPENDENT AUDITORS. |