THE PAULEY FAMILY FOUNDATION: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE PAULEY FAMILY FOUNDATION (EIN 54-1685158)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-07
- IRS object ID
- 202213119349301581
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-07T10:49:46-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 364579334 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HERITAGE WEALTH ADVISORS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 919 EAST MAIN STREET SUITE 950 | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541685158 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PAULEY FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PAUL | BusinessNameControlTxt |
| Phone | 8043307400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3409 MOORE STREET | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23230 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRYAN A STARK | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 8043307400 | PhoneNum |
| Signature | 2022-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BRYAN | PersonFirstNm |
| Person Last | STARK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DELORES ANN REMO | PreparerPersonNm |
| PTIN | P00547369 | PTIN |
| Phone | 8046434080 | PhoneNum |
| Preparation | 2022-11-03 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BRYAN A STARK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3409 MOORE STREET | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23230 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,903,518,552 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CFRICHMOND.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1993 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | THE PAULEY FAMILY FOUNDATION SUPPORTS A BROAD RANGE OF CHARITABLE PURPOSES IN THE RICHMOND REGION, WITH A FOCUS ON EDUCATION, HEALTH AND HUMAN SERVICES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 10 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,092,000 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,889,524,159 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $15,066,979 | PYInvestmentIncomeAmt |
| CY Investment Income | $9,826,251 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $16,158,979 | PYTotalRevenueAmt |
| CY Total Revenue | $1,899,350,410 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $10,464,512 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $25,587,095 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $128,941 | PYOtherExpensesAmt |
| CY Other Expenses | $13,033 | CYOtherExpensesAmt |
| PY Total Expenses | $10,593,453 | PYTotalExpensesAmt |
| CY Total Expenses | $25,600,128 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,565,526 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,873,750,282 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $141,656,754 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,022,061,315 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $7,437,380 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,192,941 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $134,219,374 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,017,868,374 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE PAULEY FAMILY FOUNDATION SUPPORTS A BROAD RANGE OF CHARITABLE PURPOSES IN THE RICHMOND REGION, WITH A FOCUS ON EDUCATION, HEALTH AND HUMAN SERVICES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $25,587,095 | ExpenseAmt |
| Grant | $25,587,095 | GrantAmt |
| Desc | THE FOUNDATION SUPPORTS CHARITABLE ACTIVITIES THAT ADVANCE EDUCATION, HEALTH, AND HUMAN SERVICES. | Desc |
