THE RAPHA FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE RAPHA FOUNDATION (EIN 54-2002314)
- Tax period
- 2021-06-01 to 2022-05-31
- Filed
- 2023-01-16
- IRS object ID
- 202320169349100202
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-01-16T09:45:21-06:00 | ReturnTs |
| Tax Period End | 2022-05-31 | 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 | 513 STATE STREET | AddressLine1Txt |
| City | BRISTOL | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 24201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 542002314 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE RAPHA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RAPH | BusinessNameControlTxt |
| Phone | 2763259745 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3996 | AddressLine1Txt |
| City | WISE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 24293 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES WARD | PersonNm |
| Person Title | BOARD CHAIRMAN | PersonTitleTxt |
| Phone | 2763259745 | PhoneNum |
| Signature | 2022-12-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHARLES | PersonFirstNm |
| Person Last | WARD | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANTONY D ROOP CPA | PreparerPersonNm |
| PTIN | P00598942 | PTIN |
| Phone | 2766696171 | PhoneNum |
| Preparation | 2022-12-07 | PreparationDt |
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 | 2021 | TaxYr |
| Build TS | 2023-03-07 01:45:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $43,999,787 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
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 | $9,735 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9,735 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $9,735 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $800,459 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $800,459 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $800,459 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$93,780 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,974,128 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $716,414 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $810,194 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $810,194 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $124,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $74,700 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $12,815 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $26,183 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $19,483 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $5,715 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $757 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $4,052 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,894 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $107,704 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $102,098 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,415 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $295,494 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $102,098 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $85,724 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,432,953 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $573,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,728,447 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $102,098 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $659,424 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,012,033 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $708,096 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $810,194 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $18,993 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $97,414 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $97,414 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $29,606 | AcctRcvblAmt |
| Acct Rcvbl EOY | $29,606 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $29,606 | AcctRcvblEOYFMVAmt |
