OAK HILL FUND: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- OAK HILL FUND (EIN 31-1810011)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-15
- IRS object ID
- 202011979349100241
- Schema version
- 2019v5.1
- 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
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-15T11:06:10-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 540618213 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HANTZMON WIEBEL LLP CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 818 E JEFFERSON ST PO BOX 1408 | AddressLine1Txt |
| City | CHARLOTTESVILLE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22902 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311810011 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE OAK HILL FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OAKH | BusinessNameControlTxt |
| Phone | 4342200083 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1624 | AddressLine1Txt |
| City | CHARLOTTESVILLE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22902 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM A EDGERTON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4342200083 | PhoneNum |
| Signature | 2020-07-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | P FRANK BERRY | PreparerPersonNm |
| PTIN | P00322544 | PTIN |
| Phone | 4342962156 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.88.174.3 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-14 | IPDt |
| IP Tm | 11:25:08 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 74F37257034FA8DD35C1062F0CB6854D7703C41D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1FC3E4A84745FBFB09B1967FA55BC668B2F96535 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $91,444,135 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,779,403 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,779,403 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,908,606 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $28,987,831 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,908,606 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $40 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $40 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $6,688,049 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,688,049 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $352,735 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $91,711 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $261,024 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $374,289 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $102,059 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $272,230 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $234,619 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $45,476 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $189,143 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $5,375 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,375 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $31,629 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,869 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $23,760 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $544,185 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $524,629 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $19,556 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $60,105 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $808 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $8,596 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $84,430 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $84,430 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $7,925 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $7,925 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $83,587 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $83,587 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,787,475 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $771,744 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $947,838 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,956,355 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,956,355 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,743,830 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $771,744 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,904,193 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,055,781 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,916,305 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,327,987 | CashBOYAmt |
