ROBINS FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ROBINS FOUNDATION (EIN 54-0784484)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202143199349108899
- 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 Liabilities Schedule
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T17:05:02-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 580673524 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MSTILLER LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1960 SATELLITE BLVD SUITE 3600 | AddressLine1Txt |
| City | DULUTH | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30097 | 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 | 540784484 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBINS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBI | BusinessNameControlTxt |
| Phone | 8045231141 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 SOUTH 3RD STREET | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23219 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KELLY CHOPUS | PersonNm |
| Person Title | PRESIDENT/CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 8045231141 | PhoneNum |
| Signature | 2021-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KELLY | PersonFirstNm |
| Person Last | CHOPUS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GREGORY W HAYES | PreparerPersonNm |
| PTIN | P00054246 | PTIN |
| Phone | 7709958800 | PhoneNum |
| Preparation | 2021-11-15 | PreparationDt |
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 | $164,513,980 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $758,736 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $799,691 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $18,548,918 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $18,548,918 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $18,151,691 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $19,307,654 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $18,951,382 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $326,371 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $32,637 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $293,734 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $762,970 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $76,297 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $694,395 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $205,845 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $20,585 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $179,514 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $11,098 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,110 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $8,520 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $141,275 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $73,138 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $56,900 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,238,488 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,983,960 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $247,466 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $429,211 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $101,236 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $59,924 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $22,343 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $102,817 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $10,282 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $87,720 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $84,187 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $4,333 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $81,553 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $45 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $5 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $41 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $64,330 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,841 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $77,078 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,388,980 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,307,424 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,786,845 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,515,983 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,193,897 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,904,963 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,307,424 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,980,742 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $8,402,691 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $16,643,958 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $7,305,752 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $17,510,711 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $17,510,711 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $67,587 | AcctRcvblBOYAmt |