| Other Nts And Loans Rcvbl | $14,796,881 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $20,034,140 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $14,796,881 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $14,796,881 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses EOY | $4,600 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $4,600 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $26,326,847 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $29,069,253 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $29,069,253 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,784 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,751 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,790 | LandBOYAmt |
| Land EOY | $2,033 | LandEOYAmt |
| Land EOYFMV | $2,033 | LandEOYFMVAmt |
| Total Assets BOY | $46,382,770 | TotalAssetsBOYAmt |
| Total Assets EOY | $43,999,787 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $43,999,787 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $12,172 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $10,949 | AccountsPayableEOYAmt |
| Grants Payable BOY | $1,159,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $2,018,253 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $14,430 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,185,602 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,029,202 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $45,197,168 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $41,970,585 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $45,197,168 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $41,970,585 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $46,382,770 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $43,999,787 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $45,197,168 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,012,033 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $44,185,135 | SubtotalAmt |
| Other Decreases | $2,214,550 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $41,970,585 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| PUBLICALLY TRADES SECURITIES | 2021-12-31 | $6,633,475 | $7,067,908 | -$434,433 | -$434,433 | |
| CAPITAL GAINS DIVIDENDS | $340,653 | $340,653 | $340,653 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$93,780 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,843 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,843 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,843 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,400 | 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 | $14,400 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,557 | OverpaymentAmt |
| Applied To ES Tax | $4,557 | 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 | HTTPS://RAPHA.FOUNDATION/ | WebsiteAddressTxt |
| Individual With Books | HICKMAN ACCOUNTING AND TAX SERVICES | IndividualWithBooksNm |
| Phone | 2766791090 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22 7TH ST NW | AddressLine1Txt |
| City | NORTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 24273 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (9 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 |
|---|---|---|---|---|---|---|---|---|
| CHARLES WARD | ||||||||
| PO BOX 3996 | WISE | VA | 24293 | CHAIRMAN | 0.50 | $0 | $0 | $0 |
| VALERIE LAWSON | ||||||||
| PO BOX 3996 | WISE | VA | 24293 | VICE CHAIR | 0.50 | $0 | $0 | $0 |
| ERNIE WARD | ||||||||
| PO BOX 3996 | WISE | VA | 24293 | SECRETARY | 0.50 | $0 | $0 | $0 |
| ROBERT LEONARD | ||||||||
| PO BOX 3996 | WISE | VA | 24293 | TREASURER | 0.50 | $0 | $0 | $0 |
| DR MATTHEW CUSANO MD | ||||||||
| PO BOX 3996 | WISE | VA | 24293 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| JIM MANICURE | ||||||||
| PO BOX 3996 | WISE | VA | 24293 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| CHARLES SLEMP | ||||||||
| PO BOX 3996 | WISE | VA | 24293 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| BILL WAMPLER | ||||||||
| PO BOX 3996 | WISE | VA | 24293 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| MARK VANOVER | ||||||||
| PO BOX 3996 | WISE | VA | 24293 | EXECUTIVE DIRECTOR | 40.00 | $124,500 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK VANOVER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3996 | AddressLine1Txt |
| City | WISE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 24293 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $124,500 | CompensationAmt |
