2021-11-04T13:01:34-05:00 2020-12-31 541631262 KEITERSTEPHENSHURSTGARY & SHREAVESPC 4401 DOMINION BLVD GLEN ALLEN VA 23060 990 2020-01-01 541364974 ANNABELLA R JENKINS FOUNDATION ANNA 8043307400 3409 MOORE ST RICHMOND VA 23230 JANE PETERS CHAIRMAN 8043307400 2021-10-25 1 JANE PETERS 999009999 VIRGINIA R BELCHER P00421964 8047470000 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z MYRA GOODMAN-SMITH 3409 MOORE ST RICHMOND VA 23230 2794092 0 X WWW.CFRICHMOND.ORG X 1995 VA IMPROVING THE HEALTH OF GREATER RICHMOND THROUGH STRATEGIC AND IMPACTFUL PHILANTHROPY. 15 15 0 15 346130 0 164400 195504 0 0 3227478 2527674 -678345 0 2713533 2723178 2220908 1710263 0 0 0 0 0 0 0 412990 36183 2633898 1746446 79635 976732 54390532 61831647 1083898 598953 53306634 61232694 X IMPROVING THE HEALTH OF GREATER RICHMOND THROUGH STRATEGIC AND IMPACTFUL PHILANTHROPY. 0 0 955300 955300 ACCESS TO PRIMARY CARE - TO INCREASE ACCESS TO HEALTH EDUCATION, MEDICAL CARE AND CASE MANAGEMENT. 450000 450000 ACCESS TO MENTAL HEALTH CARE - TO INCREASE ACCESS TO COUNSELING, MENTAL HEALTH EDUCATION, RESIDENTIAL MENTAL HEALTH TREATMENT AND TRAUMA-INFORMED CARE. 95000 95000 PREVENTION AND TREATMENT OF SUBSTANCE USE DISORDERS - TO PROVIDE TREATMENT AND SUPPORT FOR INDIVIDUALS IN RECOVERY FROM DRUG AND ALCOHOL ADDICTION. 220982 209963 OTHER PROGRAM EXPENSES OF THE JENKINS FOUNDATION AND UNRESTRICTED SUPPORT AND GRANTS TO THE COMMUNITY FOUNDATION. 220982 209963 1721282 1 1 0 0 0 0 0 0 0 1 0 1 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X MICHELLE NELSON 8043307400 3409 MOORE ST RICHMOND VA 23230 X JANE W PETERS CHAIR 1.50 X X 0 0 0 MYRA GOODMAN SMITH VICE -CHAIR 1.50 X X 0 0 0 SUSAN H DAVENPORT TREASURER 1.50 X X 0 0 0 VINEETA SHAH MHS RD SECRETARY 1.50 X X 0 0 0 PATRICIA G KOVAL IMMEDIATE PAST CHAIR 1.50 X X 0 0 0 KIRSTI GOODWIN DIRECTOR 1.50 X 0 0 0 BARBARA RUFFIN CONE DIRECTOR 1.00 X 0 0 0 LISSY S BRYAN DIRECTOR 1.00 X 0 0 0 MARIETTA SHELLY DORMIRE DIRECTOR 1.00 X 0 0 0 TERRELL LUCK HARRIGAN DIRECTOR 1.00 X 0 0 0 CECILIA E BARBOSA PHD MPH MCP DIRECTOR 1.00 X 0 0 0 ERICA M ROYAL MD DIRECTOR 1.00 X 0 0 0 NADINE MARSH-CARTER DIRECTOR 1.00 X 0 0 0 CONNIE PECHURA PHD DIRECTOR 1.00 X 0 0 0 SUSAN BROWN DAVIS DIRECTOR 1.00 X 0 0 0 0 0 0 0 0 0 0 SPIDER MANAGEMENT CO LLC 6802 PARAGON PLACE SUITE 205 RICHMOND VA 23230 INVESTMENT MANAGEMENT 539942 1 195504 195504 118331 46168 72163 2480257 70914 2409343 2409343 299962 2109381 2723178 0 346130 2181544 1710263 1710263 5855 5855 514 514 376 376 6556 4800 1756 ANNUITY PAYMENTS 14385 14385 MEMBERSHIP 5500 5500 BANK FEES 1721 1721 MISCELLANEOUS EXPENSE 908 908 368 343 25 1746446 1721282 25164 0 2260015 2586522 2500 5596 46790171 53344895 5337846 5894634 54390532 61831647 3450 532 976244 470100 104204 128321 1083898 598953 X 47968788 55294381 5337846 5938313 53306634 61232694 54390532 61831647 X 976732 6949328 X 0 1 X 1 0 X X X 1 THE COMMUNITY FOUNDATION 237009135 10 1 209963 0 1 209963 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 PART IV, LINE 6 THE ANNABELLA R. JENKINS FOUNDATION PROVIDED GRANTS TO ORGANIZATIONS IN SUPPORT OF ITS MISSION TO IMPROVE THE HEALTH OF GREATER RICHMOND. SEE GRANTS MADE IN 2020 ON SCHEDULE I, PART II. