RICHARD S REYNOLDS FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- RICHARD S REYNOLDS FOUNDATION (EIN 54-6037003)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-03-02
- IRS object ID
- 202310619349100701
- 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
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-03-02T06:40:41-06:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 882730877 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHERRY BEKAERT ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 SOUTH 10TH ST STE 900 | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 546037003 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD S REYNOLDS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RICH | BusinessNameControlTxt |
| Phone | 8047407350 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1403 PEMBERTON ROAD 102 | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23233 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD S REYNOLDS III | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8047407350 | PhoneNum |
| Signature | 2023-02-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RICHARD | PersonFirstNm |
| Person Last | REYNOLDS III | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMANDA ADAMS | PreparerPersonNm |
| PTIN | P00748038 | PTIN |
| Phone | 8046735700 | 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 | 2021 | 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 | $50,890,454 | 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 | $44 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $44 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $637,329 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $637,329 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $144,978 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $144,978 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $144,978 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $2,647,507 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,377,730 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,640,152 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $12,367 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $11,319 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,442,225 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,433,822 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $54,245 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $5,424 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $48,821 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $12,205 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $1,220 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $10,985 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $4,011 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,011 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,375 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,875 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $222,818 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $188,777 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $34,041 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $1,515 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $1,515 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $112,220 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,762 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $377 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $758 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $55,602 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $55,602 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $11,605 