| Total Program Service Expenses | $25,587,095 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 1 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHELLE NELSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8043307400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3409 MOORE STREET | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23230 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| FRED TATTERSALL | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| KATHARINE P HICKOK | ||||||
| CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| NANCY R BELLEMAN | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| DEE ANN REMO | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| JANE G WATKINS | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| ADAM E HICKOK | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| KATHARINE H STARK | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| BRYAN A STARK | ||||||
| TREASURER (NON-VOTING) | 0.50 | $0 | $0 | $0 | Yes (X) | |
| EUGENE W HICKOK | ||||||
| SECRETARY (NON-VOTING) | 0.50 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $1,889,524,159 | AllOtherContributionsAmt |
| Noncash Contributions | $1,889,524,159 | NoncashContributionsAmt |
| Total Contributions | $1,889,524,159 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,645,627 | TotalRevenueColumnAmt |
| Exclusion | $3,645,627 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,348,766 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,168,142 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,180,624 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,180,624 | TotalRevenueColumnAmt |
| Exclusion | $6,180,624 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,899,350,410 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $9,826,251 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,587,095 | TotalAmt |
| Program Services | $25,587,095 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,208 | TotalAmt |
| Management And General | $7,208 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,800 | TotalAmt |
| Management And General | $5,800 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25 | TotalAmt |
| Management And General | $25 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,600,128 | TotalAmt |
| Program Services | $25,587,095 | ProgramServicesAmt |
| Management And General | $13,033 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,699,320 | BOYAmt |
| EOY | $625,033 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,079,935 | BOYAmt |
| EOY | $17,593,839 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $102,324,269 | BOYAmt |
| EOY | $109,676,077 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,553,230 | BOYAmt |
| EOY | $4,642,207 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $1,889,524,159 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $141,656,754 | BOYAmt |
| EOY | $2,022,061,315 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,464 | BOYAmt |
| EOY | $2,543 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,434,916 | BOYAmt |
| EOY | $4,190,398 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,437,380 | BOYAmt |
| EOY | $4,192,941 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $134,219,374 | BOYAmt |
| EOY | $2,017,868,374 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $134,219,374 | BOYAmt |
| EOY | $2,017,868,374 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $141,656,754 | BOYAmt |
| EOY | $2,022,061,315 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,873,750,282 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $9,928,440 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$29,722 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 0 | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| IRS Written Determination | Yes (X) | IRSWrittenDeterminationInd |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE COMMUNITY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237009135 | EIN |