| Cash EOY | $2,914,107 | CashEOYAmt |
| Cash EOYFMV | $2,914,107 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,284,771 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,598,085 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,598,085 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $35,732 | AcctRcvblAmt |
| Acct Rcvbl BOY | $35,732 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $35,732 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $35,732 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $24,470 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $12,789 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $12,789 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $54,298,547 | CorporateStockBOYAmt |
| Corporate Stock EOY | $60,775,253 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $60,775,253 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $22,055,922 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $25,334,378 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $25,334,378 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $232,822 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $214,483 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $11,606 | LandBOYAmt |
| Land EOY | $18,339 | LandEOYAmt |
| Land EOYFMV | $18,339 | LandEOYFMVAmt |
| Other Assets BOY | $683,222 | OtherAssetsBOYAmt |
| Other Assets EOY | $755,452 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $755,452 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $83,722,257 | TotalAssetsBOYAmt |
| Total Assets EOY | $91,444,135 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $91,444,135 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $73,824 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $27,167 | AccountsPayableEOYAmt |
| Grants Payable BOY | $2,302,973 | GrantsPayableBOYAmt |
| Grants Payable EOY | $2,431,819 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $1,522,225 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,690,632 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,899,022 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,149,618 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $79,823,235 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $87,294,517 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $79,823,235 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $87,294,517 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $83,722,257 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $91,444,135 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $79,823,235 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,055,781 | ExcessRevenueOverExpensesAmt |
| Other Increases | $8,685,582 | OtherIncreasesAmt |
| Subtotal | $87,453,036 | SubtotalAmt |
| Other Decreases | $158,519 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $87,294,517 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | SoldSoldDt |
|---|---|---|---|---|---|---|
| DARUMA SMID | P | $11,007,723 | $9,658,455 | $1,349,268 | $1,349,268 | |
| DARUMA ASSET MANAGEMENT | P | $10,717,961 | $9,346,432 | $1,371,529 | $1,371,529 | |
| COHO PARTNERS LTD | P | $1,312,727 | $809,781 | $502,946 | $502,946 | |
| COHO ESG | P | $1,489,037 | $1,169,666 | $319,371 | $319,371 | |
| PARNASSUS EQUITY INCOME | P | $550,000 | $400,274 | $149,726 | $149,726 | 2019-06-10 |
| TCW TOTAL RETURN BOND | P | $2,000,000 | $2,029,940 | -$29,940 | -$29,940 | 2019-11-14 |
| VANGUARD ST INS GRADE | P | $670,108 | $664,677 | $5,431 | $5,431 | 2019-11-15 |
