OAK HILL FUND: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- OAK HILL FUND (EIN 31-1810011)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-08-23
- IRS object ID
- 202102359349100860
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-08-23T12:46:25-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 540618213 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HANTZMON WIEBEL LLP CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1408 | AddressLine1Txt |
| City | CHARLOTTESVILLE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22902 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311810011 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE OAK HILL FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OAKH | BusinessNameControlTxt |
| Phone | 4342200083 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1624 | AddressLine1Txt |
| City | CHARLOTTESVILLE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22902 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | P FRANK BERRY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4342200083 | PhoneNum |
| Signature | 2021-08-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | P | PersonFirstNm |
| Person Last | FRANK BERRY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | P FRANK BERRY | PreparerPersonNm |
| PTIN | P00322544 | PTIN |
| Phone | 4342962156 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $96,579,299 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,528,330 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,528,330 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,186,802 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,709,919 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,186,802 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $64 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $64 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,715,196 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,715,196 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $353,172 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $91,825 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $261,347 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $426,898 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $116,647 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $310,251 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $273,730 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $51,597 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $222,133 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,080 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,080 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $37,265 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,272 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $27,993 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $465,229 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $452,453 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $12,776 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $9,867 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $895 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $9,480 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $73,692 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $73,692 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $342 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $342 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $73,810 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $73,810 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,724,565 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $721,794 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $984,319 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,460,069 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,460,069 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,184,634 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $721,794 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,444,388 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,469,438 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,993,402 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,914,107 | CashBOYAmt |
| Cash EOY | $2,205,523 | CashEOYAmt |
| Cash EOYFMV | $2,205,523 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,598,085 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,572,481 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,572,481 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $26,017 | AcctRcvblAmt |
| Acct Rcvbl BOY | $35,732 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $26,017 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $26,017 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $12,789 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $12,197 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $12,197 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $60,775,253 | CorporateStockBOYAmt |
| Corporate Stock EOY | $65,578,829 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $65,578,829 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $25,334,378 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $26,439,863 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $26,439,863 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $234,585 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $219,355 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $18,339 | LandBOYAmt |
| Land EOY | $15,230 | LandEOYAmt |
| Land EOYFMV | $15,229 | LandEOYFMVAmt |
| Other Assets BOY | $755,452 | OtherAssetsBOYAmt |
| Other Assets EOY | $729,160 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $729,160 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $91,444,135 | TotalAssetsBOYAmt |
| Total Assets EOY | $96,579,300 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $96,579,299 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $27,167 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $34,921 | AccountsPayableEOYAmt |
| Grants Payable BOY | $2,431,819 | GrantsPayableBOYAmt |
| Grants Payable EOY | $2,233,400 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $1,690,632 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,818,644 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $4,149,618 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,086,965 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $87,294,517 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $92,492,335 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $87,294,517 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $92,492,335 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $91,444,135 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $96,579,300 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $87,294,517 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,469,438 | ExcessRevenueOverExpensesAmt |