| Organization Type | 8 | OrganizationTypeCd |
| Governing Document Listed | Yes (1) | GoverningDocumentListedInd |
| Support | $312,491 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $312,491 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | Yes (1) | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (1) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | 0 | OperateBenefitNonSuprtOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART IV, SECTION A, LINE 6: | FormAndLineReferenceDesc |
| Explanation | THE PAULEY FAMILY FOUNDATION CONDUCTS GRANT-MAKING ACTIVITIES TO SUPPORT QUALIFYING CHARITABLE ORGANIZATIONS IN RICHMOND AND CENTRAL VIRGINIA IN FURTHERANCE OF THE EXEMPT PURPOSES OF ITS SUPPORTED ORGANIZATION, THE COMMUNITY FOUNDATION, INC. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BENEFICIAL INTEREST IN TRUSTS | Desc |
| Book Value | $1,889,524,159 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,889,524,159 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,909,278,851 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $9,928,441 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $9,928,441 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,899,350,410 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,899,350,410 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $25,629,850 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $29,722 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $29,722 | ExpensesNotReportedAmt |
| Expenses Subtotal | $25,600,128 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $25,600,128 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | MANAGEMENT HAS EVALUATED THE EFFECT OF GUIDANCE SURROUNDING UNCERTAIN INCOME TAX POSITIONS AND CONCLUDED THAT THE FOUNDATION HAS NO SIGNIFICANT FINANCIAL STATEMENT EXPOSURE TO UNCERTAIN INCOME TAX POSITIONS. THE FOUNDATION IS NOT CURRENTLY UNDER AUDIT BY ANY TAX JURISDICTION. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | GRANT PAYABLE DISCOUNT FOR MULTI-YEAR GRANT PAYMENTS 29,722. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| CENTRAL AMERICA AND CARIBBEAN | 0 | 0 | MS PRIVATE MARKETS FUND II (CAYMAN 2) LP | INVESTMENT | |
| CENTRAL AMERICA AND CARIBBEAN | 0 | 0 | MS LIQUID MARKETS FUND II (CAYMAN) SPV LP | INVESTMENT | |
| CENTRAL AMERICA AND CARIBBEAN | 0 | 0 | METALMARK CAPITAL PARTNERS DESIGNATED PARTNERS CAYMAN FUND, LP | INVESTMENT | $1,756 |
| CENTRAL AMERICA AND CARIBBEAN | 0 | 0 | PETERSHILL II OFFSHORE LP | INVESTMENT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $1,756 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $1,756 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III ACCOUNTING METHOD: | FormAndLineReferenceDesc |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (55 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|
| AGECROFT ASSOCIATION | |||||||||
| 4305 SULGRAVE RD | RICHMOND | VA | 23221 | 540805729 | 501(C)(3) | $50,000 | $0 | NONE | ANNUAL SUPPORT |
| ANNA JULIA COOPER SCHOOL | |||||||||
| 2124 NORTH 29TH STREET | RICHMOND | VA | 23223 | 270407231 | 501(C)(3) | $25,000 | $0 | NONE | ANNUAL SUPPORT |
| AREA CONGREGATIONS TOGETHER IN SERVICE | |||||||||
| 1518 WILLOW LAWN DR NO 301 | RICHMOND | VA | 23230 | 453020788 | 501(C)(3) | $75,000 | $0 | NONE | ANNUAL SUPPORT |
| BETTER HOUSING COALITION | |||||||||
| PO BOX 12117 | RICHMOND | VA | 23241 | 541479059 | 501(C)(3) | $50,000 | $0 | NONE | ANNUAL SUPPORT |
| BON SECOURS RICHMOND HEALTH CARE FOUNDATION | |||||||||
| 8580 MAGELLAN PARKWAY BUILDING IV | RICHMOND | VA | 23227 | 541201346 | 501(C)(3) | $100,000 | $0 | NONE | ANNUAL SUPPORT |
| BOYS & GIRLS CLUBS OF METRO RICHMOND | |||||||||