| CAPITAL GAINS DIVIDENDS | P | $1,240,275 | $1,240,275 | $1,240,275 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,908,606 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $6,994,333 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $92,085,739 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.075955 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $5,610,303 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $89,294,432 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.062829 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $5,548,426 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $84,487,429 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.065672 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $6,781,314 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $92,520,124 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.073296 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $5,382,447 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $98,654,099 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.054559 | DistributionYr5Rt |
| Total Distribution | 0.332311 | TotalDistributionRt |
| Average Distribution | 0.066462 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $88,210,678 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $5,862,658 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $59,163 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $5,921,821 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $6,904,193 | 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 | $59,163 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $59,163 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $59,163 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $100,927 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $100,927 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $41,764 | OverpaymentAmt |
| Applied To ES Tax | $41,764 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.OAKHILLFUND.ORG | WebsiteAddressTxt |
| Individual With Books | THE OAK HILL FUND | IndividualWithBooksNm |
| Phone | 4342200083 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1624 | AddressLine1Txt |
| City | CHARLOTTESVILLE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 229021624 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| WILLIAM A EDGERTON | ||||||||
| PO BOX 1624 | CHARLOTTESVILLE | VA | 22902 | PRES/TREAS/S | 40.00 | $310,953 | $40,876 | $906 |
| LIZA T EDGERTON | ||||||||
| PO BOX 1624 | CHARLOTTESVILLE | VA | 22902 | VICE PRES. | 20.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| JASON E HALBERT | ||||||||
| PO BOX 1624 | CHARLOTTESVILLE | VA | 22902 | DEPUTY DIRECT | 40.00 | $155,483 | $51,505 | $2,646 |
| TODD EDGERTON | ||||||||
| PO BOX 1624 | CHARLOTTESVILLE | VA | 22902 | SR PROGRAM OF | 40.00 | $94,398 | $38,256 | $1,620 |
| JULIA P SCHAFF | ||||||||
| PO BOX 1624 | CHARLOTTESVILLE | VA | 22902 | ASST TO PR/FN | 40.00 | $77,840 | $24,818 | $2,646 |
| ANNE K O'BRIEN | ||||||||
| PO BOX 1624 | CHARLOTTESVILLE | VA | 22902 | PROG & GRANTS | 40.00 | $66,724 | $32,792 | $2,646 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| COHO PARTNERS LTD | |||||
| 801 CASSATT RD SUITE 100 | BERWYN | PA | 19312 | INVESTMENT MGMT | $90,225 |
| PARNASSUS FUNDS | |||||
| 1 MARKET ST STE 1600 | SAN FRANCISCO | CA | 94105 | INVESTMENT MGMT | $84,795 |
| HARDING LOEVNER FUNDS INC | |||||
| 801 S CANAL ST | CHICAGO | IL | 60607 | INVESTMENT MGMT | $80,449 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FUND HAS NO DIRECT CHARITABLE ACTIVITY | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FUND HAS NO PROGRAM-RELATED INVESTMENTS | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $87,754,336 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,598,818 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $200,834 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $89,553,988 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $89,553,988 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,343,310 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $88,210,678 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,410,534 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,410,534 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $59,163 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $59,163 | TotalTaxAmt |
