RICHARDSON FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- RICHARDSON FAMILY FOUNDATION (EIN 83-2590717)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-10
- IRS object ID
- 202301309349104200
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-10T15:45:57-04:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 540593442 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELLSCOLEMAN | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5004 MONUMENT AVE | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23230 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 832590717 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARDSON FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RICH | BusinessNameControlTxt |
| Phone | 8048225687 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1887 SHEPPARD TOWN RD | AddressLine1Txt |
| City | CROZIER | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23039 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CRIT TAYLOR RICHARDSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Signature | 2023-04-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CRIT | PersonFirstNm |
| Person Last | RICHARDSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | W JOSEPH BUGG III | PreparerPersonNm |
| PTIN | P01362648 | PTIN |
| Phone | 8043581150 | PhoneNum |
| Preparation | 2023-04-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,072,647 | 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 |
| Dividends Rev And Expnss | $37,271 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $37,271 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $24,947 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $523,905 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $24,947 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $62,218 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $62,218 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,500 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $9,159 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,159 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,662 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $459 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,312 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,312 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $14,633 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,430 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $121,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $121,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $135,633 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,430 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $121,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$73,415 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $49,788 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $81,591 | CashBOYAmt |
| Cash EOY | $93,555 | CashEOYAmt |
| Cash EOYFMV | $93,555 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $55,812 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $41,502 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $41,502 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $1,526 | AcctRcvblBOYAmt |
| Corporate Stock BOY | $1,713,863 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,644,320 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,937,590 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,852,792 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,779,377 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,072,647 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,852,792 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,779,377 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,852,792 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,779,377 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,852,792 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,779,377 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,852,792 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$73,415 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,779,377 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,779,377 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $523,575 | GrossSalesPriceAmt |
| Cost Or Other Basis | $498,958 | CostOrOtherBasisAmt |
| Gain Or Loss | $24,617 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $24,617 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $24,947 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $24,617 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $692 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $692 | SubtotalAmt |
| Tax Based On Investment Income | $692 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $30 | EsPenaltyAmt |
| Tax Due | $722 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | THE FOUNDATION | IndividualWithBooksNm |
| Phone | 8048225687 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1887 SHEPPARD TOWN ROAD | AddressLine1Txt |
| City | CROZIER | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23039 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| CRIT TAYLOR RICHARDSON | ||||||||
| 1887 SHEPPARD TOWN ROAD | CROZIER | VA | 23039 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| ELIZABETH A RICHARDSON | ||||||||
