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CAPLIN FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
CAPLIN FOUNDATION (EIN 52-6078981)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-11
IRS object ID
202311319349102461
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-05-11T12:41:41-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13333 New Hyde Park Rd Ste 406AddressLine1Txt
CityNew Hyde ParkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN526078981EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Caplin FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlCAPLBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
Personjeremy caplinPersonNm
Person TitlepresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2023-05-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstjeremyPersonFirstNm
Person LastcaplinPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum

Additional Filer Information AdditionalFilerInformation

FieldValueIRS element (for citing)
Trusted CustomerTrustedCustomerGrp
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$10,711,742FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$4,595InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$4,595InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$102,707DividendsRevAndExpnssAmt
Dividends Net Invst Incm$102,707DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,866,814NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,864,567GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,858,938CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$20,581OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$1,994,697TotalRevAndExpnssAmt
Total Net Invst Incm$1,966,240TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$21,527OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$21,527OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$8,265TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,265TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$38,673OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$988OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$37,685OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$68,465TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$23,780TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$37,685TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$717,850ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$717,850ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$786,315TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$23,780TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$755,535TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,208,382ExcessRevenueOverExpensesAmt
Net Investment Income$1,942,460NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,008,057SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,289,981SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,289,981SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$2,689,868CorporateStockBOYAmt
Corporate Stock EOY$2,316,803CorporateStockEOYAmt
Corporate Stock EOYFMV$8,123,237CorporateStockEOYFMVAmt
Corporate Bonds EOY$299,773CorporateBondsEOYAmt
Corporate Bonds EOYFMV$298,524CorporateBondsEOYFMVAmt
Other Investments BOY$0OtherInvestmentsBOYAmt
Other Investments EOY$0OtherInvestmentsEOYAmt
Other Investments EOYFMV$0OtherInvestmentsEOYFMVAmt
Total Assets BOY$3,697,925TotalAssetsBOYAmt
Total Assets EOY$4,906,557TotalAssetsEOYAmt
Total Assets EOYFMV$10,711,742TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$3,697,925RetainedEarningBOYAmt
Retained Earning EOY$4,906,557RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,697,925TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,906,557TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,697,925TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,906,557TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,697,925TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,208,382ExcessRevenueOverExpensesAmt
Other Increases$250OtherIncreasesAmt
Subtotal$4,906,557SubtotalAmt
Tot Net Ast Or Fund Balances EOY$4,906,557TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$2,864,567GrossSalesPriceAmt
Cost Or Other Basis$1,005,629CostOrOtherBasisAmt
Gain Or Loss$1,858,938GainOrLossAmt
Gains Minus Excess Or Losses$1,858,938GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$1,858,938CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$27,000InvestmentIncomeExciseTaxAmt
Subtotal$27,000SubtotalAmt
Tax Based On Investment Income$27,000TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,160EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$1,160TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Tax Due$25,840TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDCOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Catherine Caplin
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir1.0$0$0$0
Jeremy Caplin
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, Pres1.0$0$0$0
Lee Caplin
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, VP0.0$0$0$0