| Distributable Before Adj | $4,351,371 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,351,371 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,351,371 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,904,193 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,904,193 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $59,163 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $6,845,030 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,351,371 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $609,495 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,252,406 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,547,005 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,228,368 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,517,802 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $8,155,076 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,904,193 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,351,371 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,552,822 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $10,707,898 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $609,495 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $10,098,403 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,252,406 | ExcessFromYear4Amt |
| Excess From Year3 | $1,547,005 | ExcessFromYear3Amt |
| Excess From Year2 | $1,228,368 | ExcessFromYear2Amt |
| Excess From Year1 | $2,517,802 | ExcessFromYear1Amt |
| Excess From Current Year | $2,552,822 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CYBERGRANTS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1624 | AddressLine1Txt |
| City | CHARLOTTESVILLE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 229021624 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4342200083 | RecipientPhoneNum |
| Form And Info And Materials | THE OAK HILL FUND UTILIZES CYBERGRANTS ON-LINE GRANT MANAGEMENT SYSTEM. POTENTIAL GRANTEES MAY SUBMIT APPLICATION MATERIALS THROUGH CYBERGRANTS. [SEE WWW.OAKHILLFUND.ORG FOR FURTHER INFORMATION.] | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE STATEMENT FOR LINE 2A | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE MADE ONLY TO ORGANIZATIONS EXEMPT FROM TAX UNDER IRC SECTION 501(C)(3). | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (124 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 350 ORG | |||||||
| 20 JAY ST STE 732 | BROOKLYN | NY | 112018352 | 170(B)(1)(A)(VI) | GENERAL SUPPORT | $150 | |
| A STEP AHEAD FOUNDATION OF WEST TENNESSEE | |||||||
| 74 DIRECTORS ROW | JACKSON | TN | 383052345 | 170(B)(1)(A)(VI) | TO PREVENT TEEN AND UNINTENDED PREGNANCIES BY PROVIDING FREE LARCS TO WOMEN IN 20 COUNTIES OF WEST TENNESSEE. FUNDS WILL SUPPORT A COMPREHENSIVE PUBLIC EDUCATION CAMPAIGN, AND INCLUDE THE PRODUCTION OF PRINTED MATERIALS, TELEVISION AND RADIO ADS, BILLBOARDS, AND A FULL-DAY CONFERENCE FOR CITIZENS, LEGISLATORS AND HEALTH PROFESSIONALS. | $45,000 | |
| ACLU OF KENTUCKY FDTN INC | |||||||
| 325 W MAIN ST SUITE 2210 | LOUISVILLE | KY | 402023820 | 509(A)(2) | TO HIRE A STAFF ATTORNEY TO SERVE AS LEAD COUNSEL ON ALL CURRENT AND FUTURE REPRODUCTIVE RIGHTS CASES. | $65,000 | |
| ALLIANCE FOR THE SHENANDOAH VALLEY | |||||||
| PO BOX 674 | NEW MARKET | VA | 22844 | 170(B)(1)(A)(VI) | TO SUPPORT THE LEADERSHIP OF THE NEW COALITION; TO SUPPORT THE CITIES OF STAUNTON AND WAYNESBORO, AND AUGUSTA COUNTY IN THEIR OPPOSITION TO THE PIPELINE CONSTRUCTION AND DOMINION'S APPEAL TO THE SUPREME COURT ON THE PROPOSED AT CROSSING; TO CONTINUE GRASSROOTS ORGANIZING AND TO PROVIDE TECHNICAL SUPPORT TO THE LOCAL COALITION OF ELECTED OFFICIALS, RESIDENTS, AND LANDOWNERS FIGHTING THE ACP. | $20,000 | |
| ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATION INC | |||||||
| 355 RIO ROAD WESTSUITE 102 | CHARLOTTESVILLE | VA | 22901 | 170(B)(1)(A)(VI) | GENERAL SUPPORT | $10,000 | |
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC | |||||||
| 125 BROAD STREET | NEW YORK | NY | 100042400 | 170(B)(1)(A)(VI) | GENERAL SUPPORT | $10,000 | |
| AMERICAN COUNCIL FOR AN ENERGY-EFFICIENT ECONOMY | |||||||
