NOLAND COMPANY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- NOLAND COMPANY FOUNDATION (EIN 54-0754191)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-14
- IRS object ID
- 202541349349103339
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-14T15:10:26-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 222 CENTRAL PARK AVE STE 1400 | AddressLine1Txt |
| City | VIRGINIA BEACH | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23462 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 540754191 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NOLAND FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NOLA | BusinessNameControlTxt |
| Phone | 7576257670 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3810 | AddressLine1Txt |
| City | NORFOLK | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23514 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LLOYD U NOLAND III | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7576257670 | PhoneNum |
| Signature | 2025-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MELANIE MCPEAK | PreparerPersonNm |
| PTIN | P01346034 | PTIN |
| Phone | 7574562400 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,115,553 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $161,996 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $161,996 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $207,947 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $207,947 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $207,947 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $369,943 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $369,943 | 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 |
| Accounting Fees Rev And Expnss | $2,934 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,467 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,467 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,059 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,059 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,859 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $739 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $60 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $60 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,912 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,265 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,527 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $200,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $350,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $209,912 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,265 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $351,527 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $160,031 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $363,678 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,962 | CashBOYAmt |
| Cash EOY | $5,966 | CashEOYAmt |
| Cash EOYFMV | $5,966 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $330,782 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $537,691 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $537,691 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $4,256 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $2,120 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $2,120 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $191,746 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,205,591 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,205,591 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,896,179 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,816,011 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,816,011 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,673,597 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $5,557,348 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,567,379 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,115,553 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $300,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $150,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $300,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $150,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $5,257,348 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,417,379 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,257,348 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,417,379 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,557,348 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,567,379 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,257,348 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $160,031 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,417,379 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,417,379 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $12,234 | $12,234 | $12,234 |