| 5511 STAPLES MILL ROAD NO 301 | RICHMOND | VA | 23228 | 540564901 | 501(C)(3) | $25,000 | $0 | NONE | ANNUAL SUPPORT |
| BYRD THEATRE FOUNDATION | |||||||||
| PO BOX 14860 | RICHMOND | VA | 23221 | 311806232 | 501(C)(3) | $100,000 | $0 | NONE | ANNUAL SUPPORT |
| CHILDSAVERS MEMORIAL CHILD GUIDANCE CLINIC | |||||||||
| 200 NORTH 22ND STREET | RICHMOND | VA | 23223 | 540505927 | 501(C)(3) | $75,000 | $0 | NONE | ANNUAL SUPPORT |
| CIRCLE CENTER ADULT DAY SERVICES | |||||||||
| 4900 WEST MARSHALL STREET | RICHMOND | VA | 23230 | 540991287 | 501(C)(3) | $50,000 | $0 | NONE | TO SUPPORT NEEDS BASED SCHOLARSHIPS FOR SENIORS UNABLE TO PAY FOR ADULT DAY SUPPORT SERVICES. |
| COMMUNITIES IN SCHOOLS OF CHESTERFIELD | |||||||||
| PO BOX 10 | CHESTERFIELD | VA | 23832 | 460651192 | 501(C)(3) | $25,000 | $0 | NONE | ANNUAL SUPPORT |
| COMMUNITIES IN SCHOOLS OF RICHMOND | |||||||||
| PO BOX 17830 | RICHMOND | VA | 23226 | 541799922 | 501(C)(3) | $150,000 | $0 | NONE | ANNUAL SUPPORT |
| CONEXUS | |||||||||
| 11618 BUSY STREET | RICHMOND | VA | 23236 | 465257732 | 501(C)(3) | $50,000 | $0 | NONE | ANNUAL SUPPORT |
| CRISTO REY RICHMOND HIGH SCHOOL INC | |||||||||
| 304 NORTH SHEPPARD STREET | RICHMOND | VA | 23221 | 812742073 | 501(C)(3) | $25,000 | $0 | NONE | ANNUAL SUPPORT |
| CROSSOVER HEALTHCARE MINISTRY INC | |||||||||
| 8600 QUIOCCASIN ROAD SUITE 101 | RICHMOND | VA | 23229 | 541371067 | 501(C)(3) | $50,000 | $0 | NONE | TO SUPPORT ACCESS TO MEDICAL CARE, MEDICATIONS, DENTAL, VISION, AND MENTAL HEALTH SERVICES FOR LOW-INCOME RESIDENTS. |
| FAMILY LIFELINE | |||||||||
| 2325 WEST BROAD STREET | RICHMOND | VA | 23220 | 540737133 | 501(C)(3) | $75,000 | $0 | NONE | TO PROVIDE LONG TERM SUPPORT PROGRAMMING FOR OLDER ADULTS, PEOPLE WITH DISABILITIES AND THEIR CAREGIVERS |
| FEEDMORE INC | |||||||||
| 1415 RHOADMILLER STREET | RICHMOND | VA | 23220 | 541150923 | 501(C)(3) | $25,000 | $0 | NONE | TO SUPPORT THE PURCHASE OF FRESH PRODUCE FOR USE IN FEED MORE'S FOOD DISTRIBUTION AND MEAL PROGRAMS SERVING CENTRAL VIRGINIA, SPECIFICALLY MEALS ON WHEELS |
| FRIENDS ASSOCIATION FOR CHILDREN | |||||||||
| 1004 ST JOHN STREET | RICHMOND | VA | 23220 | 540505899 | 501(C)(3) | $25,000 | $0 | NONE | ANNUAL SUPPORT |
| GATEWAY HOMES INC | |||||||||
| 4901 LIBBIE MILL EAST BLVD NO 210 | RICHMOND | VA | 23230 | 541264177 | 501(C)(3) | $25,000 | $0 | NONE | ANNUAL SUPPORT |
| GREATER RICHMOND CHAMBER FOUNDATION | |||||||||
| 919 EAST MAIN STREET NO 1700 | RICHMOND | VA | 23218 | 510252958 | 501(C)(3) | $25,000 | $0 | NONE | ANNUAL SUPPORT |
| GREATER RICHMOND FIT4KIDS | |||||||||
| PO BOX 1092 | RICHMOND | VA | 23218 | 272817718 | 501(C)(3) | $25,000 | $0 | NONE | ANNUAL SUPPORT |
| HAMPDEN-SYDNEY COLLEGE | |||||||||
| COLLEGE ROAD BOX 128 | HAMPDENSYDNEY | VA | 23943 | 540505906 | 501(C)(3) | $22,054,604 | $0 | NONE | ANNUAL SUPPORT AND FUNDS FOR THE NEW SCIENCE BUILDING |
| HEALTH BRIGADE | |||||||||
| 1010 N THOMPSON STREET | RICHMOND | VA | 23230 | 540927792 | 501(C)(3) | $50,000 | $0 | NONE | TO PROVIDE ACCESS TO PRIMARY CARE AND MENTAL HEALTH SERVICES FOR LOW-INCOME INDIVIDUALS. |
| J SARGEANT REYNOLDS COMMUNITY COLLEGE EDUCATIONAL FOUNDATION | |||||||||
| 1651 E PARHAM ROAD NO 200 | RICHMOND | VA | 23228 | 541130296 | 501(C)(3) | $100,000 | $0 | NONE | ANNUAL SUPPORT |
| JEWISH FAMILY SERVICES | |||||||||
| 6718 PATTERSON AVENUE | RICHMOND | VA | 23226 | 540526201 | 501(C)(3) | $50,000 | $0 | NONE | TO PROVIDE LOW INCOME SENIORS THE PHYSICAL, MENTAL AND EMOTIONAL HEALTH SERVICES THEY NEED FOR AN IMPROVED QUALITY OF LIFE, GREATER SOCIAL ENGAGEMENT, AND IMPROVED INDEPENDENCE WHILE SUPPORTING THEIR FAMILY CAREGIVERS. |
| JOHN MARSHALL CENTER FOR CONSTITUTIONAL HISTORY & CIVICS | |||||||||
