2022-11-07T10:49:46-06:00 2021-12-31 364579334 HERITAGE WEALTH ADVISORS 919 EAST MAIN STREET SUITE 950 RICHMOND VA 23219 990 2021-01-01 541685158 THE PAULEY FAMILY FOUNDATION PAUL 8043307400 3409 MOORE STREET RICHMOND VA 23230 BRYAN A STARK TREASURER 8043307400 2022-11-07 1 BRYAN STARK 999009999 DELORES ANN REMO P00547369 8046434080 2022-11-03 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z BRYAN A STARK 3409 MOORE STREET RICHMOND VA 23230 1903518552 0 X WWW.CFRICHMOND.ORG X 1993 VA THE PAULEY FAMILY FOUNDATION SUPPORTS A BROAD RANGE OF CHARITABLE PURPOSES IN THE RICHMOND REGION, WITH A FOCUS ON EDUCATION, HEALTH AND HUMAN SERVICES. 7 7 0 10 0 0 1092000 1889524159 0 0 15066979 9826251 0 0 16158979 1899350410 10464512 25587095 0 0 0 0 0 0 0 128941 13033 10593453 25600128 5565526 1873750282 141656754 2022061315 7437380 4192941 134219374 2017868374 THE PAULEY FAMILY FOUNDATION SUPPORTS A BROAD RANGE OF CHARITABLE PURPOSES IN THE RICHMOND REGION, WITH A FOCUS ON EDUCATION, HEALTH AND HUMAN SERVICES. 0 0 25587095 25587095 THE FOUNDATION SUPPORTS CHARITABLE ACTIVITIES THAT ADVANCE EDUCATION, HEALTH, AND HUMAN SERVICES. 25587095 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 1 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X X MICHELLE NELSON 8043307400 3409 MOORE STREET RICHMOND VA 23230 X FRED TATTERSALL DIRECTOR 0.50 X 0 0 0 KATHARINE P HICKOK CHAIR 5.00 X X 0 0 0 NANCY R BELLEMAN DIRECTOR 0.50 X 0 0 0 DEE ANN REMO DIRECTOR 0.50 X 0 0 0 JANE G WATKINS DIRECTOR 0.50 X 0 0 0 ADAM E HICKOK DIRECTOR 0.50 X 0 0 0 KATHARINE H STARK DIRECTOR 0.50 X 0 0 0 BRYAN A STARK TREASURER (NON-VOTING) 0.50 X 0 0 0 EUGENE W HICKOK SECRETARY (NON-VOTING) 0.50 X 0 0 0 0 0 0 0 0 0 0 0 1889524159 1889524159 1889524159 3645627 3645627 10348766 4168142 6180624 6180624 6180624 1899350410 0 0 9826251 25587095 25587095 7208 7208 5800 5800 25 25 25600128 25587095 13033 0 1699320 625033 31079935 17593839 102324269 109676077 6553230 4642207 0 1889524159 141656754 2022061315 2464 2543 7434916 4190398 7437380 4192941 X 134219374 2017868374 134219374 2017868374 141656754 2022061315 X 1873750282 9928440 -29722 X X 0 1 X 0 0 X X X 1 THE COMMUNITY FOUNDATION INC 237009135 8 1 312491 0 1 312491 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 PART IV, SECTION A, LINE 6: 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 BENEFICIAL INTEREST IN TRUSTS 1889524159 1889524159 X 1909278851 9928441 9928441 1899350410 0 1899350410 25629850 29722 29722 25600128 0 25600128 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. 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 1756 CENTRAL AMERICA AND CARIBBEAN 0 0 PETERSHILL II OFFSHORE LP INVESTMENT 0 0 0 0 0 0 1756 0 1756 0 0 0 1 1 0 PART III ACCOUNTING METHOD: 1 AGECROFT ASSOCIATION 4305 SULGRAVE RD RICHMOND VA 23221 540805729 501(C)(3) 50000 0 NONE ANNUAL SUPPORT ANNA JULIA COOPER SCHOOL 2124 NORTH 29TH STREET RICHMOND VA 23223 270407231 501(C)(3) 25000 0 NONE ANNUAL SUPPORT AREA CONGREGATIONS TOGETHER IN SERVICE 1518 WILLOW LAWN DR NO 301 