BARRINGTON FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- BARRINGTON FAMILY FOUNDATION (EIN 47-2045689)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-07
- IRS object ID
- 202223119349100502
- Schema version
- 2021v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-07T08:26:25-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 451042110 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CANAL CAPITAL MANAGEMENT LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9 SOUTH 5TH STREET | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 472045689 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARRINGTON FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BARR | BusinessNameControlTxt |
| Phone | 8043251450 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O CANAL CAPITAL MGMT 9 S 5TH ST | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23219 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY P DEVINE | PersonNm |
| Person Title | SEC/TREAS & DIRECTOR | PersonTitleTxt |
| Phone | 8043251450 | PhoneNum |
| Signature | 2022-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARY P | PersonFirstNm |
| Person Last | DEVINE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARGARET J SMITH CPA | PreparerPersonNm |
| PTIN | P01650149 | PTIN |
| Phone | 8043251450 | PhoneNum |
| Preparation | 2022-11-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $14,451,839 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $819,260 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $74,576 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $74,576 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $154,526 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $154,526 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $637,621 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,246,140 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $637,621 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,055 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,055 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,690,038 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $870,778 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $22,000 | OtherProfFeesRevAndExpnssAmt |
| Interest Rev And Expnss | $2,902 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $2,902 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $40,940 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,940 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $54,132 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $53,807 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $119,974 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $61,649 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $481,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $481,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $600,974 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $61,649 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $481,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,089,064 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $809,129 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,669,408 | CashBOYAmt |
| Cash EOY | $1,157,335 | CashEOYAmt |
| Cash EOYFMV | $1,157,335 | CashEOYFMVAmt |
| Corporate Stock BOY | $7,273,904 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,953,320 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,455,852 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,201,533 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,614,298 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,608,710 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $72,296 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $169,967 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $229,942 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $11,217,141 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,894,920 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,451,839 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $11,217,141 | CapitalStockBOYAmt |
| Capital Stock EOY | $11,894,920 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,217,141 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,894,920 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,217,141 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,894,920 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,217,141 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,089,064 | ExcessRevenueOverExpensesAmt |
| Subtotal | $12,306,205 | SubtotalAmt |
| Other Decreases | $411,285 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,894,920 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - GS939 | P | $124,055 | $93,771 | $30,284 | $30,284 |
| PUBLICLY TRADED SECURITIES - GS939 | P | $17,410 | $15,308 | $2,102 | $2,102 |
| PUBLICLY TRADED SECURITIES - GS921 | P | $143,469 | $122,683 | $20,786 | $20,786 |
| PUBLICLY TRADED SECURITIES - GS921 | P | $45,484 | $46,681 | -$1,197 | -$1,197 |
| PUBLICLY TRADED SECURITIES - GS913 | P | $453,228 | $309,133 | $144,095 | $144,095 |