| PO BOX 7090 | RICHMOND | VA | 23221 | 541417184 | 501(C)(3) | $25,000 | $0 | NONE | ANNUAL SUPPORT |
| MEDICAL COLLEGE OF VIRGINIA FOUNDATION | |||||||||
| PO BOX 980234 | RICHMOND | VA | 23298 | 546053660 | 501(C)(3) | $100,000 | $0 | NONE | ANNUAL SUPPORT OF MCV PAULEY HEART CENTER |
| MONTPELIER FOUNDATION | |||||||||
| PO BOX 911 | ORANGE | VA | 22960 | 311620682 | 501(C)(3) | $25,000 | $0 | NONE | ANNUAL SUPPORT ($25,000) |
| ORCHARD HOUSE SCHOOL | |||||||||
| 500 NORTH ALLEN AVENUE | RICHMOND | VA | 23220 | 541902937 | 501(C)(3) | $25,000 | $0 | NONE | SCHOLARSHIPS FOR LOW INCOME STUDENTS - MIDDLE SCHOOL GIRLS WITH FOCUS ON STEM. |
| PETER PAUL DEVELOPMENT CENTER | |||||||||
| 1708 NORTH 22ND STREET | RICHMOND | VA | 23223 | 541137164 | 501(C)(3) | $25,000 | $0 | NONE | ANNUAL SUPPORT |
| PROJECT HOMES | |||||||||
| 88 CARNATION ST | RICHMOND | VA | 23225 | 541595851 | 501(C)(3) | $100,000 | $0 | NONE | ANNUAL SUPPORT |
| RESOURCES FOR INDEPENDENT LIVING | |||||||||
| 4009 FITZHUGH AVENUE SUITE 100 | RICHMOND | VA | 23230 | 521414408 | 501(C)(3) | $10,000 | $0 | NONE | ANNUAL SUPPORT |
| RICHMOND ANIMAL LEAGUE | |||||||||
| 11401 INTERNATIONAL DRIVE | RICHMOND | VA | 23236 | 510240493 | 501(C)(3) | $10,000 | $0 | NONE | ANNUAL SUPPORT |
| RICHMOND METROPOLITAN HABITAT FOR HUMANITY | |||||||||
| 2281 DABNEY ROAD NO A | RICHMOND | VA | 23230 | 541385198 | 501(C)(3) | $50,000 | $0 | NONE | ANNUAL SUPPORT |
| RICHMOND SPCA | |||||||||
| 2519 HERMITAGE ROAD | RICHMOND | VA | 23220 | 540506328 | 501(C)(3) | $10,000 | $0 | NONE | ANNUAL SUPPORT |
| RICHMOND SYMPHONY | |||||||||
| 612 EAST GRACE STREET 401 | RICHMOND | VA | 23219 | 546024033 | 501(C)(3) | $50,000 | $0 | NONE | ANNUAL SUPPORT OF RICHMOND SYMPHONY |
| RICHMOND URBAN DANCE INC | |||||||||
| 9387 WINDSOR SHADE DR | MECHANICSVILLE | VA | 23116 | 472767807 | 501(C)(3) | $25,000 | $0 | NONE | ANNUAL SUPPORT |
| SACRED HEART CENTER | |||||||||
| 1400 PERRY STREET | RICHMOND | VA | 23224 | 541590419 | 501(C)(3) | $75,000 | $0 | NONE | ANNUAL SUPPORT |
| SCHOOL OF PERFORMING ARTS IN THE RICHMOND COMMUNITY | |||||||||
| 2106 N HAMILTON ST NO A | RICHMOND | VA | 23230 | 541271758 | 501(C)(3) | $25,000 | $0 | NONE | ANNUAL SUPPORT |
| SCIENCE MUSEUM OF VIRGINIA FOUNDATION | |||||||||
| PO BOX 11624 | RICHMOND | VA | 23230 | 237185836 | 501(C)(3) | $100,000 | $0 | NONE | ANNUAL SUPPORT |
| SHALOM FARMS | |||||||||
| 1010 WEST LABURNUM AVENUE | RICHMOND | VA | 23227 | 237136747 | 501(C)(3) | $25,000 | $0 | NONE | ANNUAL SUPPORT |
| SOAR 365 | |||||||||
| 3600 SAUNDERS AVENUE | RICHMOND | VA | 23227 | 540629691 | 501(C)(3) | $25,000 | $0 | NONE | ANNUAL SUPPORT |
| ST ANDREW'S SCHOOL | |||||||||
| 227 SOUTH CHERRY STREET | RICHMOND | VA | 23220 | 541803252 | 501(C)(3) | $60,000 | $0 | NONE | ANNUAL SUPPORT |
| ST CATHERINE'S SCHOOL FOUNDATION | |||||||||
| 6001 GROVE AVENUE | RICHMOND | VA | 23226 | 546036896 | 501(C)(3) | $175,000 | $0 | NONE | ANNUAL SUPPORT |
| ST JAMES'S CHILDREN'S CENTER | |||||||||
| 1205 W FRANKLIN ST | RICHMOND | VA | 23220 | 542058374 | 501(C)(3) | $50,000 | $0 | NONE | ANNUAL SUPPORT |
| ST JOSEPH'S VILLA | |||||||||
| 8000 BROOK ROAD | RICHMOND | VA | 23227 | 540505950 | 501(C)(3) | $75,000 | $0 | NONE | TO SUPPORT CASE MANAGEMENT FOR THE GROWING NUMBER OF OLDER ADULTS WHO ARE HOMELESS AND LACK THE RESOURCES AND SUPPORT TO SECURE HOUSING ON THEIR OWN. |
| SWEET BRIAR INSTITUTE | |||||||||
| PO BOX 1057 | SWEET BRIAR | VA | 24595 | 540534105 | 501(C)(3) | $50,000 | $0 | NONE | ANNUAL SUPPORT |
| THE COMMUNITY FOUNDATION INC | |||||||||
| 3409 MOORE STREET | RICHMOND | VA | 23230 | 237009135 | 501(C)(3) | $312,491 | $0 | NONE | FOR UNRESTRICTED SUPPORT |
| THE DOORWAYS (HOSPITAL HOSPITALITY HOUSE OF RICHMOND) | |||||||||
| 612 E MARSHALL STREET | RICHMOND | VA | 23219 | 541240348 | 501(C)(3) | $50,000 | $0 | NONE | ANNUAL SUPPORT |