Michael Caplin
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, Sec, Treas1.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$10,231,466AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$834,201AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$11,065,667TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$11,065,667AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$165,985CashDeemedCharitableAmt
Net Vl Noncharitable Assets$10,899,682NetVlNoncharitableAssetsAmt
Minimum Investment Return$544,984MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$544,984MinimumInvestmentReturnAmt
Tax Based On Investment Income$27,000TaxBasedOnInvestmentIncomeAmt
Income Tax$3,569IncomeTaxAmt
Total Tax$30,569TotalTaxAmt
Distributable Before Adj$514,415DistributableBeforeAdjAmt
Recoveries Qualfied Distri$250RecoveriesQualfiedDistriAmt
Distributable Before Ded$514,665DistributableBeforeDedAmt
Distributable As Adjusted$514,665DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$755,535ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$755,535QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$514,665DistributableAsAdjustedAmt
Undistributed Income PY$58,579UndistributedIncomePYAmt
Prior Year12020PriorYear1Yr
Prior Year22019PriorYear2Yr
Prior Year32018PriorYear3Yr
Qualifying Distributions$755,535QualifyingDistributionsAmt
Applied To Year1$58,579AppliedToYear1Amt
Applied To Current Year$514,665AppliedToCurrentYearAmt
Remaining Distri From Corpus$182,291RemainingDistriFromCorpusAmt
Total Corpus$182,291TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$182,291ExcessDistriCyovToNextYrAmt
Excess From Current Year$182,291ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (274 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
100 BLACK MEN OF CENTRAL VIRGINIA INCORPORATED
PO BOX 8226CHARLOTTESVLEVA22906N/APCM3 Summer Math Academy$2,500
24TH STREET THEATRE COMPANY
1117 W 24TH STLOS ANGELESCA90007N/APCGeneral & Unrestricted$1,500
A NOISE WITHIN
3352 E FOOTHILL BLVDPASADENACA91107N/APCGeneral & Unrestricted$1,500
ACADEMY OF MUSIC FOR THE BLIND
911 NORUMBEGA DRMONROVIACA91016N/APCFor coaching, music programming and concerts under THE GUIDANCE OF FOUNDERS DAVID & GAYLE PINTO$1,000
ACCESS SUPPORT NETWORK
1320 NIPOMO STSN LUIS OBISPCA93401N/APCMonterey County Services$250
ACTORS STUDIO
432 W 44TH STNEW YORKNY10036N/APCGeneral & Unrestricted$1,500
ADRIENNE ARSHT CENTER FOUNDATION INC
1300 BISCAYNE BLVDMIAMIFL33132N/APCGeneral & Unrestricted$25,000
ALABAMA-COUSHATTA TRIBE OF TEXAS
571 STATE PARK RD 56LIVINGSTONTX77351N/AGOVthe Chief Kina Health Clinic$2,500
ALBEMARLE COUNTY HISTORICAL SOCIETY INC
200 2ND ST NECHARLOTTESVILLEVA22902N/APCSelf guided historic walking tour of Downtown Charlottesville$250
ALBEMARLE COUNTY HISTORICAL SOCIETY INC
200 2ND ST NECHARLOTTESVILLEVA22902N/APCCharitable Event$10,000
ALBEMARLE COUNTY HISTORICAL SOCIETY INC
200 2ND ST NECHARLOTTESVILLEVA22902N/APCGeneral & Unrestricted$1,000
ALBEMARLE GARDEN CLUB INC
PO BOX 5746CHARLOTTESVLEVA22905N/APCBooker T. Washington Park in Charlottesville$300
ALBEMARLE SOCIETY FOR THE PREVENTION OF CRUELTY TO
3355 BERKMAR DRCHARLOTTESVILLEVA22901N/APCGeneral & Unrestricted$1,250
ALLIANCE FOR INTERFAITH MINISTRIES
PO BOX 7331CHARLOTTESVLEVA22906N/APCGeneral & Unrestricted$1,000
AMERICAN DANCE MACHINE FOR THE 21ST CENTURY FOUNDA
45 EAST 80TH ST NO18BNEW YORKNY10075N/APCGeneral & Unrestricted$2,500
AMERICAN FRONTIER CULTURE FOUNDATION INC
PO BOX 629STAUNTONVA24402N/APCGeneral & Unrestricted$300
AMERICAN SHAKESPEARE CENTER
20 S NEW ST 4TH FLSTAUNTONVA24401N/APCGeneral & Unrestricted$500
ANTAEUS COMPANY
110 E BROADWAYGLENDALECA91205N/APCGeneral & Unrestricted$1,000
APPALACHIAN VOICES
589 WEST KING STBOONENC28607N/APCGeneral & Unrestricted$500
APPALSHOP INC
91 MADISON AVEWHITESBURGKY41858N/APCFLOOD RELIEF fund$1,000
ARCADIA PROJECT
PO BOX 571STAUNTONVA24402N/APCGeneral & Unrestricted$500
AUTHORACARE COLLECTIVE
914 CHAPEL HILL RDBURLINGTONNC27215N/APCGeneral & Unrestricted$1,000
BALDWINSVILLE THEATRE GUILD INC
64 OSWEGO STBALDWINSVILLENY13027N/APCCharitable Event$500
BAPTIST HEALTH SOUTH FLORIDA FOUNDATION INC
6855 RED RD STE 600CORAL GABLESFL33143N/APCGeneral & Unrestricted$42,500
BASSWOOD ELEMENTARY SCHOOL PTO
15425 BASS LAKE RDMAPLE GROVEMN55311N/APCGeneral & Unrestricted$200
BELMONT ARTS COLLABORATIVE
221 CARLTON RD STE 3CHARLOTTESVLEVA22902N/APCGeneral & Unrestricted$1,000
BETHEL BAPTIST CHURCH
227 BETHEL CHURCH RDPALMYRAVA22963N/APCGeneral & Unrestricted$300
BETTER FUTURE FOUNDATION
6136 FRISCO SQ BLVD STE 200FRISCOTX75034N/APCGeneral & Unrestricted$1,000
BIG CAT HABITAT GULF COAST SANCTUARY INC
7101 PALMER BLVDSARASOTAFL34240N/APCGeneral & Unrestricted$300
BLANK THEATRE COMPANY
PO BOX 1094LOS ANGELESCA90078N/APCGeneral & Unrestricted$1,000
BLUE RIDGE AREA FOOD BANK INC
PO BOX 937VERONAVA24482N/APCGeneral & Unrestricted$1,000
BLUE RIDGE FENCING CENTER
1326 E HIGH ST 1CHARLOTTESVLEVA22902N/APCGeneral & Unrestricted$1,000
BOYS & GIRLS CLUBS OF CENTRAL VIRGINIA
PO BOX 707CHARLOTTESVILLEVA22902N/APCGeneral & Unrestricted$1,000