| Other Nts And Loans Rcvbl BOY | $1,500,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $30,078 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $28,747 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $28,747 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $89,606,793 | CorporateStockBOYAmt |
| Corporate Stock EOY | $118,539,481 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $118,539,481 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $26,695,176 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $32,953,437 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $27,772,012 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $27,772,012 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $224,373 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $188,635 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $53,307 | LandBOYAmt |
| Land EOY | $35,738 | LandEOYAmt |
| Land EOYFMV | $35,738 | LandEOYFMVAmt |
| Other Assets BOY | $471,725 | OtherAssetsBOYAmt |
| Other Assets EOY | $627,291 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $627,291 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $158,683,855 | TotalAssetsBOYAmt |
| Total Assets EOY | $164,513,980 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $164,513,980 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $160,298 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $137,894 | AccountsPayableEOYAmt |
| Grants Payable BOY | $2,731,046 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,178,232 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $262,007 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $315,048 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,153,351 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,631,174 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $155,530,504 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $162,882,806 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $155,530,504 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $162,882,806 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $158,683,855 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $164,513,980 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $155,530,504 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $8,402,691 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $163,933,195 | SubtotalAmt |
| Other Decreases | $1,050,389 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $162,882,806 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|
| INVESTMENT PORTFOLIO | $10,161,913 | $10,161,913 | $10,161,913 |
| PASS-THRU K-1 REALIZED GAIN(LOSS) | $7,989,778 | $7,989,778 | $7,989,778 |
| PASS-THRU K-1 UBI REALIZED GAIN(LOSS) | $397,227 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $18,151,691 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $231,351 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $231,351 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $231,351 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $242,727 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $242,727 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $11,376 | OverpaymentAmt |
| Applied To ES Tax | $11,376 | 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 | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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.ROBINSFDN.ORG | WebsiteAddressTxt |
| Individual With Books | KELLY CHOPUS PRESIDENTCHIEF EXECU | IndividualWithBooksNm |
| Phone | 8045231141 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 SOUTH 3RD STREET | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23219 | 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 (12 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 |
|---|---|---|---|---|---|---|---|---|
| JULIET SHIELD-TAYLOR | ||||||||
| 10 SOUTH 3RD STREET | RICHMOND | VA | 23219 | DIRECTOR / CHAIR | 0.90 | $0 | $0 | $0 |
| REGINALD N JONES | ||||||||
| 10 SOUTH 3RD STREET | RICHMOND | VA | 23219 | DIRECTOR / VICE CHAIR | 0.90 | $0 | $0 | $0 |
| EDWARD L AYERS | ||||||||