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $11,605 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $207,044 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $168,317 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $36,583 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $687,398 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $372,015 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $205,900 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,793,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,793,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,480,898 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $372,015 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,999,400 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$38,673 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,061,807 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,185,769 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,717,315 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,717,315 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $2,296,846 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $3,098,729 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $3,010,442 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $25,641,325 | CorporateStockBOYAmt |
| Corporate Stock EOY | $27,497,277 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $39,140,286 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $7,104,725 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,773,919 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,308,908 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,303,144 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,406,771 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,591,015 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $89,621 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $87,024 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,654 | LandBOYAmt |
| Land EOY | $2,597 | LandEOYAmt |
| Land EOYFMV | $2,597 | LandEOYFMVAmt |
| Other Assets BOY | $121,891 | OtherAssetsBOYAmt |
| Other Assets EOY | $119,891 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $119,891 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $39,655,354 | TotalAssetsBOYAmt |
| Total Assets EOY | $39,616,499 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $50,890,454 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $5,735 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $5,553 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $5,735 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,553 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $23,934,570 | CapitalStockBOYAmt |
| Capital Stock EOY | $23,934,570 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $15,715,049 | RetainedEarningBOYAmt |
| Retained Earning EOY | $15,676,376 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $39,649,619 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $39,610,946 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $39,655,354 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $39,616,499 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $39,649,619 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$38,673 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $39,610,946 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $39,610,946 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY-TRADED SECURITIES | $11,165,820 | $8,730,223 | $2,435,597 | $2,435,597 |
| MADOFF FUND DISTRIBUTION | $3,890 | $3,890 | $3,890 | |
