J & E BERKLEY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- J & E BERKLEY FOUNDATION (EIN 54-1978980)
- Tax period
- 2019-10-01 to 2020-09-30
- Filed
- 2021-05-06
- IRS object ID
- 202131269349100548
- Schema version
- 2019v5.0
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-06T11:00:44-05:00 | ReturnTs |
| Tax Period End | 2020-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 202361846 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES F HAMLETT | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 ROSE HILL DR STE 2 | AddressLine1Txt |
| City | CHARLOTTESVILLE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 229035148 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541978980 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE J & E BERKLEY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | J&EB | BusinessNameControlTxt |
| Phone | 4349613399 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5281 SUGAR RIDGE ROAD | AddressLine1Txt |
| City | CROZET | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22932 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEAN B BAUM | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4349613399 | PhoneNum |
| Signature | 2021-04-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES F HAMLETT | PreparerPersonNm |
| PTIN | P00291376 | PTIN |
| Phone | 4342936896 | PhoneNum |
| Preparation | 2021-05-06 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $4,724,754 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $277 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $277 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $179,955 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $179,955 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$257,330 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $131,436 | GrossSalesPriceAmt |
| Total Rev And Expnss | -$77,098 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $180,232 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $60,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $60,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $4,632 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $4,632 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,463 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $4,463 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $4,542 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $2,097 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $2,097 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $75,734 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $71,192 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $207,043 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $207,043 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $282,777 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $278,235 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$359,875 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $180,232 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $176,186 | CashBOYAmt |
| Cash EOY | $94,652 | CashEOYAmt |
| Cash EOYFMV | $94,654 | CashEOYFMVAmt |
| Prepaid Expenses EOY | $4,818 | PrepaidExpensesEOYAmt |
| Corporate Stock BOY | $3,930,956 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,567,412 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,630,100 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $92,684 | CorporateBondsBOYAmt |
| Total Assets BOY | $4,199,826 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,666,882 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,724,754 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,140,652 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,199,826 | CapitalStockEOYAmt |
| Retained Earning BOY | $59,174 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$1,532,944 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,199,826 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,666,882 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,199,826 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,666,882 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,199,826 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$359,875 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,839,951 | SubtotalAmt |
| Other Decreases | $1,173,069 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,666,882 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1600 SHS TORTOISE ENERGY | P | 2007-06-22 | 2020-08-28 | $26,472 | $249,137 | -$222,665 | -$222,665 |
| 300 SHS TORTOISE ENERGY | P | 2007-06-18 | 2020-08-28 | $4,964 | $46,945 | -$41,981 | -$41,981 |
| 2000 SHS AEGON NV CLD | P | 2007-04-18 | 2019-12-16 | $50,000 | $52,128 | -$2,128 | -$2,128 |