| 1887 SHEPPARD TOWN ROAD | CROZIER | VA | 23039 | SECRETARY | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | RICHARDSON FAMILY FOUNDATION MAKES GRANTS TO QUALIFYING CHARITABLE ORGANIZATIONS AND DOES NOT CARRY ON CHARITABLE ACTIVITIES DIRECTLY. | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,154,528 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $133,186 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,287,714 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,287,714 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $34,316 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,253,398 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $112,670 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $112,670 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $692 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $692 | TotalTaxAmt |
| Distributable Before Adj | $111,978 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $111,978 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $111,978 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $121,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $121,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $111,978 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,529 | UndistributedIncomePYAmt |
| Qualifying Distributions | $121,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,529 | AppliedToYear1Amt |
| Applied To Current Year | $111,978 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $7,493 | RemainingDistriFromCorpusAmt |
| Total Corpus | $7,493 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $7,493 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $7,493 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CRIT TAYLOR RICHARDSON | ContributingManagerNm |
| Contributing Manager | ELIZABETH A RICHARDSON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | |||||||
| 28/25 EMERYWOOD PKWY | RICHMOND | VA | 23294 | NONE | 501(C)(3) | OPERATIONAL SUPPORT | $15,000 |
| BATH COUNTY CHRISTMAS MOTHER | |||||||
| P O BOX 292 | HOT SPRINGS | VA | 24445 | NONE | 501(C)(3) | OPERATIONAL SUPPORT | $1,000 |
| BATH CO ANIMAL WELFARE | |||||||
| P O BOX 716 | HOT SPRINGS | VA | 24445 | NONE | 501(C)(3) | OPERATIONAL SUPPORT | $1,500 |
| BATH COUNTY ARTS ASSOCIATION | |||||||
| P O BOX 974 | HOT SRINGS | VA | 24445 | NONE | 501(C)(3) | OPERATIONAL SUPPORT | $1,000 |
| BLUE GRASS RESOURCE CENTER | |||||||
| P O BOX 113 | BLUE GRASS | VA | 24413 | NONE | 501(C)(3) | OPERATIONAL SUPPORT | $15,000 |
| NORTHSTAR ACADEMY | |||||||
| 8055 SHRADER RD | RICHMOND | VA | 23294 | NONE | 501(C)(3) | OPERATIONAL SUPPORT | $1,500 |
| COLLEGIATE SCHOOL | |||||||
| 103 N MOORELAND RD | RICHMOND | VA | 23229 | NONE | 501(C)(3) | OPERATIONAL SUPPORT | $5,000 |
| GOOCHLAND CHRISTMAS MOTHER | |||||||
| P O BOX 322 | GOOCHLAND | VA | 23063 | NONE | 501(C)(3) | OPERATIONAL SUPPORT | $1,000 |
| GOOCHLAND HABITAT FOR HUMANITY | |||||||
| PO BOX 1016 | GOOCHLAND | VA | 230631016 | NONE | 501(C)(3) | OPERATIONAL SUPPORT | $10,000 |
| GOOCHLAND CARES | |||||||
| 2999 RIVER RD W | GOOCHLAND | VA | 23063 | NONE | 501(C)(3) | OPERATIONAL SUPPORT | $25,000 |
| VMI FOUNDATION | |||||||
| 304 LETCHER AVENUE | LEXINGTON | VA | 24450 | NONE | 501(C)(3) | OPERATIONAL SUPPORT | $5,000 |
| LIBERATION VETERAN SERVICES | |||||||
| 1201 HULL STREET | RICHMOND | VA | 23146 | NONE | 501(C)(3) | OPERATIONAL SUPPORT | $5,000 |
| ELK HILL FARM INC | |||||||
| 1975 ELK HILL RD | GOOCHLAND | VA | 23063 | NONE | 501(C)(3) | OPERATIONAL SUPPORT | $15,000 |
| BOLAR RURITAN SCHOLARSHIP FUND | |||||||
| 486 LITTLE VALLEY ROAD | WARM SPRINGS | VA | 24484 | NONE | 501(C)(3) | OPERATIONAL SUPPORT | $2,000 |
| BATH COMMUNITY HOSPITAL | |||||||
| 106 PARK DRIVE | HOT SPRINGS | VA | 24445 | NONE | 501(C)(3) | OPERATIONAL SUPPORT | $5,000 |
| VANDERBILT UNIVERSITY | |||||||
| 2201 WEST END AVENUE | NASHVILLE | TN | 37235 | NONE | 501(C)(3) | OPERATIONAL SUPPORT | $5,000 |
| BOLAR VOLUNTEER RESCUE SQUAD | |||||||
| 39 BOLAR LANE | MONTEREY | VA | 24465 | NONE | 501(C)(3) | OPERATIONAL SUPPORT | $1,500 |
| GOOCHLAND VOLUNTEER RESCUE SQUAD | |||||||
| 1800 SANDY HOOK ROAD | GOOCHLAND | VA | 23063 | NONE | 501(C)(3) | OPERATIONAL SUPPORT | $500 |
| BOYS HOME OF VIRGINIA | |||||||
| 414 BOYS HOME ROAD | COVINGTON | VA | 24426 | NONE | 501(C)(3) | OPERATIONAL SUPPORT | $2,500 |
| YELLOW DOOR FOUNDATION | |||||||
| 435 MERCHANT WALK SQUARE | CHARLOTTESVILLE | VA | 22902 | NONE | 501(C)(3) | OPERATIONAL SUPPORT | $2,500 |
| RICHMOND CHRISTMAS MOTHER | |||||||
| P O BOX 25864 | RICHMOND | VA | 23260 | NONE | 501(C)(3) | OPERATIONAL SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $121,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $37,271 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $24,947 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $62,218 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $62,218 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $1,500 | Amt |
| Net Investment Income | $1,500 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| LARGE CAP | $1,017,784 | $1,273,482 |
| MID CAP | $404,173 | $438,511 |
| SMALL CAP | $127,023 | $98,630 |
| INTERNATIONAL | $95,340 | $126,967 |
| EMERGING MARKETS |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| RECHARACTERIZED DIVIDEND | $740 | $740 |
| OTHER MISCELLANEOUS | $572 | $572 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | DAVENPORT INVESTMENT FEES | CategoryTxt |
| Amt | $9,159 | Amt |
| Net Investment Income | $9,159 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX | $434 | $434 |
| EXCISE TAX | $2,203 | |
| SCC | $25 | $25 |