| PASSTHROUGH K-1 CAPITAL GAIN | $200,665 | $200,665 | $200,665 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,640,152 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $42,559 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $42,559 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $42,559 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $62,640 | 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 | $62,640 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $20,081 | OverpaymentAmt |
| Applied To ES Tax | $20,081 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | N/A | WebsiteAddressTxt |
| Individual With Books | VICTORIA PITRELLI | IndividualWithBooksNm |
| Phone | 8047407350 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1403 PEMBERTON ROAD SUITE 102 | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23233 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| DOROTHY R BROTHERTON | ||||||||
| 1403 PEMBERTON RD STE 102 | RICHMOND | VA | 23233 | SECRETARY | 0.50 | $0 | $0 | $0 |
| GLENN R MARTIN | ||||||||
| 1403 PEMBERTON RD STE 102 | RICHMOND | VA | 23233 | VICE PRESIDENT | 0.50 | $0 | $0 | $0 |
| RANDOLPH N REYNOLDS | ||||||||
| 1403 PEMBERTON RD STE 102 | RICHMOND | VA | 23233 | TREASURER | 0.50 | $0 | $0 | $0 |
| RICHARD S REYNOLDS III | ||||||||
| 1403 PEMBERTON RD STE 102 | RICHMOND | VA | 23233 | PRESIDENT | 0.50 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VICTORIA PITRELLI | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1403 PEMBERTON RD STE 102 | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23233 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 26.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $54,245 | CompensationAmt |
| Employee Benefits | $5,662 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $55,826,996 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,440,367 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,786,633 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $61,053,996 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $61,053,996 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $915,810 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $60,138,186 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,006,909 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,006,909 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $42,559 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $19 | IncomeTaxAmt |
| Total Tax | $42,578 | TotalTaxAmt |
| Distributable Before Adj | $2,964,331 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,964,331 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,964,331 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,999,400 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,999,400 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,964,331 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,671,647 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,999,400 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,671,647 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,327,753 | 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 | $1,636,578 | 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 | VICTORIA PITRELLI | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1403 PEMBERTON RD SUITE 102 | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23233 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8047407350 | RecipientPhoneNum |
| Form And Info And Materials | LETTER OUTLINING GRANT PROPOSAL, VERIFICATION OF APPLICANT'S TAX EXEMPT STATUS AND FINANCIAL INFORMATION (BUDGET OR FINANCIAL STATEMENTS). | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | OCTOBER 31 AND APRIL 30 | SubmissionDeadlinesTxt |