| Other Increases | $7,863,201 | OtherIncreasesAmt |
| Subtotal | $92,688,280 | SubtotalAmt |
| Other Decreases | $195,945 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $92,492,335 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| COHO PARTNERS LTD | P | $2,793,925 | $2,140,945 | $652,980 | $652,980 |
| COHO - ESG | P | $2,407,585 | $1,533,050 | $874,535 | $874,535 |
| PARNASSUS EQUITY INCOME - INSTITUTIONAL | P | $2,010,000 | $1,444,933 | $565,067 | $565,067 |
| TCW TOTAL RETURN BOND FUND | P | $1,423,519 | $1,404,189 | $19,330 | $19,330 |
| CAPITAL GAINS DIVIDENDS | P | $1,074,890 | $1,074,890 | $1,074,890 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,186,802 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $55,508 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $55,508 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $55,508 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $50,736 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $55,736 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $228 | OverpaymentAmt |
| Applied To ES Tax | $228 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | Yes (1) | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.OAKHILLFUND.ORG | WebsiteAddressTxt |
| Individual With Books | THE OAK HILL FUND | IndividualWithBooksNm |
| Phone | 4342200083 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1624 | AddressLine1Txt |
| City | CHARLOTTESVILLE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 229021624 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM A EDGERTON | ||||||||
| PO BOX 1624 | CHARLOTTESVILLE | VA | 22902 | PRES/TREAS/S | 40.00 | $310,946 | $41,602 | $623 |
| LIZA T EDGERTON | ||||||||
| PO BOX 1624 | CHARLOTTESVILLE | VA | 22902 | VICE PRES. | 20.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| JASON E HALBERT | ||||||||
| PO BOX 1624 | CHARLOTTESVILLE | VA | 22902 | DEPUTY DIRECT | 40.00 | $197,931 | $61,466 | $2,374 |
| TODD EDGERTON | ||||||||
| PO BOX 1624 | CHARLOTTESVILLE | VA | 22902 | SR PROGRAM OF | 40.00 | $97,704 | $41,553 | $675 |
| JULIA P SCHAFF | ||||||||
| PO BOX 1624 | CHARLOTTESVILLE | VA | 22902 | ASST TO PR/FN | 40.00 | $80,554 | $34,740 | $1,374 |
| ANNE K O'BRIEN | ||||||||
| PO BOX 1624 | CHARLOTTESVILLE | VA | 22902 | PROG & GRANTS | 40.00 | $69,037 | $36,117 | $1,374 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PARNASSUS FUNDS | |||||
| 1 MARKET ST STE 1600 | SAN FRANCISCO | CA | 94105 | INVESTMENT MGMT | $138,562 |
| COHO PARTNERS LTD | |||||
| 801 CASSATT RD SUITE 100 | BERWYN | PA | 19312 | INVESTMENT MGMT | $91,027 |
| HARDING LOEVNER FUNDS INC | |||||
| 801 S CANAL ST | CHICAGO | IL | 60607 | INVESTMENT MGMT | $84,242 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FUND HAS NO DIRECT CHARITABLE ACTIVITY | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FUND HAS NO PROGRAM-RELATED INVESTMENTS | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $83,629,545 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,652,404 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $200,201 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $85,482,150 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $85,482,150 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,282,232 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $84,199,918 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,209,996 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,209,996 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $55,508 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $55,508 | TotalTaxAmt |
| Distributable Before Adj | $4,154,488 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,154,488 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,154,488 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,444,388 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,444,388 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $6,444,388 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,154,488 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,252,406 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,547,005 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,228,368 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,517,802 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,552,822 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $10,098,403 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,444,388 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,154,488 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,289,900 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $12,388,303 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $2,252,406 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $10,135,897 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,547,005 | ExcessFromYear4Amt |
| Excess From Year3 | $1,228,368 | ExcessFromYear3Amt |
| Excess From Year2 | $2,517,802 | ExcessFromYear2Amt |
| Excess From Year1 | $2,552,822 | ExcessFromYear1Amt |
| Excess From Current Year | $2,289,900 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CYBERGRANTS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1624 | AddressLine1Txt |
| City | CHARLOTTESVILLE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 229021624 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4342200083 | RecipientPhoneNum |
| Form And Info And Materials | THE OAK HILL FUND UTILIZES CYBERGRANTS ON-LINE GRANT MANAGEMENT SYSTEM. POTENTIAL GRANTEES MAY SUBMIT APPLICATION MATERIALS THROUGH CYBERGRANTS. [SEE WWW.OAKHILLFUND.ORG FOR FURTHER INFORMATION.] | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE STATEMENT FOR LINE 2A | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE MADE ONLY TO ORGANIZATIONS EXEMPT FROM TAX UNDER IRC SECTION 501(C)(3). | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (120 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CountryRecipientForeignAddress/CountryCd | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm |
|---|---|---|---|---|---|---|---|---|---|---|
| 2030 INC ARCHITECTURE 2030 | ||||||||||
| 607 CERRILLOS ROAD STE G | SANTA FE | NM | 87505 | 170(B)(1)(A)(VI) | GENERAL SUPPORT | $5,000 | ||||
| 350 ORG | ||||||||||
| 20 JAY ST STE 732 | BROOKLYN | NY | 112018352 | 170(B)(1)(A)(VI) | GENERAL SUPPORT | $250 | ||||
| A STEP AHEAD FOUNDATION INC | ||||||||||