| 2000 SHS AEGON NV CLD | P | 2008-06-03 | 2019-12-16 | $50,000 | $40,556 | $9,444 | $9,444 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$257,330 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $267,947 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,473,384 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048955 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $264,149 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,342,440 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049444 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $228,522 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,086,150 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.044930 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $267,355 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,648,565 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.057513 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $196,594 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,505,466 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.043635 | DistributionYr5Rt |
| Total Distribution | 0.244477 | TotalDistributionRt |
| Average Distribution | 0.048895 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,076,985 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $248,239 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,802 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $250,041 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $278,235 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,802 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,802 | SubtotalAmt |
| Tax Based On Investment Income | $1,802 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,620 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,620 | TotalPaymentsAndCreditsAmt |
| Overpayment | $4,818 | OverpaymentAmt |
| Applied To ES Tax | $4,818 | AppliedToESTaxAmt |
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 | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.JEBERKLEYFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | CHRISTOPHER R PASMORE | IndividualWithBooksNm |
| Phone | 4349613399 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13770 QUARTER HORSE TRAIL | AddressLine1Txt |
| City | WELLINGTON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 334146809 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| JEAN B BAUM | ||||||||
| 5281 SUGAR RIDGE ROAD | CROZET | VA | 22932 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| CHARLES A BULL | ||||||||
| 534 EAST MAIN STREET | CHARLOTTESVILLE | VA | 22902 | SECRETARY | 1.00 | $0 | $0 | $0 |
| CHRISTOPHER R PASMORE | ||||||||
| 13770 QUARTER HORSE TRAIL | WELLINGTON | FL | 334146809 | FOUNDATION M | 20.00 | $60,000 | $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 FUND HAS NO DIRECT CHARITABLE ACTIVITY. | 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 | $4,882,766 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $271,534 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,154,300 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $5,154,300 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $77,315 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,076,985 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $253,849 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $253,849 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,802 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,802 | TotalTaxAmt |
| Distributable Before Adj | $252,047 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $252,047 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $252,047 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $278,235 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $278,235 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,802 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $276,433 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $252,047 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $24,619 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $38,866 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $21,900 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $875 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $898 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $87,158 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $278,235 | QualifyingDistributionsAmt |
| Applied To Current Year | $252,047 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $26,188 | RemainingDistriFromCorpusAmt |
| Total Corpus | $113,346 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $24,619 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $88,727 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $38,866 | ExcessFromYear4Amt |
| Excess From Year3 | $21,900 | ExcessFromYear3Amt |
