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REINHART FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
REINHART FOUNDATION (EIN 54-2001451)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-06-10
IRS object ID
202501619349100950
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-06-10T09:25:38-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN203565336PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ROSELINE TAX ADVISORS PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1140 VIRGINIA STREET SUITE 300AddressLine1Txt
CityRICHMONDCityNm
State AbbreviationVAStateAbbreviationCd
ZIP23219ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN542001451EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE REINHART FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O THE COMMUNITY FOUNDATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlREINBusinessNameControlTxt
Phone8043307400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13409 MOORE STREETAddressLine1Txt
CityRICHMONDCityNm
State AbbreviationVAStateAbbreviationCd
ZIP23230ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWILLIAM L REINHARTPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8043307400PhoneNum
Signature2025-06-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES V DUTYPreparerPersonNm
PTINP01000760PTIN
Phone8045457440PhoneNum
Preparation2025-05-29PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$46,095,564FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$106,497InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$106,497InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$941,144DividendsRevAndExpnssAmt
Dividends Net Invst Incm$939,812DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$158,526NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$7,481,364GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$158,526CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$8,418OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$1,214,585TotalRevAndExpnssAmt
Total Net Invst Incm$1,204,835TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$16,170AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$16,170AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$226,528OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$163,230OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$63,298OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$29,560TaxesRevAndExpnssAmt
Taxes Net Invst Incm$12,063TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$10,979OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$10,214OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$283,237TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$201,677TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$63,298TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,494,830ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,480,375ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,778,067TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$201,677TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,543,673TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$2,563,482ExcessRevenueOverExpensesAmt
Net Investment Income$1,003,158NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$3,526,568SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,771,416SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,771,416SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$29,408,591CorporateStockBOYAmt