| Employee Benefits | $0 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANK OF AMERICA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 830269 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75283 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $102,057 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $30,656,069 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $73,001 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $34,206 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $30,763,276 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $30,763,276 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $461,449 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $30,301,827 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,515,091 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,515,091 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,843 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,843 | TotalTaxAmt |
| Distributable Before Adj | $1,505,248 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,505,248 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,505,248 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $659,424 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $659,424 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,505,248 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $597,318 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $659,424 | QualifyingDistributionsAmt |
| Applied To Year1 | $597,318 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $62,106 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,443,142 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MARK VANOVER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3996 | AddressLine1Txt |
| City | WISE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 24293 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2763259745 | RecipientPhoneNum |
| Recipient Email Address | MVANOVER@RAPHA.FOUNDATION | RecipientEmailAddressTxt |
| Form And Info And Materials | SEE ATTACHED STATEMENT. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE ATTACHED STATEMENT. | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE ATTACHED STATEMENT. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| APPALACHIAN COUNCIL FOR INNOVATION | |||||||
| PO BOX 2336 | LEBANON | VA | 24266 | NONE | EDUCATIONAL | EDUCATIONAL SUPPORT | $33,000 |
| BALLAD HEALTH - PEERHELP COUNSELING PROGRAM | |||||||
| 130 W RAVINE RD SUITE 9D | KINGSPORT | TN | 37660 | NONE | PUBLIC CHARITY | ADDICTION SUPPORT | $35,600 |
| COMMUNITIES IN SCHOOLS - SWVA | |||||||
| 220 LEE STREET | BRISTOL | VA | 24201 | NONE | EDUCATIONAL | EDUCATIONAL SUPPORT & CLOTHING | $49,700 |
| DICKENSON COMMUNITY HOSPITAL | |||||||
| 312 HOSPITAL DR | CLINTWOOD | VA | 24228 | NONE | PUBLIC CHARITY | EQUIPMENT | $4,300 |
| ETSU - QUILLEN COLLEGE OF MEDICINE | |||||||
| 178 MAPLE AVE | MOUNTAIN HOME | TN | 37684 | NONE | PUBLIC CHARITY | HEALTH CARE SUPPORT | $7,600 |
| FAMILY CRISIS SUPPORT SERVICES | |||||||
| 701 KENTUCKY AVE SE | NORTON | VA | 24273 | NONE | PUBLIC CHARITY | HANDICAP ACCESSIBILITY | $25,000 |
| GIRLS INC OF NORTON | |||||||
| 205 EAST PARK AVE | NORTON | VA | 24273 | NONE | PUBLIC CHARITY | MENTORING | $10,000 |
| HEALTHCARE HEROS | |||||||
| ONE CAPITAL WAY | PENNINGTON | NJ | 08534 | NONE | PUBLIC CHARITY | TM APPRECIATION | $18,000 |
| JI BURTON HIGH SCHOOL | |||||||
| 109 11TH ST SW | NORTON | VA | 24273 | NONE | EDUCATIONAL | ROBOTICS PROGRAM | $10,000 |
| LONESOME PINE REGIONAL LIBRARY | |||||||
| 124 LIBRARY RD SW | WISE | VA | 24293 | NONE | PUBLIC CHARITY | EC EDUCATION | $20,000 |
| LP OFFICE ON YOUTH - DP IMAGINATION LIBRARY | |||||||
| 111 E MAIN ST 2ND FLOOR | SEVIERVILLE | TN | 37862 | NONE | PUBLIC CHARITY | CHILDHOOD LITERACY | $10,000 |
| MEOC - EMERGENCY FUEL FUND | |||||||
| PO BOX 888 | BIG STONE GAP | VA | 24219 | NONE | PUBLIC CHARITY | EMERGENCY FUEL | $20,000 |
| MOUNTAIN EMPIRE COMMUNITY COLLEGE | |||||||
| 3441 MOUNTAIN EMPIRE RD | BIG STONE GAP | VA | 24219 | NONE | EDUCATIONAL | SCHOLARSHIP | $75,000 |
| RIDGEVIEW HIGH SCHOOL | |||||||
| 310 WOLFPACK WY | CLINTWOOD | VA | 24228 | NONE | EDUCATIONAL | ROBOTICS PROGRAM | $10,000 |
| SYNERGY FOUNDATION | |||||||
| 1012 LAUREL AVE | COEBURN | VA | 24230 | NONE | PUBLIC CHARITY | FOOD INSECURITY | $10,000 |
| UNITED WAY OF SWVA - RURAL RESILIENCE SUMMIT | |||||||
| 1096 OLE BERRY DR | ABINGTON | VA | 24210 | NONE | PUBLIC CHARITY | RESILIENCE SUPPORT | $10,000 |
| UVA WISE | |||||||
| 1 COLLEGE AVENUE | WISE | VA | 24293 | NONE | EDUCATIONAL | SCHOLARSHIP | $200,000 |