BRAIN INJURY ASSOCIATION OF AMERICA INC
PO BOX 7416MERRIFIELDVA22116N/APCGeneral & Unrestricted$500
BRIGHT STAR FOUNDATION
721 S 8TH STLAS VEGASNV89101N/APCGeneral & Unrestricted$250
BROADWAY CARES-EQUITY FIGHTS AIDS INC
165 W 46TH ST FL 13NEW YORKNY10036N/APCGeneral & Unrestricted$1,000
BUILD OUR CENTER
1745 S WELLS AVERENONV89502N/APCYouth Resources & Trans Resources$250
BUILDING GOODNESS FOUNDATION
128 CARLTON RDCHARLOTTESVLEVA22902N/APCGeneral & Unrestricted$3,000
BURNON INC
1006 E MAIN STVENTURACA93001N/APCGeneral & Unrestricted$1,500
CABRILLO MUSIC THEATRE INC
2100 E THOUSAND OAKS BLVD STE BTHOUSAND OAKSCA91362N/APCGeneral & Unrestricted$1,000
CALVARY TEMPLE CHURCH OF GOD OF THE MOUNTAIN ASSEM
PO BOX 395WHITESBURGKY41858N/APCFLOOD RELIEF fund$500
CANCER PATIENTS ALLIANCE
312 1/2 FOUNTAIN AVEPACIFIC GROVECA93950N/APCthe fight against pancreatic cancer$1,000
CAT DEPOT
1520 S LODGE DRSARASOTAFL34239N/APCGeneral & Unrestricted$500
CATHOLIC RELIEF SERVICES INC
228 W LEXINGTON STBALTIMOREMD21201N/APCUKRAINIAN RELIEF fund$1,000
CELEBRATION PRODUCTIONS CORPORATION
3141 HOLLYRIDGE DRHOLLYWOODCA90068N/APCGeneral & Unrestricted$1,500
CENTER FOR BIOLOGICAL DIVERSITY INC
PO BOX 710TUCSONAZ85702N/APCGeneral & Unrestricted$500
CENTER FOR NONPROFIT EXCELLENCE
1701-A ALLIED STCHARLOTTESVILLEVA22903N/APCGeneral & Unrestricted$7,500
CHARLOTTESVILLE AREA COMMUNITY FOUNDATION
PO BOX 1767CHARLOTTESVLEVA22902N/APCGeneral & Unrestricted$1,000
CHARLOTTESVILLE AREA COMMUNITY FOUNDATION
PO BOX 1767CHARLOTTESVLEVA22902N/APCFriends of Cville Downtown Committee Advised Fund$10,000
CHARLOTTESVILLE AREA COMMUNITY FOUNDATION
PO BOX 1767CHARLOTTESVLEVA22902N/APCThe Friends of Downtown Fund$15,000
CHARLOTTESVILLE AREA TREE STEWARDS
PO BOX 4211CHARLOTTESVLEVA22905N/APCthe planting of new trees in the 10th and page neighborhood of Charlottesville$2,000
CHARLOTTESVILLE BABE RUTH LEAGUE INC
1510 MINOR RIDGE CTCHARLOTTESVLEVA22901N/APCGeneral & Unrestricted$1,500
CHARLOTTESVILLE COMMUNITY BIKES
405 AVON STCHARLOTTESVLEVA22902N/APCGeneral & Unrestricted$2,500
CHARLOTTESVILLE FREE CLINIC
901 PRESTON AVE STE 301CHARLOTTESVLEVA22903N/APCGeneral & Unrestricted$3,000
CHARLOTTESVILLE OPERA
PO BOX 2498CHARLOTTESVLEVA22902N/APCGeneral & Unrestricted$3,500
CHARLOTTESVILLE POLICE DEPARTMENT FOUNDATION
2465 WILLISTON DRCHARLOTTESVLEVA22901N/APCGeneral & Unrestricted$750
CHARLOTTESVILLE TOMORROW
PO BOX 1591CHARLOTTESVILLEVA22902N/APCGeneral & Unrestricted$1,000
CHARLOTTESVILLE-ALBEMARLE RESCUE SQUAD INC
828 MCINTIRE RDCHARLOTTESVLEVA22902N/APCGeneral & Unrestricted$300
CITY OF PROMISE INC
PO BOX 5628CHARLOTTESVLEVA22905N/APCthe beautification of the grounds, and to purchase gardening and landscaping materials$1,000
CITY OF PROMISE INC
PO BOX 5628CHARLOTTESVLEVA22905N/APCGeneral & Unrestricted$2,500
COEURAGE THEATRE
1425 N OGDEN DRLOS ANGELESCA90046N/APCGeneral & Unrestricted$1,000
COMMON GROUND HEALING ARTS INC
233 4TH ST NW STE CCHARLOTTESVLEVA22903N/APCGeneral & Unrestricted$1,000
COMMUNITY INVESTMENT COLLABORATIVE
PO BOX 2976CHARLOTTESVILLEVA22902N/APCGeneral & Unrestricted$500
CONSERVATION FOUNDATION OF THE GULF COAST INC
PO BOX 902OSPREYFL34229N/APCGeneral & Unrestricted$1,000
CONSERVATION NATION
1717 K ST NW STE 900WASHINGTONDC20006N/APCGeneral & Unrestricted$1,000
COOPERATIVE FOR ASSISTANCE AND RELIEF EVERYWHERE I
PO BOX 1870MERRIFIELDVA22116N/APCGeneral & Unrestricted$1,000
CURESEARCH FOR CHILDRENS CANCER
PO BOX 45781BALTIMOREMD21297N/APCGeneral & Unrestricted$500
DANCE KIDS INC
PO BOX 1586CARMEL BY THE SEACA93921N/APCGeneral & Unrestricted$2,000
DC ABORTION FUND
PO BOX 65061WASHINGTONDC20035N/APCGeneral & Unrestricted$500
DEAF WEST THEATRE COMPANY INC
10563 AMBERWOOD LNNORTHRIDGECA91326N/APCGeneral & Unrestricted$3,500
DREAM A WORLD EDUCATION
1707 S CRESCENT HEIGHTS BLVDLOS ANGELESCA90035N/APCGeneral & Unrestricted$1,000
DUKE UNIVERSITY
PO BOX 90600DURHAMNC27708N/APCIron Dukes Varsity Fencing$2,500
DUKE UNIVERSITY
PO BOX 90581DURHAMNC27708N/APCthe duke lemur center, the music program at the duke chapel, the sarah duke gardens$900
EARTH UNIVERSITY FOUNDATION
151 ELLIS ST NE FL 1 STE 133ATLANTAGA30303N/APCGeneral & Unrestricted$1,000
EAST-WEST PLAYERS INC
120 JUDGE JOHN AISO STLOS ANGELESCA90012N/APCGeneral & Unrestricted$2,500
EPICENTER OF MONTEREY
737 S MAIN STSALINASCA93901N/APCOur Gente - LGBTQ+ resources$250
ETC ETC ETC
2731 VICTORIA AVEOXNARDCA93035N/APCGeneral & Unrestricted$5,000
EUGENE ONEILL MEMORIAL THEATER CENTER INC
305 GREAT NECK RDWATERFORDCT06385N/APCGeneral & Unrestricted$1,000
FAITH COMMUNITY BAPTIST CHURCH
PO BOX 1133WHITESBURGKY41858N/APCFLOOD RELIEF fund$500
FIRST BAPTIST CHURCH WEST MAIN STREET
632 W MAIN STCHARLOTTESVLEVA22903N/APCGeneral & Unrestricted$300
FISH & WILDLIFE FOUNDATION OF FLORIDA INC
PO BOX 11010TALLAHASSEEFL32302N/APCthe feeding of Manatees$900
FLATHEAD VALLEY SKI EDUCATION FOUNDATION
PO BOX 623WHITEFISHMT59937N/APCCharitable Event$300
FLORIDA INTERNATIONAL UNIVERSITY FOUNDATION INC
11200 SW 8TH ST MARC 531MIAMIFL33199N/APCLee Caplin Immersive Studio for Altered Reality (istar)$75,000