| 529 14TH STREET NW SUITE 600 | WASHINGTON | DC | 20045 | 170(B)(1)(A)(VI) | TO DEVELOP TARGETED EDUCATIONAL AND TECHNICAL RESOURCES FOR STAKEHOLDERS IN VIRGINIA, ESPECIALLY TO SUPPORT THE UTILITY STAKEHOLDER WORKING GROUPS "WITH THE AIM OF EXPANDING DOMINION AND APCO'S PORTFOLIO OF EFFICIENCY PROGRAMS AND FURTHER DEVELOPING THE ROLE OF ENERGY EFFICIENCY AS A CARBON REDUCTION AND COMMUNITY RESILIENCE STRATEGY." | $50,000 | |
| ANTINANCO EARTH ARTS SCHOOL | |||||||
| 46 SEVEN OAKS CIR | HOLMDEL | NJ | 077331936 | 170(B)(1)(A)(VI) | TO OFFSET THE COSTS OF THREE TREE-PLANTING/EDUCATIONAL EVENTS RESULTING IN THE PLANTING OF 75 AMERICAN CHESTNUT HYBRID SEEDLINGS BY CITIZEN SCIENTIST VOLUNTEERS IN FOUR LOCATIONS IN PA AND NJ. | $10,000 | |
| BARRETT EARLY LEARNING CENTER | |||||||
| 410 RIDGE ST | CHARLOTTESVLE | VA | 229025556 | 170(B)(1)(A)(II) | TO SUPPORT THE RENOVATION OF THEIR EXISTING FACILITY TO PROVIDE A SAFER, MORE ENERGY EFFICIENT, AND HEALTHIER ENVIRONMENT FOR STUDENTS AS WELL AS TO MEET LICENSING REQUIREMENTS. | $8,198 | |
| BAY JOURNAL MEDIA INC | |||||||
| 619 OAKWOOD DR | SEVEN VALLEYS | PA | 173609395 | 170(B)(1)(A)(VI) | CONTINUED SUPPORT ($30,000) FOR VIRGINIA ENVIRONMENTAL COVERAGE IN THE BAY JOURNAL, AND $20,000 TO SUPPORT IMPLEMENTATION OF YEAR TWO OF THEIR ORGANIZATIONAL CAPACITY AND DEVELOPMENT PLAN. | $50,000 | |
| BLUE RIDGE AREA FOOD BANK | |||||||
| PO BOX 937 | VERONA | VA | 244820937 | 170(B)(1)(A)(VI) | TO PROCURE AND DISTRIBUTE BY MOBILE FOOD PANTRY NUTRITIOUS FOOD TO APPROXIMATELY 1115 FOOD-INSECURE PEOPLE LIVING IN REMOTE AND RURAL AREAS IN RURAL NELSON AND FLUVANNA COUNTIES. NEW THIS YEAR, MFP WILL SERVE AS A DISTRIBUTION POINT FOR SENIOR COMMODITY SUPPLEMENTAL FOOD PROGRAM BOXES FOR SENIORS LIVING NEAR OR BELOW THE FEDERAL POVERTY LINE. | $45,000 | |
| BORDERLANDS RESTORATION NETWORK | |||||||
| PO BOX 121 | PATAGONIA | AZ | 856240121 | 170(B)(1)(A)(VI) | TO SUPPORT DOCUMENTATION OF OAK DECLINE, ACORN COLLECTION AND PROPAGATION, EXPERIMENTAL RESTORATION, MONITORING, AND PARTNERSHIP DEVELOPMENT IN THE MOUNTAIN RANGES OF THE MADREAN ARCHIPELAGO. | $25,000 | |
| BROWNSVILLE ELEMENTARY SCHOOL PTO | |||||||
| 5870 ROCKFISH GAP TPKE | CROZET | VA | 229323401 | 509(A)(2) | GENERAL SUPPORT | $5,000 | |
| CALVERT SCHOOL INC | |||||||
| 105 TUSCANY RD | BALTIMORE | MD | 212103007 | 170(B)(1)(A)(II) | GENERAL SUPPORT | $10,000 | |
| CAMP HOLIDAY TRAILS | |||||||
| 400 HOLIDAY TRAILS LANE | CHARLOTTESVILLE | VA | 22903 | 170(B)(1)(A)(VI) | GENERAL SUPPORT | $5,000 | |
| CANCER RESEARCH INSTITUTE INC | |||||||
| 29 BROADWAY 4TH FLOOR | NEW YORK | NY | 100063201 | 170(B)(1)(A)(VI) | GENERAL SUPPORT | $200 | |
| CAPITAL REGION LAND CONSERVANCY | |||||||
| PO BOX 17306 | RICHMOND | VA | 232267306 | 170(B)(1)(A)(VI) | TO HIRE STAFF TO MEET A GROWING DEMAND OF LAND CONSERVATION IN THE RICHMOND AREA AND TO EXPAND SERVICES INTO NEW REGIONS. | $20,000 | |
| CARING FOR CREATURES FOUNDATION | |||||||
| 352 SANCTUARY LN | PALMYRA | VA | 229635248 | 170(B)(1)(A)(VI) | GENERAL SUPPORT | $100 | |
| CENTER FOR PROGRESSIVE REFORM INC | |||||||
| 2021 L STREET NW 101-330 | WASHINGTON | DC | 20036 | 170(B)(1)(A)(VI) | TO SUPPORT PUBLIC OUTREACH, POLICYMAKER EDUCATION, CASE STUDY, GAO BRIEFINGS, NEGOTIATIONS OVER THE FEDERAL ENVIRONMENTAL PROTECTION AGENCY'S MULTI-SECTOR GENERAL PERMIT, AND OTHER ACTIVITIES, TO SECURE LEGAL AND POLICY REFORMS ENSURING RESILIENCE IN FENCELINE COMMUNITIES THREATENED BY TOXIC FLOODWATERS RESULTING FROM CLIMATE CHANGE-RELATED STORMS AND SEA LEVEL RISE. | $45,000 | |
| CENTER FOR WATERSHED PROTECTION INC | |||||||
| 3290 NORTH RIDGE RD STE 290 | ELLICOTT CITY | MD | 210433657 | 170(B)(1)(A)(VI) | TO INTEGRATE GREEN INFRASTRUCTURE (GI) INTO LOCAL REGULATIONS, PROGRAMS, AND PROJECTS; TO DEMONSTRATE GI PRACTICES ON HIGHLY VISIBLE SITES; AND TO EDUCATE LOCAL DEVELOPERS, CITIZENS AND STAFF ON GI'S PURPOSE AND BENEFITS. | $45,000 | |
| CHARLOTTESVILLE AREA COMMUNITY FDTN | |||||||
| 114 4TH STREET | CHARLOTTESVILLE | VA | 22902 | 170(B)(1)(A)(VI) | FOR THE GRACE TINSLEY SCHOLARSHIP FUND | $50,000 | |
| CHARLOTTESVILLE AREA COMMUNITY FDTN | |||||||
| 114 4TH STREET | CHARLOTTESVILLE | VA | 22902 | 170(B)(1)(A)(VI) | FOR THE GRACE TINSLEY SCHOLARSHIP FUND | $150 | |