| PUBLICLY TRADED SECURITIES - GS395 | P | $891,614 | $884,968 | $6,646 | $6,646 |
| PUBLICLY TRADED SECURITIES - GS136 | D | $551,709 | $135,975 | $415,734 | $415,734 |
| SHORT-TERM G/L FROM PARTNERSHIP | P | $1,293 | $1,293 | $1,293 | |
| LONG-TERM G/L FROM PARTNERSHIP | P | $16,957 | $16,957 | $16,957 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $637,621 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,247 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $11,247 | SubtotalAmt |
| Tax Based On Investment Income | $11,247 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,550 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $10,550 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $100 | EsPenaltyAmt |
| Tax Due | $797 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CANAL CAPITAL MANAGEMENT | IndividualWithBooksNm |
| Phone | 8043251450 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9 SOUTH 5TH STREET | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|---|---|
| MARTIN J BARRINGTON | ||||||||
| C/O CCM 9 SOUTH 5TH STREET | RICHMOND | VA | 23219 | PRESIDENT & | 1.00 | $0 | $0 | $0 |
| MARY P DEVINE | ||||||||
| C/O CCM 9 SOUTH 5TH STREET | RICHMOND | VA | 23219 | SEC/TREAS & | 1.00 | $0 | $0 | $0 |
| KATHLEEN D BARRINGTON MCGREGOR | ||||||||
| C/O CCM 9 SOUTH 5TH STREET | RICHMOND | VA | 23219 | VICE PRESIDE | 1.00 | $0 | $0 | $0 |
| CODY MCGREGOR | ||||||||
| C/O CCM 9 SOUTH 5TH STREET | RICHMOND | VA | 23219 | VICE PRESIDE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION IS NOT INVOLVED IN ANY DIRECT CHARITABLE ACTIVITIES. ITS PRIMARY PURPOSE IS TO SUPPORT, BY CONTRIBUTIONS, OTHER ORGANIZATIONS EXEMPT UNDER IRC SECTION 501(C)(3). | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,127,335 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,452,430 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $162,200 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,741,965 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $13,741,965 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $206,129 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,535,836 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $676,792 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $676,792 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,247 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,247 | TotalTaxAmt |
| Distributable Before Adj | $665,545 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $665,545 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $665,545 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $481,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $481,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $665,545 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $18,430 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr1 | $4,547 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $22,977 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $481,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $481,000 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $22,977 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $22,977 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $161,568 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARTIN J BARRINGTON MARY P DEVINE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACADEMY OF THE HOLY NAMES | ||||||||
| 1075 NEW SCOTLAND ROAD | ALBANY | NY | 12208 | NONE | 501(C)(3) | CHARITABLE SUPPORT | $1,000 | |
| ALBANY LAW SCHOOL | ||||||||
| 80 NEW SCOTLAND AVENUE | ALBANY | NY | 12208 | NONE | 501(C)(3) | CHARITABLE SUPPORT | $5,000 | |
| ALBANY MEDICAL CENTER FOUNDATION | ||||||||
| 43 NEW SCOTLAND AVENUE | ALBANY | NY | 12208 | NONE | 501(C)(3) | CHARITABLE SUPPORT | $2,000 | MC 119 |
| BOSTON COLLEGE | ||||||||
| 140 COMMONWEALTH AVENUE | CHESTNUT HILL | MA | 02467 | NONE | 501(C)(3) | CHARITABLE SUPPORT | $1,500 | |
| BOYS & GIRLS CLUB OF METRO RICHMOND | ||||||||
| 5511 STAPLES MILL ROAD | RICHMOND | VA | 23228 | NONE | 501(C)(3) | CHARITABLE SUPPORT | $13,000 | SUITE 301 |
| CATHEDRAL OF THE SACRED HEART | ||||||||
| 823 CATHEDRAL PLACE | RICHMOND | VA | 23220 | NONE | 501(C)(3) | CHARITABLE SUPPORT | $5,000 | |
| COMBINED ARMS | ||||||||
| 2929 MCKINNEY STREET | HOUSTON | TX | 77003 | NONE | 501(C)(3) | CHARITABLE SUPPORT | $15,000 | |
| COMMONWEALTH CATHOLIC CHARITIES | ||||||||
| 1601 ROLLING HILLS DRIVE | RICHMOND | VA | 23229 | NONE | 501(C)(3) | CHARITABLE SUPPORT | $50,000 | |
| COMMUNITY FDN FOR A GREATER RICHMON | ||||||||
| 3409 MOORE STREET | RICHMOND | VA | 23230 | DAF | 501(C)(3) | CHARITABLE SUPPORT | $19,000 | |
| CRISTO REY RICHMOND HIGH SCHOOL | ||||||||
| 304 N SHEPPARD STREET | RICHMOND | VA | 23221 | NONE | 501(C)(3) | CHARITABLE SUPPORT | $25,000 | |
| FEEDMORE INC | ||||||||
| 1415 RHOADMILLER STREET | RICHMOND | VA | 23220 | NONE | 501(C)(3) | CHARITABLE SUPPORT | $10,000 | |
| GOOCHLAND MANAKIN FIRE & RESCUE CO | ||||||||
| PO BOX 247 | GOOCHLAND | VA | 23063 | NONE | 501(C)(3) | CHARITABLE SUPPORT | $2,000 | |
| HARLEM LACROSSE | ||||||||