FLORIDA STUDIO THEATRE INC
1241 N PALM AVESARASOTAFL34236N/APCGeneral & Unrestricted$1,000
FOOTHILLS CHILD ADVOCACY CENTER
1106 E HIGH ST SUITE 100CHARLOTTESVILLEVA22902N/APCGeneral & Unrestricted$500
FOUNTAIN THEATRE
5060 FOUNTAIN AVELOS ANGELESCA90029N/APCGeneral & Unrestricted$2,000
FOUR COUNTY PLAYERS INC
PO BOX 1BARBOURSVILLEVA22923N/APCGeneral & Unrestricted$2,000
FREE UNION COUNTRY SCHOOL INC
PO BOX 250FREE UNIONVA22940N/APCGeneral & Unrestricted$500
FRIENDS OF DOWNTOWN
PO BOX 253CHARLOTTESVILLEVA22902N/APCto fund the balance due on the cost of installing overhead lighting on the mall and installing an artistic wrap on the dewberry building$11,000
FRIENDS OF DOWNTOWN
PO BOX 253CHARLOTTESVILLEVA22902N/APCTo fund the outstanding balance due for the Campaign for main lights and public art$11,000
FRIENDS OF DOWNTOWN
PO BOX 253CHARLOTTESVILLEVA22902N/APCto commission public art sculpture of distinguished citizen$22,000
FRIENDS OF ESMONT INC
210 10TH ST NE APT 301CHARLOTTESVLEVA22902N/APCto fund the publication of the new book$500
FRIENDS OF THE JAMES RIVER PARK
PO BOX 4453RICHMONDVA23220N/APCfor FRIENDS OF PUMPHOUSE for ongoing stabilization and repair of their historic structure$1,000
FRIENDS OF THE JAMES RIVER PARK
PO BOX 4453RICHMONDVA23220N/APCFriends of the Pump House$300
FRIENDS OF THE OSA
1012 14TH ST NW STE 625WASHINGTONDC20005N/APCGeneral & Unrestricted$500
FRONT PORCH CVILLE
221 E WATER STCHARLOTTESVLEVA22902N/APCGeneral & Unrestricted$1,500
GAY AND LESBIAN COMMUNITY CENTER OF SOUTHERN NEVAD
401 S MARYLAND PKWYLAS VEGASNV89101N/APCYouth/Family Services, Transgender Services$700
GEORGE WASHINGTON UNIVERSITY
2033 K ST STE 300WASHINGTONDC20052N/APCMary Ellen Caplin scholarship fund$25,000
GLOBALGIVING FOUNDATION INC
1 THOMAS CIR NW SUITE 800WASHINGTONDC20005N/APCUkrainian Relief fund$650
GONZALE CRYSTAL THEATRE INC
PO BOX 1956GONZALESTX78629N/APCCharitable Event$1,500
GRACKLE ART GALLERY INC
4621 EL CAMPO AVEFORT WORTHTX76107N/APCGeneral & Unrestricted$1,000
GREENWOOD
80 ACADEMY STSOUTH BERWICKME03908N/APC2022 Challenge fund$1,500
Grosse Pointe South High School
11 GROSSE POINTE BLVDGROSSE POINTE FARMSMI48236N/AGOVthe Robert Button Scholarship fund for excellence in journalism$500
GROUP REPERTORY THEATRE
10900 BURBANK BLVDN HOLLYWOODCA91601N/APCGeneral & Unrestricted$1,000
HABITAT FOR HUMANITY INTERNATIONAL INC
967 2ND ST SECHARLOTTESVLEVA22902N/APCGeneral & Unrestricted$1,000
HIAS INC
PO BOX 97077WASHINGTONDC20090N/APCGeneral & Unrestricted$500
HISTORICAL SOCIETY OF SARASOTA COUNTY
PO BOX 1632SARASOTAFL34230N/APCGeneral & Unrestricted$500
HOPE SCHOOL FOUNDATION
15 E HAZEL DELL LNSPRINGFIELDIL62712N/APCGeneral & Unrestricted$500
HOSPICE OF THE PIEDMONT INC
675 PETER JEFFERSON PKWY SUITE 3CHARLOTTESVILLEVA22911N/APCGeneral & Unrestricted$1,250
HOUSE RABBIT SOCIETY
148 BROADWAYRICHMONDCA94804N/APCGeneral & Unrestricted$1,500
HOUSING ORIENTED MINISTRIES ESTABLISHED FOR SERVIC
65 BENTLEY AVEWHITESBURGKY41858N/APCFLOOD RELIEF fund$1,000
IN OTHER PEOPLES SHOES PRODUCTIONS
2266 E DUDLEY STPASADENACA91104N/APCGeneral & Unrestricted$1,500
INLAND VALLEY REPERTORY THEATRE INC
PO BOX 7743LA VERNECA91750N/APCGeneral & Unrestricted$3,000
INNER-CITY ARTS
720 KOHLER STLOS ANGELESCA90021N/APCGeneral & Unrestricted$1,000
INTERACT THEATRE COMPANY
11333 MOORPARK ST PMB 391NORTH HOLLYWOODCA91602N/APCGeneral & Unrestricted$1,000
INTERACT THEATRE COMPANY
11333 MOORPARK ST PMB 391NORTH HOLLYWOODCA91602N/APCVirtual Green Screens and Video Production costs$2,000
INTERLOCHEN CENTER FOR THE ARTS
PO BOX 199INTERLOCHENMI49643N/APCto fund NY Philharmonic musicians and the venue for rehearsal in preparation for their performance on March 03, 2023$30,000
INTERNATIONAL CITY THEATRE
67 LONG BEACH BLVDLONG BEACHCA90802N/APCGeneral & Unrestricted$2,000
INTERNATIONAL NEIGHBORS
224-A 9TH ST SWCHARLOTTESVILLEVA22903N/APCGeneral & Unrestricted$1,000
IX ART PARK FOUNDATION
522 2ND ST SE STE DCHARLOTTESVILLEVA22902N/APC2022 Capital Campaign$5,000
JABBERWOCKY THEATRE COMPANY
12405 VENICE BLVD SUITE 153LOS ANGELESCA90066N/APCGeneral & Unrestricted$2,500
JABBERWOCKY THEATRE COMPANY
12405 VENICE BLVD SUITE 153LOS ANGELESCA90066N/APCYear End Campaign$500
JEFFERSON SCHOOL AFRICAN AMERICAN HERITAGE CENTER
233 4TH ST NWCHARLOTTESVILLEVA22903N/APCGeneral & Unrestricted$5,000
KAREN BEASLEY SEA TURTLE RESCUE AND REHABILITATION
PO BOX 2095SURF CITYNC28445N/APCGeneral & Unrestricted$500
KIND INC
1201 L ST NW FL 2WASHINGTONDC20005N/APCGeneral & Unrestricted$200
LATINO THEATER COMPANY
514 S SPRING STLOS ANGELESCA90013N/APCthe Matinee Program and the Latino Theatre company's education and play at work program$1,500
LITTLE LEAGUE BASEBALL INC
1541 DAIRY RDCHARLOTTESVLEVA22903N/APCGeneral & Unrestricted$750
LITTLE LEAGUE BASEBALL INC
384 WILDWOOD CTCHARLOTTESVLEVA22901N/APCGeneral & Unrestricted$550
LIVE ARTS INC
PO BOX 1231CHARLOTTESVILLEVA22902N/APCGeneral & Unrestricted$1,000
LOS ANGELES COUNTY HIGH SCHOOL FOR THE ARTS FOUNDA
THE ARTS FOUNDATION 1149 SLOS ANGELESCA90015N/APCGeneral & Unrestricted$2,000