Corporate Stock EOY$26,253,035CorporateStockEOYAmt
Corporate Stock EOYFMV$33,397,855CorporateStockEOYFMVAmt
Corporate Bonds BOY$7,745,072CorporateBondsBOYAmt
Corporate Bonds EOY$10,462,428CorporateBondsEOYAmt
Corporate Bonds EOYFMV$9,860,744CorporateBondsEOYFMVAmt
Other Assets BOY$65,549OtherAssetsBOYAmt
Other Assets EOY$65,549OtherAssetsEOYAmt
Other Assets EOYFMV$65,549OtherAssetsEOYFMVAmt
Total Assets BOY$40,745,780TotalAssetsBOYAmt
Total Assets EOY$39,552,428TotalAssetsEOYAmt
Total Assets EOYFMV$46,095,564TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$40,745,780NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$39,552,428NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$40,745,780TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$39,552,428TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$40,745,780TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$39,552,428TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$40,745,780TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$2,563,482ExcessRevenueOverExpensesAmt
Other Increases$1,370,130OtherIncreasesAmt
Subtotal$39,552,428SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$39,552,428TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtAcquiredAcquiredDtSoldSoldDt
BANK OF AMERICA 5432P$1,539,893$1,481,613$58,280$58,280
BANK OF AMERICA 5432P$4,691,445$4,940,757-$249,312-$249,312
21230.644 SHARES OF FTSE SOCIAL INDEX ADMP$1,042,000$866,393$175,607$175,6072021-06-072024-08-08
122.534 SHARES OF 500 INDEX FUND ADMP$60,000$34,075$25,925$25,9252019-04-292024-05-16
CAPITAL GAINS DIVIDENDSP$148,026$148,026$148,026
FieldValueIRS element (for citing)
Capital Gain Net Income$158,526CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$13,944InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$13,944SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$13,944TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$11,200EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$6,244ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$17,444TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$3,500OverpaymentAmt
Applied To ES Tax$3,500AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateVAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksTHE COMMUNITY FOUNDATION INCIndividualWithBooksNm
Phone8043307400PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13409 MOORE STREETAddressLine1Txt
CityRICHMONDCityNm
State AbbreviationVAStateAbbreviationCd
ZIP232304443ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
WILLIAM L REINHART
3409 MOORE STREETRICHMONDVA23230PRESIDENT2.00$0$0$0
CYNTHIA R RICHARDS
3409 MOORE STREETRICHMONDVA23230SECRETARY/TREASURER2.00$0$0$0
CHRISTOPHER R RICHARDS
3409 MOORE STREETRICHMONDVA23230VICE PRESIDENT1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

FieldValueIRS element (for citing)
PersonBANK OF AMERICAPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1114 WEST 47TH STREETAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10036ZIPCd
FieldValueIRS element (for citing)
Service TypeINVESTMENT MGMTServiceTypeTxt
Compensation$163,230CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$42,701,926AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,152,565AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$45,854,491TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$45,854,491AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$687,817CashDeemedCharitableAmt