| 10 SOUTH 3RD STREET | RICHMOND | VA | 23219 | DIRECTOR / TREASURER | 0.90 | $0 | $0 | $0 |
| ROBINS R SHIELD | ||||||||
| 10 SOUTH 3RD STREET | RICHMOND | VA | 23219 | DIRECTOR / SECRETARY | 0.90 | $0 | $0 | $0 |
| KELLY CHOPUS | ||||||||
| 10 SOUTH 3RD STREET | RICHMOND | VA | 23219 | PRESIDENT & CEO | 40.00 | $319,424 | $41,875 | $0 |
| ANN CAROL MARCHANT | ||||||||
| 10 SOUTH 3RD STREET | RICHMOND | VA | 23219 | DIRECTOR | 0.90 | $0 | $0 | $0 |
| DR ROBERT E MARCHANT | ||||||||
| 10 SOUTH 3RD STREET | RICHMOND | VA | 23219 | DIRECTOR | 0.90 | $0 | $0 | $0 |
| E CLAIBORNE ROBINS JR | ||||||||
| 10 SOUTH 3RD STREET | RICHMOND | VA | 23219 | DIRECTOR | 0.90 | $0 | $0 | $0 |
| GREGORY C ROBINS | ||||||||
| 10 SOUTH 3RD STREET | RICHMOND | VA | 23219 | DIRECTOR | 0.90 | $0 | $0 | $0 |
| SHERYL ROBINS | ||||||||
| 10 SOUTH 3RD STREET | RICHMOND | VA | 23219 | DIRECTOR | 0.90 | $0 | $0 | $0 |
| FRANK ROBINSON | ||||||||
| 10 SOUTH 3RD STREET | RICHMOND | VA | 23219 | DIRECTOR | 0.90 | $0 | $0 | $0 |
| BETTY ROBINS PORTER | ||||||||
| 10 SOUTH 3RD STREET | RICHMOND | VA | 23219 | DIRECTOR EMERITUS, NON-VOTING | 0.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| ROBERT DORTCH | ||||||||
| 10 SOUTH 3RD STREET | RICHMOND | VA | 23219 | VP, PROGRAM & COMMUN | 40.00 | $178,406 | $27,572 | $0 |
| CHRISTOPHER CHIN | ||||||||
| 10 SOUTH 3RD STREET | RICHMOND | VA | 23219 | VP, OPERATIONS AND O | 40.00 | $161,000 | $29,202 | $0 |
| COURTNEY RICE | ||||||||
| 10 SOUTH 3RD STREET | RICHMOND | VA | 23219 | DIRECTOR, INCLUSION | 40.00 | $110,950 | $17,428 | $0 |
| TYONKA RIMAWI | ||||||||
| 10 SOUTH 3RD STREET | RICHMOND | VA | 23219 | PROGRAM OFFICER, COM | 40.00 | $87,560 | $20,657 | $0 |
| ELLIOTT HASPEL | ||||||||
| 10 SOUTH 3RD STREET | RICHMOND | VA | 23219 | PROGRAM OFFICER, EDU | 40.00 | $80,802 | $22,739 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 1 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt | Address Line1ForeignAddress/AddressLine1Txt | Address Line2ForeignAddress/AddressLine2Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|
| ADAGE CAPITAL PARTNERS LP | ||||||||||
| 2000 WESTCHESTER AVE 1ST FLOOR | PURCHASE | NY | 10577 | INVESTMENT MANAGMENT | $608,308 | |||||
| TIFF | ||||||||||
| 170 NORTH RADNOR CHESTER RD | RADNOR | PA | 19087 | INVESTMENT MANAGMENT | $341,503 | |||||
| SAMLYN OFFSHORE LTD | ||||||||||
| INVESTMENT MANAGMENT | $289,954 | C/O MORGAN STANLEY FUND SVCS 7-11 | SIR JOHN ROGER | DUBLIN | EI | 2 | ||||
| GLOBAL ENDOWMENT MANAGEMENT | ||||||||||
| 224 W TREMONT AVE | CHARLOTTE | NC | 28203 | INVESTMENT MANAGMENT | $194,914 | |||||
| SILCHESTER INTERNATIONAL INVESTORS | ||||||||||
| 780 3RD AVE 42ND FLOOR | NEW YORK | NY | 10017 | INVESTMENT MANAGMENT | $146,337 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 5 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $138,287,486 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,305,629 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $144,593,115 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $144,593,115 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,168,897 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $142,424,218 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,121,211 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,121,211 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $231,351 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $73,262 | IncomeTaxAmt |
| Total Tax | $304,613 | TotalTaxAmt |
| Distributable Before Adj | $6,816,598 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $1,625,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $8,441,598 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $8,441,598 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,980,742 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $7,673 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $9,988,415 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $9,988,415 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,441,598 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,591,840 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $9,988,415 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,591,840 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,396,575 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $45,023 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KELLY CHOPUS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 SOUTH 3RD STREET | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8045231141 | RecipientPhoneNum |