| WISE COUNTY SCHOOLS | |||||||
| 628 LAKE ST NE | WISE | VA | 24293 | NONE | EDUCATIONAL | CNA PROGRAM SUPPORT | $18,000 |
| WISE RESCUE SQUAD | |||||||
| 302 RAILROAD AVE NE | WISE | VA | 24293 | NONE | PUBLIC CHARITY | RADIO SYSTEM | $7,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $573,700 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BALLAD HEALTH - PEERHELP COUNSELING PROGRAM | ||||||||
| 130 W RAVINE RD SUITE 9D | KINGSPORT | TN | 37660 | NONE | PUBLIC CHARITY | ADDICTION SUPPORT | $129,200 | |
| CITY OF NORTON (FARMERS MARKET) | ||||||||
| 8TH ST SW | NORTON | VA | 24273 | NONE | PUBLIC CHARITY | TO SUPPORT THE FARMERS MARKET | $4,000 | |
| COMMUNITIES IN SCHOOLS - SWVA | ||||||||
| 220 LEE STREET | BRISTOL | VA | 24201 | NONE | EDUCATIONAL | EDUCATIONAL SUPPORT & CLOTHING | $94,400 | |
| DICKENSON COMMUNITY HOSPITAL | ||||||||
| 312 HOSPITAL DR | CLINTWOOD | VA | 24228 | NONE | PUBLIC CHARITY | EQUIPMENT | $4,400 | |
| DICKENSON COUNTY EXTENSION OFFICE (FARMERS MARKET) | ||||||||
| 200 CHASE ST 101 | CLINTWOOD | VA | 24228 | NONE | EDUCATIONAL | TO SUPPORT COMMUNITY EDUCATION | $2,000 | |
| ETSU - QUILLEN COLLEGE OF MEDICINE | ||||||||
| 179 MAPLE AVE | MOUNTAIN HOME | TN | 37685 | NONE | PUBLIC CHARITY | HEALTH CARE SUPPORT | $5,000 | |
| GIRLS INC OF NORTON | ||||||||
| 206 EAST PARK AVE | NORTON | VA | 24274 | NONE | PUBLIC CHARITY | MENTORING | $10,000 | |
| LONESOME PINE REGIONAL LIBRARY | ||||||||
| 125 LIBRARY RD SW | WISE | VA | 24294 | NONE | PUBLIC CHARITY | EC EDUCATION | $21,000 | |
| LP OFFICE ON YOUTH - DP IMAGINATION LIBRARY | ||||||||
| 112 E MAIN ST 2ND FLOOR | SEVIERVILLE | TN | 37863 | NONE | PUBLIC CHARITY | CHILDHOOD LITERACY | $97,200 | |
| MOUNTAIN EMPIRE COMMUNITY COLLEGE | ||||||||
| 3442 MOUNTAIN EMPIRE RD | BIG STONE GAP | VA | 24220 | NONE | EDUCATIONAL | SCHOLARSHIP | $500,000 | |
| NAPOLEAN HILL FOUNDATION | ||||||||
| 1 COLLEGE AVENUE | WISE | VA | 242934400 | NONE | EDUCATIONAL | TO SUPPORT FOUNDATION EDUCATION OF SUCCESS | $25,000 | |
| NATIONAL ENERGY EDUCATION DEV PROGRAM | ||||||||
| 8408 KAO CIRCLE | MANASSAS | VA | 20110 | NONE | PUBLIC CHARITY | TO SUPPORT THE TRAINING OF TEACHERS | $4,558 | |
| NORTON CITY SCHOOLS | ||||||||
| 205 VIRGINIA AVE NE | NORTON | VA | 24273 | NONE | PUBLIC CHARITY | TO FUND SUPPLIES | $4,000 | |
| PRO ART WISE COUNTY | ||||||||
| UVA-WISE RESOURCE CENTER ONE | WISE | VA | 24293 | NONE | EDUCATIONAL | TO SUPPORT ART EDUCATION | $171,500 | COLLEGE AVENUE |
| THE HEALTH WAGON | ||||||||
| 5626 PATRIOR DR | WISE | VA | 24293 | NONE | PUBLIC CHARITY | HEALTH SERVICES | $56,995 | |
| UNITED WAY OF SWVA - IGNITE PROGRAM | ||||||||
| 1096 OLE BERRY FR | ABINGTON | VA | 24210 | NONE | PUBLIC CHARITY | TO SUPPORT CAREER EXPO | $10,000 | |
| WISE COUNTY FOOD BANK | ||||||||
| 5341 ESSERVILLE RD | NORTON | VA | 24273 | NONE | PUBLIC CHARITY | TO SUPPORT COMMUNITY | $12,000 | |
| WISE COUNTY SCHOOLS | ||||||||
| 629 LAKE ST NE | WISE | VA | 24294 | NONE | EDUCATIONAL | CNA PROGRAM SUPPORT | $35,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,186,253 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,735 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $800,459 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$93,780 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $716,414 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $716,414 | 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 FEES | CategoryTxt |
| Amt | $26,183 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | BANK OF AMERICA | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $29,069,253 | BookValueAmt |
| EOYFMV | $29,069,253 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $12,815 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $2,214,550 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INSURANCE | $3,740 | $0 | $0 | $2,294 |
| OFFICE EXPENSE | $969 | $0 | $0 | $582 |
| BANK FEES | $102,098 | $102,098 | $0 | $0 |
| MARKETING EXPENSE | $313 | $0 | $0 | $188 |
| TELEPHONE | $60 | $0 | $0 | $36 |
| MISCELLANEOUS | $524 | $0 | $0 | $315 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX PAYABLE | Desc |
| BOY Book Value | $14,430 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PAYROLL TAXES | $9,524 | $0 | $0 | $5,715 |
| STATE LICENSE | $159 | $0 | $0 | $0 |
| EXCISE TAX EXPENSE | $9,800 | $0 | $0 | $0 |