| PO BOX 159002 | NASHVILLE | TN | 37215 | 170(B)(1)(A)(VI) | TO SUPPORT (1) DIRECT BIRTH CONTROL SERVICES, LARCS AND THEIR ASSOCIATED COSTS, (2) TRANSPORTATION TO HELP WOMEN ACCESS SERVICES, AND (3) CALL CENTER OPERATIONS FOR FOUR OF THEIR FIVE AFFILIATES, WHICH COVER 43 OF THE 63 COUNTIES IN TN THAT THEY SERVE. | $100,000 | ||||
| AFRICAN AMERICAN TEACHING FELLOWS CHARLOTTESVILLE ALBEMARLE | ||||||||||
| 3040A BERKMAR DRIVE | CHARLOTTESVILLE | VA | 22901 | 509(A)(2) | GENERAL SUPPORT | $250 | ||||
| ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATION INC (ALZHEIMER'S ASSOC | ||||||||||
| 355 RIO ROAD WESTSUITE 102 | CHARLOTTESVILLE | VA | 22901 | 170(B)(1)(A)(VI) | GENERAL SUPPORT | $10,000 | ||||
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC | ||||||||||
| 125 BROAD STREET | NEW YORK | NY | 100042400 | 170(B)(1)(A)(VI) | GENERAL SUPPORT | $10,000 | ||||
| ANTINANCO EARTH ARTS SCHOOL | ||||||||||
| 46 SEVEN OAKS CIR | HOLMDEL | NJ | 077331936 | 170(B)(1)(A)(VI) | 1) TO CONTINUE THEIR EXPERIMENTS COMPARING THE INFLUENCE OF GENETIC SOURCES, PLANTING CONDITIONS, COMPANION PLANTS PRESENT, SOIL COMPOSITION, PRESENCE OF JUGLONE AND PREVIOUS EXPOSURE TO BLIGHT ON TREE SURVIVAL; 2) IN COOPERATION WITH MUHLENBERG COLLEGE AND CITIZENS FOR INFORMED LAND USE GROUP, TO PLANT 50 ADDITIONAL TREES, AND 3) TO DEVELOP EDUCATIONAL MATERIALS AND PROGRAMMING FOR UNDERGRADUATE-LEVEL STUDENTS. | $10,000 | ||||
| ATLANTA BOTANICAL GARDEN INC | ||||||||||
| 1345 PIEDMONT AVE NE | ATLANTA | GA | 30309 | 170(B)(1)(A)(VI) | TO ASSESS THE RESILIENCE AND RECOVERY OF, AND DEFINE AND IMPLEMENT A LONG-TERM MANAGEMENT PLAN FOR, THE WILD TORREYA POPULATION REMAINING AFTER THE DAMAGE FROM HURRICANE MICHAEL. | $44,000 | ||||
| AUGUSTA DOG ADOPTIONS | ||||||||||
| 4224 WAKEFIELD RD | RICHMOND | VA | 232351649 | 170(B)(1)(A)(VI) | GENERAL SUPPORT | $100 | ||||
| BAY ISLANDS CONSERVATION ASSOCIATION INC | ||||||||||
| 11711 RAINTREE VILLAGE BLVD APT C | TEMPLE TERR | FL | 336172741 | 170(B)(1)(A)(VI) | TO EXPAND THEIR MONTHLY MARINE WATER QUALITY MONITORING PROGRAM IN THE MARINE PROTECTED AREAS OF THE MAR HONDURAS, AND IMPLEMENT CITIZEN SCIENCE PROJECTS ON THE THREE ISLANDS (UTILA, ROATAN AND GUANAJA) TO COLLECT DATA ON SOLID WASTE IN THE BAY ISLANDS NATIONAL MARINE PARK OVER TWO YEARS | $100,000 | ||||
| BAY JOURNAL MEDIA INC | ||||||||||
| 619 OAKWOOD DR | SEVEN VALLEYS | PA | 173609395 | 170(B)(1)(A)(VI) | TO EXPAND EXISTING STAFF COVERAGE WITH INCREASED USE OF FREELANCE WRITERS IN THE HAMPTON ROADS-RICHMOND-CHARLOTTESVILLE CORRIDOR, AND EXPAND THEIR VA READERSHIP BY ACQUIRING MAIL LISTS TO SEND SAMPLE COPIES, AND POSSIBLY THROUGH A DISTRIBUTER, DISTRIBUTECH. | $50,000 | ||||
| BLUE RIDGE AAF INC | ||||||||||
| PO BOX 5082 | CHARLOTTESVILLE | VA | 22905 | 170(B)(1)(A)(VI) | TO PROVIDE FINANCIAL ASSISTANCE TO INDIVIDUALS WHO CANNOT COVER THE FULL COST OF AN ABORTION, AND TO PARTIALLY FUND AN EXECUTIVE DIRECTOR POSITION. | $125,000 | ||||
| BORDERLANDS RESTORATION NETWORK | ||||||||||
| PO BOX 121 | PATAGONIA | AZ | 856240121 | 170(B)(1)(A)(VI) | TO SUPPORT DOCUMENTATION OF OAK DECLINE, ACORN COLLECTION AND PROPAGATION, EXPERIMENTAL RESTORATION, MONITORING, AND PARTNERSHIP DEVELOPMENT IN THE MOUNTAIN RANGES OF THE MADREAN ARCHIPELAGO. | $25,000 | ||||
| CALVERT SCHOOL INC | ||||||||||
| 105 TUSCANY RD | BALTIMORE | MD | 212103007 | 170(B)(1)(A)(II) | GENERAL SUPPORT | $10,000 | ||||
| CAMP HOLIDAY TRAILS | ||||||||||
| 400 HOLIDAY TRAILS LANE | CHARLOTTESVILLE | VA | 22903 | 170(B)(1)(A)(VI) | GENERAL SUPPORT | $5,000 | ||||
| CANCER RESEARCH INSTITUTE INC | ||||||||||
| 29 BROADWAY 4TH FLOOR | NEW YORK | NY | 100063201 | 170(B)(1)(A)(VI) | GENERAL SUPPORT | $500 | ||||
| CARING FOR CREATURES FOUNDATION | ||||||||||
| 352 SANCTUARY LN | PALMYRA | VA | 229635248 | 170(B)(1)(A)(VI) | GENERAL SUPPORT | $100 | ||||
| CENTER FOR BIOLOGICAL DIVERSITY | ||||||||||
| PO BOX 710 | TUCSON | AZ | 85702 | 170(B)(1)(A)(VI) | 1) TO BUILD COMMUNITY SOLAR IN FL, WITH INITIAL FOCUS ON THE SEMINOLE RURAL ELECTRIC COOP; 2) TO END THE COAL AND GAS INDUSTRY'S CONTROL OF NC ELECTRICITY GENERATION THROUGH SEVERAL STRATEGIES, FOR EXAMPLE BY FIGHTING TO BAN FOSSIL FUEL LOBBYING BY DUKE ENERGY ET AL., AND CHALLENGING DUKE ENERGY'S EFFORTS TO INCREASE RATES TO FINANCE THE REFURBISHING OF OLD COAL PLANTS. | $50,000 | ||||
| CERES INC | ||||||||||
| 99 CHAUNCY STREET 6TH FLR | BOSTON | MA | 021111703 | 170(B)(1)(A)(VI) | MOBILIZING BUSINESS ENGAGEMENT FOR A CLEAN ENERGY ECONOMY IN THE SOUTHEAST | $75,000 | ||||
| CHARLOTTESVILLE AREA COMMUNITY FOUNDATION | ||||||||||
| 114 4TH STREET | CHARLOTTESVILLE | VA | 22902 | 170(B)(1)(A)(VI) | FOR THE GRACE TINSLEY SCHOLARSHIP FUND | $500 | ||||
| CHARLOTTESVILLE FREE CLINIC | ||||||||||
| 109 PRESTON DRIVE SUITE 301 | CHARLOTTESVILLE | VA | 22903 | 170(B)(1)(A)(III) | GENERAL SUPPORT | $15,000 | ||||
| CHARLOTTESVILLE TOMORROW | ||||||||||
| PO BOX 1591 | CHARLOTTESVLE | VA | 22902 | 170(B)(1)(A)(VI) | GENERAL SUPPORT | $40,000 | ||||
| CHARLOTTESVILLE-ALBEMARLE RESCUE SQUAD INC | ||||||||||
| 828 MCINTIRE ROAD | CHARLOTTESVILLE | VA | 22902 | 170(B)(1)(A)(VI) | GENERAL SUPPORT | $2,500 | ||||
| CHARLOTTESVILLE-ALBEMARLE SPCA | ||||||||||
| 3355 BERKMAR DRIVE | CHARLOTTESVILLE | VA | 22901 | 170(B)(1)(A)(VI) | GENERAL SUPPORT | $5,000 | ||||
| CHESAPEAKE BAY FOUNDATION INC | ||||||||||
| 6 HERNDON AVENUE | ANNAPOLIS | MD | 21403 | 170(B)(1)(A)(VI) | CONTINUED SUPPORT FOR THE VIRGINIA ENVIRONMENTAL EDUCATION PROGRAM--SPECIFICALLY TO ENGAGE ABOUT 1,300 STUDENTS, TEACHERS AND ADULTS FROM VIRGINIA'S MOUNTAINOUS WESTERN REGION IN ON-THE-WATER EXPLORATION OF THEIR LOCAL WATERWAYS. ALSO, THIS YEAR, CBF WILL EXPAND THEIR VIRGINIA STUDENT LEADERSHIP PROGRAM AND PROVIDE A WEEK-LONG TEACHER TRAINING COURSE IN CHARLOTTESVILLE, SUMMER OF 2020. | $50,000 | ||||
| CHESAPEAKE CLIMATE ACTION NETWORK | ||||||||||
| PO BOX 11138 | TAKOMA PARK | MD | 20913 | 170(B)(1)(A)(VI) | TO ENSURE THAT THE NEXT GOVERNOR OF VIRGINIA'S ENERGY PLAN SETS THE GOAL OF A NET-ZERO-CARBON-EMISSION ECONOMY BY 2040. ALSO, TO WORK WITH PARTNERS ON DECARBONIZING THE TRANSPORTATION SECTOR AND ADVOCATING FOR A BAN ON NEW FOSSIL FUEL INFRASTRUCTURE IN VIRGINIA. | $85,000 | ||||
| CITIZENS FOR PENNSYLVANIA'S FUTURE | ||||||||||
| 610 NORTH THIRD ST | HARRISBURG | PA | 17101 | 170(B)(1)(A)(VI) | TO SUPPORT THEIR NON-PARTISAN GRASSROOTS PROGRAM THAT ORGANIZES TEAMS OF VOLUNTEERS TO EDUCATE STATE LEGISLATORS ABOUT CRITICAL WATERSHED ISSUES AND KEY SOLUTIONS. | $60,000 | ||||
| COLLEGE FOUNDATION OF THE UNIVERSITY OF VIRGINIA | ||||||||||
| PO BOX 400807 | CHARLOTTESVLE | VA | 229044087 | 170(B)(1)(A)(VI) | GENERAL SUPPORT | $2,500 | ||||
| COMMUNITY FREE CLINIC INC | ||||||||||