| Form And Info And Materials | ALL GRANT APPLICATIONS MUST BE SUBMITTED ON-LINE AT WWW.ROBINSFDN.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | WWW.ROBINSFDN.ORG | SubmissionDeadlinesTxt |
| Restrictions On Awards | WWW.ROBINSFDN.ORG | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (106 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN CIVIL WAR MUSEUM | ||||||||
| C/O ROBINS FOUNDATION 10 SOUTH 3RD | STREET | RICHMOND | VA | 23219 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $20,000 |
| ASPEN EDUCATION FOUNDATION | ||||||||
| PO BOX 2200 | ASPEN | CO | 81612 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $15,000 | |
| ASPEN HOPE CENTER | ||||||||
| 1460 E VALLEY RD STE 208 | BASALT | CO | 816218414 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 | |
| BLUE SKY FUND | ||||||||
| PO BOX 8108 | RICHMOND | VA | 232230208 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $15,000 | |
| BOYS & GIRLS CLUB OF METRO RICHMOND | ||||||||
| 5511 STAPLES MILL RD STE 301 | RICHMOND | VA | 232285445 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $292,000 | |
| BUCKNELL UNIVERSITY | ||||||||
| FINANCE OFFICE 1 DENT DRIVE | LEWISBURG | PA | 178372005 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $25,000 | |
| CAPITAL CENTERS OF VIRGINIA | ||||||||
| C/O ROBINS FOUNDATION 10 SOUTH 3RD | STREET | RICHMOND | VA | 23219 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $6,500 |
| CAPITAL TREES | ||||||||
| C/O ROBINS FOUNDATION 10 SOUTH 3RD | STREET | RICHMOND | VA | 23219 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $25,000 |
| CARITAS | ||||||||
| 1125 COMMERCE ROAD | RICHMOND | VA | 23224 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $30,000 | |
| CHAMBER RVA | ||||||||
| PO BOX 26486 | RICHMOND | VA | 232616486 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 | |
| CHESTERFIELD PUBLIC EDUCATION FOUNDATION | ||||||||
| 13900 HULL STREET ROAD | MIDLOTHIAN | VA | 23112 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $265,000 | |
| CHICAGO COMMUNITY FOUNDATION | ||||||||
| C/O ROBINS FOUNDATION 10 SOUTH 3RD | STREET | RICHMOND | VA | 23219 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $78,000 |
| CHILDREN'S HOME SOCIETY OF VIRGINIA | ||||||||
| 4200 FITZHUGH AVE | RICHMOND | VA | 232303829 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $40,000 | |
| CHILDSAVERS | ||||||||
| 200 NORTH 22ND STREET SUITE 140 | RICHMOND | VA | 232237020 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $310,000 | |
| CODEVA | ||||||||
| 5910 W ROIS ROAD | RICHMOND | VA | 23227 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 | |
| COLLEGIATE SCHOOL | ||||||||
| 103 NORTH MOORELAND ROAD | RICHMOND | VA | 232297709 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $100,000 | |
| COLONIAL WILLIAMSBURG FOUNDATION | ||||||||
| C/O ROBINS FOUNDATION 10 SOUTH 3RD | STREET | RICHMOND | VA | 23219 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 |
| COMMONWEALTH CATHOLIC CHARITIES | ||||||||
| C/O ROBINS FOUNDATION 10 SOUTH 3RD | STREET | RICHMOND | VA | 23219 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $247,615 |
| COMMONWEALTH INSTITUTE | ||||||||
| 1329 E CARY STREET | RICHMOND | VA | 232194142 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $30,000 | |
| COMMUNITIES IN SCHOOLS OF CHESTERFIELD | ||||||||
| PO BOX 10 | CHESTERFIELD | VA | 238320901 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $35,000 | |
| COMMUNITIES IN SCHOOLS OF PETERSBURG | ||||||||
| C/O ROBINS FOUNDATION 10 SOUTH 3RD | STREET | RICHMOND | VA | 23219 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $68,000 |
| COMMUNITIES IN SCHOOLS OF RICHMOND | ||||||||
| 2922 W MARSHALL STREET SUITE 2 | RICHMOND | VA | 232304811 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $130,000 | |
| COMMUNITIES IN SCHOOLS OF SUSSEX VIRGINIA | ||||||||
| C/O ROBINS FOUNDATION 10 SOUTH 3RD | STREET | RICHMOND | VA | 23219 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 |
| COMMUNITY COALITION OF SUSSEX VIRGINIA | ||||||||
| PO BOX 502 | STONY CREEK | VA | 238820502 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 | |
| COMMUNITY FOUNDATION FOR GREATER RICHMOND | ||||||||
| C/O ROBINS FOUNDATION 10 SOUTH 3RD | STREET | RICHMOND | VA | 23219 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $500,000 |
| CONEXUS | ||||||||
| 11618 BUSY ST | NORTH CHESTERFLD | VA | 232364060 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $50,000 | |
| CROSS-OVER MINISTRY | ||||||||