| CHARLOTTESVILLE FREE CLINIC | |||||||
| 1138 ROSE HILL DRIVE SUITE 200 | CHARLOTTESVILLE | VA | 229035128 | 170(B)(1)(A)(III) | GENERAL SUPPORT | $15,000 | |
| CHARLOTTESVILLE TOMORROW | |||||||
| PO BOX 1591 | CHARLOTTESVLE | VA | 22902 | 170(B)(1)(A)(VI) | GENERAL SUPPORT | $40,000 | |
| CHARLOTTESVILLE-ALBEMARLE RESCUE SQUAD INC | |||||||
| 828 MCINTIRE ROAD | CHARLOTTESVILLE | VA | 22902 | 170(B)(1)(A)(VI) | GENERAL SUPPORT | $2,500 | |
| CHARLOTTESVILLE-ALBEMARLE SPCA | |||||||
| 3355 BERKMAR DRIVE | CHARLOTTESVILLE | VA | 22901 | 170(B)(1)(A)(VI) | GENERAL SUPPORT | $5,000 | |
| CHESAPEAKE CLIMATE ACTION NETWORK | |||||||
| PO BOX 11138 | TAKOMA PARK | MD | 20913 | 170(B)(1)(A)(VI) | 1) TO EDUCATE CANDIDATES ABOUT THE BENEFITS OF CODIFYING THE CARBON RULE (JOINING RGGI), AND INVEST RESULTING REVENUE IN ENERGY EFFICIENCY AND SEA-LEVEL-RISE RESILIENCE; 2) EDUCATE LEGISLATORS ABOUT THE BENEFITS OF A RENEWABLE PORTFOLIO STANDARD (RPS) THAT MANDATES 50 PERCENT CLEAN ENERGY BY 2030. FUNDS WOULD SUPPORT A LEAD ORGANIZER IN VA. | $85,000 | |
| CHESAPEAKE CONSERVANCY INC | |||||||
| 716 GIDDINGS AVE STE 42 | ANNAPOLIS | MD | 214011421 | 170(B)(1)(A)(VI) | PROTECTING THE CHESAPEAKE BAY 50/50: TO ADVANCE APPLICATIONS OF PRECISION, DATA-DRIVEN CONSERVATION, AND INCREASE PRIVATE CAPITAL INVESTMENTS IN CONSERVATION TO INCREASE THE PERCENTAGE OF CONSERVED LANDS WITHIN THE CHESAPEAKE BAY FROM 30% TO 50% BY 2050. | $30,000 | |
| CLEARWATER MARINE AQUARIUM | |||||||
| 249 WINDWARD PASSAGE | CLEARWATER | FL | 33767 | 509(A)(2) | TO UPGRADE THEIR RESEARCH AND RESCUE BOAT, CRITICAL TO THE DATA COLLECTION NEEDED TO SECURE INCREASED PROTECTION FOR SENSITIVE HABITATS IN THE MAR. | $20,000 | |
| CORAL REEF ALLIANCE | |||||||
| 1330 BROADWAY SUITE 600 | OAKLAND | CA | 94612 | 170(B)(1)(A)(VI) | TO 1) INCREASE PATROLLING AND IMPLEMENT REEF AND FISHERIES PROTECTION STRATEGIES IN GUANAJA; 2) FORMULATE AN IMPROVED MANAGEMENT PLAN FOR THE TELA BAY AND SOCIALIZE IT WITH LOCAL COMMUNITIES; AND 3) CONTINUE FISHERIES SURVEYS IN TRUJILLO AND ENGAGE PARTNERS AND GOVERNMENT TO CREATE A COMPREHENSIVE PLAN TO MANAGE TRUJILLO'S RESOURCES. | $50,000 | |
| CURRY SCHOOL OF EDUCATION FOUNDATION | |||||||
| PO BOX 400807 | CHARLOETTESVILLE | VA | 22904 | 170(B)(1)(A)(VI) | GENERAL SUPPORT | $2,500 | |
| ECOLOGY PROJECT INTERNATIONAL | |||||||
| 315 S 4TH ST EAST | MISSOULA | MT | 59801 | 509(A)(2) | TO ENGAGE 35 BELIZEAN YOUTH IN MULTI-DAY EXPERIENTIAL FIELD ECOLOGY COURSES DURING FALL 2019 THOUGH SPRING 2020 (OCTOBER-JUNE) WITH THE GOAL OF INSPIRING THE NEXT GENERATION OF CONSERVATION LEADERS. | $10,000 | |
| EMERGENCY FOOD NETWORK INC | |||||||
| PO BOX 4373 | CHARLOTTESVILLE | VA | 22905 | 170(B)(1)(A)(VI) | CONTINUED SUPPORT FOR BREAKFASTS AT THE HAVEN. FUNDS WILL BE USED TO PURCHASE STAPLES SUCH AS COFFEE, TEA, SUGAR, OATS, FLOUR, CORNMEAL, NUTS, ETC. PROCURED FROM STAUNTON FOODS, LLC. THE PROGRAM IS IMPLEMENTED BY THE HAVEN'S KITCHEN MANAGER, DAVID SLEZAK. | $7,100 | |
| ENVIRONMENT GEORGIA RESEARCH & POLICY CENTER | |||||||
| 108 E PONCE DE LEON AVE SUITE 210 | DECATUR | GA | 30030 | 170(B)(1)(A)(VI) | TO ENCOURAGE AND ASSIST THE UNIVERSITY OF GEORGIA, AND ATHENS-CLARK COUNTY TO MAKE A COMMITMENT TO OBTAINING 100% OF THEIR ENERGY FROM RENEWABLE SOURCES (BY 3035?). FUNDS WOULD SUPPORT BUILDING A COALITION, CAMPUS ORGANIZING, EDUCATING DECISION-MAKERS, AND SHOWING THE SUCCESSES AND RESOURCES DEVELOPED IN ATLANTA. | $25,000 | |
| ENVIRONMENTAL INTEGRITY PROJECT | |||||||
| 1000 VERMONT AVENUE NW SUITE 1100 | WASHINGTON | DC | 20005 | 170(B)(1)(A)(VI) | TO 1) WATCHDOG NUTRIENT TRADES; 2) ADVOCATE FOR MORE LIVESTOCK FENCING; 3) ESTIMATE NUTRIENT LOADS FROM THE SHENANDOAH VALLEY AND EASTERN SHORE COUNTIES; 4) INVESTIGATE POULTRY MANURE OVER-APPLICATION IN ACCOMACK AND NORTHAMPTON COUNTIES; 5) ADVOCATE FOR PROTECTIONS FOR IMPAIRED WATERS. | $80,000 | |
| FAITH ALLIANCE FOR CLIMATE SOLUTIONS | |||||||
| PO BOX 2012 | RESTON | VA | 20195 | 170(B)(1)(A)(VI) | TO MEET WITH NORTHERN VIRGINIA AREA LEGISLATORS, THE FAIRFAX BOARD OF SUPERVISORS, THE FAIRFAX COUNTY PUBLIC SCHOOL BOARD, AND FAITH LEADERS TO EDUCATE THEM ABOUT THE ECONOMIC AND PUBLIC HEALTH IMPERATIVE OF TRANSITION TO RENEWABLE ENERGY, AND TO SPONSOR A FORUM ON RENEWABLE ENERGY--OPEN TO THE GENERAL PUBLIC BUT FEATURING LOCAL ELECTED OFFICIALS, FAITH LEADERS AND RE EXPERTS. | $15,000 | |