| CAPITAL GAINS DIVIDENDS | P | $195,713 | $195,713 | $195,713 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $207,947 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,055 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,055 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,055 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,120 | 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 | $2,120 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $2,935 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7576257670 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3810 | AddressLine1Txt |
| City | NORFOLK | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23514 | 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 |
|---|---|---|---|---|---|---|---|---|
| LLOYD U NOLAND III | ||||||||
| 1149 MARION DR | CHARLOTTESVILLE | VA | 22903 | PRESIDENT | 0.25 | $0 | $0 | $0 |
| HELEN J NOLAND | ||||||||
| 1149 MARION DR | CHARLOTTESVILLE | VA | 22903 | VICE PRESIDENT | 0.25 | $0 | $0 | $0 |
| L CHRISTOPHER NOLAND | ||||||||
| 1149 MARION DR | CHARLOTTESVILLE | VA | 22903 | SECRETARY | 0.25 | $0 | $0 | $0 |
| WALKER J NOLAND | ||||||||
| 1149 MARION DR | CHARLOTTESVILLE | VA | 22903 | TREASURER | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| 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 | $5,714,721 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $310,033 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,024,754 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,024,754 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $90,371 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,934,383 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $296,719 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $296,719 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,055 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,055 | TotalTaxAmt |
| Distributable Before Adj | $291,664 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $291,664 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $291,664 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $351,527 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $351,527 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $291,664 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $192,134 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $202,146 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $4,748 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $148,019 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $547,047 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $351,527 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $291,664 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $59,863 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $606,910 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $192,134 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $414,776 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $202,146 | ExcessFromYear4Amt |
| Excess From Year2 | $4,748 | ExcessFromYear2Amt |
| Excess From Year1 | $148,019 | ExcessFromYear1Amt |
| Excess From Current Year | $59,863 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | NOLAND FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3810 | AddressLine1Txt |
| City | NORFOLK | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23514 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7576257670 | RecipientPhoneNum |
| Form And Info And Materials | STATEMENT OF CHARITABLE PURPOSE AND ACCOMPANYING FINANCIAL INFORMATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NOLAND FOUNDATION MAKES CONTRIBUTIONS TO DONEES AS DETERMINED BY THE TRUSTEES. THERE IS NO FORMAL APPLICATION PROCESS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANNA JULIA COOPER SCHOOL | |||||||
| 2100 N 29TH STREET | RICHMOND | VA | 23223 | N/A | PC | EDUCATION | $19,000 |
| BLUE RIDGE AREA FOOD BANK INC | |||||||
| PO BOX 937 | VERONA | VA | 24482 | N/A | PC | COMMUNITY SERVICE | $15,000 |
| BOYS & GIRLS CLUB OF CENTRAL VIRGINIA | |||||||
| PO BOX 707 | CHARLOTTESVILLE | VA | 22902 | N/A | PC | EDUCATION, HEALTH & WELFARE | $110,000 |
| BUCKNELL UNIVERSITY | |||||||
| 1 DENT DR | LEWISBURG | PA | 17837 | N/A | PC | EDUCATION, HEALTH & WELFARE | $2,500 |
| BUILDING GOODNESS FOUNDATION | |||||||
| 128 CARLTON ROAD | CHARLOTTESVILLE | VA | 22902 | N/A | PC | COMMUNITY SERVICE | $10,000 |
| CAMP HOLIDAY TRAILS | |||||||
| 400 HOLIDAY TRAILS LN | CHARLOTTESVILLE | VA | 22903 | N/A | PC | EDUCATION, HEALTH & WELFARE | $10,000 |
| COLLEGIATE SCHOOL | |||||||
| 103 N MOORELAND RD | RICHMOND | VA | 23229 | N/A | PC | EDUCATION | $3,000 |
| COLONIAL WILLIAMSBURG FOUNDATION | |||||||
| PO BOX 1776 | WILLIAMSBURG | VA | 23187 | N/A | PC | HISTORICAL PRESERVATION OF CULTURE AND ART | $5,000 |
| DELTA WATERFOWL FOUNDATION | |||||||
| PO BOX 3128 | BISMARCK | ND | 58502 | N/A | PC | NATURE PRESERVATION | $5,000 |
| DREAM CATCHERS | |||||||
| PO BOX 1261 | WILLIAMSBURG | VA | 23187 | N/A | PC | CULTURE AND ART | $5,000 |