| 8 W 126TH STREET | NEW YORK | NY | 10027 | NONE | 501(C)(3) | CHARITABLE SUPPORT | $25,000 | |
| HOME AGAIN | ||||||||
| 5 E FRANKLIN STREET | RICHMOND | VA | 23220 | NONE | 501(C)(3) | CHARITABLE SUPPORT | $15,000 | |
| KIDS MEALS INC | ||||||||
| 330 GARDEN OAKS BLVD | HOUSTON | TX | 77018 | NONE | 501(C)(3) | CHARITABLE SUPPORT | $10,000 | |
| NEXTUP | ||||||||
| 3409 MOORE STREET | RICHMOND | VA | 23230 | NONE | 501(C)(3) | CHARITABLE SUPPORT | $40,000 | |
| NORTH COUNTRY MINISTRY | ||||||||
| PO BOX 478 | WARRENSBURG | NY | 12885 | NONE | 501(C)(3) | CHARITABLE SUPPORT | $40,000 | |
| NORTH QUEENSBURY VOLUNTEER FIRE CO | ||||||||
| 2663 ROUTE 9L | QUEENSBURY | NY | 12820 | NONE | 501(C)(3) | CHARITABLE SUPPORT | $2,000 | |
| RICHMOND PERFORMING ARTS ALLIANCE | ||||||||
| 600 E GRACE STREET | RICHMOND | VA | 23219 | NONE | 501(C)(3) | CHARITABLE SUPPORT | $20,000 | SUITE 400 |
| SEMPER FI & AMERICA'S FUND | ||||||||
| 715 BROADWAY STREET | QUANTICO | VA | 22134 | NONE | 501(C)(3) | CHARITABLE SUPPORT | $40,000 | |
| SENIOR CONNECTIONS | ||||||||
| 24 E CARY STREET | RICHMOND | VA | 23219 | NONE | 501(C)(3) | CHARITABLE SUPPORT | $10,000 | |
| SHINING LIGHT HOMES | ||||||||
| PO BOX 9262 | CHESAPEAKE | VA | 23321 | NONE | 501(C)(3) | CHARITABLE SUPPORT | $1,500 | |
| ST JOHN THE DIVINE | ||||||||
| 2450 RIVER OAKS BLVD | HOUSTON | TX | 77019 | NONE | 501(C)(3) | CHARITABLE SUPPORT | $4,000 | |
| ST MARY'S AT THE LAKE | ||||||||
| 3535 STATE ROUTE 9L | LAKE GEORGE | NY | 12845 | NONE | 501(C)(3) | CHARITABLE SUPPORT | $12,000 | |
| STATE FAIR OF TEXAS | ||||||||
| PO BOX 150009 | DALLAS | TX | 75315 | NONE | 501(C)(3) | CHARITABLE SUPPORT | $500 | |
| THE COLLEGE OF SAINT ROSE | ||||||||
| 432 WESTERN AVENUE | ALBANY | NY | 12203 | NONE | 501(C)(3) | CHARITABLE SUPPORT | $2,500 | |
| THE READ CENTER | ||||||||
| 5211 W BROAD STREET | RICHMOND | VA | 23230 | NONE | 501(C)(3) | CHARITABLE SUPPORT | $10,000 | SUITE 102 |
| UNITED WAY (ENERGY SHARE) | ||||||||
| 7814 CAROUSEL LANE | RICHMOND | VA | 23294 | NONE | 501(C)(3) | CHARITABLE SUPPORT | $20,000 | 400 |
| UNIVERSITY OF VIRGINIA | ||||||||
| PO BOX 400807 | CHARLOTTESVILLE | VA | 22904 | NONE | 501(C)(3) | CHARITABLE SUPPORT | $2,500 | |
| UNIVERSITY OF VIRGINIA LAW SCHOOL | ||||||||
| 580 MASSIE ROAD | CHARLOTTESVILLE | VA | 22903 | NONE | 501(C)(3) | CHARITABLE SUPPORT | $2,500 | |
| VIRGINIA MUSEUM OF FINE ARTS | ||||||||
| 200 N ARTHUR ASHE BLVD | RICHMOND | VA | 23220 | NONE | 501(C)(3) | CHARITABLE SUPPORT | $75,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $481,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $74,576 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $154,526 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $4,055 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $637,621 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $870,778 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $870,778 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | MARY P DEVINE | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O CANAL CAPITAL MANAGEMENT | AddressLine1Txt |
| Address Line2 | 9 SOUTH 5TH STREET | AddressLine2Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $819,260 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 5,250 SHS VANGUARD GROUP INDEX F | NoncashPropertyDesc |
| Fair Market Value | $547,260 | FairMarketValueAmt |
| Received | 2021-04-08 | ReceivedDt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | GS 395 | BondNm |
| EOY Book Value | $2,614,298 | EOYBookValueAmt |
| EOYFMV | $2,608,710 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GS 136 | $4,988,256 | $6,707,370 |
| GS 913 | $1,360,752 | $1,690,976 |
| GS 921 | $987,719 | $1,265,475 |
| GS 939 | $616,593 | $792,031 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | VINTAGE VIII-WEST ST CP VIII | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $169,967 | BookValueAmt |
| EOYFMV | $229,942 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | APPRECIATION OF STOCK DONATED | Desc |
| Amt | $411,285 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| STATE FILING FEES | $74 | $74 |
| ACCOUNT FEES | $46,396 | $46,396 |
| DED - ROYALTY INCOME FROM K-1 | $39 | $39 |
| SEC 59(E)(2) EXP FROM K-1 | $382 | $382 |
| PORTFOLIO DED FROM K-1 | $36 | $36 |
| OTHER DEDUCTIONS FROM K-1 | $6,880 | $6,880 |
| NONDEDUCTIBLE EXP FROM K-1 | $325 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| MISCELLANEOUS INCOME | $100 | $100 |
| ORDINARY INCOME FROM K-1 | $657 | $657 |
| NET RENTAL INCOME FROM K-1 | -$30 | -$30 |
| OTHER PAYMENTS FROM K-1 | $308 | $308 |
| ROYALTIES FROM K-1 | $159 | $159 |
| OTHER GAIN FROM K-1 | $1 | $1 |
| SEC 1231 GAIN/LOSS FROM K-1 | $1,175 | $1,175 |
| OTHER PORTFOLIO INCOME FROM K | $162 | $162 |
| SEC 1256 INCOME FROM K-1 | -$7 | -$7 |
| CANCELLATION OF DEBT FROM K-1 | $36 | $36 |
| OTHER INCOME FROM K-1 | $1,494 | $1,494 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $22,000 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL TAXES | $36,000 | |
| RECLAIMABLE TAX | $1,553 | $1,553 |
| FOREIGN TAXES | $3,387 | $3,387 |