LOS ANGELES GAY AND LESBIAN COMMUNITY SERVICES CEN
1118 N MCCADDEN PLLOS ANGELESCA90038N/APCGeneral & Unrestricted$500
LOVELAND FOUNDATION INC
320 7TH AVE 263BROOKLYNNY11215N/APCGeneral & Unrestricted$200
LOWER DEPTH THEATRE ENSEMBLE
3705 W PICO BLVD SUITE 870LOS ANGELESCA90019N/APCGeneral & Unrestricted$1,000
LYMELIGHT FOUNDATION INC
1229 BURLINGAME AVE STE 205BURLINGAMECA94010N/APCGeneral & Unrestricted$2,000
LYMPHOMA RESEARCH FOUNDATION
WALL ST PLAZA 88 PINE STNEW YORKNY10005N/APCGeneral & Unrestricted$500
MCCOY RIGBY ARTS INC
22601 LA PALMA AVE STE 105YORBA LINDACA92887N/APCCaplin Foundation Scholarship fund$1,500
MCSHIN FOUNDATION
2300 DUMBARTON RDRICHMONDVA23228N/APCGeneral & Unrestricted$500
MEDECINS SANS FRONTIERES USA INC - DOCTORS WITHOUT
PO BOX 5030HAGERSTOWNMD21741N/APCGeneral & Unrestricted$1,000
MEDIA MATTERS FOR AMERICA
PO BOX 44811WASHINGTONDC20026N/APCGeneral & Unrestricted$250
MENTAL HEALTH AMERICA OF VIRGINIA
911 E JEFFERSON STCHARLOTTESVLEVA22902N/APCGeneral & Unrestricted$2,000
MIAMI BEACH K9 KNIGHTS INC
300 S POINTE DR APT 2601MIAMI BEACHFL33139N/APCGeneral & Unrestricted$1,000
MIDDLE OAK BAPTIST CHURCH
4735 PRESIDENTS RDSCOTTSVILLEVA24590N/APCGeneral & Unrestricted$500
MISSION OF OUR LADY OF MERCY - MERCY HOME FOR BOYS
1140 W JACKSON BLVDCHICAGOIL60607N/APCGeneral & Unrestricted$500
MONTICELLO HIGH
1400 INDEPENDENCE WAYCharlottesvilleVA22902N/AGOVto fund the cast and crew of the spring musical, urinetown$1,000
MUSICAL THEATRE GUILD
13333 VENTURA BLVD STE 201SHERMAN OAKSCA91423N/APCGeneral & Unrestricted$1,000
MUSICAL THEATRE WEST
4350 E 7TH STLONG BEACHCA90804N/APCGeneral & Unrestricted$2,500
NAACP LEGAL DEFENSE AND EDUCATIONAL FUND INC
40 RECTOR ST 5TH FLNEW YORKNY10006N/APCGeneral & Unrestricted$750
NATIONAL ALLIANCE FOR RESEARCH ON SCHIZOPHRENIA AN
747 3RD AVE FL 33CNEW YORKNY10017N/APCGeneral & Unrestricted$500
NATIONAL PUBLIC RADIO INC
PO BOX 791490BALTIMOREMD21279N/APCGeneral & Unrestricted$500
NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UN
PO BOX 827STOCKBRIDGEMA01262N/APCthe Documentary Film Project$2,500
NATIVE AMERICAN HERITAGE ASSOCIATION
830 JOHN MARSHALL HWY STE FFRONT ROYALVA22630N/APCGeneral & Unrestricted$500
NEW MUSICALS INC
5628 VINELAND AVEN HOLLYWOODCA91601N/APCGeneral & Unrestricted$2,500
NEW VICTORY THEATRE
3326 W VICTORY BLVDBURBANKCA91505N/APCGeneral & Unrestricted$3,000
NEW YORK LIVE ARTS INC
219 W 19TH STNEW YORKNY10011N/APCthe development of Mystical feet company's production of "secret of the possible" to be presented at the 14th street Y in New york city$2,000
NORTH COAST REPERTORY THEATRE A NON PROFIT CORPORA
987 LOMAS SANTA FE DR STE DSOLANA BEACHCA92075N/APCGeneral & Unrestricted$1,500
NORTH FORK BAPTIST CHURCH INC
PO BOX 764WHITESBURGKY41858N/APCFLOOD RELIEF fund$500
OCEAN CONSERVANCY INC
1300 19TH ST NW 8TH FLOORWASHINGTONDC20036N/APCGeneral & Unrestricted$500
OGLALA LAKOTA COLLEGE
PO BOX 490KYLESD57752N/APCGeneral & Unrestricted$1,000
OHIO SHAKESPEARE FESTIVAL
507 E CRAIN AVEKENTOH44240N/APCGeneral & Unrestricted$1,000
ORANGE SPRINGS COMMUNITY CHURCH INCORPORATED
24345 NE HWY 315FORT MC COYFL32134N/APCthe maintenance and preservation of the remarkable house of worship$1,000
ORANGE SPRINGS COMMUNITY CHURCH INCORPORATED
24345 NE HWY 315FORT MC COYFL32134N/APCGeneral & Unrestricted$2,500
PACIFIC REPERTORY THEATRE
PO BOX 222035CARMELCA93922N/APCGeneral & Unrestricted$500
PADI AWARE FOUNDATION
30151 TOMAS STE 200RANCHO SANTA MARGARITACA92688N/APCGeneral & Unrestricted$500
PARTNERS IN HEALTH A NONPROFIT CORPORATION
PO BOX 996FREDERICKMD21705N/APCGeneral & Unrestricted$2,000
PASADENA PLAYHOUSE STATE THEATRE OF CALIFORNIA INC
39 S EL MOLINO AVEPASADENACA91101N/APCGeneral & Unrestricted$5,000
PAYPAL CHARITABLE GIVING FUND
1250 I ST NW STE 1202WASHINGTONDC20005N/APCthe MADISON GREENE HUMANE SOCIety in central virginia$300
PETER WESTBROOK FOUNDATION INC
GPO 7554NEW YORKNY10116N/APCGeneral & Unrestricted$500
PGA TOUR CHARITIES INC
1 PGA TOUR BLVDPONTE VEDRAFL32082N/APCLOUISA COUNTY (VIRGINIA) ARTS CENTER$2,500
PIEDMONT COURT APPOINTED SPECIAL ADVOCATES INC
818 E HIGH STCHARLOTTESVILLEVA22902N/APCGeneral & Unrestricted$150
PIEDMONT ENVIRONMENTAL COUNCIL
45 HORNER STWARRENTONVA20186N/APCGeneral & Unrestricted$250
PIEDMONT MASTER GARDENERS
460 STAGECOACH RDCHARLOTTESVLEVA22902N/APCGeneral & Unrestricted$1,000
PILGRIM BAPTIST CHURCH
211 ALBEMARLE STCHARLOTTESVILLEVA22903N/APCGeneral & Unrestricted$300
PLANNED PARENTHOOD FEDERATION OF AMERICA INC
123 WILLIAMS ST 10TH FLNEW YORKNY10038N/APCGeneral & Unrestricted$3,000
PLANNED PARENTHOOD GLOBAL INC
123 WILLIAM ST 10TH FLNEW YORKNY10038N/ASO IGeneral & Unrestricted$300
PLANNED PARENTHOOD SOUTH ATLANTIC
100 S BOYLAN AVERALEIGHNC27603N/APCGeneral & Unrestricted$1,000
PLAYWRIGHTS ARENA
514 S SPRING STLOS ANGELESCA90013N/APCGeneral & Unrestricted$2,000
PLEASANT GROVE BAPTIST CHURCH
PO BOX 751EARLYSVILLEVA22936N/APCGeneral & Unrestricted$3,500
POTOMAC SCHOOL
1301 POTOMAC SCHOOL RDMCLEANVA22101N/APCGeneral & Unrestricted$250
PRESERVATION BATH
PO BOX 54WARM SPRINGSVA24484N/APCGeneral & Unrestricted$1,000