| Restrictions On Awards | MUST BE ORGANIZATION CLASSIFIED AS PUBLIC CHARITY OR QUALIFIED ORGANIZATION (EDUCATIONAL, LITERARY, SCIENTIFIC OR RELIGOUS) DESCRIBED IN SECTION 170(C) OF THE INTERNAL REVENUE CODE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (89 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AN ACHIEVABLE DREAM CERTIFIED ACADEMIES INC | |||||||
| 10858 WARWICK BLD NO A | NEWPORT NEWS | VA | 23601 | N/A | PC | 1 OF 3/WHAT IT TAKES, HENRICO | $40,000 |
| ANIMAL CARE ASSISTANCE PROGRAM | |||||||
| PO BOX 803 | LOUISA | VA | 230930803 | N/A | PC | LOW INCOME ASSISTANCE PROGRAM | $12,000 |
| AUGUSTA HEALTH FOUNDATION | |||||||
| 64 SORTS MEDICINE DRIVE | FISHERSVILLE | VA | 22939 | N/A | PC | 1ST OF 3/BREAST ULTRASOUND | $50,000 |
| BELLARMINE UNIVERSITY | |||||||
| 2001 NEWBURG ROAD | LOUISVILLE | KY | 40205 | N/A | PC | 4TH OF 5/W. FIELDING RUBEL SCHOOL OF BUSINESS | $30,000 |
| BENEDICTINE COLLEGE PREPARATORY | |||||||
| 12829 RIVER ROAD | RICHMOND | VA | 23238 | N/A | PC | 4TH OF 6/SEAN R. REYNOLDS WALL OF HONOR | $80,000 |
| B MORE CLUBHOUSE INC | |||||||
| 831 N CALVERT ST | BALTIMORE | MD | 212023705 | N/A | PC | ADV BOARD NR: HORTICULTURE PROGRAM | $3,500 |
| BOAZ AND RUTH INC | |||||||
| 3030 MEADOWBRIDGE RD | RICHMOND | VA | 232223145 | N/A | PC | PRE-CONSTRUCTION SERVICES MANAGER | $5,000 |
| BOYS HOME INC | |||||||
| 414 BOYS HOME ROAD | COVINGTON | VA | 24426 | N/A | PC | EXPAND READING PROGRAM | $10,000 |
| CAROL D ADAMS FOUNDATION | |||||||
| PO BOX 24864 | RICHMOND | VA | 23224 | N/A | PC | ADV BOARD RR - SUMMER CAMP | $3,500 |
| CHESAPEAKE BAY FOUNDATION | |||||||
| 1108 E MAIN STREET | RICHMOND | VA | 23219 | N/A | PC | 2021-2022 EDUCATION PROGRAMS | $10,000 |
| CHILDSAVERS OF RICHMOND | |||||||
| 200 N 22ND ST | RICHMOND | VA | 23223 | N/A | PC | 2ND OF 4/CHILDSAVERS 100 CAMPAIGN | $25,000 |
| COLONIAL WILLIAMSBURG FOUNDATION | |||||||
| PO BOX 1776 | WILLIAMSBURG | VA | 23187 | N/A | PC | 2ND OF 4/FIRST BAPTIST CHURCH | $25,000 |
| COMMONWEALTH CATHOLIC CHARITIES | |||||||
| 1601 ROLLING HILLS DRIVE | RICHMOND | VA | 232295011 | N/A | PC | CARBRINI CHILDREN'S SHELTER EXPANSION | $10,000 |
| DRIVE TO WORK | |||||||
| 1735 SUMMIT AVE | RICHMOND | VA | 23230 | N/A | PC | ONLINE TRAINING AND SERVICES | $20,000 |
| ELIJAH HOUSE ACADEMY | |||||||
| 6627-B JAHNKE RD | RICHMOND | VA | 23225 | N/A | PC | 2021-2022 HALF SCHOLARSHIP | $6,000 |
| ELIJAH HOUSE ACADEMY | |||||||
| 6627-B JAHNKE RD | RICHMOND | VA | 23225 | N/A | PC | LOCKER ROOMS/MULTIPURPOSE CENTER | $25,000 |
| ELK HILL | |||||||
| PO BOX 99 | GOOCHLAND | VA | 23063 | N/A | PC | SPECIALIZED PROGRAMS | $25,000 |
| GBMC FOUNDATION | |||||||
| 6701 N CHARLES ST | BALTIMORE | MD | 21204 | N/A | PC | PROMISE PROJECT CAPITAL CAMPAIGN | $50,000 |
| GLEN HIGHLAND FARM INC | |||||||
| 6699 FOX CENTRE PARKWAY SUITE 434 | GLOUCESTER | VA | 230616134 | N/A | PC | OFFSET VET COSTS/BORDER COLLIES | $10,000 |
| GOOCHLAND EDUCATION FOUNDATION | |||||||
| 2938-I RIVER RD W | GOOCHLAND | VA | 23063 | N/A | PC | OCULUS QUESTS | $10,000 |
| GREATER RICHMOND FIT4KIDS INC | |||||||
| 2101 MARYWILL STREET | RICHMOND | VA | 232300000 | N/A | PC | GAME ON GIRL PROGRAM | $5,000 |
| HENRICO EDUCATION FOUNDATION | |||||||
| PO BOX 31413 | HENRICO | VA | 23294 | N/A | PC | GRANTS TO ADDRESS ACHIEVEMENT GAPS | $25,000 |
| HOUSING FAMILIES FIRST | |||||||
| 3900 NINE MILE RD | RICHMOND | VA | 232234913 | N/A | PC | OPENING DOORS FOR FAMILIES CAMPAIGN | $20,000 |
| J SARGEANT REYNOLDS COLLEGE FDN | |||||||