| THE NEW COMMUNITY SCHOOL | |||||||||
| 4211 HERMITAGE RD | RICHMOND | VA | 23227 | 540973221 | 501(C)(3) | $120,000 | $0 | NONE | ANNUAL SUPPORT |
| THE VALENTINE MUSEUM | |||||||||
| 1015 EAST CLAY STREET | RICHMOND | VA | 23219 | 540505967 | 501(C)(3) | $50,000 | $0 | NONE | ANNUAL SUPPORT |
| UNITED WAY OF GREATER RICHMOND & PETERSBURG | |||||||||
| PO BOX 11807 | RICHMOND | VA | 23230 | 237375346 | 501(C)(3) | $10,000 | $0 | NONE | ANNUAL SUPPORT |
| UNIVERSITY OF RICHMOND | |||||||||
| 110 UR DRIVE SUITE 201 | RICHMOND | VA | 23173 | 540505965 | 501(C)(3) | $500,000 | $0 | NONE | ANNUAL SUPPORT |
| VIRGINIA HOME | |||||||||
| 1101 HAMPTON STREET | RICHMOND | VA | 23220 | 540577900 | 501(C)(3) | $25,000 | $0 | NONE | ANNUAL SUPPORT |
| YMCA OF GREATER RICHMOND | |||||||||
| 2 WEST FRANKLIN STREET | RICHMOND | VA | 23220 | 540505986 | 501(C)(3) | $50,000 | $0 | NONE | ANNUAL SUPPORT |
| YWCA OF RICHMOND | |||||||||
| 6 N 5TH STREET | RICHMOND | VA | 23219 | 540506493 | 501(C)(3) | $50,000 | $0 | NONE | ANNUAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 55 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE BOARD OF THE PAULEY FAMILY FOUNDATION WORKS CLOSELY WITH CF STAFF TO CONSIDER POTENTIAL GRANTEES. CF STAFF COLLECTS AND REVIEWS DUE DILIGENCE DOCUMENTATION ON PROSPECTIVE GRANTEES AND SHARES INFORMATION WITH THE BOARD OF THE PAULEY FAMILY FOUNDATION. CF STAFF MEMBERS FOLLOW UP WITH GRANTEES TO RECEIVE PROGRESS REPORTS AND SHARE FOLLOW-UP INFORMATION WITH THE BOARD. | ExplanationTxt |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | BENEFICIAL OWNERSHIP IN TRUSTS | Desc |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,889,524,159 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | THREE OF THE SEVEN PAULEY FAMILY FOUNDATION CURRENT BOARD MEMBERS ARE FAMILY MEMBERS. ADDITIONALLY, DEE ANN REMO IS AN OWNER OF HERITAGE WEALTH ADVISORS, WHICH SERVES AS THE TAX ADVISOR FOR THE PAULEY FAMILY FOUNDATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | A DRAFT OF THE FORM 990 AND APPLICABLE SCHEDULES ARE PROVIDED TO EACH MEMBER OF THE PAULEY FAMILY FOUNDATION'S BOARD OF GOVERNORS FOR REVIEW BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. THIS DRAFT IS ALSO REVIEWED BY THE COMMUNITY FOUNDATION'S CHIEF FINANCIAL OFFICER AND THE PRESIDENT & CHIEF EXECUTIVE OFFICER. |
| FORM 990, PART VI, SECTION B, LINE 12C | OFFICERS AND DIRECTORS OF THE PAULEY FAMILY FOUNDATION COMPLETE A SIGNED CONFLICT OF INTEREST POLICY ANNUALLY. IN THE EVENT OF A CONFLICT, THE BOARD MEMBER WILL RECUSE HIM/HER SELF FROM VOTING ON THE CONFLICT. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PAULEY FAMILY FOUNDATION HAS NO EMPLOYEES OR OTHER COMPENSATED OFFICERS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE PAULEY FAMILY FOUNDATION PARTICIPATES IN THE CONSOLIDATED AUDIT OF THE COMMUNITY FOUNDATION. THE STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST AT THE COMMUNITY FOUNDATION OFFICES AND ITS WEBSITE. |
| FORM 990, PART XI, LINE 9: | GRANT PAYABLE DISCOUNT FOR MULTI-YEAR GRANT PAYMENTS -29,722. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE COMMUNITY FOUNDATION INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3409 MOORE STREET | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23230 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237009135 | EIN |
| Primary Activities | GRANTMAKING | PrimaryActivitiesTxt |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 8 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE COMMUNITY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | B | TransactionTypeTxt |
| Involved | $312,491 | InvolvedAmt |
| Method Of Amount Determination | UNRESTRICTED SUPPORT | MethodOfAmountDeterminationTxt |