| FEMHEALTH USA INCORPORATED | |||||||
| 1001 CONNECTICUT AVE NW SUITE 805 | WASHINGTON | DC | 20036 | 509(A)(2) | TO SUPPORT THE OPENING OF THE CARAFEM HEALTH CENTER IN NASHVILLE, TENNESSEE BY SUBSIDIZING THE CENTERS' OPERATING COSTS FOR THE FIRST SIX MONTHS. | $100,000 | |
| FOXCROFT SCHOOL | |||||||
| 22407 FOXHOUND LN | MIDDLEBURG | VA | 20117 | 170(B)(1)(A)(II) | GENERAL SUPPORT | $10,000 | |
| FRANKLIN W OLIN COLLEGE OF ENGINEERING INC | |||||||
| 1000 OLIN WAY | NEEDHAM | MA | 024921200 | 170(B)(1)(A)(II) | GENERAL SUPPORT | $100 | |
| FRESH ENERGY | |||||||
| 408 SAINT PETER ST STE 220 | SAINT PAUL | MN | 551021125 | 170(B)(1)(A)(VI) | TO ELEVATE UNDERREPORTED STORIES ON THE CLEAN ENERGY TRANSITION IN VIRGINIA AND THE SOUTHEAST. FRESH ENERGY AIMS TO PRODUCE 50 STORIES OVER THE COMING YEAR, HIGHLIGHTING EFFORTS TO DEVELOP A CLEAN ENERGY INDUSTRY IN RURAL VIRGINIA, ANALYZING STATE POLICY ISSUES, CHALLENGING DOMINION ENERGY NARRATIVES, AND HIGHLIGHTING THE CORPORATE SECTOR'S PUSH TO CLEAN UP THE GRID, ET AL. | $50,000 | |
| FRIENDS SCHOOL HAVERFORD | |||||||
| 851 BUCK LANE | HAVERFORD | PA | 19041 | NCES PRIVATE SCHOOL | GENERAL SUPPORT | $10,000 | |
| FUND FOR WILD NATURE | |||||||
| PO BOX 2507 | SEBASTOBOL | CA | 95473 | 170(B)(1)(A)(VI) | GENERAL SUPPORT | $250 | |
| GEORGE MASON UNIVERSITY FOUNDATION INC | |||||||
| 4400 UNIVERSITY DR MS 1A3 / ALAN | FAIRFAX | VA | 220300000 | 170(B)(1)(A)(IV) | CLIMATE MATTERS IN THE NEWSROOM: TO CONVENE A WORKSHOP TO EDUCATE VIRGINIA JOURNALISTS WITH THE GOAL OF IMPROVING THE QUANTITY AND QUALITY OF LOCAL CLIMATE COVERAGE. | $50,000 | AND SALLY MERTEN HALL |
| GEORGIA INTERFAITH POWER & LIGHT INC | |||||||
| 701 S COLUMBIA DRIVE CAMPUS BOX 326 | DECATUR | GA | 30030 | 170(B)(1)(A)(VI) | TO CONTINUE AND EXPAND THE FAIR ENERGY NOW CAMPAIGN. FUNDS WOULD SUPPORT STAFF INVOLVEMENT IN 100% CLEAN ENERGY CAMPAIGNS, RESEARCH IDENTIFYING SOLAR GROWTH POTENTIAL IN ELECTRIC MEMBERSHIP COOPS (EMCS), SOLAR TOURS AND THE LAUNCHING TWO MORE SOLARIZE CAMPAIGNS, AMONG OTHER ACTIVITIES. | $40,000 | |
| GEORGIA-ALABAMA LAND TRUST INC | |||||||
| 226 OLD LADIGA ROAD | PIEDMONT | AL | 36272 | NON VERIFIABLE | TO RESTORE 191 ACRES TO LONGLEAF PINE FROM PLANTATION LOBLOLLY PINE IN LONG COUNTY, GEORGIA, APPROXIMATELY 4 MILES FROM FT. STEWART MILITARY INSTALLATION, A DNR-DESIGNATED HIGH PRIORITY HABITAT/LANDSCAPE FEATURE. FUNDS WOULD SUPPORT SITE PREPARATION (HERBICIDE AND PRESCRIBED BURNING), PLANTING (SEEDLING PURCHASE AND HAND PLANTING), AND STAFF TIME. | $20,000 | |
| GREEN DOGS UNLEASHED INC | |||||||
| 1171 N BOSTON RD | TROY | VA | 229744308 | 170(B)(1)(A)(VI) | GENERAL SUPPORT | $100 | |
| GREEN ENERGY CONSUMERS ALLIANCE INC | |||||||
| 284 AMORY STREET K108 | BOSTON | MA | 021302317 | 509(A)(2) | TO 1) LAUNCH OF A CAMPAIGN AND GROUP BUY WEBSITE TO EDUCATE AND OFFER DISCOUNTS TO CONSUMERS; 2) PROVIDE ONLINE EDUCATION 3) PROMOTE PARTNERSHIPS WITH LOCAL AND STATEWIDE ORGANIZATIONS AND BUSINESSES; AND 4) HOST LOCAL OUTREACH EVENTS, E.G. EV TEST DRIVES AND EV CHARGER DEMONSTRATIONS. | $50,000 | |
| GUTTMACHER INSTITUTE | |||||||
| 125 MAIDEN LANE 7TH FLOOR | NEW YORK | NY | 10038 | 170(B)(1)(A)(VI) | CONTINUED SUPPORT FOR THE STATE INITIATIVE WHICH PROVIDES STATE ADVOCATES WITH "TIMELY, EVIDENCE-BASED RESOURCES TO EDUCATE POLICYMAKERS AND THE PUBLIC ON THE IMPORTANCE OF SEXUAL AND REPRODUCTIVE HEALTH AND RIGHTS TO WOMEN AND FAMILIES." OHF FUNDS ARE DIRECTED AT SOUTHEASTERN STATES. | $30,000 | |
| HEALTHY FOOD COALITION INC | |||||||
| 522 RIDGE ST APT 1 | CHARLOTTESVLE | VA | 229025577 | 170(B)(1)(A)(VI) | COMMUNITY BIKES | $100 | |
| HOPE'S LEGACY EQUINE RESCUE INC | |||||||
| 5145 TAYLOR CREEK ROAD | AFTON | VA | 22920 | 170(B)(1)(A)(VI) | ON THEIR NEWLY ACQUIRED PROPERTY, TO FENCE 23 ACRES IN SIX PASTURES ALONG THE MECHUMS RIVER FOR THE CARE AND KEEPING OF RESCUE EQUINES. THIS REQUEST IS TO COVER THE COST OF THE 2,222 FEET OF FENCING ALONG THE RIVER. THE TOTAL LENGTH OF FENCING REQUIRED FOR THE PERIMETER OF THE SIX PASTURES IS 11,271 FEET. | $10,000 | |