| 800 E LEIGH STREET | RICHMOND | VA | 23219 | N/A | PC | 5TH OF 5/REYNOLDS HONORS PROGRAM | $100,000 |
| J SARGEANT REYNOLDS COLLEGE FDN | |||||||
| 800 E LEIGH STREET | RICHMOND | VA | 23219 | N/A | PC | NETWORK2WORK MODEL IMPLEMENTATION | $50,000 |
| JAMES RIVER ASSOCIATION | |||||||
| 211 ROCKETTS WAY SUITE 200 | RICHMOND | VA | 23231 | N/A | PC | 1ST OF 5/RIVER CENTER DECK/JAMES RIVER CENTER | $50,000 |
| JAMESTOWN YORKTOWN FOUNDATION | |||||||
| PO BOX 3605 | WILLIAMSBURG | VA | 23187 | N/A | PC | 1ST OF 2/STUARTS, THE DYNASTY | $50,000 |
| JSRCC EDUCATIONAL FOUNDATION | |||||||
| PO BOX 85622 | RICHMOND | VA | 23285 | N/A | PC | ANDREW MCCUTCHEON SCHOLARSHIP FUND | $5,000 |
| JUNIOR ACHIEVEMENT | |||||||
| 7217 WEST BROAD STREET | RICHMOND | VA | 23294 | N/A | PC | LIFE SKILLS PROGRAMMING/GREATER RICHMOND | $15,000 |
| KENTUCKY PUBLIC PROTECTION CABINET | |||||||
| 500 MERO STREET 218 NC | FRANKFORT | KY | 40601 | N/A | GOV | TEAM WESTERN KENTUCKY TORNADO RELIEF FUND | $50,000 |
| THE LIBRARY OF VIRGINIA FOUNDATION | |||||||
| 800 E BRAOD ST | RICHMOND | VA | 232191905 | N/A | PC | 200TH ANNIVERSARY ACTIVITIES | $25,000 |
| LIFT UP UKRAINE | |||||||
| 1445 RIVER ROAD WEST | CROZIER | VA | 230392505 | N/A | PC | EMERGENCY SUPPLIES/EQUIPMENT TO THE UKRAINE | $15,000 |
| LIFT UP UKRAINE | |||||||
| 1445 RIVER ROAD WEST | CROZIER | VA | 230392505 | N/A | PC | ADV BOARD LB-EMERGENCY SUPPLIES/EQUIPMENT | $3,500 |
| MAYMONT FOUNDATION | |||||||
| 1000 WESTOVER ROAD | RICHMOND | VA | 23220 | N/A | PC | INTERPRETIVE SIGNAGE/DOOLEY CREEK ZONE | $15,000 |
| MCV FOUNDATION | |||||||
| 1228 E BROAD ST | RICHMOND | VA | 23298 | N/A | PC | 2ND OF 4/GUPTA-LEVY TRANSPLANT RESEARCH FUND | $100,000 |
| MCV FOUNDATION | |||||||
| 1228 E BROAD ST | RICHMOND | VA | 23298 | N/A | PC | 2ND OF 3. DR. HAROLD YOUNG CHAIR | $100,000 |
| MCV FOUNDATION | |||||||
| 1228 E BROAD ST | RICHMOND | VA | 23298 | N/A | PC | 1ST OF 2/LYME DISEASE RESEARCH/DR. MARCONI | $50,000 |
| MCV FOUNDATION | |||||||
| 1228 E BROAD ST | RICHMOND | VA | 23298 | N/A | PC | 1ST OF 5/PATIENT RESOURCE CENTER/MASSEY CANCER CENTER | $50,000 |
| MOUNT VERNON LADIES ASSOCIATION | |||||||
| 3200 MOUNT VERNON MEMORIAL HIGHWAY | MOUNT VERNON | VA | 22121 | N/A | PC | 2ND OF 3/PETER FAMILY COLLECTION | $45,000 |
| MOUNT VERNON LADIES ASSOCIATION | |||||||
| 3200 MOUNT VERNON MEMORIAL HIGHWAY | MOUNT VERNON | VA | 22121 | N/A | PC | 4TH OF 4/MARTHA WASHINGTON PAPERS PROJECT | $25,000 |
| NORTHSTAR ACADEMY INC | |||||||
| 8055 SHRADER ROAD | RICHMOND | VA | 23294 | N/A | PC | 1ST OF 4/SARAH REYNOLDS LEARNING LIBRARY | $50,000 |
| OPERATION HEALING FORCES INC | |||||||
| 380 PARK PLACE BLVD SUITE 175 | CLEARWATER | FL | 33759 | N/A | PC | RETREAT EXPENSES | $25,000 |
| PATIENT AIRLIFT SERVICES | |||||||
| 7110 REPUBLIC AIRPORT STE 202 | FARMINGDALE | NY | 117353954 | N/A | PC | FREE MEDICAL FLIGHTS RICHMOND VA PATIENTS | $15,000 |
| PATRICK COUNTY EDUCATION FOUNDATION | |||||||
| 645 PATRIOT AVE | MARTINSVILLE | VA | 24112 | N/A | PC | 3RD OF 4/GL BALILES/RS REYNOLDS SR. LEARNING CENTER | $100,000 |
| PAUL'S PLACE | |||||||
| 1118 WARD STREET | BALTIMORE | MD | 21230 | N/A | PC | ADV BOARD NR - CASE MANAGEMENT SERVICES | $3,500 |
| POSITIVE VIBE FOUNDATION | |||||||
| 2825 HATHAWAY RD | RICHMOND | VA | 232251725 | N/A | PC | JOB PLACEMENT BUREAU | $5,000 |
| POTTER GRAY ELEMENTARY SCHOOL | |||||||
| 610 WAKEFIELD STREET | BOWLING GREEN | KY | 42103 | N/A | GOV | DOCKING STATIONS/CHROMEBOOKS | $31,000 |
| ASSOCIATION FOR THE PRESERVATION OF VA ANTIQUITIES | |||||||