| C/O ROBINS FOUNDATION 10 SOUTH 3RD | STREET | RICHMOND | VA | 23219 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $40,000 |
| CURRY SCHOOL OF EDUCATION - UVA | ||||||||
| C/O ROBINS FOUNDATION 10 SOUTH 3RD | STREET | RICHMOND | VA | 23219 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $50,000 |
| EMORY UNIVERSITY | ||||||||
| C/O ROBINS FOUNDATION 10 SOUTH 3RD | STREET | RICHMOND | VA | 23219 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $61,000 |
| ENRICHMOND FOUNDATION | ||||||||
| C/O ROBINS FOUNDATION 10 SOUTH 3RD | STREET | RICHMOND | VA | 23219 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $35,000 |
| FAMILIES FORWARD VA | ||||||||
| 8100 THREE CHOPT ROAD SUITE 212 | RICHMOND | VA | 232294833 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $30,000 | |
| FAMILY INDEPENDENCE INITIATIVE | ||||||||
| PO BOX 71363 | OAKLAND | CA | 94612 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $756,000 | |
| FAMILY LIFELINE | ||||||||
| C/O ROBINS FOUNDATION 10 SOUTH 3RD | STREET | RICHMOND | VA | 23219 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $75,000 |
| FEEDMORE | ||||||||
| 1415 RHOADMILLER STREET | RICHMOND | VA | 232201111 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $25,000 | |
| FORE CHILDREN | ||||||||
| 600 FOUNDERS BRIDGE BOULEVARD | MIDLOTHIAN | VA | 231136357 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $60,000 | |
| FRIENDS ASSOCIATION FOR CHILDREN | ||||||||
| 1004 ST JOHN ST | RICHMOND | VA | 232202525 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $175,000 | |
| GOOCHLAND CARES | ||||||||
| C/O ROBINS FOUNDATION 10 SOUTH 3RD | STREET | RICHMOND | VA | 23219 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $40,000 |
| GREATER RICHMOND CHAMBER FOUNDATION | ||||||||
| 600 E MAIN STREET STE 700 | RICHMOND | VA | 232192424 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $70,000 | |
| GREATER RICHMOND CHAMBER | ||||||||
| ATTN CHRIS BENNETT PO BOX 1598 | RICHMOND | VA | 232181598 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $5,000 | |
| GREATER RICHMOND FIT4KIDS | ||||||||
| 2500 W BROAD STREET | RICHMOND | VA | 232202057 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $40,000 | |
| GREATER RICHMOND SCAN | ||||||||
| 103 EAST GRACE STREET SUITE 203 | RICHMOND | VA | 232191741 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $60,000 | |
| HELP ME HELP YOU FOUNDATION | ||||||||
| PO BOX 75511 | RICHMOND | VA | 23236 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $158,000 | |
| HENRICO EDUCATION FOUNDATION INC | ||||||||
| C/O ROBINS FOUNDATION 10 SOUTH 3RD | STREET | RICHMOND | VA | 23219 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $265,000 |
| HIGHER ACHIEVEMENT PROGRAM INC | ||||||||
| 4009 FITZHUGH AVE SUITE 200 | RICHMOND | VA | 23230 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $60,000 | |
| HOUSING FAMILIES FIRST | ||||||||
| 3900 NINE MILE ROAD | RICHMOND | VA | 232234913 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $200,000 | |
| HOUSING OPPORTUNITIES MADE EQUAL OF VA | ||||||||
| 626 E BROAD ST STE 400 | RICHMOND | VA | 232191890 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $100,000 | |
| JAMES RIVER ASSOCIATION | ||||||||
| 4833 OLD MAIN STREET | RICHMOND | VA | 232313035 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $70,000 | |
| JAMESTOWN-YORKTOWN FOUNDATION | ||||||||
| PO BOX 3605 | WILLIAMSBURG | VA | 231873605 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $45,000 | |
| LATINOS IN VIRGINIA EMPOWERMENT CENTER | ||||||||
| C/O ROBINS FOUNDATION 10 SOUTH 3RD | STREET | RICHMOND | VA | 23219 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $82,500 |
| LEADERSHIP METRO RICHMOND | ||||||||
| C/O ROBINS FOUNDATION 10 SOUTH 3RD | STREET | RICHMOND | VA | 23219 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $40,000 |
| LEGAL AID JUSTICE CENTER | ||||||||
| 1000 PRESTON AVE STE A | CHARLOTTESVILLE | VA | 229032156 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $30,000 | |
| LIFE INTER FAITH TEAM ON UNEMPLOYMENT | ||||||||
| PO BOX 1928 RIFLE | RIFLE | CO | 816501928 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $5,000 | |
| LITERACY LAB | ||||||||
| C/O ROBINS FOUNDATION 10 SOUTH 3RD | STREET | RICHMOND | VA | 23219 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $20,000 |
| MATHSCIENCE INNOVATION CENTER FOUNDATION | ||||||||
| C/O ROBINS FOUNDATION 10 SOUTH 3RD | STREET | RICHMOND | VA | 23219 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $42,000 |
| MAYMONT FOUNDATION | ||||||||