RICHMOND VA 23230 453020788 501(C)(3) 75000 0 NONE ANNUAL SUPPORT BETTER HOUSING COALITION PO BOX 12117 RICHMOND VA 23241 541479059 501(C)(3) 50000 0 NONE ANNUAL SUPPORT BON SECOURS RICHMOND HEALTH CARE FOUNDATION 8580 MAGELLAN PARKWAY BUILDING IV RICHMOND VA 23227 541201346 501(C)(3) 100000 0 NONE ANNUAL SUPPORT BOYS & GIRLS CLUBS OF METRO RICHMOND 5511 STAPLES MILL ROAD NO 301 RICHMOND VA 23228 540564901 501(C)(3) 25000 0 NONE ANNUAL SUPPORT BYRD THEATRE FOUNDATION PO BOX 14860 RICHMOND VA 23221 311806232 501(C)(3) 100000 0 NONE ANNUAL SUPPORT CHILDSAVERS MEMORIAL CHILD GUIDANCE CLINIC 200 NORTH 22ND STREET RICHMOND VA 23223 540505927 501(C)(3) 75000 0 NONE ANNUAL SUPPORT CIRCLE CENTER ADULT DAY SERVICES 4900 WEST MARSHALL STREET RICHMOND VA 23230 540991287 501(C)(3) 50000 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) 25000 0 NONE ANNUAL SUPPORT COMMUNITIES IN SCHOOLS OF RICHMOND PO BOX 17830 RICHMOND VA 23226 541799922 501(C)(3) 150000 0 NONE ANNUAL SUPPORT CONEXUS 11618 BUSY STREET RICHMOND VA 23236 465257732 501(C)(3) 50000 0 NONE ANNUAL SUPPORT CRISTO REY RICHMOND HIGH SCHOOL INC 304 NORTH SHEPPARD STREET RICHMOND VA 23221 812742073 501(C)(3) 25000 0 NONE ANNUAL SUPPORT CROSSOVER HEALTHCARE MINISTRY INC 8600 QUIOCCASIN ROAD SUITE 101 RICHMOND VA 23229 541371067 501(C)(3) 50000 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) 75000 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) 25000 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) 25000 0 NONE ANNUAL SUPPORT GATEWAY HOMES INC 4901 LIBBIE MILL EAST BLVD NO 210 RICHMOND VA 23230 541264177 501(C)(3) 25000 0 NONE ANNUAL SUPPORT GREATER RICHMOND CHAMBER FOUNDATION 919 EAST MAIN STREET NO 1700 RICHMOND VA 23218 510252958 501(C)(3) 25000 0 NONE ANNUAL SUPPORT GREATER RICHMOND FIT4KIDS PO BOX 1092 RICHMOND VA 23218 272817718 501(C)(3) 25000 0 NONE ANNUAL SUPPORT HAMPDEN-SYDNEY COLLEGE COLLEGE ROAD BOX 128 HAMPDENSYDNEY VA 23943 540505906 501(C)(3) 22054604 0 NONE ANNUAL SUPPORT AND FUNDS FOR THE NEW SCIENCE BUILDING HEALTH BRIGADE 1010 N THOMPSON STREET RICHMOND VA 23230 540927792 501(C)(3) 50000 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) 100000 0 NONE ANNUAL SUPPORT JEWISH FAMILY SERVICES 6718 PATTERSON AVENUE RICHMOND VA 23226 540526201 501(C)(3) 50000 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) 25000 0 NONE ANNUAL SUPPORT MEDICAL COLLEGE OF VIRGINIA FOUNDATION PO BOX 980234 RICHMOND VA 23298 546053660 501(C)(3) 100000 0 NONE ANNUAL SUPPORT OF MCV PAULEY HEART CENTER MONTPELIER FOUNDATION PO BOX 911 ORANGE VA 22960 311620682 501(C)(3) 25000 0 NONE ANNUAL SUPPORT ($25,000) ORCHARD HOUSE SCHOOL 500 NORTH ALLEN AVENUE RICHMOND VA 23220 541902937 501(C)(3) 25000 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) 25000 0 NONE ANNUAL SUPPORT PROJECT HOMES 88 CARNATION ST RICHMOND VA 23225 541595851 501(C)(3) 100000 0 NONE ANNUAL SUPPORT RESOURCES FOR INDEPENDENT LIVING 4009 FITZHUGH AVENUE SUITE 100 RICHMOND VA 23230 521414408 501(C)(3) 10000 0 NONE ANNUAL SUPPORT RICHMOND