| 204 W FRANKLIN STREET | RICHMOND | VA | 23220 | N/A | PC | RAISE THE ROOF/SCOTCHTOWN | $5,000 |
| PRINCETON UNIVERSITY | |||||||
| PO BOX 430 | PRINCETON | NJ | 08544 | N/A | PC | ANNUAL FUND | $2,000 |
| REYNOLDS HOMESTEAD | |||||||
| 463 HOMESTEAD LN | CRITZ | VA | 24082 | N/A | PC | KITCHEN EXPANSION/COMMUNITY CENTER | $80,000 |
| RICHMOND BALLET | |||||||
| 407 E CANAL STREET | RICHMOND | VA | 23219 | N/A | PC | 2021 SEASON OF THE NUTCRAKER | $50,000 |
| RICHMOND CHILDREN'S MUSEUM | |||||||
| 2626 W BROAD ST | RICHMOND | VA | 23220 | N/A | PC | BILD IT EXHIBIT/COMMUNITY OUTREACH | $10,000 |
| RICHMOND HILL | |||||||
| 2209 E GRACE ST | RICHMOND | VA | 23223 | N/A | PC | 3RD OF 3/REFECTORY EXPANSION | $25,000 |
| RICHMOND SYMPHONY | |||||||
| 612 E GRACE STREET | RICHMOND | VA | 23220 | N/A | PC | 2022 OUTDOOR PERFORMANCES | $20,000 |
| RIVERSIDE SCHOOL | |||||||
| 2110 MCRAE RD | NORTH CHESTERFIELD | VA | 23235 | N/A | PC | 2ND OF 2/PROPERTY ACQUISITION | $50,000 |
| ST LUKE'S EPISCOPAL CHURCH | |||||||
| 8009 FORD HUNT ROAD | ALEXANDRIA | VA | 22308 | N/A | PC | ADV BOARD GB - SCHOOL MINISTRY | $3,500 |
| SPECIAL OLYMPICS VIRGINIA INC | |||||||
| 3212 SKIPWITH ROAD SUITE 100 | RICHMOND | VA | 23294 | N/A | PC | 2022 USA GAMES ORLANDO | $5,000 |
| ST ANDREW'S SCHOOL | |||||||
| 227 S CHERRY ST | RICHMOND | VA | 23220 | N/A | PC | 2022/2023 SCHOLARSHIP PROGRAM | $10,000 |
| ST CATHERINE'S SCHOOL | |||||||
| 6001 GROVE AVENUE | RICHMOND | VA | 23226 | N/A | PC | 2ND OF 6/GREEN LEVEL LOBBY GALLERY/ARTS AND INNOVATION CTR | $80,000 |
| ST JOSEPH'S VILLA | |||||||
| 8000 BROOK ROAD | RICHMOND | VA | 23227 | N/A | PC | 4TH OF 5/RISE UP CAMPAIGN/AUTISM CENTER | $50,000 |
| STRATFORD HALL | |||||||
| 483 GREAT HOUSE ROAD | MONTROSS | VA | 22520 | N/A | PC | PRESERVATION OF THE EAST GARDEN | $5,000 |
| THE TAUBMAN MUSEUM OF ART | |||||||
| 110 SALEM AVENUE SE | ROANOKE | VA | 24011 | N/A | PC | FASHIONING THE FUTURE EXHIBIT | $15,000 |
| THE DOORWAYS | |||||||
| 612 E MARSHALL ST | RICHMOND | VA | 23219 | N/A | PC | PATIENT/FAMILY ACCESS PROGRAM | $25,000 |
| JHW FOUNDATION INC | |||||||
| 1200 DOVER CREEK LN | MANAKIN SABOT | VA | 231032531 | N/A | PC | RECOVERY HOUSING | $10,000 |
| THE JOURNEY THROUGH HALLOWED GROUND | |||||||
| PO BOX 77 | WATERFORD | VA | 20197 | N/A | PC | VIRTUAL HISTORY FIELD TRIPS | $20,000 |
| MENOKIN FOUNDATION | |||||||
| 4037 MENOKIN RD | WARSAW | VA | 225720000 | N/A | PC | PHASE III GLASS HOUSE PROJECT | $20,000 |
| THE NEW COMMUNITY SCHOOL FOUNDATION | |||||||
| 4211 HERMITAGE RD | RICHMOND | VA | 232273718 | N/A | PC | WELLNESS CENTER | $10,000 |
| THE SORENSEN INSTITUTE | |||||||
| PO BOX 400206 | CHARLETTESVILLE | VA | 22904 | N/A | PC | 2022 HIGH SCHOOL LEADERS PROGRAM | $25,000 |
| THE UCLA FOUNDATION | |||||||
| 10889 WILSHIRE BLVD STE 1100 | LOS ANGELES | CA | 90024 | N/A | PC | 4TH OF 5/DONAL P DECKER MD ENDOWED CHAIR | $50,000 |
| UGA FOUNDATION | |||||||
| ONE PRESS PL STE 101 | ATHENS | GA | 30602 | N/A | PC | 3RD OF 4/RSR FDN SCHOLARSHIP FUND - REPLACES 6559 | $25,000 |
| UGA FOUNDATION | |||||||
| ONE PRESS PL STE 101 | ATHENS | GA | 30602 | N/A | PC | 4/4 FINAL PMT/RSR FDN SCHOLARSHIP FUND | $25,000 |
| UNION PRESBYTERIAN SEMINARY | |||||||
| 3401 BROOK RD | RICHMOND | VA | 232274514 | N/A | PC | 1ST OF 4/CONFERENCE ROOM/WESTMINISTER HALL | $30,000 |
| UNIVERSITY OF RICHMOND | |||||||
| 110 UR DRIVE SUITE 201 | RICHMOND | VA | 231730001 | N/A | PC | 1ST OF 5, RS REYNOLDS FAMILY SCHOLARSHIPS | $100,000 |
| UNIVERSITY OF VIRGINIA | |||||||
| 186 LARKSPUR WAY | CHARLOTTESVILLE | VA | 22902 | N/A | PC | 5TH OF 5/REYNOLDS FUND FOR RESEARCH/CARDIAC & VASCULAR SURGERY | $100,000 |