Net Vl Noncharitable Assets$45,166,674NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,258,334MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,258,334MinimumInvestmentReturnAmt
Tax Based On Investment Income$13,944TaxBasedOnInvestmentIncomeAmt
Total Tax$13,944TotalTaxAmt
Distributable Before Adj$2,244,390DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$2,244,390DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$2,244,390DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,543,673ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,543,673QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,244,390DistributableAsAdjustedAmt
Undistributed Income PY$1,663,483UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$2,543,673QualifyingDistributionsAmt
Applied To Year1$1,663,483AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$880,190AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$1,364,200UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (68 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
BARNARD COLLEGE
3009 BROADWAYNEW YORKNY10027PCCLASS OF '73 CHALLENGE ($35,000); CYNTHIA REINHART RICHARDS '73 JOURNALISM INTERNSHIP PROGRAM ($50,000)$85,000
BOAZ & RUTH
PO BOX 6129RICHMONDVA23222PCGENERAL PURPOSES$10,000
BON SECOURS RICHMOND HEALTH CARE FOUNDATION
5855 BREMO ROAD SUITE 100RICHMONDVA23226PCROCKIN THE AVENUES EVENT - NO BENEFITS$20,000
BOYS & GIRLS CLUBS OF METRO RICHMOND
100 EVERETT ST 1RICHMONDVA23224PCGENERAL PURPOSES$20,000
BROKEN MEN FOUNDATION
101 COWARDIN AVENUE SUITE 103RICHMONDVA23224PCGENERAL PURPOSES$5,000
BROOKLYN PUBLIC LIBRARY
10 GRAND ARMY PLAZABROOKLYNNY11238PCGENERAL PURPOSES$5,000
BYRD THEATRE FOUNDATION
2908 W CARY STRICHMONDVA23221PCTO SUPPORT THE HVAC SYSTEM ($166,398), GENERAL PURPOSES ($15,000)$181,398
CADENCE THEATRE COMPANY
PO BOX 7119RICHMONDVA23221PCGENERAL PURPOSES$10,000
CARITAS
2220 STOCKTON STREETRICHMONDVA23224PCGENERAL PURPOSES OF THE HEALING PLACE, SPLIT EQUALLY FOR WOMEN'S HEALING PLACE AND MEN'S HEALING PLACE$40,000
CENTRAL VIRGINIA BURN CAMP
1960 CANDLEWYCK DRIVECHARLOTTESVILLEVA22901PCTO SUPPORT THE CAMP ONLY$3,000
CENTRAL VIRGINIA LEGAL AID SOCIETY INC
101 W BROAD STREET SUITE 101RICHMONDVA23220PCTO SUPPORT THE HOUSING/EVICTION ATTORNEY AT THE RICHMOND COURTHOUSE$10,000
CHILD'S PLAY
9660 153RD AVENUE NEREDMONDWA98052PCTO SUPPORT NORFOLK & CHARLOTTESVILLE HOSPITALS$10,000
COLUMBIA COUNTY RECOVERY KITCHEN INC
PO BOX 268HUDSONNY12534PCGENERAL PURPOSES FOR COLUMBIA COUNTY RECOVERY KITCHEN$3,500
COLUMBIA LAND CONSERVANCY
49 MAIN STREETCHATHAMNY12037PCGENERAL PURPOSES$2,500
COMMUNITY FOUNDATION FOR A GREATER RICHMOND
3409 MOORE STREETRICHMONDVA23230SO-DPNON-QUALIFYING DISTRIBUTION TO THE EVELYN D. REINHART GUEST HOUSE FUND$1,014,455
COMMUNITY FOUNDATION FOR A GREATER RICHMOND
3409 MOORE STREETRICHMONDVA23230PCFOR THE REINHART FOUNDATION RANCH RECOVERY FUND - DESIGNATED FUND$1,026,016
COMMUNITY FOUNDATION FOR A GREATER RICHMOND
3409 MOORE STREETRICHMONDVA23230PCFOR THE HOUSING ASSISTANCE FUND: URGENT NEED FUNDING FOR TRANSITION FROM RICHMOND CITY JAIL TO SUPPORTIVE HOUSING$10,000
CROSSOVER HEALTHCARE MINISTRY
8600 QUIOCCASIN ROAD SUITE 101RICHMONDVA23229PCGENERAL PURPOSES ($25,000); CAMPAIGN SUPPORT ($20,000)$45,000
DAILY PLANET HEALTH SERVICES
517 WEST GRACE STREETRICHMONDVA23220PCGENERAL PURPOSES$30,000
DOCTORS WITHOUT BORDERS
PO BOX 5030HAGERSTOWNMD21741PCSUPPORT FOR UKRAINE REFUGEES$20,000
EAST CAROLINA UNIVERSITY FOUNDATION