ANIMAL LEAGUE 11401 INTERNATIONAL DRIVE RICHMOND VA 23236 510240493 501(C)(3) 10000 0 NONE ANNUAL SUPPORT RICHMOND METROPOLITAN HABITAT FOR HUMANITY 2281 DABNEY ROAD NO A RICHMOND VA 23230 541385198 501(C)(3) 50000 0 NONE ANNUAL SUPPORT RICHMOND SPCA 2519 HERMITAGE ROAD RICHMOND VA 23220 540506328 501(C)(3) 10000 0 NONE ANNUAL SUPPORT RICHMOND SYMPHONY 612 EAST GRACE STREET 401 RICHMOND VA 23219 546024033 501(C)(3) 50000 0 NONE ANNUAL SUPPORT OF RICHMOND SYMPHONY RICHMOND URBAN DANCE INC 9387 WINDSOR SHADE DR MECHANICSVILLE VA 23116 472767807 501(C)(3) 25000 0 NONE ANNUAL SUPPORT SACRED HEART CENTER 1400 PERRY STREET RICHMOND VA 23224 541590419 501(C)(3) 75000 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) 25000 0 NONE ANNUAL SUPPORT SCIENCE MUSEUM OF VIRGINIA FOUNDATION PO BOX 11624 RICHMOND VA 23230 237185836 501(C)(3) 100000 0 NONE ANNUAL SUPPORT SHALOM FARMS 1010 WEST LABURNUM AVENUE RICHMOND VA 23227 237136747 501(C)(3) 25000 0 NONE ANNUAL SUPPORT SOAR 365 3600 SAUNDERS AVENUE RICHMOND VA 23227 540629691 501(C)(3) 25000 0 NONE ANNUAL SUPPORT ST ANDREW'S SCHOOL 227 SOUTH CHERRY STREET RICHMOND VA 23220 541803252 501(C)(3) 60000 0 NONE ANNUAL SUPPORT ST CATHERINE'S SCHOOL FOUNDATION 6001 GROVE AVENUE RICHMOND VA 23226 546036896 501(C)(3) 175000 0 NONE ANNUAL SUPPORT ST JAMES'S CHILDREN'S CENTER 1205 W FRANKLIN ST RICHMOND VA 23220 542058374 501(C)(3) 50000 0 NONE ANNUAL SUPPORT ST JOSEPH'S VILLA 8000 BROOK ROAD RICHMOND VA 23227 540505950 501(C)(3) 75000 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) 50000 0 NONE ANNUAL SUPPORT THE COMMUNITY FOUNDATION INC 3409 MOORE STREET RICHMOND VA 23230 237009135 501(C)(3) 312491 0 NONE FOR UNRESTRICTED SUPPORT THE DOORWAYS (HOSPITAL HOSPITALITY HOUSE OF RICHMOND) 612 E MARSHALL STREET RICHMOND VA 23219 541240348 501(C)(3) 50000 0 NONE ANNUAL SUPPORT THE NEW COMMUNITY SCHOOL 4211 HERMITAGE RD RICHMOND VA 23227 540973221 501(C)(3) 120000 0 NONE ANNUAL SUPPORT THE VALENTINE MUSEUM 1015 EAST CLAY STREET RICHMOND VA 23219 540505967 501(C)(3) 50000 0 NONE ANNUAL SUPPORT UNITED WAY OF GREATER RICHMOND & PETERSBURG PO BOX 11807 RICHMOND VA 23230 237375346 501(C)(3) 10000 0 NONE ANNUAL SUPPORT UNIVERSITY OF RICHMOND 110 UR DRIVE SUITE 201 RICHMOND VA 23173 540505965 501(C)(3) 500000 0 NONE ANNUAL SUPPORT VIRGINIA HOME 1101 HAMPTON STREET RICHMOND VA 23220 540577900 501(C)(3) 25000 0 NONE ANNUAL SUPPORT YMCA OF GREATER RICHMOND 2 WEST FRANKLIN STREET RICHMOND VA 23220 540505986 501(C)(3) 50000 0 NONE ANNUAL SUPPORT YWCA OF RICHMOND 6 N 5TH STREET RICHMOND VA 23219 540506493 501(C)(3) 50000 0 NONE ANNUAL SUPPORT 55 0 PART I, LINE 2: 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. X BENEFICIAL OWNERSHIP IN TRUSTS 2 1889524159 FAIR MARKET VALUE 0 0 0 0 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. THE COMMUNITY FOUNDATION INC 3409 MOORE STREET RICHMOND VA 23230 237009135 GRANTMAKING VA 501(C)(3) LINE 8 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 THE COMMUNITY FOUNDATION INC B 312491 UNRESTRICTED SUPPORT