| UP RVA | |||||||
| 4609 WYTHE AVE | RICHMOND | VA | 232261208 | N/A | PC | TRANSPORTATION VAN REPLACEMENT | $25,000 |
| UNITED SERVICE ORGANIZATION INC | |||||||
| 2111 WILSON BLVD SUITE 1200 | ARLINGTON | VA | 22201 | N/A | PC | TURKEYS FOR TROOPS | $25,000 |
| VANDERBILT UNIVERSITY | |||||||
| PMB 407727 2301 VANDERBILT PLACE | NASHVILLE | TN | 37240 | N/A | PC | 3RD OF 5/RS REYNOLDS BREAST CANCER FUND | $50,000 |
| VFCCE | |||||||
| 300 ARBORETUM PLACE SUITE 390 | RICHMOND | VA | 23236 | N/A | PC | 25 FAST FORWARD SCHOLARSHIPS | $25,000 |
| VFCCE | |||||||
| 300 ARBORETUM PLACE SUITE 390 | RICHMOND | VA | 23236 | N/A | PC | SILVER SPONSORSHIP | $25,000 |
| VIRGINIA CAPITOL FOUNDATION | |||||||
| 1001 E BROAD ST 115 | RICHMOND | VA | 23219 | N/A | PC | 2ND OF 2/EMANCIPATION MONUMENT | $25,000 |
| VIRGINIA MUSEUM OF FINE ARTS FOUNDATION | |||||||
| 200 N ARTHUR ASHE BLVD | RICHMOND | VA | 23220 | N/A | PC | WHISTLER TO CASSATT EXHIBIT | $25,000 |
| VIRGINIA READY INITIATIVE | |||||||
| 107 S WEST ST 135 | ALEXANDRIA | VA | 22314 | N/A | PC | 2ND OF 2/VA READY PROGRAM | $25,000 |
| VIRGINIA REPERTORY THEATRE | |||||||
| 114 W BROAD ST | RICHMOND | VA | 23220 | N/A | PC | VAN RETROFITTING | $5,000 |
| WASHINGTON AND LEE UNIVERSITY | |||||||
| 204 W WASHINGTON STREET | LEXINGTON | VA | 24450 | N/A | PC | NEW HALL/WILLIAMS SCHOOL OF COMMERCE | $25,000 |
| WOODBERRY FOREST SCHOOL | |||||||
| 898 WOODBERRY FOREST RD | WOODBERRY FOREST | VA | 22989 | N/A | PC | JENNIFER HULSEY MEMORIAL SCHOLARSHIP FUND | $50,000 |
| WOODBERRY FOREST SCHOOL | |||||||
| 898 WOODBERRY FOREST RD | WOODBERRY FOREST | VA | 22989 | N/A | PC | 3RD OF 6/RICHARD S. REYNOLDS SCHOLARSHIP FUND | $80,000 |
| WOODBERRY FOREST SCHOOL | |||||||
| 898 WOODBERRY FOREST RD | WOODBERRY FOREST | VA | 22989 | N/A | PC | RSR SCHOLARSHIP FUND/ROBERT REYNOLDS | $30,000 |
| WORLD PEDIATRIC PROJECT | |||||||
| 7201 GLEN FOREST DR STE 304 | RICHMOND | VA | 23226 | N/A | PC | LATIN AMERICA ORTHOPEDIC NETWORK | $25,000 |
| YMCA | |||||||
| 2 W FRANKLIN ST | RICHMOND | VA | 23220 | N/A | PC | OUT-OF-SCHOOL TIME/COMMUNITY HEALTH | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,793,500 | 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 | $44 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $637,329 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $144,978 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $7,355 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,640,152 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME FROM PASSTHROUGH ENTITIES | Desc |
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $1,048 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,319 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $8,403 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,433,822 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,442,225 | 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 | TAX RETURN PREPARATION | CategoryTxt |
| Amt | $5,375 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,875 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (9 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| EQUIPMENT | 2013-06-28 | $26,208 | $26,208 | SL | 5.000000000000 | $0 | $0 |
| FURNITURE AND FIXTURES | 2015-03-01 | $53,668 | $53,668 | SL | 5.000000000000 | $0 | $0 |
| DELL OPTIPLEX 3020 COMPUTER | 2015-03-01 | $1,177 | $952 | SL | 5.000000000000 | $0 | $0 |
| DELL OPTIPLEX 3070 COMPUTER | 2020-01-31 | $1,005 | $338 | SL | 5.000000000000 | $201 | $0 |
| JULIA LOUISE REYNOLDS PORTRAIT | 2015-08-17 | $474 | $474 | SL | 5.000000000000 | $0 | $0 |