| 249 MILL ST | HAGERSTOWN | MD | 217406114 | 170(B)(1)(A)(VI) | TO IMPROVE THE OVERALL SEXUAL AND REPRODUCTIVE HEALTH OF WASHINGTON COUNTY RESIDENTS THROUGH EDUCATION, HONEST DIALOGUE AND ACCESS TO SERVICES INCLUDING COUNSELING, BIRTH CONTROL, CONTRACEPTION, EMERGENCY CONTRACEPTION, PREGNANCY TESTING, STD TESTING AND TREATMENT, AND AN LGBTQ+ SAFE SPACE. | $12,500 | ||||
| CORAL REEF ALLIANCE | ||||||||||
| 1330 BROADWAY SUITE 600 | OAKLAND | CA | 94612 | 170(B)(1)(A)(VI) | TO IMPROVE MANAGEMENT AND ENFORCEMENT OF MPAS IN THE BAY ISLANDS AND COASTAL HONDURAS, ESPECIALLY TO INCREASE HERBIVOROUS FISH POPULATIONS, TOWARDS SECURING THE LONG-TERM HEALTH OF THE MAR. | $50,000 | ||||
| CROZET TUNNEL FOUNDATION | ||||||||||
| PO BOX 636 | LOVINGSTON | VA | 229490636 | 170(B)(1)(A)(VI) | GENERAL SUPPORT | $200 | ||||
| CULTIVATE CHARLOTTESVILLE | ||||||||||
| PO BOX 5282 | CHARLOTTESVILLE | VA | 22905 | 170(B)(1)(A)(VI) | TO CULTIVATE FOOD SECURITY AND COMMUNITY IN CHARLOTTESVILLE THROUGH PROGRAMS SUCH AS THE HARVEST OF THE MONTH CLUB, BY HELPING TO MAINTAIN COMMUNITY-LED URBAN AGRICULTURE IN CHARLOTTESVILLE DURING REDEVELOPMENT, AND BY LEADING THE CHARLOTTESVILLE FOOD JUSTICE NETWORK INITIATIVES. | $60,000 | ||||
| CURRY SCHOOL OF EDUCATION FOUNDATION | ||||||||||
| PO BOX 400807 | CHARLOTTESVILLE | VA | 22904 | 170(B)(1)(A)(VI) | GENERAL SUPPORT | $2,500 | ||||
| DOWNTOWN CROZET INITIATIVE | ||||||||||
| 5756 ROCKFISH GAP TURNPIKE | CROZET | VA | 229323400 | 170(B)(1)(A)(VI) | GENERAL SUPPORT | $30,000 | ||||
| ENVIRONMENT GEORGIA RESEARCH & POLICY CENTER | ||||||||||
| 108 E PONCE DE LEON AVE SUITE 210 | DECATUR | GA | 30030 | 170(B)(1)(A)(VI) | TO EXPAND THE "100% CLEAN ENERGY CITIES" PROGRAM TO SAVANNAH, COLUMBUS, MACON, AND AUGUSTA; TO MAINTAIN A PRESENCE IN ATLANTA AND ATHENS TO ENSURE IMPLEMENTATION OF PRIOR 100% COMMITMENTS; TO HOST A CONVENING FOR SUSTAINABILITY DIRECTORS AND OTHER CITY VIP'S IN 2020 AND 2021 TO SUPPORT PEER LEARNING AND TROUBLESHOOTING; TO LEAD A 100% CITIES COALITION. | $50,000 | ||||
| ENVIRONMENTAL INTEGRITY PROJECT | ||||||||||
| 1000 VERMONT AVENUE NW SUITE 1100 | WASHINGTON | DC | 20005 | 170(B)(1)(A)(VI) | TO SUPPORT THEIR CHESAPEAKE BAY/VIRGINIA CLEAN WATER INITIATIVE WHICH AIMS TO IMPROVE ENFORCEMENT AND STRENGTHEN POLICY AND EDUCATE THE PUBLIC AND DECISION-MAKERS. | $80,000 | ||||
| FAITH ALLIANCE FOR CLIMATE SOLUTIONS | ||||||||||
| PO BOX 2012 | RESTON | VA | 20195 | 170(B)(1)(A)(VI) | TO HELP CONGREGATIONS IN NORTHERN VIRGINIA CUT THEIR GHG EMISSIONS 50% BY 2030, AND TO NET ZERO BY 2050. FACS WILL 1) EVALUATE THEIR CURRENT FACILITIES AND SYSTEMS; 2) IDENTIFY POSSIBLE CHANGES; 3) EVALUATE COST/BENEFIT AND PRICING; 4) FINANCE PROJECTS (GRANT, ALTERNATIVE FINANCING OPPORTUNITIES); 5) IMPLEMENT (CONTRACTING, OVERSIGHT, PROJECT MANAGEMENT); AND 6) TRACK RESULTS. | $15,000 | ||||
| FEEDING GREENE INC THE FOOD PANTRY OF GREENE COUNTY | ||||||||||
| PO BOX 13 | STANARDSVILLE | VA | 229730013 | 170(B)(1)(A)(VI) | GENERAL SUPPORT | $200 | ||||
| FONDO MEXICANO PARA LA CONSERVACION DE LA NATURALEZA | ||||||||||
| NON VERIFIABLE | MARYLAND ACCESS TEAM CAMPAIGN: TO CREATE A STATEWIDE NETWORK TO ASSIST OUT-OF-STATE AND IN-STATE PATIENTS IN ACCESSING ABORTION CARE BY PROVIDING AND COORDINATING LODGING, TRANSPORTATION, CHILDCARE, ESCORTING, AND INTERPRETATION SERVICES. | $50,000 | DAMAS 49 | MX | ||||||
| FOXCROFT SCHOOL | ||||||||||
| 22407 FOXHOUND LN | MIDDLEBURG | VA | 20117 | 170(B)(1)(A)(II) | GENERAL SUPPORT | $10,000 | ||||
| FRANKLIN W OLIN COLLEGE OF ENGINEERING INC | ||||||||||
| 1000 OLIN WAY | NEEDHAM | MA | 024921200 | 170(B)(1)(A)(II) | GENERAL SUPPORT | $200 | ||||
| FREE BOOK BUS | ||||||||||
| PO BOX 5025 | CHARLOTTESVLE | VA | 229055025 | 509(A)(2) | GENERAL SUPPORT | $1,000 | ||||
| FRIENDS SCHOOL HAVERFORD | ||||||||||
| 851 BUCK LANE | HAVERFORD | PA | 19041 | NCES PRIVATE SCHOOL | GENERAL SUPPORT | $10,000 | ||||
| FUND FOR WILD NATURE | ||||||||||
| PO BOX 2507 | SEBASTOBOL | CA | 95473 | 170(B)(1)(A)(VI) | GENERAL SUPPORT | $250 | ||||
| GRID ALTERNATIVES MID-ATLANTIC | ||||||||||
| 1629 BENNING ROAD NE | WASHINGTON | DC | 20002 | 170(B)(1)(A)(VI) | TO SUPPORT THEIR SOLAR DEVELOPMENT PROGRAM FOR TRANSITIONING COMMUNITIES, EDUCATION AND OUTREACH, AND FOR CONTINUED COLLABORATION IN POLICY DEVELOPMENT AND STAKEHOLDER ENGAGEMENT. | $75,000 | ||||
| HOPEWELL FUND | ||||||||||
| 1201 CONNECTICUT AVE NW STE 300 | WASHINGTON | DC | 200362656 | 170(B)(1)(A)(VI) | EXPANDED SUPPORT FOR INDEPENDENT ABORTION PROVIDERS, ESPECIALLY IN THE SOUTHEAST, THROUGH THE ACCESS, QUALITY & SUSTAINABILITY (AQS) FUND, CAPACITY EXPANSION RAMP UP FUND, AND THE BACKSTOP FUND. | $100,000 | ||||
| IN OUR OWN VOICE NATIONAL BLACK WOMEN'S REPRODUCTIVE JUSTICE AGENDA | ||||||||||
| 1012 14 STREET SUITE 450 | WASHINGTON | DC | 20005 | 170(B)(1)(A)(VI) | TO SUPPORT THE NEXT GENERATION LEADERSHIP INSTITUTE WHICH RECRUITS AND TRAINS YOUNG ACTIVISTS FROM HISTORICALLY BLACK COLLEGES AND UNIVERSITIES (HBCUS) AS SPOKESPEOPLE FOR REPRODUCTIVE JUSTICE ISSUES. | $80,000 | ||||
| KENTUCKY HEALTH JUSTICE NETWORK | ||||||||||
| PO BOX 4761 | LOUISVILLE | KY | 40204 | 170(B)(1)(A)(VI) | TO PROVIDE A 1-2 MONTH SUPPLY OF CONTRACEPTIVES (PILL, PATCH, AND NUVARING) FOR ALL POST ABORTION PATIENTS AT EMW WOMEN'S SURGICAL CENTER IN LOUISVILLE (EMW), KY, AND PAID PARKING FOR EACH PATIENT. | $50,000 | ||||
| LA CLNICA DEL PUEBLO | ||||||||||
| 2831 15TH ST NW | WASHINGTON | DC | 200094607 | 170(B)(1)(A)(VI) | CONTINUED SUPPORT TO DELIVER CULTURALLY AND LINGUISTICALLY APPROPRIATE REPRODUCTIVE HEALTH AND FAMILY PLANNING SERVICES TO UNINSURED, LOW-INCOME, AND LIMITED ENGLISH PROFICIENT (LEP) LATINA IMMIGRANT WOMEN IN PRINCE | $25,000 | ||||
| LEAGUE OF WOMEN VOTERS OF THE CHARLOTTESVILLE AREA EDUCATION FUND | ||||||||||
| PO BOX 2786 | CHARLOTTESVLE | VA | 22902 | 170(B)(1)(A)(VI) | GENERAL SUPPORT | $2,500 | ||||
| LOCAL ENERGY ALLIANCE PROGRAM INC | ||||||||||
| 608 RIDGE STREET | CHARLOTTESVILLE | VA | 22902 | 170(B)(1)(A)(VI) | IN COLLABORATION WITH C3 TO 1) SWITCH 15 CHARLOTTESVILLE RESIDENCES FROM FOSSIL FUEL SOURCED HEAT TO ELECTRICITY; 2) CREATE A REPORT ON THE REAL AND EXPECTED CLIMATE, HEALTH, AND FINANCIAL IMPACTS OF THE SWITCHING (UPFRONT EQUIPMENT AND USAGE); AND 3) EDUCATE LOCAL BUILDERS, CONTRACTORS, GOVERNMENT STAFF, AND HVAC COMPANIES ABOUT THE EXPERIENCE. | $100,000 | ||||
| LOCAL FOOD HUB | ||||||||||
| PO BOX 4647 | CHARLOTTESVILLE | VA | 22905 | 170(B)(1)(A)(VI) | TO MAINTAIN THE CURRENT NUMBER OF PATIENTS IN THEIR FRESH FARMACY PROGRAM AND TO DEVELOP A 'GRADUATION' PROGRAM TO TRANSITION PARTICIPANTS OUT OF THE PROGRAM EQUIPPED WITH STRATEGIES TO KEEP THEIR LIFESTYLE IMPROVEMENTS. | $40,000 | ||||