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 53306634 195504 9490758 1724019 36183 61232694 48967999 164400 6459037 2236993 47809 53306634 51780365 183903 -953023 1995852 47394 48967999 47180585 668383 6269070 2290693 46980 51780365 47844849 213739 1853866 2687338 44531 47180585 0.96730 0.03270 0.00000 0 0 0 RICHMOND FUND, LP 53344895 F 53344895 BENEFICIAL INTEREST IN TRUSTS 5894634 5894634 LIABILITY UNDER ANNUITY 128321 128321 X PART V, LINE 4: THE JENKINS FOUNDATION'S ENDOWMENT FUNDS WILL BE USED FOR GRANTMAKING. PART X, LINE 2: THE FOUNDATION FOLLOWS FINANCIAL ACCOUNTING STANDARDS BOARD ("FASB") GUIDANCE RELATED TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH CLARIFIES THE ACCOUNTING FOR INCOME TAXES BY PRESCRIBING THE MINIMUM RECOGNITION THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FOUNDATION'S COMBINED FINANCIAL STATEMENTS. THE INTERPRETATION ALSO PROVIDES GUIDANCE ON DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, DISCLOSURE AND TRANSITION. IN ACCORDANCE WITH THE INTERPRETATION, THE FOUNDATION DISCLOSES THE EXPECTED FUTURE TAX CONSEQUENCES OF UNCERTAIN TAX POSITIONS PRESUMING THE TAXING AUTHORITIES' FULL KNOWLEDGE OF THE FACTS OF THE FOUNDATION'S POSITION AND RECORDS UNRECOGNIZED TAX BENEFITS OF LIABILITIES FOR KNOWN, OR ANTICPATED TAX ISSUES BASED ON THE FOUNDATION'S ANALYSIS OF WHETHER ADDITIONAL TAXES WOULD BE DUE TO THE AUTHORITY GIVEN THEIR FULL KNOWLEDGE OF THE TAX POSITION. THE FOUNDATION HAS COMPLETED ITS ASSESSMENT AND DETERMINED THAT THERE WERE NO TAX POSITIONS WHICH WOULD REQUIRE RECOGNITION UNDER THE INTERPRETATION. THE FOUNDATION IS NOT CURRENTLY UNDER AUDIT BY ANY TAX JURISDICTION. 1 ACCESS NOW INC 2821 EMERYWOOD PARKWAY SUITE 200 RICHMOND VA 23294 261695468 50000 SPECIALTY CARE FOR THE UNINSURED BETTER HOUSING COALITION PO BOX 12117 RICHMOND VA 232410117 541479059 50000 SENIOR HEALTH & WELLNESS PROGRAM CAPITAL AREA HEALTH NETWORK PO BOX 27947 RICHMOND VA 23261 541884190 60000 GENERAL PURPOSES CHALLENGE DISCOVERY PROJECTS INC 1503 SANTA ROSA ROAD ROOM 211 RICHMOND VA 23229 510250681 30000 YOUTH OUTPATIENT SUBSTANCE ABUSE AND BEHAVIORAL HEALTH CLINIC CHESTERFIELD CASA INC 9457 AMBERDALE DRIVE RICHMOND VA 23236 541815693 20000 VOLUNTEER ADVOCATES FOR ABUSE/NEGLECTED CHILDREN CHILDSAVERS 200 NORTH 22ND STREET RICHMOND VA 23223 540505927 60000 INCREASING ACCESS TO TRAUMA-INFORMED CHILDRENS MENTAL HEALTH SERVICES