| Excess From Year2 | $875 | ExcessFromYear2Amt |
| Excess From Year1 | $898 | ExcessFromYear1Amt |
| Excess From Current Year | $26,188 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JE BERKLEY FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5281 SUGAR RIDGE ROAD | AddressLine1Txt |
| City | CROZET | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22932 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4349613399 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATION MUST BE IN WRITING AND INCLUDE SECTION 501(C) (3) VERIFICATION, LIST OF BOARD MEMBERS, FINANCIAL STATEMENTS, REQUEST FOR GRANT OF ONLY ONE PAGE (LIMITED TO 400 WORDS OR LESS), AND BACKGROUND INFORMATION ON PROGRAMS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APRIL 1ST AND AUGUST 1ST. | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE ONLY MADE TO ORGANIZATIONS EXEMPT FROM TAX UNDER IRC SEC. 501(C)(3). | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (58 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ADOPT A FAMILY OF THE PALM BEACH | ||||||||
| 1712 2ND AVE NORTH | LAKE WORTH | FL | 33460 | NONE | PC | COMMUNITY SERVICES | $5,000 | |
| AFRICAN AMERICAN TEACHING FELLOWS | ||||||||
| P O BOX 5064 | CHARLOTTESVILLE | VA | 22905 | NONE | PC | SOCIAL SERVICES | $250 | |
| ALBEMARLE HIGH SCHOOL CREW BOOSTERS | ||||||||
| 1441 RIVER OAKS RIDGE | CHARLOTTESVILLE | VA | 22901 | NONE | PC | COMMUNITY SERVICES | $1,000 | |
| ALBEMARLE HOUSING IMPROVEMENT PROGR | ||||||||
| 2127 BERKMAR DRIVE | CHARLOTTESVILLE | VA | 22901 | NONE | PC | COMMUNITY SERVICES | $10,000 | |
| ALPHA PHI OMEGA | ||||||||
| P O BOX 400715 SAC 217 | CHARLOTTESVILLE | VA | 22904 | NONE | NC | SOCIAL SERVICES | $2,500 | |
| AUGUSTANA UNIVERSITY | ||||||||
| 2001 SOUTH SUMMIT AVE | SIOUX FALLS | SD | 57197 | NONE | PC | EDUCATION | $500 | |
| BARRETT EARLY LEARNING CENTER | ||||||||
| 410 RIDGE STREET | CHARLOTTESVILLE | VA | 22902 | NONE | PC | COMMUNITY SERVICES | $2,500 | |
| BLUE RIDGE AREA FOOD BANK | ||||||||
| 1207 HARRIS STREET | CHARLOTTESVILLE | VA | 22903 | NONE | PC | COMMUNITY SERVICES | $22,500 | |
| BOYS AND GIRLS CLUB | ||||||||
| 1000 CHERRY AVE | CHARLOTTESVILLE | VA | 22903 | NONE | PC | COMMUNITY SERVICES | $2,000 | |
| BUILDING GOODNESS FOUNDATION | ||||||||
| 128 CARLTON ROAD | CHARLOTTESVILLE | VA | 22902 | NONE | PC | COMMUNITY SERVICES | $250 | |
| CARTER G WOODSON INSTITUTE | ||||||||
| 108 MINOR HALL | CHARLOTTESVILLE | VA | 22904 | NONE | PC | EDUCATION | $5,000 | |
| CASA | ||||||||
| P O BOX 603 | CHARLOTTESVILLE | VA | 22902 | NONE | PC | SOCIAL SERVICES | $3,793 | |
| CHARLOTTESVILLE CLIMATE COLLABORATI | ||||||||
| 306 E JEFFERSON ST STE B | CHARLOTTESVILLE | VA | 22902 | NONE | PC | COMMUNITY SERVICES | $500 | |
| CHARLOTTESVILLE FREE CLINIC | ||||||||
| 1138 ROSE HILL DRIVE | CHARLOTTESVILLE | VA | 22903 | NONE | PC | COMMUNITY SERVICES | $10,000 | SUITE 200 |
| CHARLOTTESVILLE SYMPHONY SOCIETY | ||||||||
| 801 WEST MAIN ST | CHARLOTTESVILLE | VA | 22903 | NONE | PC | THE ARTS | $1,000 | |
| CHILD HEALTH PARTNERSHIP | ||||||||
| 1469 GREENBRIER PLACE | CHARLOTTESVILLE | VA | 22901 | NONE | PC | COMMUNITY SERVICES | $12,000 | |
| CHRISTOPHER NEWPORT UNIVERSITY | ||||||||
| 1 AVENUE OF THE ARTS | NEWPORT NEWS | VA | 23606 | NONE | PC | EDUCATION | $1,000 | |
| CIT INTERNATIONAL INC | ||||||||
| 111 S HIGHLAND ST BOX 71 | MEMPHIS | TN | 38111 | NONE | PC | SOCIAL SERVICES | $1,000 | |
| COMPUTERS4KIDS | ||||||||
| 945 2ND STREET SE | CHARLOTTESVILLE | VA | 22902 | NONE | PC | COMMUNITY SERVICES | $2,000 | |
| DEPAUL COMMUNITY RESOURCES | ||||||||
| 5650 HOLLINS ROAD | ROANOKE | VA | 24019 | NONE | PC | COMMUNITY SERVICES | $2,000 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 40 RECTOR ST 16TH FLOOR | NEW YORK | NY | 10006 | NONE | PC | HUMANITARIAN | $5,000 | |
| ELK HILL FARM | ||||||||
| 1975 ELK HILL ROAD | GOOCHLAND | VA | 23603 | NONE | PC | COMMUNITY SERVICES | $1,000 | |
| FRACTURED ATLAS | ||||||||
| 228 PARK AVE S 55651 | NEW YORK | NY | 10003 | NONE | PC | THE ARTS | $250 | |
| FRIENDS OF ESMONT INC | ||||||||
| P O BOX 74 | ESMONT | VA | 22937 | NONE | PC | COMMUNITY SERVICES | $500 | |
| GEORGIA'S FRIENDS INC | ||||||||
| 405 RIDGE STREET | CHARLOTTESVILLE | VA | 22902 | NONE | PC | COMMUNITY SERVICES | $10,000 | |
| GIRL SCOUTS OF VA SKYLINE COUNCIL | ||||||||
| 3663 PETERS CREEK RD NW | ROANOKE | VA | 24019 | NONE | PC | COMMUNITY SERVICES | $2,000 | |
| HABITAT FOR HUMANITY | ||||||||
| 919 WEST MAIN ST | CHARLOTTESVILLE | VA | 22903 | NONE | PC | COMMUNITY SERVICES | $1,000 | |
| HOSPICE OF THE PIEDMONT | ||||||||
| 675 PETER JEFFERSON PKWY | CHARLOTTESVILLE | VA | 22911 | NONE | PC | COMMUNITY SERVICES | $250 | SUITE 300 |