| LOUISA COUNTY RESOURCE COUNCIL OF LOUISA VA | ||||||||||
| P O BOX 52 | LOUISA | VA | 23093 | 170(B)(1)(A)(VI) | TO PURCHASE AND INSTALL PANELS TO THE TWO SOUTH-FACING WAREHOUSES THAT HAVE A TOTAL SURFACE AREA OF APPROXIMATELY 5,000 SQ. FT. | $90,000 | ||||
| MARY'S CENTER FOR MATERNAL AND CHILD CARE INC | ||||||||||
| 2333 ONTARIO RD NW | WASHINGTON | DC | 20009 | 170(B)(1)(A)(VI) | TO PROVIDE LARCS TO 125 UNINSURED AND UNDER-INSURED WOMEN AT THEIR FIVE HEALTH CLINICS IN WASHINGTON, DC AND MARYLAND. | $25,000 | ||||
| MEADOWVIEW BIOLOGICAL RESEARCH STATION | ||||||||||
| 8390 FREDERICKSBURG TPKE | WOODFORD | VA | 225803440 | 170(B)(1)(A)(VI) | TO ASSIST IN THE PURCHASE OF AN ADJOINING 190-ACRE PARCEL TO NEARLY DOUBLE THE SIZE OF THEIR NATIVE VIRGINIA LONGLEAF PINE PRESERVE IN SUSSEX COUNTY, VA. | $50,000 | ||||
| MESOAMERICAN REEF FUND (MAR FUND) | ||||||||||
| MANUALLY VERIFIED | TO SUPPORT CORE OPERATIONS OF THE HEALTHY REEF INITIATIVE, AND TO LEAD KEY MANAGEMENT INTERVENTIONS TO REDUCE THREATS OR ECOLOGICAL PROBLEMS AFFECTING REEF HEALTH, ESPECIALLY TESTING SOLUTIONS TO MACROALGAL PROLIFERATION, THE REGION'S MOST PERSISTENT ECOLOGICAL PROBLEM. | $150,000 | 22 AVENIDA 0-59 | GT | ZONA VISTA | VISTA HERMOSA II | ||||
| MUSICIANS UNITED TO SERVE THE YOUTH OF CHARLOTTESVILLE | ||||||||||
| 105 RIDGE ST | CHARLOTTESVILLE | VA | 22902 | 170(B)(1)(A)(VI) | GENERAL SUPPORT | $1,000 | ||||
| NARAL PRO-CHOICE MARYLAND FUND INC | ||||||||||
| 1323 CALVERT STREETSUITE A | BALTIMORE | MD | 21202 | NON VERIFIABLE | MARYLAND ACCESS TEAM CAMPAIGN: TO CREATE A STATEWIDE NETWORK TO ASSIST OUT-OF-STATE AND IN-STATE PATIENTS IN ACCESSING ABORTION CARE BY PROVIDING AND COORDINATING LODGING, TRANSPORTATION, CHILDCARE, ESCORTING, AND INTERPRETATION SERVICES. | $50,000 | ||||
| NATIONAL ABORTION FEDERATION | ||||||||||
| 1090 VERMONT AVE NW SUITE 1000 | WASHINGTON | DC | 20005 | 170(B)(1)(A)(VI) | TO HIRE THEIR FIRST REGIONAL SECURITY MANAGER DEDICATED TO PROVIDING ONGOING SAFETY AND SECURITY SUPPORT AND SERVICES TO ABORTION PROVIDERS IN THE SOUTHEAST US. | $50,000 | ||||
| NATIONAL WOMEN'S HEALTH NETWORK | ||||||||||
| 1413 K STREET NW FOURTH FLOOR | WASHINGTON | DC | 20005 | 170(B)(1)(A)(VI) | TO TO PROTECT GAINS IN WOMEN'S HEALTH MADE THROUGH THE ACA AND MEDICAID BY: 1) MOBILIZING OPPOSITION TO ATTACKS, 2) BUILDING SUPPORT FOR POLICIES THAT UNDO RECENT ABORTION BANS, AND 3) IMPROVING THE CAPACITY OF REGIONAL COORDINATORS TO INFLUENCE POLICY TO PROTECT AND EXPAND ACCESS. | $75,000 | ||||
| NATURAL RESOURCES DEFENSE COUNCIL INC | ||||||||||
| 40 W 20TH STREET | NEW YORK | NY | 100114231 | 170(B)(1)(A)(VI) | GENERAL SUPPORT | $10,000 | ||||
| NATURESERVE | ||||||||||
| 4600 N FAIRFAX DR 7TH FLOOR | ARLINGTON | VA | 222031553 | 170(B)(1)(A)(VI) | GENERAL SUPPORT | $200 | ||||
| NEO PHILANTHROPY INC | ||||||||||
| 45 W 36TH ST FL 6 | NEW YORK | NY | 10018 | 170(B)(1)(A)(VI) | TO HIRE A NORTH CAROLINA OR VIRGINIA-BASED CAMPAIGN COORDINATOR FOR #BADFAITHMEDICINE WHICH WORKS TO HOLD ANTI-ABORTION FAKE CLINICS ACCOUNTABLE. | $60,000 | ||||
| NEW OPPORTUNITY SCHOOL FOR WOMEN | ||||||||||
| 204 CHESTNUT ST | BEREA | KY | 404031538 | 170(B)(1)(A)(VI) | GENERAL SUPPORT | $10,000 | ||||
| NORTHERN NECK FOOD BANK DBA HEALTHY HARVEST FOOD BANK | ||||||||||
| PO BOX 735 | WARSAW | VA | 225720735 | 170(B)(1)(A)(VI) | TO INSTALL SOLAR PANELS ON THEIR BUILDINGS. | $75,000 | ||||
| OCEANA INC | ||||||||||
| 1025 CONNECTICUT AVE NW SUITE 200 | WASHINGTON | DC | 20036 | 170(B)(1)(A)(VI) | THROUGH THEIR STATE REPRESENTATIVES, TO ENGAGE LOCAL CONSTITUENCIES TO EDUCATE POLICYMAKERS ON THE POTENTIAL THREATS TO COASTAL COMMUNITIES IN THE SOUTHEAST, SHOULD THE ATLANTIC BE OPENED TO OFFSHORE DRILLING AND SEISMIC BLASTING. | $30,000 | ||||
| OCEANA INC | ||||||||||
| 1025 CONNECTICUT AVE NW SUITE 200 | WASHINGTON | DC | 20036 | 170(B)(1)(A)(VI) | 1) TO SECURE A COMMITMENT FROM THE MINISTER OF FISHERIES TO BAN THE USE OF GILLNETS IN BELIZE'S MARINE ENVIRONMENT BY 2021; 2) TO IMPROVE BELIZE'S FISHERIES MONITORING AND ENFORCEMENT BY STRENGTHENING AIS (AUTOMATIC IDENTIFICATION SYSTEM) BROADCASTING REQUIREMENTS; AND 3) TO SECURE A NATIONWIDE BAN ON SINGLE-USE PLASTICS AND STYROFOAM IN BELIZE'S FOOD SECTOR. | $75,000 | ||||
| ONE VIRGINIA 2021 FOUNDATION | ||||||||||
| PO BOX 1054 | RICHMOND | VA | 23218 | 170(B)(1)(A)(VI) | GENERAL SUPPORT | $500 | ||||
| PANCREATIC CANCER ACTION NETWORK INC | ||||||||||
| 1500 ROSECRANS AVE STE 200 | MANHATTAN BCH | CA | 902663721 | 170(B)(1)(A)(VI) | GENERAL SUPPORT | $100 | ||||
| PIEDMONT CASA | ||||||||||
| PO BOX 603 | CHARLOTTESVILLE | VA | 229020603 | 170(B)(1)(A)(VI) | GENERAL SUPPORT | $100 | ||||
| PLANNED PARENTHOOD SOUTH ATLANTIC INC | ||||||||||
| 100 S BOYLAN AVE | RALEIGH | NC | 276031802 | 170(B)(1)(A)(VI) | GENERAL SUPPORT | $10,000 | ||||
| PLANNED PARENTHOOD SOUTH ATLANTIC INC | ||||||||||
| 100 S BOYLAN AVE | RALEIGH | NC | 276031802 | 170(B)(1)(A)(VI) | TO SUPPORT THE LAUNCH OF PPSAT'S TELEHEALTH SERVICES. | $50,000 | ||||
| PLANNED PARENTHOOD SOUTHEAST | ||||||||||
| 241 PEACHTREE ST NE SUITE 400 | ATLANTA | GA | 30303 | 170(B)(1)(A)(VI) | TO SUBSIDIZE PATIENTS UNABLE TO ACCESS ABORTION WITHOUT ADDITIONAL FINANCIAL SUPPORT AT PPSE'S SIX HEALTH CENTERS IN ALABAMA (BIRMINGHAM AND MOBILE) AND GEORGIA (ATLANTA, LAWRENCEVILLE, MARIETTA, AND SAVANNAH). | $125,000 | ||||
| PRESIDENT & FELLOWS OF MIDDLEBURY COLLEGE | ||||||||||
| 152 MAPLE ST | MIDDLEBURY | VT | 057531370 | 170(B)(1)(A)(II) | TO THE NEW ENGLAND REVIEW | $100 | ||||
| PROTECT OUR WINTERS | ||||||||||
| 4676 BROADWAY STREET | BOULDER | CO | 80304 | 509(A)(2) | GENERAL SUPPORT | $5,000 | ||||
| PROVIDE | ||||||||||
| PO BOX 8265 | ROUND ROCK | TX | 78683 | 170(B)(1)(A)(VI) | CONTINUED SUPPORT FOR THE RURAL WOMEN'S HEALTH INITIATIVE: 1) ABORTION REFERRALS TRAINING; 2) ANALYSIS OF ABORTION REFERRALS DATA TO DETERMINE NEW WAYS TO ENSURE CRITICAL HEALTHCARE NEEDS ARE MET ; 3) BROADENING ENGAGEMENT WITH THE DONOR COMMUNITY TO INCREASE CAPACITY. | $50,000 | ||||
| PUBLIC BROADCASTING OF COLORADO INC | ||||||||||
| 7409 S ALTON CT | CENTENNIAL | CO | 801122301 | 170(B)(1)(A)(VI) | GENERAL SUPPORT | $1,000 | ||||
| RIDGE TO REEFS INC | ||||||||||
| 6618 STIRRUP CT | ELDERSBURG | MD | 217845949 | 170(B)(1)(A)(VI) | TO SUPPORT STAFF TRAVEL DURING THE CONSTRUCTION OF THREE BIOREACTORS IN THE SHENANDOAH VALLEY IN SPRING 2020. ALSO TO PURSUE LANDOWNER PERMISSION TO CONSTRUCT ANOTHER BIOREACTOR IN THE SMITH CREEK WATERSHED, AND CONTINUE COLLABORATING WITH VA TECH PROFESSORS IN THE DEVELOPMENT OF BIOREACTOR TECHNOLOGY. | $30,000 | ||||
| RIVANNA CONSERVATION ALLIANCE | ||||||||||