UNIVERSITY ADVANCEMENT 2200 SGREENVILLENC27858PCTO SUPPORT THE WILLIAM REINHART SCHOLARSHIP$15,000CHARLES BOULEVARD 1100
EAST CAROLINA UNIVERSITY SCHOOL OF MUSIC
102 AJ FLETCHER MUSIC CENTERGREENVILLENC27858PCFACULTY EMERITI SCHOLARSHIP CHALLENGE GRANT ($1,367); FRIENDS OF THE SCHOOL MUSIC GALA ($1,000); GENERAL PURPOSES OF THE SCHOOL OF MUSIC ($17,633)$20,000
EMPLOYMENT PROGRAM FOR RECOVERED ALCOHOLICS INC
261 WEST 35TH STREET 9TH FLOORNEW YORKNY10001PCGENERAL PURPOSES IN MEMORY OF J. DOUGLAS RICHARDS$2,500
FEED MORE INC
1415 RHOADMILLER STREETRICHMONDVA23220PCGENERAL PURPOSES ($20,000); TO SUPPORT THE BUD REINHART ENDOWMENT ($20,000)$40,000
FOUNTAIN FUND
JEFFERSON SCHOOL CITY CENTER 233CHARLOTTESVILLEVA22903PCGENERAL PURPOSES$5,0004TH ST NW BOX Z
GOOCHLANDCARES INC
2999 RIVER ROAD WESTGOOCHLANDVA23063PCGENERAL PURPOSES$25,000
GOOCHLAND CASA
1800 SANDY HOOK ROAD PO BOX 910GOOCHLANDVA23063PCGENERAL PURPOSES$5,000
HAZELDEN BETTY FORD FOUNDATION
PO BOX 64348ST PAULMN55164PCPROFESSIONALS IN RESIDENCE (PIR) PROGRAM$1,000
HEALTH BRIGADE
1010 N THOMPSON STREETRICHMONDVA23230PCGENERAL PURPOSES$40,000
HOMEWARD
9211 FOREST HILL AVENUE SUITE 200RICHMONDVA23235PCFLEXIBLE SELF-RESOLUTION FUNDING TO HELP INDIVIDUALS/FAMILIES OBTAIN PERMANENT HOUSING$10,000
HOUSING FAMILIES FIRST
3900 NINE MILE ROADHENRICOVA23223PCBRINGING FAMILIES HOME PROGRAM$15,000
HOUSING OPPORTUNITIES MADE EQUAL OF VIRGINIA INC
626 EAST BROAD STREET SUITE 400RICHMONDVA23219PCGENERAL PURPOSES$25,000
HUDSON AREA ASSOCIATION LIBRARY
51 N 5TH STREETHUDSONNY12534PCGENERAL PURPOSES$5,000
HUDSON OPERA HOUSE
327 WARREN STREETHUDSONNY12534PCGENERAL PURPOSES OF HUDSON HALL$40,000
HUMANKIND
908 N THOMPSON STREETRICHMONDVA23230PCWAYS TO WORK PROGRAM$2,500
JAMES RIVER ASSOCIATION
16 SOUTH 17TH STREET SUITE 100RICHMONDVA23219PCGENERAL PURPOSES$15,000
J SARGEANT REYNOLDS COMMUNITY COLLEGE EDUCATIONAL FOUNDATION
PO BOX 26924RICHMONDVA232616924PCNCLEX & RN TESTS & LICENSES$1,000
KAATSBAAN CULTURAL PARK
PO BOX 482TIVOLINY12583PCGENERAL PURPOSES$5,000
MAC-HAYDN THEATRE INC
PO BOX 204CHATHAMNY12037PCGENERAL PURPOSES$10,000
MAGGIE WALKER COMMUNITY LAND TRUST
205 N ROBINSON STREETRICHMONDVA23220PCGENERAL PURPOSES$5,000
MAYMONT FOUNDATION
1000 WESTOVER ROADRICHMONDVA23220PCGENERAL PURPOSES$10,000
MENTOR VIRGINIA
2101 MAYWILL STREETRICHMONDVA23230PCGENERAL PURPOSES$7,500
NEXTUP RVA
2108 W LABURNUM AVENUE SUITE 110RICHMONDVA23227PCSUPPORT FOR AFTER SCHOOL PROGRAMS$15,000
OPERATION UNITE NEW YORK
PO BOX 1305HUDSONNY12534PCGENERAL PURPOSES$3,000
PETER PAUL DEVELOPMENT CENTER
1708 NORTH 22ND STREETRICHMONDVA23223PCGENERAL PURPOSES$15,000
PLANNED PARENTHOOD GREAT RIVERS
4251 FOREST PARK AVENUEST LOUISMO63108PCGENERAL PURPOSES OF THE FAIRVIEW HEIGHTS CLINIC$20,000
PLANNED PARENTHOOD SOUTH ATLANTIC
100 S BOYLAN AVERALEIGHNC27603PCTO SUPPORT THE ROANOKE CLINIC$20,000
RANCH RECOVERY CENTERS INC
7885 ANNANDALE AVENUEDESERT HOT SPRINGSCA92240PCGENERAL PURPOSES$15,000
REAL LIFE
PO BOX 27372RICHMONDVA23238PCGENERAL PURPOSES$25,000
REGIONAL FOOD BANK OF NORTHEASTERN NEW YORK
965 ALBANY SHAKER ROADLATHAMNY12110PC$4K FOR PROGRAMS SALVATION ARMY-HUDSON VALLEY EITHER FRIENDLY KITCHEN OR MASS DISTRIBUTION AS THE ARMY ELECTS; $4K FOR THE ZION COMMUNITY FOOD PANTRY; $2K FOR COLUMBIA COUNTY RECOVERY KITCHEN$10,000
RICHMOND AND HENRICO PUBLIC HEALTH FOUNDATION
400 E CARY STRICHMONDVA23219PCSUPPORT TO COMMUNITY HEALTH WORKERS PROGRAM$10,000
RICHMOND SPCA
2519 HERMITAGE ROADRICHMONDVA23220PCGENERAL PURPOSES$5,000
RIVERKEEPER INC
20 SECOR ROADOSSININGNY10562PCGENERAL PURPOSES$5,000