| HOUSING FAMILIES FIRST | ||||||||
| 3900 NINE MILE ROAD | HENRICO | VA | 23223 | NONE | PC | COMMUNITY SERVICES | $250 | |
| INTERNATIONAL RESCUE COMMITTEE | ||||||||
| 609 E MARKET ST 104 | CHARLOTTESVILLE | VA | 22902 | NONE | PC | HUMANITARIAN | $500 | |
| IVY CREEK FOUNDATION | ||||||||
| P O BOX 956 | CHARLOTTESVILLE | VA | 22902 | NONE | PC | ENVIRONMENTAL | $2,000 | |
| JSAAHC | ||||||||
| 233 4TH ST NW | CHARLOTTESVILLE | VA | 22903 | NONE | PC | COMMUNITY SERVICES | $2,500 | |
| LITERACY VOLUNTEERS OF CHARLOTTESVI | ||||||||
| 233 4TH STREET NW | CHARLOTTESVILLE | VA | 22903 | NONE | PC | COMMUNITY SERVICES | $5,000 | SUITE L |
| LIVE ARTS INC | ||||||||
| 123 EAST WATER STREET | CHARLOTTESVILLE | VA | 22902 | NONE | PC | THE ARTS | $2,000 | |
| LONGWOOD COLLEGE | ||||||||
| 201 HIGH STREET | FARMVILLE | VA | 23909 | NONE | PC | EDUCATION | $500 | |
| LOUISA COUNTY RESOURCE COUNCIL | ||||||||
| 147 RESOURCE LANE | LOUISA | VA | 23093 | NONE | PC | COMMUNITY SERVICES | $9,250 | |
| NATIONAL MS SOCIETY | ||||||||
| 1 MORTON DRIVE STE 106 | CHARLOTTESVILLE | VA | 22902 | NONE | PC | MEDICAL RESEARCH | $5,000 | |
| NATURE CAMP FOUNDATION | ||||||||
| 316 NATURE CAMP TRAIL | VESUVIUS | VA | 24483 | NONE | PC | COMMUNITY SERVICES | $1,500 | |
| ON OUR OWN CHARLOTTESVILLE | ||||||||
| 123 4TH ST NW | CHARLOTTESVILLE | VA | 22903 | NONE | PC | MENTAL HEALTH | $1,000 | |
| PIEDMONT CASA | ||||||||
| 818 E HIGH ST | CHARLOTTESVILLE | VA | 22902 | NONE | PC | SOCIAL SERVICES | $11,250 | |
| PVCC FOUNDATION | ||||||||
| 501 COLLEGE DR | CHARLOTTESVILLE | VA | 22902 | NONE | PC | COMMUNITY SERVICES | $1,000 | |
| READY KIDS | ||||||||
| 1000 E HIGH ST | CHARLOTTESVILLE | VA | 22902 | NONE | PC | SOCIAL SERVICES | $5,000 | |
| RESILIENCE EDUCATION | ||||||||
| P O BOX 4631 | CHARLOTTESVILLE | VA | 22905 | NONE | PC | EDUCATION | $1,000 | |
| RIVANNA CONSERVATION ALLIANCE | ||||||||
| 1150 RIVER ROAD STE 1 | CHARLOTTESVILLE | VA | 22901 | NONE | PC | CONSERVATION | $1,500 | |
| ROCKFISH WILDLIFE SANCTUARY | ||||||||
| 5000 WHEELERS COVE RD | SHIPMAN | VA | 22971 | NONE | PC | SOCIAL SERVICES | $12,500 | |
| RX DRUG ACCESS PARTNERSHIP | ||||||||
| 1500 FOREST AVE STE 201 | RICHMOND | VA | 23229 | NONE | PC | COMMUNITY SERVICES | $2,000 | |
| SARA | ||||||||
| 335 GREENBRIER DR | CHARLOTTESVILLE | VA | 22901 | NONE | PC | SOCIAL SERVICES | $3,000 | |
| SCAN | ||||||||
| 205 S WHITING ST STE 205 | ALEXANDRIA | VA | 22304 | NONE | PC | SOCIAL SERVICES | $250 | |
| SECOND STREET GALLERY | ||||||||
| 115 2ND ST SE | CHARLOTTESVILLE | VA | 22902 | NONE | PC | THE ARTS | $1,000 | |
| SOUTHERN ENVIRONMENTAL LAW CENTER | ||||||||
| 201 W MAIN ST 14 | CHARLOTTESVILLE | VA | 22902 | NONE | PC | COMMUNITY SERVICES | $500 | |
| THE BRIDGE MINISTRY INC | ||||||||
| 3054 DIXIE HILL ROAD | BUCKINGHAM | VA | 23921 | NONE | PC | SOCIAL SERVICES | $1,000 | |
| THE FRONT PORCH | ||||||||
| 221 WATER ST SE | CHARLOTTESVILLE | VA | 22902 | NONE | PC | THE ARTS | $7,000 | |
| THE WILDLIFE CENTER OF VIRGINIA | ||||||||
| 1800 SOUTH DELPHINE AVE | WAYNESBORO | VA | 22980 | NONE | PC | ENVIRONMENTAL | $4,500 | |
| THE WOMEN'S INITIATIVE | ||||||||
| 1101 E HIGH ST | CHARLOTTESVILLE | VA | 22902 | NONE | PC | MENTAL HEALTH | $10,000 | |
| THOMAS JEFFERSON FOUNDATION | ||||||||
| P O BOX 217 | CHARLOTTESVILLE | VA | 22902 | NONE | PC | COMMUNITY SERVICES | $6,250 | |
| UNITED WAY OF VA | ||||||||
| 806 E HIGH ST | CHARLOTTESVILLE | VA | 22902 | NONE | PC | EDUCATION | $500 | |
| VICTORY OPERA HALL | ||||||||
| P O BOX 72 | CHARLOTTESVILLE | VA | 22902 | NONE | PC | COMMUNITY SERVICES | $2,500 | |
| WILD VIRGINIA INC | ||||||||
| 108 5TH STREET SE | CHARLOTTESVILLE | VA | 22902 | NONE | PC | ENVIRONMENTAL | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $207,043 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $277 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $179,955 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$257,330 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$77,098 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$77,098 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,463 | Amt |
| Disbursements Charitable Prps | $4,463 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK - SEE ATTACHED | StockNm |
| EOY Book Value | $2,567,412 | EOYBookValueAmt |
| EOYFMV | $4,630,100 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PRIOR PERIOD ADJUSTMENT | $1,157,323 |
| COST BASIS ADJUSTMENT - TORTOISE ENERGY | $15,746 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| LICENSES & PERMITS | $25 | $25 |
| OFFICE EXPENSE | $834 | $834 |
| WEBSITE EXPENSE | $265 | $265 |
| POSTAGE | $395 | $395 |
| TELEPHONE | $578 | $578 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $4,542 | Amt |