| 1150 RIVER ROAD SUITE 1 | CHARLOTTESVILLE | VA | 22901 | 170(B)(1)(A)(VI) | GENERAL SUPPORT | $250 | ||||
| RIVANNA CONSERVATION ALLIANCE | ||||||||||
| 1150 RIVER ROAD SUITE 1 | CHARLOTTESVILLE | VA | 22901 | 170(B)(1)(A)(VI) | TO CONTINUE ITS WATER QUALITY MONITORING PROGRAM AND BEGIN A NEW VOLUNTEER-SUPPORTED WATER QUALITY RESTORATION PROJECT. | $50,000 | ||||
| ROATAN MARINE PARK INTERNATIONAL INC | ||||||||||
| PO BOX 80167 | AUSTIN | TX | 78708 | 170(B)(1)(A)(VI) | TO EDUCATE STAKEHOLDERS ON THE INVASIVE LIONFISH AND RUN THE LIONFISH SPEARING LICENSE PROGRAM; TO INSTALL AND MAINTAIN ADDITIONAL MOORINGS AND CHANNEL MARKERS TO KEEP VESSELS FROM DAMAGING REEFS; TO EDUCATE ON SOLID WASTE POLLUTION AND SUPPLY LOCAL BUSINESSES WITH PAPER ALTERNATIVES TO SINGLE USE PLASTICS; TO IMPROVE MPA PATROLLING THROUGH RANGER EDUCATION AND TRAINING. | $35,000 | ||||
| SERVICE DOGS OF VIRGINIA INC | ||||||||||
| PO BOX 408 | CHARLOTTESVILLE | VA | 22902 | 170(B)(1)(A)(VI) | GENERAL SUPPORT | $2,500 | ||||
| SHELTER FOR HELP IN EMERGENCY | ||||||||||
| PO BOX 1013 | CHARLOTTESVILLE | VA | 22902 | 170(B)(1)(A)(VI) | GENERAL SUPPORT | $5,000 | ||||
| SOLAR UNITED NEIGHBORS | ||||||||||
| 1350 CONNECTICUT AVE NW SUITE 412 | WASHINGTON | DC | 20036 | 170(B)(1)(A)(VI) | TO CONTINUE EDUCATING, ORGANIZING, AND MOBILIZING CONSTITUENTS TO FIGHT FOR ENERGY RIGHTS THROUGH: 1) GO SOLAR PROGRAMS, 2) MOVEMENT-BUILDING AND ADVOCACY PROGRAMS, AND 3) THE REPOWER REC CAMPAIGN. | $90,000 | ||||
| SOUTH CAROLINA COASTAL CONSERVATION LEAGUE INC | ||||||||||
| 131 SPRING STREET | CHARLESTON | SC | 29403 | 170(B)(1)(A)(VI) | TO INTERVENE AT THE SC PUBLIC SERVICE COMMISSION IN SUPPORT OF THE 2019 ENERGY FREEDOM ACT (EFA) ; 2) TO PROMOTE PARALLEL REFORMS SUCH AS COAL UNIT RETIREMENT AT SANTEE COOPER; 3) TO PARTICIPATE IN OFFICIAL STAKEHOLDER PROCESSES SEEKING MARKET-BASED REFORMS; AND 4) TO REDUCE THE NEED FOR NEW FRACKED GAS INFRASTRUCTURE, WHILE LAYING THE GROUNDWORK FOR ELECTRIFICATION. | $50,000 | ||||
| STATES NEWSROOM | ||||||||||
| 1450 RALEIGH ROAD SUITE 200 | CHAPEL HILL | NC | 27517 | 170(B)(1)(A)(VI) | CONTINUED SUPPORT FOR THEIR DEDICATED ENERGY AND ENVIRONMENT REPORTER. | $77,000 | ||||
| SUSTAINABLE MARKETS FOUNDATION | ||||||||||
| 45 WEST 36TH STREET 6TH FLOOR | NEW YORK | NY | 100187904 | 170(B)(1)(A)(VI) | ENERGY & POLICY INSTITUTE: TO CONTINUE INVESTIGATING THE FIVE MAJOR INVESTOR-OWNED UTILITIES IN THE SOUTHEAST UNITED STATES TO PROVIDE MATERIAL FOR REPORTS AND MEDIA STORIES IN ORDER TO PRESSURE THEM TO DECARBONIZE. | $50,000 | ||||
| TEATOWN LAKE RESERVATION INC | ||||||||||
| 1600 SPRING VALLEY ROAD | OSSINING | NY | 105620000 | 170(B)(1)(A)(VI) | AT TEATOWN LAKE RESERVATION, OVER FIVE YEARS: 1) TO REMOVE APPROXIMATELY 50 INVASIVE AILANTHUS TREES; 2) TO PLANT NATIVE EASTERN HEMLOCK AND OAK TREES; 3) TO TREAT NEWLY PLANTED AND EXISTING EASTERN HEMLOCKS FOR WOOLLY ADELGID AND ELONGATE HEMLOCK SCALE | $20,000 | ||||
| THE 500 YEAR FOREST FOUNDATION | ||||||||||
| PO BOX 1272 | CHARLOTTESVILLE | VA | 22902 | 170(B)(1)(A)(VI) | TO ASSIST THE OWNERS OF POTENTIAL 500 YEAR FORESTS FUND PLANT SURVEYS AND FIGHT INVASIVE SPECIES. | $5,000 | ||||
| THE 500 YEAR FOREST FOUNDATION | ||||||||||
| PO BOX 1272 | CHARLOTTESVILLE | VA | 22902 | 170(B)(1)(A)(VI) | TO ASSIST THE OWNERS OF POTENTIAL 500 YEAR FORESTS FUND PLANT SURVEYS AND FIGHT INVASIVE SPECIES. | $5,000 | ||||
| THE AMERICAN CHESTNUT FOUNDATION | ||||||||||
| 50 NORTH MERRIMON AVENUE SUITE 115 | ASHEVILLE | NC | 288041383 | 170(B)(1)(A)(VI) | CONTINUED SUPPORT TO: 1) SELECT THE MOST BLIGHT-RESISTANT TREES AT MEADOWVIEW RESEARCH FARMS, 2) SELECT THE MOST BLIGHT-RESISTANT TREES AT THEIR PENN STATE ORCHARD, USING GENOMICS, 3) GENOTYPE AND PHENOTYPE CHESTNUT HYBRIDS WITH VARYING AMERICAN CHESTNUT ANCESTRY, AND CONTINUED SUPPORT FOR 4) THE MARYLAND CHAPTER CHESTNUT BREEDING PROGRAM. | $150,000 | ||||
| THE INTERNATIONAL RESCUE COMMITTEE INC | ||||||||||
| 609 EAST MARKET STREET SUITE 104 | CHARLOTTESVILLE | VA | 22902 | 170(B)(1)(A)(VI) | GENERAL SUPPORT | $10,000 | ||||
| THE JOURNEY HOME INC | ||||||||||
| PO BOX 482 | MINERAL | VA | 231170482 | 170(B)(1)(A)(VI) | COVID EMERGENCY GRANT TO COMPLETE INSTALLATION OF A SOLAR PV GROUND MOUNT SYSTEM ON A 1.7 ACRE PARCEL OF LAND ADJACENT A 12,000 SQUARE FOOT TRANSITIONAL HOUSING COMPLEX IN LOUISA COUNTY, VIRGINIA. | $7,785 | ||||
| THE LONGLEAF ALLIANCE | ||||||||||
| 12130 DIXON CENTER ROAD | ANDALUSIA | AL | 36420 | 170(B)(1)(A)(VI) | 1) TO CONTINUE DIRECT LANDOWNER TECHNICAL ASSISTANCE AND BUILD A GIS TRACKING SYSTEM TO IMPROVE REPORTING; 2) TO UPDATE THEIR WEBSITE PLATFORM, EXISTING EDUCATIONAL RESOURCES AND OUTREACH MATERIALS, AND CONDUCT A LITERATURE REVIEW. | $65,000 | ||||
| THE NATURE CAMP FOUNDATION | ||||||||||
| PO BOX 265 | STUDLEY | VA | 23162 | 170(B)(1)(A)(VI) | GENERAL SUPPORT | $250 | ||||
| THE ST PAUL'S SCHOOLS | ||||||||||
| PO BOX 8100 | BROOKLANDVILLE | MD | 210228100 | 170(B)(1)(A)(II) | GENERAL SUPPORT | $10,000 | ||||
| THE SUGAR PINE FOUNDATION | ||||||||||
| 1458 MOUNT RAINIER DR | S LAKE TAHOE | CA | 961505533 | 170(B)(1)(A)(VI) | IN COLLABORATION WITH THE US FOREST SERVICE'S BLISTER RUST PROGRAM, TO IDENTIFY RESISTANT SUGAR PINE "SEED TREES", HARVESTS SEEDS, AND CONDUCT SCHOOL, COMMUNITY AND PROFESSIONAL CREW PLANTINGS TO PROPAGATE THEIR PROGENY THROUGHOUT THE TAHOE REGION. | $4,950 | ||||
| THE VIRGINIA LEAGUE FOR PLANNED PARENTHOOD | ||||||||||
| 201 N HAMILTON STREET | RICHMOND | VA | 23221 | 170(B)(1)(A)(VI) | TO OPEN A NEW HEALTH CENTER IN RICHMOND, VA IN 2020 TO EXPAND ACCESS TO REPRODUCTIVE HEALTH CARE IN THE HISTORICALLY UNDERSERVED COMMUNITY OF THE EAST END OF RICHMOND. | $175,000 | ||||
| THOMAS JEFFERSON COMMUNITY LAND TRUST | ||||||||||
| PO BOX 1606 | CHARLOTTESVILLE | VA | 22902 | 170(B)(1)(A)(VI) | GENERAL SUPPORT | $40,000 | ||||
| TOY LIFT CHARITIES | ||||||||||
| PO BOX 6762 | CHARLOTTESVLE | VA | 229066762 | 170(B)(1)(A)(VI) | GENERAL SUPPORT | $5,000 | ||||
| TROUT UNLIMITED | ||||||||||
| 1777 N KENT STREET SUITE 100 | ARLINGTON | VA | 222093800 | 170(B)(1)(A)(VI) | TO MOBILIZE VOLUNTEERS TO ADVOCATE ON BEHALF OF STATE AND FEDERAL CONSERVATION FUNDING, ENHANCED STREAM DESIGNATIONS, AND CLEAN WATER POLICIES THAT PROTECT THE CHESAPEAKE BAY HEADWATERS. ALSO TO PROVIDE OUTREACH, TECHNICAL ASSISTANCE, AND WORKSHOPS TO ENCOURAGE MORE LIVESTOCK EXCLUSION FENCING IN VIRGINIA. | $25,000 | ||||
| UNIVERSITY OF GEORGIA FOUNDATION | ||||||||||
| 1 PRESS PLACE SUITE 101 | ATHENS | GA | 30602 | 170(B)(1)(A)(IV) | TO SUPPORT A RESEARCH ASSISTANT AT THE U. OF GA'S WARNELL SCHOOL OF FORESTY WHO WILL TEST THE APPLICATION OF AN IN VITRO PROPAGATION SYSTEM FOR ASH SPECIES WITH ASH MATERIAL SELECTED AND/OR BRED FOR EAB RESISTANCE, WITH THE GOAL OF PRODUCING EAB-RESISTANT VARIETALS OF WHITE ASH AND GREEN ASH FOR RESTORATION EFFORTS. | $29,943 | ||||