PRESERVATION PIEDMONT
PO BOX 2803CHARLOTTESVLEVA22902N/APCGeneral & Unrestricted$1,000
PRESERVERS OF THE DAUGHTERS OF ZION CEMETERY
201 6TH ST NWCHARLOTTESVILLEVA22903N/APCGeneral & Unrestricted$500
PRO PUBLICA INC
155 AVE OF THE AMERICAS 13TH FLNEW YORKNY10013N/APCGeneral & Unrestricted$250
PROJECT SUCCESS-STUDENTS UNDERTAKING CREATIVE CONT
ONE GROVELAND TERRACE STE 300MINNEAPOLISMN55403N/APCGeneral & Unrestricted$300
PUBLIC EDUCATION FUND OF CHARLOTTESVILLE-ALBEMARLE
PO BOX 175CHARLOTTESVLEVA22902N/APCSummer fine arts camp$1,000
RECTOR & VISITORS OF THE UNIVERSITY OF VIRGINIA -
PO BOX 400869CHARLOTTESVILLEVA22904N/APCCharitable Event$1,000
RECTOR & VISITORS OF THE UNIVERSITY OF VIRGINIA -
PO BOX 400811CHARLOTTESVILLEVA22904N/APCGeneral & Unrestricted$750
RICHMOND FENCING CLUB
3411 1/2 CARLTON STRICHMONDVA23230N/APCGeneral & Unrestricted$1,000
RICHMOND FENCING CLUB
3411 1/2 CARLTON STRICHMONDVA23230N/APCin honor of the founders$5,000
RIVANNA CONSERVATION ALLIANCE
PO BOX 1503CHARLOTTESVILLEVA22902N/APCGeneral & Unrestricted$200
RIVERSTONE CHURCH
PO BOX 6940CHARLOTTESVLEVA22906N/APCGeneral & Unrestricted$400
ROBERT LOUIS STEVENSON SCHOOL
3152 FOREST LAKE RDPEBBLE BEACHCA93953N/APCMusic, Dance, Theatre$500
ROCKFISH WILDLIFE SANCTUARY INC
5450 WHEELERS COVE RDSHIPMANVA22971N/APCGeneral & Unrestricted$300
ROCKY FOUNDATION
5793 LOUISA RDKESWICKVA22947N/APCGeneral & Unrestricted$2,500
RONALD MCDONALD HOUSE CHARITIES OF CHARLOTTESVILLE
300 9TH ST SWCHARLOTTESVLEVA22903N/APCthe Arthur C. Greene Rising stars program$2,000
SAFE CHILDREN FOUNDATION
PO BOX 148FAIRFAXVA22038N/APCGeneral & Unrestricted$1,500
SAN DIEGO MUSICAL THEATRE
4650 MERCURY STSAN DIEGOCA92111N/APCGeneral & Unrestricted$1,500
SANTA MONICA GROUP THEATRE
1211 4TH STSANTA MONICACA90401N/APCGeneral & Unrestricted$1,000
SARASOTA ALLIANCE FOR HISTORIC PRESERVATION INC
PO BOX 1754SARASOTAFL34230N/APCGeneral & Unrestricted$2,500
SARASOTA BALLET OF FLORIDA INC
5555 N TAMIAMI TRLSARASOTAFL34243N/APCGeneral & Unrestricted$500
SARASOTA BAY WATCH INC
PO BOX 1141OSPREYFL34229N/APCthe clam restoration in the bay$1,000
SARASOTA OPERA ASSOCIATION INC
61 N PINEAPPLE AVESARASOTAFL34236N/APCGeneral & Unrestricted$2,000
SERAPHIM THEATER COMPANY INC
C/O FIELDS 12400 VENTURE BLVD 165STUDIO CITYCA91604N/APCGeneral & Unrestricted$3,000
SERVICE DOGS OF VIRGINIA INC
PO BOX 408CHARLOTTESVILLEVA22902N/APCGeneral & Unrestricted$1,000
SHELTER FOR HELP IN EMERGENCY
PO BOX 1013CHARLOTTESVLEVA22902N/APCGeneral & Unrestricted$1,500
SIDE BY SIDE VA INC
PO BOX 5542RICHMONDVA23220N/APCGeneral & Unrestricted$500
SIDE BY SIDE VA INC
PO BOX 5542RICHMONDVA23220N/APCCHARLOTTESVILLE PROGRAms$2,000
SIDWELL FRIENDS SCHOOL
3825 WISCONSIN AVE NWWASHINGTONDC20016N/APCMary Ellen Caplin Theater equipment and supply expenses fund$5,000
SKYLIGHT THEATRE COMPANY
1816 12 NORTH VERMONT AVELOS ANGELESCA90027N/APCGeneral & Unrestricted$1,500
SKYLIGHT THEATRE COMPANY
1816 12 NORTH VERMONT AVELOS ANGELESCA90027N/APCYear End Campaign$500
SOME INC
71 O ST NWWASHINGTONDC20001N/APCGeneral & Unrestricted$1,000
SOUTHERN ENVIRONMENTAL LAW CENTER
120 GARRETT ST STE 400CHARLOTTESVILLEVA22902N/APCGeneral & Unrestricted$15,500
SOUTHERN POVERTY LAW CENTER INC
400 WASHINGTON AVEMONTGOMERYAL36104N/APCGeneral & Unrestricted$500
STAGE DIRECTORS & CHOREOGRAPHERS WORKSHOP FOUNDATI
321 W 44TH ST STE 804NEW YORKNY10036N/APCGeneral & Unrestricted$1,500
STRONG QUALITY BASKETBALL ASSOCIATION
362 TWYMANS MILL RDRADIANTVA22732N/APCto fund the team ability to grant academic scholarships, promote athletic training, and generally support the members of the team$4,000
STRONG QUALITY BASKETBALL ASSOCIATION
362 TWYMANS MILL RDRADIANTVA22732N/APCto fund the team ability to grant academic scholarships in addition to athletic training$3,000
TANDEM FRIENDS SCHOOL
279 TANDEM LNCHARLOTTESVLEVA22902N/APCthe construction of the pavilion$15,000
THE BAROQUE ROOM
275 E 4TH STSAINT PAULMN55101N/APCGeneral & Unrestricted$2,500
THE BROADWAY LEAGUE FOUNDATION INC
729 7TH AVENUE NO 5TH FLNEW YORKNY10019N/APCBroadway Bridges Program$1,000
THE CHANCE THEATER
5522 E LA PALMA AVEANAHEIMCA92807N/APCGeneral & Unrestricted$2,500
THE DANCE RESOURCE CENTER OF GREATER LOS ANGELES
1976 S LA CIENEGA BLVD C216LOS ANGELESCA90034N/APCGeneral & Unrestricted$1,500
THE EDGAR AND ELEANOR SHANNON FDN FOR EXCELLENCE I
1368 REAS FORD RDEARLYSVILLEVA22936N/APCGeneral & Unrestricted$1,000
THE HISTORICAL SOCIETY OF RIVERTON
PO BOX 112RIVERTONNJ08077N/APClegal costs fund to defend properties and historic preservation ordinances$1,500
THE LAGUNA PLAYHOUSE
606 LAGUNA CANYON RDLAGUNA BEACHCA92651N/APCGeneral & Unrestricted$1,500
THE NEW YORK CENTER FOR CHILDREN
333 EAST 70TH STNEW YORKNY10021N/APCGeneral & Unrestricted$1,000
THE OPEN FIST THEATRE COMPANY INC
14535 ARMINTA ST UNIT EVAN NUYSCA91402N/APCGeneral & Unrestricted$1,500
THE OTHER SIDE OF THE HILL PRODUCTIONS INC
10747 MAGNOLIA BLVDNORTH HOLLYWOODCA91601N/APCGeneral & Unrestricted$1,500
THE PARAMOUNT THEATER INC
215 E MAIN STCHARLOTTESVLEVA22902N/APCPink Martini concert fund in November, 2022$2,500