RONALD MCDONALD HOUSE CHARITIES OF RICHMOND VA INC
2330 MONUMENT AVENUERICHMONDVA23220PCGENERAL PURPOSES$10,000
SAARA OF VIRGINIA INC
2222 MONUMENT AVERICHMONDVA23220PCGENERAL PURPOSES$5,000
SAFE HARBOR
POBOX 17996RICHMONDVA23223PCGENERAL PURPOSES$15,000
SCENIC HUDSON
ONE CIVIC CENTER PLAZA SUITE 200POUGHKEEPSIENY126013156PCGENERAL PURPOSES$10,000
SCIENCE MUSEUM OF VIRGINIA FOUNDATION
PO BOX 11624RICHMONDVA23230PCGENERAL PURPOSES$5,000
SOAR365
3600 SAUNDERS AVENUERICHMONDVA23227PC2024 LADYBUG WINETASTING EVENT ($25,000); CAMP BAKER ANNUAL OPERATING ($10,000)$35,000
THE DOORWAYS
612 EAST MARSHALL STREETRICHMONDVA23219PCGENERAL PURPOSES$5,000
THE HUDSON ATHENS LIGHTHOUSE PRESERVATION COMMITTEE
PO BOX 145ATHENSNY12015PCGENERAL PURPOSES ($25,000); SUPPORT MATCH FROM STATE ($20,000); FOG BELL ($6,000); EXHIBIT CONSTRUCTION ($10,000)$61,000
THE MCSHIN FOUNDATION
2300 DUMBARTON ROADRICHMONDVA23228PCGENERAL PURPOSES$5,000
UPPER HUDSON PLANNED PARENTHOOD
855 CENTRAL AVENUEALBANYNY12206PCGENERAL PURPOSES$20,000
VIRGINIA LEAGUE FOR PLANNED PARENTHOOD
201 N HAMILTON STREETRICHMONDVA23221PCGENERAL PURPOSES ($30,000); NEW CLINIC ON CHAMBERLAYNE AVE. ($20,000)$50,000
VIRGINIA SUPPORTIVE HOUSING
1900 COOL LANE SUITE BRICHMONDVA23223PCGENERAL PURPOSES$50,000
YMCA OF GREATER RICHMOND
201 W 7TH STRICHMONDVA23224PCSUPPORT FOR AFTER SCHOOL PROGRAMS$10,000
YWCA OF RICHMOND
6 NORTH 5TH STREETRICHMONDVA23219PCDOMESTIC VIOLENCE PROGRAM ($20,000); SPROUT SCHOOL ($20,000); SUPPORTIVE HOUSING CAPITAL CAMPAGIN ($10,000)$50,000
THE COMMUNITY FOUNDATION INC
3409 MOORE STREETRICHMONDVA23230PCCHARITABLE PURPOSES$165,461
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,494,830TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$106,497ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$941,144ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$158,526ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescFEDERAL EXCISE TAX REFUNDDesc
Exclusion$8,418ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,214,585ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,214,585TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number1LineNumberTxt
Relationship StatementNOT APPLICABLERelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$16,170Amt
Net Investment Income$16,170NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$10,462,428EOYBookValueAmt
EOYFMV$9,860,744EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE SECURITIESStockNm
EOY Book Value$26,253,035EOYBookValueAmt
EOYFMV$33,397,855EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescESCROW ACCOUNTSDesc
BOY Book Value$65,549BOYBookValueAmt
EOY Book Value$65,549EOYBookValueAmt
EOYFMV$65,549EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
STATE REGISTRATION$25$25$0
MISCELLANEOUS$595$595$0
INVESTMENT EXPENSE$9,076$9,076$0
OTHER INVEST EXPENSES$405$405$0
BANK FEES$113$113$0
EXCISE TAX PENALTY$765$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescFEDERAL EXCISE TAX REFUNDDesc
Revenue And Expenses Per Books$8,418RevenueAndExpensesPerBooksAmt
Adjusted Net Income$8,418AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescADJUSTMENT TO COST BASISDesc
Amt$1,370,130Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MANAGEMENT FEES - BANK OF AMERICA$163,230$163,230$0
SUPPORT TO THE COMMUNITY FOUNDATION$63,298$0$63,298

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ESTIMATED FED TAX PAYMENTS$2,784$0$0
FOREIGN TAX$12,063$12,063$0
FEDERAL TAX PAID$14,713$0$0