| 1700 HAMPTON STREET | RICHMOND | VA | 232206819 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 | |
| MBL FOUNDATION | ||||||||
| C/O ROBINS FOUNDATION 10 SOUTH 3RD | STREET | RICHMOND | VA | 23219 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $20,000 |
| MEDICAL HOME PLUS INC | ||||||||
| 8719 FOREST HILL AVE | NORTH CHESTERFIELD | VA | 232352431 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $25,000 | |
| MEGA MENTORS | ||||||||
| C/O ROBINS FOUNDATION 10 SOUTH 3RD | STREET | RICHMOND | VA | 23219 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $13,000 |
| NATIONAL CENTER FOR FAMILY PHILANTHROPY | ||||||||
| 1667 K STREET SUITE 550 | WASHINGTON | DC | 20036 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 | |
| NEIGHBORHOOD RESOURCE CENTER | ||||||||
| 1519 WILLIAMSBURG ROAD | RICHMOND | VA | 23231 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $25,000 | |
| NURTURE | ||||||||
| PO BOX 7109 | RICHMOND | VA | 232210109 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $20,000 | |
| OAKWOOD ARTS | ||||||||
| 2216 E BROAD STREET MAIN FLOOR | RICHMOND | VA | 23261 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $3,500 | |
| PARTNERSHIP FOR FAMILIES NORTHSIDE | ||||||||
| 800 WEST GRAHAM ROAD | RICHMOND | VA | 23222 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $160,000 | |
| PETER PAUL DEVELOPMENT CENTER | ||||||||
| 1719 N 22ND STREET | RICHMOND | VA | 232234431 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $140,000 | |
| PODIUM FOUNDATION | ||||||||
| C/O ROBINS FOUNDATION 10 SOUTH 3RD | STREET | RICHMOND | VA | 23219 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $20,000 |
| PROJECT HOMES | ||||||||
| C/O ROBINS FOUNDATION 10 SOUTH 3RD | STREET | RICHMOND | VA | 23219 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $50,000 |
| RE WORK RICHMOND | ||||||||
| 1719 N 22ND STREET | RICHMOND | VA | 232234431 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $25,000 | |
| REACH OUT AND READ | ||||||||
| C/O ROBINS FOUNDATION 10 SOUTH 3RD | STREET | RICHMOND | VA | 23219 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $43,000 |
| READ TO THEM INC | ||||||||
| 2201 W BROAD ST SUITE 206 | RICHMOND | VA | 232202022 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $5,000 | |
| REESTABLISH RICHMOND INC | ||||||||
| 2920 W BROAD STREET SUITE 246 | RICHMOND | VA | 232305103 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $2,500 | |
| RICHMOND PUBLIC SCHOOLS EDUCATION FOUNDATION | ||||||||
| 301 NORTH 9TH STREET 17TH FLOOR | RICHMOND | VA | 232191933 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $375,000 | |
| RICHMOND SYMPHONY | ||||||||
| 612 E GRACE STREET STE 401 | RICHMOND | VA | 232191892 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $25,000 | |
| SACRED HEART CENTER | ||||||||
| 1400 PERRY STREET | RICHMOND | VA | 232242058 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $155,000 | |
| SAFE HARBOR SHELTER | ||||||||
| PO BOX 17996 | RICHMOND | VA | 232267996 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $45,000 | |
| SAVE THE CHILDREN FEDERATION | ||||||||
| ATTN GIFT PROCESSING 502 KINGS HWY | STE 400 | FAIRFIELD | CT | 068254861 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $40,000 |
| SHENANDOAH VALLEY SCHOLARS LATINO INITIATIVE | ||||||||
| 145 KESWICK CT | ROCKINGHAM | VA | 22801 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $7,000 | |
| SIDE BY SIDE VA INC | ||||||||
| C/O ROBINS FOUNDATION 10 SOUTH 3RD | STREET | RICHMOND | VA | 23219 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $40,000 |
| SOCIAL & ENVIRONMENTAL ENTREPRENEURS INC | ||||||||
| C/O ROBINS FOUNDATION 10 SOUTH 3RD | STREET | RICHMOND | VA | 23219 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $45,000 |
| SOUTHEASTERN COUNCIL OF FOUNDATIONS | ||||||||
| 47TH ANNUAL MEETING REGISTRATION | FEES 100 PEACHTREE ST NW SUITE 2080 | ATLANTA | GA | 30303 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $9,650 |
| SPARC SCHOOL OF THE PERFORMING ARTS | ||||||||
| 2106 NORTH HAMILTON STREET | RICHMOND | VA | 23230 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $5,000 | |
| ST JAMES CHILDREN'S CENTER | ||||||||
| 1205 W FRANKLIN STREET | RICHMOND | VA | 232203711 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $35,000 | |
| STOREFRONT FOR COMMUNITY DESIGN | ||||||||
| 205 EAST BROAD STREET | RICHMOND | VA | 23219 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $99,500 | |
| SUMMIT 54 | ||||||||
| 1550 LARIMER STSUITE 770 | DENVER | CO | 80202 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $9,000 | |