THE PARAMOUNT THEATER INC
215 E MAIN STCHARLOTTESVLEVA22902N/APCGeneral & Unrestricted$1,000
THE UNIVERSITY OF VIRGINIA FRANK BATTEN SCHOOL OF
235 MCCORMICK RDCHARLOTTESVILLEVA22904N/APCMental Health Awareness Project$2,500
THEATRE AT BOSTON COURT
70 N MENTOR AVEPASADENACA91106N/APCGeneral & Unrestricted$2,000
THEATRE FORTY INC
17595 HARVARD STE C 139IRVINECA92614N/APCGeneral & Unrestricted$2,500
THEATRE FORTY INC
17595 HARVARD STE C 139IRVINECA92614N/APCto fund tickets for more audience to come to the theatre and be exposed to the creative work being nurtured at theatre$1,000
THERE IS NO HERO IN HEROIN FOUNDATION INC
3316 PLZ DEL PAZLAS VEGASNV89102N/APCYouth Programs$300
THOMAS JEFFERSON FOUNDATION INC
PO BOX 217CHARLOTTESVILLEVA22902N/APCJefferson Medal in Law$5,000
TOM TOM FOUNDATION
100 W S ST APT 1DCHARLOTTESVLEVA22902N/APCthe performance fund for the Moonlight Circus during the april tom tom street festival on the downtown mall$1,500
TOM TOM FOUNDATION
100 W S ST APT 1DCHARLOTTESVLEVA22902N/APCApril 2022 Downtown Festival$5,000
TRINITY EPISCOPAL CHURCH
1118 PRESTON AVECHARLOTTESVILLEVA22903N/APCBREAD AND ROSES program$500
TRINITY EPISCOPAL CHURCH
1118 PRESTON AVECHARLOTTESVILLEVA22903N/APCBREAD AND ROSES program$500
TRINITY PRESBYTERIAN CHURCH
PO BOX 659127DALLASTX75265N/APCthe DEACON'S FUND$800
UNION OF CONCERNED SCIENTISTS INC
2 BRATTLE SQ SUITE 6CAMBRIDGEMA02138N/APCGeneral & Unrestricted$500
UNION RESCUE MISSION
545 S SAN PEDRO STLOS ANGELESCA90013N/APCGeneral & Unrestricted$1,000
UNION RIDGE BAPTIST CHURCH
2980 HYDRAULIC RDCHARLOTTESVILLEVA22901N/APCGeneral & Unrestricted$1,000
UNITED PRESBYTERIAN CHURCH IN THE USA - FIRST PRES
1760 N GOWER STLOS ANGELESCA90028N/APCGeneral & Unrestricted$2,500
UNITED WAY OF GREATER CHARLOTTESVILLE
806 E HIGH STCHARLOTTESVILLEVA22902N/APCGeneral & Unrestricted$4,850
UNIVERSITY OF VIRGINIA
PO BOX 400204CHARLOTTESVILLEVA22904N/APCVirginia Film Festival$1,500
UNIVERSITY OF VIRGINIA
PO BOX 400204CHARLOTTESVILLEVA22904N/APCDrama Department Guest Artist Fund$5,000
UNIVERSITY OF VIRGINIA
PO BOX 400204CHARLOTTESVILLEVA22904N/APCRuth Caplin Dance Fund in the Dance Department$25,000
UNIVERSITY OF VIRGINIA ARTS COUNCIL
PO BOX 37963BOONEIA50037N/APCProduction of "Nina Simone" at the uva virginia theater festival$5,000
UNIVERSITY OF VIRGINIA ARTS COUNCIL
PO BOX 37963BOONEIA50037N/APCCouncil Member Annual fund$5,000
UNIVERSITY OF VIRGINIA LAW SCHOOL FOUNDATION
580 MASSIE RDCHARLOTTESVILLEVA22903N/APCthe Mortimer Caplin Public Service Center, the mortimer caplin public service award fund$30,000
URBANITE THEATRE INC
1487 2ND STSARASOTAFL34236N/APCGeneral & Unrestricted$500
VENICE THEATRE INC
140 TAMPA AVE WVENICEFL34285N/APCTHE REBUILDING OF MAIN THEATRE Building$1,000
VIRGINIA DISCOVERY MUSEUM INC
PO BOX 1128CHARLOTTESVLEVA22902N/APCCarousel Capital Campaign$5,000
VIRGINIA DISCOVERY MUSEUM INC
PO BOX 1128CHARLOTTESVLEVA22902N/APCGeneral & Unrestricted$2,500
VIRGINIA INSTITUTE OF AUTISM INCORPORATED
491 HILLSDALE DRCHARLOTTESVLEVA22901N/APCGeneral & Unrestricted$1,000
VIRGINIA ORGANIZING INC
703 CONCORD AVECHARLOTTESVILLEVA22903N/APCCivic and Cultural Justice Initiative - organizational costs$2,000
VIRGINIA OUTDOORS FOUNDATION
39 GARRETT ST STE 200WARRENTONVA20186N/AGOVGeneral & Unrestricted$500
VIRGINIA STUDENT AID FOUNDATION - VIRGINIA ATHLETI
PO BOX 400833CHARLOTTESVILLEVA22904N/APCWomens Rowing Team, Coach's Discretionary Fund$1,500
VIRGINIA TECH FOUNDATION INC
902 PRICES FORK RD STE 4500BLACKSBURGVA24061N/APCCharitable Event$800
VOLUNTEERS IN PSYCHOTHERAPY INC
7 S MAIN ST STE 208WEST HARTFORDCT06107N/APCGeneral & Unrestricted$1,000
WAKE FOREST BAPTIST CHURCH
3075 ROLLING RDSCOTTSVILLEVA24590N/APCGeneral & Unrestricted$500
WATERWORKS PLAYERS INC
25 SMI WAYFARMVILLEVA23901N/APCGeneral & Unrestricted$1,000
WESLEYAN UNIVERSITY
291 MAIN STMIDDLETOWNCT06457N/APCWesleyan men's and women's rugby clubs$1,000
WESTERN ALBEMARLE HIGH
5941 ROCKFISH GAP TPKECrozetVA22932N/AGOVto support the students of the WAHS theatre department/club - the eric betthauser scholarship fund$1,000
WESTMINSTER PRESBYTERIAN CHURCH
400 RUGBY RDCHARLOTTESVILLEVA22903N/APCGeneral & Unrestricted$500
WESTMINSTER PRESBYTERIAN CHURCH
400 RUGBY RDCHARLOTTESVILLEVA22903N/APCCharitable Event$500
WILDLIFE CENTER OF VIRGINIA
1800 S DELPHINE AVEWAYNESBOROVA22980N/APCGeneral & Unrestricted$1,000
WILLIAM & MARY FOUNDATION
5300 DISCOVERY PARK BLVD 3RD FLWILLIAMSBURGVA23188N/APCGeneral & Unrestricted$1,000
WOLFBANE PRODUCTIONS
524 COUNTRY CLUB RDAPPOMATTOXVA24522N/APCGeneral & Unrestricted$500
WOMEN LIKE US FOUNDATION INC
3200 LA ROTONDA DR UNIT 512RCH PALOS VRDCA90275N/APCthe Sewing Program at the Women Like Us Center in nakuru, kenya$1,500
WOODWELL CLIMATE RESEARCH CENTER INC
149 WOODS HOLE RDFALMOUTHMA02540N/APCGeneral & Unrestricted$400
WORLD CENTRAL KITCHEN INCORPORATED
200 MASSACHUSETTS AVE NW 7TH FLWASHINGTONDC20001N/APCGeneral & Unrestricted$1,000
ZEPHYRUS
1702 KING MOUNTAIN RDCHARLOTTESVLEVA22901N/APCGeneral & Unrestricted$500
ZION UNION BAPTIST CHURCH