| UPSTATE FOREVER | ||||||||||
| 507 PETTIGRU ST | GREENVILLE | SC | 29601 | 170(B)(1)(A)(VI) | TO EDUCATE ON CLEAN ENERGY AND EFFICIENCY, AND TO CONTINUE TO DEFEND AGAINST THE EXTENSION OF THE ATLANTIC COAST PIPELINE, NEW GAS TRANSMISSION PIPELINES PROPOSED BY SANTEE COOPER, AND A PROPOSED MERCHANT GAS PLANT IN ANDERSON COUNTY. | $44,015 | ||||
| VIRGINIA CONSERVATION NETWORK | ||||||||||
| 103 E MAIN STREET UNIT 1 | RICHMOND | VA | 23219 | 170(B)(1)(A)(VI) | CONTINUED SUPPORT TO BRING THE DIVERSE PERSPECTIVES FROM ACROSS VA TOGETHER TO SET A COMMON AGENDA FOR THE ENVIRONMENTAL COMMUNITY, AND TO EDUCATE LAWMAKERS, PARTNERS AND THE PUBLIC ON SHARED POLICY PRIORITIES ($80K). $15K TO CONTINUE THE RELAUNCH OF THEIR CIVIC ENGAGEMENT PROGRAM. | $95,000 | ||||
| VIRGINIA ENERGY EFFICIENCY COUNCIL | ||||||||||
| 313 E BROAD STREET SUITE 212 | RICHMOND | VA | 23219 | 170(B)(1)(A)(VI) | CONTINUED SUPPORT TO: INTERVENE IN THE UTILITY PROCEEDINGS BEFORE THE SCC; PARTICIPATE IN ENERGY EFFICIENCY STAKEHOLDER GROUPS FOR BOTH ELECTRIC UTILITIES; WORK WITH DHCD TO DESIGN A PROCESS FOR LOW-INCOME FUND DISBURSEMENT; CONTINUE PUSHING FOR MORE STRINGENT ENERGY CODES FOR NEW BUILDINGS; AND TO CONTINUE WORKING WITH OTHER ADVOCATES TO ENSURE THE COMMITMENTS MADE BY THE ELECTRIC UTILITIES IN THE VCEA ARE FULLY REALIZED. | $20,000 | ||||
| VIRGINIA ORGANIZING | ||||||||||
| 703 CONCORD AVE | CHARLOTTESVILLE | VA | 22903 | 170(B)(1)(A)(VI) | COMMUNITY BIKES | $100 | ||||
| VIRGINIA PACE AUTHORITY | ||||||||||
| 138 JORDANS JOURNEY | WILLIAMSBURG | VA | 231851431 | 170(B)(1)(A)(VI) | TO SUPPORT THEIR FIRST TWO C-PACE PROGRAMS AND EXPANSION INTO NEW JURISDICTIONS. | $100,000 | ||||
| VPM MEDIA CORPORATION | ||||||||||
| 23 SESAME STREET | RICHMOND | VA | 23235 | 170(B)(1)(A)(VI) | GENERAL SUPPORT | $10,000 | ||||
| WARD 8 WOODS CONSERVANCY INC | ||||||||||
| 3214 11TH PLACE SE | WASHINGTON | DC | 20032 | 509(A)(2) | TO INCREASE THE NUMBER OF HOURS WORKED BY PARK STEWARDS TO RESTORE THE HEALTH OF THE WARD 8 FORESTS AND MAKE THEM ACCESSIBLE FOR RESIDENTS. | $15,000 | ||||
| WESTERN ALBEMARLE RESCUE SQUAD INC | ||||||||||
| PO BOX 188 | CROZET | VA | 229320188 | 170(B)(1)(A)(VI) | GENERAL SUPPORT | $2,500 | ||||
| WHOLE WOMAN'S HEALTH ALLIANCE | ||||||||||
| 1001 E MARKET STREET SUITE 200 | CHARLOTTESVILLE | VA | 22902 | 170(B)(1)(A)(VI) | TO SUPPORT THE EXPANSION OF DIRECT SERVICES AT THEIR CHARLOTTESVILLE CLINIC TO INCLUDE ANNUAL WELLNESS EXAMS, STI AND HIV TESTING, ET AL. ALSO, TO SUPPORT ADVOCACY WORK AND LITIGATION EFFORTS AS THE LEAD PLAINTIFF IN FALLS CHURCH V. HERRING, A COMPREHENSIVE SUIT CHALLENGING ABORTION RESTRICTIONS IN VIRGINIA. | $149,875 | ||||
| WHOLE WOMAN'S HEALTH ALLIANCE | ||||||||||
| 1001 E MARKET STREET SUITE 200 | CHARLOTTESVILLE | VA | 22902 | 170(B)(1)(A)(VI) | GENERAL SUPPORT | $100 | ||||
| WILD VIRGINIA INC | ||||||||||
| PO BOX 1065 | CHARLOTTESVILLE | VA | 22902 | 170(B)(1)(A)(VI) | TO CONTINUE TO ADDRESS WEAKNESSES IN THE STATE'S WATER QUALITY STANDARDS (WQS) REGULATIONS AND IMPLEMENTATION PROCEDURES BY GUIDING CITIZENS "IN MAKING MORE EFFECTIVE COMMENTS AND FACTUAL SUBMISSIONS TO THE STATE AGENCIES." | $30,000 | ||||
| WILD VIRGINIA INC | ||||||||||
| PO BOX 1065 | CHARLOTTESVILLE | VA | 22902 | 170(B)(1)(A)(VI) | GENERAL SUPPORT | $200 | ||||
| WOMEN'S HEALTH CENTER OF WV | ||||||||||
| PO BOX 20580 | CHARLESTON | WV | 253621580 | 509(A)(2) | TO COVER THE COST OF LARCS AND INSERTIONS FOR LOW-INCOME AND UNINSURED PATIENTS. | $50,000 | ||||
| WOMEN'S REPRODUCTIVE RIGHTS ASSISTANCE PROJECT | ||||||||||
| 2934 1/2 BEVERLY GLEN CIR 169 | LOS ANGELES | CA | 900771724 | 170(B)(1)(A)(VI) | TO ASSIST WOMEN ACCESS ABORTION CARE IN SOUTHEASTERN UNITED STATES. | $50,000 | ||||
| WOMEN'S RIGHTS AND EMPOWERMENT NETWORK | ||||||||||
| 1201 MAIN ST SUITE 320 | COLUMBIA | SC | 292012881 | 170(B)(1)(A)(VI) | 1) TO INCREASE ENGAGEMENT AND LEADERSHIP OF GRASSROOTS AND BLACK, INDIGENOUS AND PEOPLE OF COLOR (BIPOC)-LED ORGANIZATIONS IN THE SOUTH CAROLINA COALITION FOR HEALTHY FAMILIES; 2) TO EDUCATE AND INCREASE ENGAGEMENT OF INDIVIDUAL RHRJ ADVOCATES; 3) TO STRENGTHEN STAFF, BOARD, AND PARTNER CAPACITY FOR INTEGRATING ANTI-RACIST WORK IN RHRJ PROGRAMMING. | $75,000 | ||||
| WV FREE | ||||||||||
| PO BOX 11042 | CHARLESTON | WV | 25339 | 170(B)(1)(A)(VI) | TO SUPPORT CONTINUED COMPREHENSIVE PREGNANCY OPTIONS TRAINING (CPO), ENGAGE IN ABORTION FUNDING AND ACCESS EFFORTS FOR WV'S ONLY REMAINING CLINIC, AND CONDUCT PUBLIC EDUCATION AND BASE-BUILDING CAMPAIGNS TO CREATE CULTURE CHANGE. | $82,500 | ||||
| WVTF PUBLIC RADIO | ||||||||||
| 3520 KINGSBURY LANE | ROANOKE | VA | 240141348 | 170(B)(1)(A)(VI) | GENERAL SUPPORT | $10,000 | ||||
| YELLOWHAMMER FUND | ||||||||||
| PO BOX 1565 | TUSCALOOSA | AL | 354031565 | 170(B)(1)(A)(VI) | TO PROVIDE RESIDENTS OF THE GULF REGION (MISSISSIPPI, ALABAMA AND THE FLORIDA PANHANDLE) WITH FREE EC OVERNIGHT THROUGH THE MAIL. | $20,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,415,018 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALBEMARLE HOUSING IMPROVEMENT PROGRAM INC | ||||||
| 2127 BERKMAR DRIVE | CHARLOTTESVILLE | VA | 22901 | 509(A)(2) | TO COMPLETE FIVE OR MORE CRITICAL REHAB PROJECTS FOR LOW- AND VERY LOW-INCOME HOUSEHOLDS IN THE CITY OF CHARLOTTESVILLE. FUNDS WOULD SUPPORT THE ENTIRE CONSTRUCTION PIPELINE FROM INTAKE TO PROJECT CLOSE-OUT, INCLUDING PROJECT PLANNING, CONSTRUCTION, AND MANAGEMENT. | $200,000 |
| BOOK TRUST | ||||||
| 789 SHERMAN STREET/300A | DENVER | CO | 80203 | 170(B)(1)(A)(VI) | THROUGH THE 2020-21 SCHOOL YEAR, TO SUPPORT 1,000 BOOK TRUST STUDENTS, PRE-KINDERGARTEN TO 3RD GRADE, ACROSS THE CITY OF DENVER, CO, AND 54 BOOK TRUST STUDENTS AT THE FAISON CENTER IN RICHMOND, VA. | $105,400 |
| BROWNSVILLE ELEMENTARY SCHOOL PARENT TEACHER ORGANIZATION | ||||||
| 5870 ROCKFISH GAP TPKE | CROZET | VA | 229323401 | 509(A)(2) | GENERAL SUPPORT | $5,000 |
| CULTIVATE CHARLOTTESVILLE | ||||||
| PO BOX 5282 | CHARLOTTESVILLE | VA | 22905 | 170(B)(1)(A)(VI) | GENERAL SUPPORT | $2,500 |
| DENVER PUBLIC SCHOOLS FOUNDATION | ||||||
| 1860 LINCOLN STREET 10TH FLOOR | DENVER | CO | 80203 | 170(B)(1)(A)(VI) | TO PROVIDE GRANTS TO TEACHERS FOR PROGRAMS AND ACTIVITIES OUTSIDE THE SCHOOL'S BUDGET. NEW GUIDELINES FOR SUBMISSION THIS YEAR REFLECT THE EXTREME DIFFICULTIES PRESENTED BY COVID-19 AND THE HEIGHTENED FOCUS ON ADDRESSING SYSTEMIC RACISM. | $100,000 |
| EMERGENCY FOOD NETWORK INC | ||||||
| PO BOX 4373 | CHARLOTTESVILLE | VA | 22905 | 170(B)(1)(A)(VI) | GENERAL SUPPORT | $5,000 |