THROUGH A SCHOOL-BASED APPROACH. CHILDSAVERS WILL BE AWARDED $100,000 FOR 2021, 2022, AND 2023 CIRCLE CENTER ADULT DAY SERVICES 4900 WEST MARSHALL STREET RICHMOND VA 23230 540991287 50000 GENERAL PURPOSES COMMUNITY FOUNDATION FOR A GREATER RICHMOND 3409 MOORE STREET RICHMOND VA 23230 237009135 309963 CENTRAL VIRGINIA COVID-19 RESPONSE FUND AND UNRESTRICTED SUPPORT CONEXUS 11618 BUSY STREET RICHMOND VA 23236 465257732 30000 CONEXUS VISIOCHECK AND MOBILE VISION CLINIC DELIVERY DAILY PLANET HEALTH SERVICES 517 WEST GRACE STREET RICHMOND VA 23220 540900368 50000 SERVICES OPERATIONAL SUPPORT ELK HILL FARM INC PO BOX 99 GOOCHLAND VA 23063 237071154 65000 GENERAL PURPOSES FAMILY LIFELINE 2325 WEST BROAD STREET RICHMOND VA 23220 540737133 50000 GROWING WELL INTENSIVE EARLY CHILDHOOD HOME VISITATION SERVICES FREE CLINIC OF POWHATAN 3908 OLD BUCKINGHAM ROAD SUITE 1 POWHATAN VA 23139 261275136 40000 GENERAL PURPOSES FULL CIRCLE GRIEF CENTER 10611 PATTERSON AVENUE SUITE 201 RICHMOND VA 23238 263324192 25000 GENERAL PURPOSES GATEWAY HOMES INC 4901 LIBBIE MILL EAST BLVD SUITE 210 RICHMOND VA 23230 541264177 50000 GENERAL PURPOSES GREATER RICHMOND SCAN 103 EAST GRACE STREET RICHMOND VA 23219 541584969 50000 TRAUMA-INFORMED MENTAL HEALTH TREATMENT SERVICES HANOVER SAFE PLACE 629-A NORTH WASHINGTON HIGHWAY ASHLAND VA 23005 311415701 50000 GENERAL PURPOSES HEALTH BRIGADE 1010 N THOMPSON STREET RICHMOND VA 23230 540927792 80000 GENERAL PURPOSES HENRICO CASA 3001 HUNGARY SPRING ROAD STE A RICHMOND VA 23228 541710746 25000 VOLUNTEER DRIVEN COURT ADVOCACY FOR ABUSED AND NEGLECTED CHILDREN JEWISH FAMILY SERVICES 6718 PATTERSON AVENUE RICHMOND VA 23226 540526201 50000 GENERAL PURPOSES LUCY CORR FOUNDATION INC 6800 LUCY CORR BOULEVARD CHESTERFIELD VA 23832 542010957 40000 GENERAL PURPOSES MEDICAL COLLEGE OF VIRGINIA FOUNDATION BOX 980234 RICHMOND VA 23298 546053660 50000 VCU MASSEY CANCER CENTER MOBILE HEALTH CLINIC PEDIATRIC EDUCATION FOUNDATION OF VIRGINIA 2821 EMERYWOOD PKWY STE 200 HENRICO VA 23294 010705982 50000 VIRGINIA MENTAL HEALTH ACCESS PROGRAM REAL LIFE PO BOX 27372 RICHMOND VA 23238 371797980 30000 GENERAL PURPOSES RICHMOND CITY HEALTH DISTRICT 400 EAST CARY STREET ROOM 406 RICHMOND VA 23219 75000 GENERAL PURPOSES RX DRUG ACCESS PARTNERSHIP 1500 FOREST AVENUE SUITE 201 RICHMOND VA 23229 571186937 30000 GENERAL PURPOSES SAFE HARBOR POBOX 17996 RICHMOND VA 23223 541950038 40000 GENERAL PURPOSES SOUTH RICHMOND ADULT DAY CARE CENTER 1500 HULL STREET RICHMOND VA 23224 510163293 20000 GENERAL PURPOSES UNITED METHODIST FAMILY SERVICES OF VIRGINIA 3900 WEST BROAD STREET RICHMOND VA 23230 540505969 40000 CHILD & FAMILY HEALING CENTER VIRGINIA DENTAL ASSOCIATION FOUNDATION 3460 MAYLAND COURT 110 HENRICO VA 23233 541821602 25000 ACCESS TO DENTAL CARE FOR VULNERABLE POPULATIONS