| SS LOUISE | 2015-09-03 | $3,472 | $3,472 | SL | 5.000000000000 | $0 | $0 |
| JOHN REYNOLDS PORTRAIT | 2018-12-31 | $1,883 | $1,696 | SL | 5.000000000000 | $187 | $0 |
| REYNOLDS ALUMINUM PIECE | 2021-03-01 | $1,000 | $200 | SL | 5.000000000000 | $200 | $0 |
| DELL LAPTOP | 2021-11-30 | $1,701 | SL | 5.000000000000 | $170 | $0 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | PASSTHROUGH K-1 CAPITAL GAIN UBI | AssetDesc |
| How Acquired | PURCHASED | HowAcquiredTxt |
| Gross Sales Price | $7,355 | GrossSalesPriceAmt |
| Basis Method | COST | BasisMethodTxt |
| Sales Expense | $0 | SalesExpenseAmt |
| Total Net | $7,355 | TotalNetAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE ISSUES | $4,636,733 | $4,182,253 |
| FOREIGN ISSUES | $137,186 | $126,655 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITY FUNDS | $9,057,259 | $11,996,597 |
| FIXED INCOME FUNDS | $2,159,224 | $2,064,980 |
| COMMON STOCKS | $14,651,188 | $22,791,438 |
| FOREIGN STOCKS | $1,551,811 | $2,207,087 |
| PREFERRED STOCKS | $77,795 | $80,184 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,918,554 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,832,909 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $180,175 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $177,533 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (12 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BROWN CRC IV | AT COST | $173,574 | $338,124 |
| BROWN PRIVATE EQUITY TEI | AT COST | $170,071 | $328,650 |
| BROWN PRIVATE EQUITY TEIII | AT COST | $186,505 | $312,864 |
| BROWN PRIVATE EQUITY PEP V | AT COST | $166,678 | $325,847 |
| BROWN REAL ESTATE I (QP) | AT COST | $171,539 | $200,911 |
| PARK STREET PRIVATE EQUITY | AT COST | $104,429 | $240,294 |
| RICRYN, LLC | FMV | $653,766 | $653,766 |
| SHEPHERD INVESTMENTS | AT COST | $635,807 | $0 |
| BROWN JMI X | AT COST | $131,902 | $171,227 |
| BROWN PRIVATE EQUITY 10 Q | AT COST | $12,500 | $12,500 |
| CERBERUS | AT COST | $0 | $4,728 |
| SHEPHERD SELECT | AT COST | $0 | $2,104 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| EQUIPMENT | $29,890 | $27,893 | $1,997 | $1,997 |
| FURNITURE AND FIXTURES | $52,902 | $52,902 | $0 | |
| ARTWORK | $6,829 | $6,229 | $600 | $600 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GENERAL GOVERNANCE | CategoryTxt |
| Legal Fees | $4,011 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,011 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| A.D. REYNOLDS COLLECTION | $25,799 | $24,843 | $24,843 |
| REYNOLDS LITERATURE | $96,092 | $95,048 | $95,048 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $2,250 | $0 | $2,250 |
| OFFICE EXPENSE | $8,324 | $0 | $8,324 |
| OTHER EXPENSES | $2,427 | $0 | $2,427 |
| PAYROLL EXPENSES | $4,053 | $0 | $4,053 |
| STORAGE | $4,129 | $0 | $4,129 |
| K-1 EXPENSES | $29,842 | $27,698 | $0 |
| RENTAL PROPERTY EXPENSES | $140,619 | $140,619 | $0 |
| SOFTWARE | $15,400 | $0 | $15,400 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME FROM PASSTHROUGH ENTITIES | Desc |
| Revenue And Expenses Per Books | $12,367 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $11,319 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $12,367 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $188,777 | $188,777 | $0 |
| COMPUTER CONSULTING | $329 | $0 | $329 |
| MAUSOLEUM MAINTENANCE | $27,783 | $0 | $27,783 |
| ORAL HISTORY FEES | $3,833 | $0 | $3,833 |
| OFFICE-RELATED SERVICES | $2,096 | $0 | $2,096 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BUSINESS PROPERTY TAXES | $377 | $0 | $377 |
| FOREIGN TAXES | $6,762 | $6,762 | $0 |
| EXCISE TAX | $105,081 | $0 | $0 |