| HOPE CENTER INC | ||||||
| 3400 ELIZABETH ST | DENVER | CO | 802054244 | 170(B)(1)(A)(II) | TO SUPPORT THE EARLY CHILDHOOD EDUCATION PROGRAM. | $30,000 |
| JEFFERSON AREA BOARD FOR AGING INC | ||||||
| 674 HILLSDALE DRIVE SUITE 9 | CHARLOTTESVILLE | VA | 22901 | 170(B)(1)(A)(VI) | TO RECRUIT, TRAIN, AND PLACE SCHOOL VOLUNTEERS TO MEET THE NEEDS OF STUDENTS, PARENTS, TEACHERS, AND SCHOOL ADMINISTRATORS THROUGHOUT CENTRAL VIRGINIA. FISH MENTORS HELP STUDENTS WITH READING, MATH, WRITING, STEM, ART, AND ENGLISH LEARNING STUDENTS. | $38,000 |
| LOAVES & FISHES FOOD PANTRY INC | ||||||
| 2050 LAMBS RD | CHARLOTTESVILLE | VA | 22901 | 170(B)(1)(A)(VI) | GENERAL SUPPORT | $5,000 |
| LOAVES & FISHES FOOD PANTRY INC | ||||||
| 2050 LAMBS RD | CHARLOTTESVILLE | VA | 22901 | 170(B)(1)(A)(VI) | TO EXPAND THEIR LOCAL FOOD SUPPLY: SPECIFICALLY TO SUPPORT RESEARCH INTO EXISTING AREA FOOD SOURCES, MEETINGS WITH (AND TRAVEL TO) LOCAL SUPPLIERS, AND DEVELOPMENT OF A DATABASE OF SOURCES. | $5,000 |
| NATIONAL NETWORK OF ABORTION FUNDS (NNAF) | ||||||
| 9450 SW GEMINI DRIVE | BEAVERTON | OR | 97008 | 170(B)(1)(A)(VI) | TO 1) CREATE A CALLER-CENTERED EXPERIENCE INCLUDING CREATIVE APPROACHES TO PRACTICAL SUPPORT, AND STREAMLINE FUND EFFORTS AROUND LATER CARE; 2) EXPLORE INNOVATIVE DESIGNS FOR COLLABORATIVE FUNDRAISING; 3) DEVELOP SYSTEMS FOR INFORMATION AND DATA SHARING AMONG FUNDS AND ACROSS REGIONS. | $75,000 |
| PIEDMONT HOUSING ALLIANCE | ||||||
| 682 BERKMAR CIRCLE | CHARLOTTESVILLE | VA | 22901 | 170(B)(1)(A)(VI) | TO INCORPORATE SOLAR AND ENERGY STORAGE INTO THE REDEVELOPMENT OF FRIENDSHIP COURT. | $150,000 |
| ROCKY MOUNTAIN PLANNED PARENTHOOD INC | ||||||
| 7155 E 38TH AVE | DENVER | CO | 802071630 | 170(B)(1)(A)(VI) | TO SUPPORT THE RESPONSIBLE SEX EDUCATION INSTITUTE'S PROGRAMMING. | $40,000 |
| THE EPWORTH FOUNDATION | ||||||
| 1865 BRUCE RANDOLPH AVENUE | DENVER | CO | 80205 | 170(B)(1)(A)(VI) | GENERAL SUPPORT | $3,000 |
| THE FAISON CENTER | ||||||
| 5311 MARKEL ROAD | RICHMOND | VA | 23230 | 170(B)(1)(A)(II) | TO HELP COVER THE COSTS OF REPLACING THE STRUCTURE THAT CURRENTLY HOUSES THE FAISON CENTER'S ADULT SERVICES PROGRAM. THE NEW SPACE WILL INCLUDE A 3,500 SQUARE FOOT CLUBHOUSE WITHIN A NEW 12,000 SQUARE FOOT BUILDING. | $500,000 |
| THE VIRGINIA LEAGUE FOR PLANNED PARENTHOOD | ||||||
| 201 N HAMILTON STREET | RICHMOND | VA | 23221 | 170(B)(1)(A)(VI) | TO PROVIDE LARCS TO PEOPLE WHO ARE INELIGIBLE FOR THE VIRGINIA CONTRACEPTIVE ACCESS INITIATIVE, INCLUDING PATIENTS WHO ARE 250% ABOVE THE FEDERAL POVERTY LEVEL, UNINSURED TEENAGERS, OR TEENAGERS WHO MAY HAVE INSURANCE, BUT ARE UNABLE TO USE IT. | $40,000 |
| WILD EARTH ALLIES INC | ||||||
| 2 WISCONSIN CIR STE 900 | CHEVY CHASE | MD | 208157037 | 170(B)(1)(A)(VI) | TO 1) COMPLETE A BOTANIC INVENTORY OF DELAWARE'S GREAT CYPRESS SWAMP; 2) IDENTIFY AND COLLECT LOCAL SEED STOCK OF DIMINISHED TREE SPECIES (ATLANTIC WHITE CEDAR AND BALD CYPRESS); 3) ACCELERATE RESTORATION OF FORESTED WETLAND HABITAT; 4) ESTABLISH AN ADAPTIVE RESTORATION MONITORING SYSTEM. | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,353,900 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,528,330 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,186,802 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $64 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,715,196 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,715,196 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AUDIT AND TAX PREPARATION FEES | CategoryTxt |
| Amt | $37,265 | Amt |
| Net Investment Income | $9,272 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $27,993 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (4 entries)
| PropertyPropertyDesc | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|
| OFFICE IMPROVEMENTS | $79,222 | $79,222 | SL | 2.000000000000 | $0 | $0 |
| FURNITURES AND FIXTURES | $93,257 | $90,903 | SL | 7.000000000000 | $0 | $0 |
| COMPUTER SOFTWARE | $3,300 | $1,764 | SL | 3.000000000000 | $0 | $0 |
| COMPUTER HARDWARE | $58,806 | $47,466 | SL | 5.000000000000 | $0 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PARNASSUS EQ INC (PRILX) | $15,053,606 | $15,053,606 |
| SBH INTERNATIONAL SMALL CAP (SBSIX) | $3,891,158 | $3,891,158 |
| HARDING LOEVNER INT'L EQUITY FUND (HLMIX) | $12,726,630 | $12,726,630 |
| FIDUCIARY - EQUITY (COHO PARTNERS, LTD) | $8,134,288 | $8,134,288 |
| FIDUCIARY - EQUITY (COHO - ESG) | $9,090,234 | $9,090,234 |
| VANGUARD SMALL CAP INDEX | $8,492,788 | $8,492,788 |
| PARNASSUS MID CAP | $8,190,125 | $8,190,125 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT RECEIVABLE | AT COST | $40,249 | $40,249 |
| VANGUARD INTERMEDIATE TERM (VFIDX) | AT COST | $12,566,021 | $12,566,021 |
| VANGUARD SHORT TERM (VFSUX) | AT COST | $6,161,892 | $6,161,892 |
| MATTHEW ASIA PACIFIC (MPACX) | AT COST | $2,867,548 | $2,867,548 |
| T. ROWE PRICE EMERGING MKTS - 1 (PRZIX) | AT COST | $4,804,153 | $4,804,153 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| OFFICE IMPROVEMENTS | $79,222 | $79,222 | $0 | |
| FURNITURES AND FIXTURES | $93,257 | $90,903 | $2,354 | $2,354 |
| COMPUTER SOFTWARE | $3,300 | $1,764 | $1,536 | $1,535 |
| COMPUTER HARDWARE | $58,806 | $47,466 | $11,340 | $11,340 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,080 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,080 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ARTWORK | $4,948 | $4,948 | $4,948 |
| DEFERRED COMPENSATION ASSETS | $711,525 | $724,212 | $724,212 |
| PREPAID EXCISE TAX | $38,979 | $0 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX EXPENSE | Desc |
| Amt | $195,945 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES AND SUBSCRIPTIONS | $22,341 | $0 | $22,341 |
| OTHER ADMINISTRATIVE EXPENSES | $24,918 | $0 | $24,918 |
| REPAIRS, MAINTENANCE, AND SUPPLIES | $15,684 | $0 | $15,684 |
| UTILITIES, TELEPHONE, AND INTERNET | $10,867 | $0 | $10,867 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME | Desc |
| Revenue And Expenses Per Books | $64 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $64 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $64 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET UNREALIZED GAIN/LOSS ON INVESTMENTS | Desc |
| Amt | $7,863,201 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED TAX PAYABLE | $289,054 | $438,462 |
| DEFERRED COMPENSATION LIABILITY | $1,401,578 | $1,372,624 |
| EXCISE TAXES PAYABLE | $0 | $7,558 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISOR FEES | $452,453 | $452,453 | $0 |
| CONSULTING FEES | $12,776 | $0 | $12,776 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $8,972 | $0 | $0 |
| OTHER TAXES AND LICENSES | $895 | $0 | $895 |