1015 PRESTON AVECHARLOTTESVLEVA22903N/APCwindows replacement fund$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$717,850TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,595ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$102,707ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,866,814ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescINCOME FROM MINING & LEASEHOLD INTERESTSDesc
Business211110BusinessCd
Unrelated Business Taxbl Incm$20,581UnrelatedBusinessTaxblIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$20,581UnrelatedBusinessTaxblIncmAmt
Exclusion$1,974,116ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,994,697TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Depreciation Schedule DepreciationSchedule

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BMO HARRIS BK NATL ASSN CHICAG$99,892$99,078
CITY NATL BK FLA MIAMI CD - 2.$99,950$99,856
SAFRA NATL BANK NEW YORK NY CD$99,931$99,590

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (90 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AIA GROUP LTD ADR$9,170$9,508
AIR PRODS & CHEM INC$36,107$42,232
ALTRIA GROUP INC$21,234$24,409
AMADEUS IT HLDS SA$10,627$9,214
APPLE INC$21,264$51,582
ARKEMA S/ADR$10,075$6,644
ASHTEAD GROUP PLC$7,901$8,143
ASML HOLDING NV NY REG SHS$5,423$8,742
BEIERSDORF AG ADR EACH REPR 0.$4,180$4,183
BERKSHIRE HATHAWAY INC. CLASS$26,399$40,775
BLACKROCK INC$24,811$41,101
BNS CAP 99.83% SV 27,14$114,630$156,894
BROADCOM INC$11,895$18,451
CALRSBERG AS SP ADR REP B$7,958$7,243
CGI INC$9,317$10,680
CHEVRON CORP$19,868$38,770
CHINA MENGNIU DAIRY COMPANY AD$9,609$8,652
CHINA RESOURCES ENTERPRISE LTD$8,265$8,262
CINCINNATI FINANCIAL CORP$23,122$21,092
CISCO SYSTEMS INC$29,579$28,965
COMCAST CORP$27,268$18,639
CRH PLC - AMERICAN DEPOSITARY$9,538$8,276
CROWN CASTLE INTL$36,140$32,554
CSL LTD$7,917$8,096
DANAHER CORP$7,844$5,712,368
DEUTSCHE BOERSE ADR$7,675$8,752
DIAGEO PLC ADS$30,812$34,925
DOMINION ENERGY INC$35,897$29,434
EATON VANCE FLOATING RATE FUND$53,770$49,243
FANUC LIMITED UNSPONSORED$10,276$9,844
FASTENAL COMPANY$16,942$24,890
FIDELITY NATIONAL INFORMATION$49,880$35,486
FLUTTER ENTMT PLC ADR$4,980$5,730
FRANKLIN STREET PROPERTIES COR$89,984$47,196
GRUPO AEROPORTUARIO DEL ADR$1,576$4,170
HALEON PLC$5,860$6,008
HDFC BANK LTD ADR$10,699$12,861
HEINEKEN N V S ADR$9,650$9,028
HOYA CORP SPONS ADR$5,921$6,296
HUSQUARVA AB$6,130$3,451
ICON PLC - AMERICAN DEPOSITARY$13,343$13,015
JD.COM, INC$9,025$7,578
JOHNSON & JOHNSON$36,077$45,929
JP MORGAN STRATEGIC INCOME OPP$65,525$63,139
KOMATSU LTD$4,788$4,685
KUENE & NAGEL INTL AG ADR$4,128$3,128
L'AIR LIQUIDE ADR OTC$7,889$6,985
LINDE PLC COM$5,709$7,502
LOGITECH INTERNATIONAL$6,389$4,856
LORD ABBETT INVESTMENT TRUST S$354,873$322,242
LOWES COMPANIES INC$22,085$38,453
LVMH MOET HENN UNSP$10,013$13,618
MAGNA INTERNATIONAL INC$9,868$6,629
MERCK & CO INC$27,640$39,942
MICROSOFT CORP$17,370$30,697
NESTLE S.A$30,226$32,987
NINTENDO CO LTD ADR UNSPON$27,843$20,423
NORFOLK SOUTHERN CORP$20,790$28,831
NOVO NORDISK A S$5,538$10,692
OLYMPUS CORP S/ADR$13,272$11,300
PAYCHEX$21,562$31,086
PERNOD RICARD S A SPONSORED AD$5,516$5,900
PFIZER INC$25,429$37,149
PHILIP MORRIS INTL$18,929$24,898
PIMCO UNCONSTRAINED BOND FUND$37,504$32,149
PROGRESSIVE CORP OHIO$32,809$43,064
RECKITT BENCKISER GROUP$14,123$11,751
RITCHIE BROS AUCTIONEERS$7,926$7,576
ROCHE HOLDING LTD ADR$6,225$5,598
SANDVIK AB SPONS ADR$14,973$12,272
SCHNEIDER ELEC UNSP/ADR$8,920$11,631
SHELL ADR EACH REPRESENTING 2$4,545$4,841
SMC CORPORATION$4,434$4,247
SONY GROUP CORP$7,301$5,645
STARBUCKS CORP COM$35,146$38,192
SVENSKA HANDELSBK UNS ADR$6,646$6,922
SX5E URNS ISSUER BNS$300,000$273,000
TAIWAN SEMICONDUCTOR MFG CO LT$5,857$6,928
TARGET CORPORATION$19,734$27,274
TECHTRONIC INDS SPD ADR$9,943$9,442
TEMPLETON GLOBAL BD$44,691$28,562
TEXAS INSTRUMENTS INC$36,219$45,601
TOKYO ELECTRON LTD$8,140$8,044
TOTALENERGIES SE$7,595$8,815
UNITED OVRSEAS BK LTD ADR$10,452$12,549
UNITED PARCEL SERVICE$25,419$36,333
VERIZON COMMUNICATIONS$37,514$26,162
WAL-MART DE MEX V SP/ADR$11,276$13,923
WOLTERS KLUWER S/ADR$6,895$9,847
YUM CHINA HOLDINGS INC$8,496$8,416

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMONERAL RIGHTSCategoryOrItemTxt
Book Value$0BookValueAmt
EOYFMV$0EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
Administrative Fees$37,059$37,059
Bank Charges$988$988
Postage/Delivery Service$35$35
Registered Agent Fee$511$511
State or Local Filing Fees$80$80

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
Descincome from mining & leasehold interestsDesc
Revenue And Expenses Per Books$20,581RevenueAndExpensesPerBooksAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescRETURNED GRANTDesc
Amt$250Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategoryTxt
Amt$21,527Amt
Net Investment Income$21,527NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (5 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
990-PF Estimated Tax for 2022$1,000
990-PF Extension for 2021$2,100
990-T Extension for 2021$3,200
Foreign Tax Paid$1,265$1,265
STATE INCOME TAX 2021$700