| THE BUDDY PROGRAM | ||||||||
| 110 E HALLAM ST STE 125 | ASPEN | CO | 816111460 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $5,000 | |
| THEATRE ASPEN | ||||||||
| 110 E HALLAM ST SUITE 103 | ASPEN | CO | 816111458 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $15,000 | |
| TRICYCLE GARDENS | ||||||||
| 2314 JEFFERSON AVENUE | RICHMOND | VA | 23223 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $20,000 | |
| TRINITY FAMILY LIFE CENTER | ||||||||
| C/O ROBINS FOUNDATION 10 SOUTH 3RD | STREET | RICHMOND | VA | 23219 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $150,000 |
| TSNE MISSIONWORKS | ||||||||
| 89 SOUTH STREET STE 700 | BOSTON | MA | 02111 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $5,000 | |
| UNITED WAY OF GREATER RICHMOND | ||||||||
| 2001 MAYWILL STP O BOX 11807 | RICHMOND | VA | 232303236 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $360,000 | |
| UNIVERSITY OF RICHMOND | ||||||||
| 28 WESTHAMPTON WAY UNIVERSITY OF | RICHMOND | RICHMOND | VA | 231730001 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $275,000 |
| URBAN HOPE INC | ||||||||
| C/O ROBINS FOUNDATION 10 SOUTH 3RD | STREET | RICHMOND | VA | 23219 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $18,000 |
| U-TURN INC | ||||||||
| 2101 MAYWILL STREET | RICHMOND | VA | 23230 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $9,000 | |
| VALENTINE MUSEUM | ||||||||
| 1015 E CLAY ST | RICHMOND | VA | 232191527 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 | |
| VCU FOUNDATION | ||||||||
| ATTN TOM BURKE PO BOX 842039 | RICHMOND | VA | 232849091 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $25,000 | |
| VENTURE RICHMOND INC | ||||||||
| 200 S 3RD STREET | RICHMOND | VA | 232193700 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 | |
| VERMONT CENTER FOR ECOSTUDIES | ||||||||
| PO BOX 420 | NORWICH | VT | 05055 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 | |
| VERMONT INSTITUTE OF NATURAL SCIENCE | ||||||||
| 6565 WOODSTOCK ROAD | QUECHEE | VT | 05059 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $125,000 | |
| VIRGINIA CENTER FOR INCLUSIVE COMMUNITIES | ||||||||
| 5511 STAPLES MILL RD STE 202 | RICHMOND | VA | 232285445 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $85,000 | |
| VIRGINIA COMMUNITY CAPITAL | ||||||||
| C/O ROBINS FOUNDATION 10 SOUTH 3RD | STREET | RICHMOND | VA | 23219 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 |
| VIRGINIA COMMUNITY VOICE | ||||||||
| 1624 HULL ST | RICHMOND | VA | 23224 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $7,700 | |
| VIRGINIA EARLY CHILDHOOD FOUNDATION | ||||||||
| 1703 N PARHAM ROAD SUITE 110 | RICHMOND | VA | 23229 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $180,000 | |
| VIRGINIA FOUNDATION FOR THE HUMANITIES | ||||||||
| C/O ROBINS FOUNDATION 10 SOUTH 3RD | STREET | RICHMOND | VA | 23219 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 |
| VIRGINIA LEAGUE FOR PLANNED PARENTHOOD | ||||||||
| 201 N HAMILTON STREET | RICHMOND | VA | 232212601 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $100,000 | |
| VIRGINIA LITERACY FOUNDATION | ||||||||
| C/O ROBINS FOUNDATION 10 SOUTH 3RD | STREET | RICHMOND | VA | 23219 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $25,000 |
| YOUNG MENS CHRISTIAN ASSOCIATION OF RICHMOND | ||||||||
| 2 W FRANKLIN ST | RICHMOND | VA | 23220 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $130,432 | |
| YOUNG WOMENS CHRISTIAN ASSOCIATION OF RICHMOND | ||||||||
| 6 NORTH 5TH | RICHMOND | VA | 23219 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $165,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,193,897 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| FORE CHILDREN | ||||||||
| 600 FOUNDERS BRIDGE BOULEVARD | MIDLOTHIAN | VA | 231136357 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $40,000 | |
| HEALTHY HEART PLUS II | ||||||||
| 705 TWIN RIDE LANE SUITE 6 | RICHMOND | VA | 232355200 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $1,800 | |
| HELP ME HELP YOU FOUNDATION | ||||||||
| PO BOX 75511 | RICHMOND | VA | 23236 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $92,000 | |
| HOUSING FAMILIES FIRST | ||||||||
| 3900 NINE MILE ROAD | RICHMOND | VA | 232234913 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $300,000 | |
| TSNE MISSIONWORKS | ||||||||
| 89 SOUTH STREET STE 700 | BOSTON | MA | 02111 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $7,500 | |
| UNIVERSITY OF RICHMOND | ||||||||