VIRGINIA HOME FOR BOYS & GIRLS 8716 WEST BROAD STREET RICHMOND VA 232946206 540506330 15000 GENERAL PURPOSES VIRGINIA SUPPORTIVE HOUSING 8002 DISCOVERY DRIVE SUITE 201 RICHMOND VA 23229 541444564 50000 GENERAL PURPOSES YWCA OF RICHMOND 6 NORTH 5TH STREET RICHMOND VA 23219 540506493 50000 EMPOWER & TRANSFORM CAMPAIGN 33 0 SCHEDULE I, PART I , LINE 2 BEFORE AWARDING A GRANT, THE FOUNDATION REVIEWS A FULL PROPOSAL FROM EACH APPLICANT. THE PROPOSAL INCLUDES DETAILED INFORMATION DESCRIBING: THE COMMUNITY NEED BEING ADDRESSED, PROJECTS OR SERVICES, TARGET RECIPIENTS OF SERVICES, GOALS AND MEASURABLE OBJECTIVES, HOW THE PROJECT WILL BE EVALUATED, AND THE PROJECT BUDGET, INCLUDING USE OF FOUNDATION FUNDS. THE FOUNDATION ALSO REVIEWS THE APPLICANT'S AGENCY BUDGET, MOST RECENT IRS FORM 990, FINANCIAL STATEMENTS AND AUDIT, AND OTHER SUPPORTING DOCUMENTATION TO ASSESS THE AGENCY'S VIABILITY AND CAPACITY TO BE ACCOUNTABLE FOR FOUNDATION FUNDS. THE FOUNDATION MONITORS THE USE OF GRANT FUNDS BY REQUIRING AN ANNUAL REPORT FROM EVERY GRANTEE. SEVERAL GRANTEES ARE ALSO REQUIRED TO SUBMIT INTERIM SIX-MONTH REPORTS. WITH EACH INTERIM AND FINAL ANNUAL REPORT, GRANTEES MUST REPORT ON THE USE OF FOUNDATION FUNDS, INCLUDING NARRATIVE DESCRIPTION OF ACTIVITIES AND OUTCOMES, AS WELL AS FINANCIAL INFORMATION THAT DEMONSTRATES HOW FUNDS WERE ALLOCATED. PROGRAM STAFF OF THE COMMUNITY FOUNDATION, INC. REVIEW REPORTS TO ENSURE GRANTEES HAVE USED FUNDS AS REQUESTED. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE FORM 990 AND APPLICABLE SCHEDULES IS PROVIDED TO EACH MEMBER OF THE JENKINS FOUNDATION BOARD OF DIRECTORS FOR REVIEW BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. IT IS ALSO REVIEWED BY THE COMMUNITY FOUNDATION'S CHIEF FINANCIAL OFFICER AND VICE PRESIDENT, FINANCE AND CONTROLLER. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS AND DIRECTORS OF THE JENKINS FOUNDATION COMPLETE A SIGNED CONFLICT OF INTEREST POLICY ANNUALLY. IN THE EVENT OF A CONFLICT, THE BOARD MEMBER WILL RECUSE HIM/HER SELF FROM VOTING ON THE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 THE JENKINS FOUNDATION HAS NO EMPLOYEES OR COMPENSATED OFFICERS. FORM 990, PART VI, SECTION C, LINE 19 THE JENKINS FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND THE FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AT THE JENKINS FOUNDATION OFFICES. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST IN TRUSTS 556,788. CHANGE IN VALUE OF ANNUITY -24,118. BOOK TAX DIFFERENCE IN RICHMOND FUND, LP. 6,430,414. DISCOUNT ON MULTI-YEAR GRANT -13,756. THE COMMUNITY FOUNDATION INC 3409 MOORE ST RICHMOND VA 23230 237009135 GRANT MAKING VA 501(C)(3) 170(B)(1)(A)(VI) N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 THE COMMUNITY FOUNDATION INC B 309963 COVID-19 FUND & UNRESTRICT SUP