| FORSYTH COUNTRY DAY SCHOOL | |||||||
| 5501 SHALLOWFORD RD | LEWISVILLE | NC | 27023 | N/A | PC | EDUCATION | $5,000 |
| HABITAT FOR HUMANITY OF GREATER CHARLOTTESVILLE | |||||||
| 919 WEST MAIN STREET | CHARLOTTESVILLE | VA | 22903 | N/A | PC | COMMUNITY SERVICE | $10,000 |
| HOSPICE OF THE PIEDMONT | |||||||
| 675 PETER JEFFERSON PARKWAY STE 300 | CHARLOTTESVILLE | VA | 22911 | N/A | PC | EDUCATION, HEALTH, WELFARE | $5,000 |
| JAMESTOWN-YORKTOWN FOUNDATION | |||||||
| PO BOX 3605 | WILLIAMSBURG | VA | 23187 | N/A | PC | HISTORICAL PRESERVATION OF CULTURE AND ART | $2,500 |
| MOUNT VERNON LADIES ASSOCIATION OF THE UNION | |||||||
| PO BOX 110 | MOUNT VERNON | VA | 22121 | N/A | PC | HISTORICAL PRESERVATION OF CULTURE AND ART | $2,500 |
| PARAMOUNT THEATER OF CHARLOTTESVILLE INC | |||||||
| 215 E MAIN ST | CHARLOTTESVILLE | VA | 22902 | N/A | PC | CULTURE AND ART | $2,500 |
| READYKIDS INC | |||||||
| 1000 EAST HIGH STREET | CHARLOTTESVILLE | VA | 22902 | N/A | PC | EDUCATION, HEALTH, AND WELFARE | $2,500 |
| SECOND HARVEST FOOD BANK OF NORTHWEST NC | |||||||
| 3330 SHOREFAIR DR NW | WINSTONSALEM | NC | 27105 | N/A | PC | HURRICANE HELENE EMERGENCY AND DISASTER RESPONSE | $10,000 |
| SERVICE DOGS OF VIRGINIA | |||||||
| PO BOX 408 | CHARLOTTESVILLE | VA | 22902 | N/A | PC | CAPITAL BUILDING CAMPAIGN | $10,000 |
| SPECIAL OLYMPICS VIRGINIA INC | |||||||
| 3212 SKIPWITH ROAD STE 100 | RICHMOND | VA | 23294 | N/A | PC | COMMUNITY SERVICE | $5,000 |
| ST ANNE'S-BELFIELD SCHOOL | |||||||
| 2132 IVY ROAD | CHARLOTTESVILLE | VA | 22903 | N/A | PC | EDUCATION | $6,000 |
| ST JOSEPH'S VILLA | |||||||
| 80000 BROOK ROAD | RICHMOND | VA | 23227 | N/A | PC | COMMUNITY SERVICE | $3,000 |
| THE COMMUNITY FOUNDATION OF WESTERN NC | |||||||
| 4 VANDERBILT PARK DR 300 | ASHEVILLE | NC | 28803 | N/A | PC | HURRINCANE HEELNE EMERGENCY AND DISASTER RESPONSE | $10,000 |
| THE MARINERS' MUSEUM AND PARK | |||||||
| 100 MUSEUM DR | NEWPORT NEWS | VA | 23606 | N/A | PC | COMMUNITY SERVICE | $50,000 |
| THE MILLER CENTER FOUNDATION UNIVERSITY OF VIRGINIA | |||||||
| PO BOX 400331 | CHARLOTTESVILLE | VA | 22904 | N/A | PC | EDUCATION | $5,000 |
| THE SALVATION ARMY - CHARLOTTESVILLE CHAPTER | |||||||
| 207 RIDGE STREET | CHARLOTTESVILLE | VA | 22902 | N/A | PC | EDUCATION, HEALTH AND WELFARE | $5,000 |
| THOMAS JEFFERSON FOUNDATION | |||||||
| PO BOX 217 | CHARLOTTESVILLE | VA | 22902 | N/A | PC | CULTURE AND ART | $10,000 |
| TROUT UNLIMITED | |||||||
| 1777 N KENT ST SUITE 100 | ARLINGTON | VA | 22209 | N/A | PC | NATURE PRESERVATION | $3,000 |
| UVA CENTER FOR POLITICS | |||||||
| PO BOX 400806 | CHARLOTTESVILLE | VA | 22904 | N/A | PC | GENERAL SUPPORT | $1,000 |
| UVA HEALTH FOUNDATION | |||||||
| PO BOX 800773 | CHARLOTTESVILLE | VA | 22908 | N/A | PC | EDUCATION, HEALTH AND WELFARE | $10,000 |
| VIRGINIA HISTORICAL SOCIETY | |||||||
| PO BOX 7311 | RICHMOND | VA | 23286 | N/A | PC | HISTORICAL PRESERVATION OF CULTURE AND ART | $2,500 |
| WOODBERRY FOREST SCHOOL | |||||||
| 898 WOODBERRY FOREST ROAD | WOODBERRY FOREST | VA | 22989 | N/A | PC | EDUCATION | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $350,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $161,996 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $207,947 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $369,943 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $369,943 | 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 | RETURN PREP AND COMPLIANCE | CategoryTxt |
| Amt | $2,934 | Amt |
| Net Investment Income | $1,467 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,467 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ARTISAN HIGH INCOME CL INSTL | $300,000 | $315,607 |
| DOUBLELINE TOTAL RETURN BOND FD CL I | $386,640 | $338,290 |
| METROPOLITAN WEST TOTAL RETURN CLASS I | $829,371 | $715,253 |
| METWEST UNCONSTRAINED BOND I | $300,000 | $304,447 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ARTISAN GLOBAL VALUE FD INSTL | $365,627 | $450,230 |
| BEUTEL GOODMAN LARGE CAP VALUE CL I | $529,774 | $601,927 |
| BROWN ADVISORY GLOBAL LEADERS INSTL | $400,000 | $497,923 |
| BROWN ADVISORY SMALL CAP FUND VALUE INSTL | $196,825 | $277,696 |
| BROWN ADVISORY SMALL CAP GROWTH INSTL | $293,436 | $299,231 |
| BROWN ADVISORY SUSTAIN GROWTH INSTL | $433,918 | $576,437 |
| LAZARD GLOBAL LISTED INFRASTRUCTURE INSTL | $336,712 | $313,076 |
| SCHWAB TOTAL STOCK MKT INDEX FUND | $179,437 | $323,515 |
| VANGUARD DIVIDEND GROWTH INVESTOR CL | $469,862 | $556,144 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WIRE TRANSFER FEES | Desc |
| Revenue And Expenses Per Books | $60 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $60 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES | CategoryTxt |
| Amt | $4,059 | Amt |
| Net Investment Income | $4,059 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES WITHHELD | $739 | $739 | $0 |
| EXCISE TAX EXPENSE - CURRENT YEAR | $2,120 | $0 | $0 |