| 28 WESTHAMPTON WAY UNIVERSITY OF | RICHMOND | VA | 231730001 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $20,000 | RICHMOND |
| VENTURE RICHMOND INC | ||||||||
| 200 S 3RD STREET | RICHMOND | VA | 232193700 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $463,800 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $758,736 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $397,227 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $18,151,691 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $397,227 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $18,910,427 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $19,307,654 | 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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING (CFO) | $104,800 | $54,900 | $49,900 |
| ACCOUNTING (AUDITOR) | $36,475 | $18,238 | $7,000 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| FURNITURE & FIXTURES | 2016-11-01 | $145,848 | $110,960 | SL | 5.000000000000 | $14,524 | $0 |
| COMPUTER SOFTWARE | 2016-11-01 | $78,524 | $59,740 | SL | 5.000000000000 | $7,819 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| U.S. EQUITIES | $17,226,933 | $17,226,933 |
| INTERNATIONAL EQUITITES | $101,312,548 | $101,312,548 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALTERNATIVE PARTNERSHIP INVESTMENTS | FMV | $26,522,012 | $26,522,012 |
| LION LOAN | FMV | $1,250,000 | $1,250,000 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| FURNITURE & FIXTURES | $145,848 | $125,484 | $20,364 |
| COMPUTER SOFTWARE | $78,524 | $67,559 | $10,965 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $11,098 | LegalFeesAmt |
| Net Investment Income | $1,110 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,520 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (7 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENTS PROCEEDS IN TRANSIT | $466,225 | $534,555 | $534,555 |
| ACCRUED INVESTMENT INCOME | $0 | $4,726 | $4,726 |
| FEDERAL NII EXCISE TAX RECEIVABLE | $0 | $11,376 | $11,376 |
| FEDERAL UBI TAX RECEIVABLE | $0 | $10,212 | $10,212 |
| STATE UBI TAX RECEIVABLE | $0 | $6,404 | $6,404 |
| RETIREMENT PLAN ASSETS | $0 | $54,518 | $54,518 |
| SECURITY DEPOSITS & OTHER | $5,500 | $5,500 | $5,500 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED DEPRECIATION IN THE INVESTMENT PORTFOLIO | Desc |
| Amt | $1,050,389 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE SUPPLIES & EXPENSES | $27,570 | $2,080 | $23,865 |
| INSURANCE | $12,780 | $1,278 | $8,873 |
| ASSOCIATION DUES & MEMBERSHIPS | $9,770 | $0 | $22,215 |
| BANK CHARGES | $2,518 | $252 | $2,266 |
| MISCELLANEOUS | $110 | $11 | $99 |
| POSTAGE & DELIVERY | $2,199 | $220 | $2,146 |
| TRAINING & DEVELOPMENT | $6,915 | $0 | $6,915 |
| COMMUNICATIONS & COMMUNITY DEVELOPMENT | $2,468 | $0 | $10,699 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| FEDERAL UNRELATED BUSINESS INCOME TAX PAYABLE | $38,176 | $0 |
| STATE UNRELATED BUSINESS INCOME TAX PAYABLE | $223,831 | $0 |
| DEFERRED COMPENSATION | $0 | $54,517 |
| DEFERRED FEDERAL NII EXCISE TAX | $0 | $260,531 |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp
Borrower Name BorrowerNameGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VIRGINIA COMMONWEALTH UNIVERSITY HEALTH SYSTEM AUTHORITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Insider Relationship | NONE | InsiderRelationshipTxt |
| Loan Original | $1,500,000 | LoanOriginalAmt |
| Balance Due | $0 | BalanceDueAmt |
| Note | 2019-03 | NoteDt |
| Loan Maturity | 2020-03 | LoanMaturityDt |
| Interest | 0.000000000000 | InterestRt |
| Loan Purpose | OWNER FINANCING OF BUILDING, LAND & FF&E PURCHASE | LoanPurposeTxt |
| Consideration FMV | $0 | ConsiderationFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT CONSULTING, MANAGEMENT, & CUSTODIAL FEES | $1,982,698 | $1,980,315 | $2,383 |
| BRANDING, MARKETING & PUBLIC RELATIONS | $122,720 | $0 | $122,720 |
| PAYROLL & HR SERVCES & RETIREMENT PLAN ADMINISTRATION | $16,481 | $1,648 | $14,337 |
| STRATEGIC PLANNING | $96,623 | $0 | $95,047 |
| TECHNOLOGY & IT | $19,485 | $1,949 | $12,547 |
| OTHER CONSULTANT SERVICES | $481 | $48 | $432 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $66,582 | $6,658 | $59,924 |
| FOREIGN TAXES ON INVESTMENT INCOME | $0 | $0 | $0 |
| FEDERAL NET INVESTMENT INCOME EXCISE TAX | $231,351 | $0 | $0 |
| FEDERAL UNRELATED BUSINESS INCOME TAX | $73,262 | $73,262 | $0 |
| STATE INCOME TAX ON UNRELATED BUSINESS INCOME | $21,316 | $21,316 | $0 |
| DEFERRED FEDERAL NET INVESTMENT INCOME TAX | $36,700 | $0 | $0 |