| HOPEWELL FUND | |||||||
| 1201 CONNECTICUT AVE NW STE 300 | WASHINGTON | DC | 200362656 | 170(B)(1)(A)(VI) | TO MAKE FLEXIBLE LOANS AND GRANTS TO THE PRIVATE ABORTION SECTOR AND TO GAIN INFORMATION AND INSIGHTS ABOUT THE "EFFICACY OF RESOURCING STRATEGIES AIMED AT SUSTAINABLY EVOLVING THE ABORTION CARE DELIVERY SYSTEM." | $100,000 | |
| JAMES RIVER ASSOCIATION | |||||||
| 211 ROCKETTS WAY SUITE 200 | RICHMOND | VA | 23231 | 170(B)(1)(A)(VI) | TO SUPPORT THEIR ADVOCACY & PROTECTION ACTIVITIES RELATED TO VIRGINIA'S PHASE III WATERSHED IMPLEMENTATION PLANS, COAL ASH STORAGE CLOSURE PERMITS, STATE REGULATORY PERMITS, AGRICULTURAL BMPS AND MANY OTHERS ON BEHALF OF THE JAMES RIVER WATERSHED. | $60,000 | |
| KENTUCKY HEARTWOOD INC | |||||||
| PO BOX 1486 | BEREA | KY | 404033486 | 170(B)(1)(A)(VI) | TO SUPPORT A DEDICATED HALF-TIME STAFF POSITION TO WORK WITH THE DANIEL BOONE NATIONAL FOREST AND KENTUCKY DIVISION OF FORESTRY TO SAVE HEMOLKS FROM WOOLY ADGELDID INFESTATION. ACTIVITIES INCLUDE ORGANIZING THE PUBLIC, PRODUCING EDUCATIONAL MATERIALS, ASSITING WITH RECONNAISANNCE, BUILDING A WEB SITE AND MEDIA OUTREACH, AND IDENTIFYING AND REMEDYING BOTTLENECKS FOR PREDATORY BEETLE ACQUISITION. | $20,000 | |
| LA CLNICA DEL PUEBLO | |||||||
| 2831 15TH ST NW | WASHINGTON | DC | 200094607 | 170(B)(1)(A)(VI) | TO SUPPORT THE COMPREHENSIVE REPRODUCTIVE HEALTHCARE FOR 55 UNINSURED LATINA PATIENTS AT THEIR NEWEST CLINIC IN PRINCE GEORGE'S COUNTY OVER THE COMING YEAR. | $25,000 | |
| LEAGUE OF WOMEN VOTERS OF THE CHARLOTTESVILLE AREA EDUCATION FUND | |||||||
| PO BOX 2786 | CHARLOTTESVLE | VA | 22902 | 170(B)(1)(A)(VI) | GENERAL SUPPORT | $2,500 | |
| LOCAL ENERGY ALLIANCE PROGRAM INC | |||||||
| 608 RIDGE STREET | CHARLOTTESVILLE | VA | 22902 | 170(B)(1)(A)(VI) | TO BUILD CAPACITY TO IMPROVE THE ENERGY EFFICIENCY OF SOUTHWOOD MOBILE HOME PARK'S HOUSING STOCK. | $118,248 | |
| LOCAL ENERGY ALLIANCE PROGRAM INC | |||||||
| 608 RIDGE STREET | CHARLOTTESVILLE | VA | 22902 | 170(B)(1)(A)(VI) | TO DISMANTLE HOA RESISTANCE TO ROOFTOP SOLAR BY CREATING AND DISTRIBUTING EDUCATIONAL MATERIALS AND IMPLEMENTING A COMMUNICATIONS STRATEGY. | $51,000 | |
| LOWER SUSQUEHANNA RIVERKEEPER ASSOCIATION | |||||||
| 2098 LONG LEVEL RD | WRIGHTSVILLE | PA | 173689038 | 170(B)(1)(A)(VI) | 1) FOR A WATER QUALITY TESTING PROJECT ENGAGING LOCAL VOLUNTEERS, BUILDING LOCAL ALLIANCES, & RAISING COMMUNITY AWARENESS OF SPECIFIC LOCAL POLLUTION SOURCES ($15,000) ; 2) TO PURCHASE AN 18' PATROL BOAT ($10,000), ENABLING LSRA TO BE ON THE RIVER AS REQUIRED BY THE WATERKEEPER LICENSE AGREEMENT; AND 3) TO DEVELOP EDUCATIONAL MATERIALS AND EXHIBITS TO PROMOTE RIVER STEWARDSHIP ($5000). | $30,000 | |
| MARTHA JEFFERSON HOSPITAL DBA SENTARA MARTHA JEFFERSON HOSPITAL | |||||||
| 500 MARTHA JEFFERSON DRIVE | CHARLOTTESVILLE | VA | 22911 | 170(B)(1)(A)(III) | GENERAL SUPPORT | $10,000 | |
| MEDSTAR WASHINGTON HOSPITAL CENTER | |||||||
| 110 IRVING ST NW EB 1001 | WASHINGTON | DC | 20010 | 170(B)(1)(A)(III) | TO SUPPORT THE TEEN ALLIANCE FOR PREPARED PARENTING (TAPP) WHICH PROVIDES PRENATAL CARE AND CONTRACEPTIVE SERVICES FOR UNDERSERVED YOUTH IN WASHINGTON, DC. | $98,460 | |
| MUSICIANS UNITED TO SERVE THE YOUTH OF CHARLOTTESVILLE | |||||||
| 105 RIDGE ST | CHARLOTTESVILLE | VA | 22902 | 170(B)(1)(A)(VI) | DRYWALL REPAIR AND PAINTING OF OFFICES | $5,390 | |
| NARAL PRO-CHOICE NORTH CAROLINA FOUNDATION | |||||||
| 4711 HOPE VALLEY ROAD STE 4F-509 | DURHAM | NC | 27707 | 170(B)(1)(A)(VI) | TO SUPPORT THE CAMPAIGN TO EXPOSE CRISIS PREGNANCY CENTERS (CPC) | $50,000 | |
| NATIONAL ARBOR DAY FOUNDATION | |||||||
| 211 NORTH 12TH STREET | LINCOLN | NE | 685081411 | 170(B)(1)(A)(VI) | TO PLANT 30,000 LONGLEAF PINES IN FLORIDA'S ECONFINA CREEK WATERSHED, THE PRIMARY POTABLE WATER SOURCE FOR THE 90,000 RESIDENTS OF BAY COUNTY. | $15,000 | |
| NATIONAL FOREST FOUNDATION | |||||||
| BLDG 27 SUITE 3 FORT MISSOULA ROAD | MISSOULA | MT | 598047212 | 170(B)(1)(A)(VI) | TO RESTORE LONGLEAF PINE TO 250,000+ ACRES OF RED-COCKADED WOODPECKER HABITAT IN OCALA NATIONAL FOREST, FL. WORK WILL INCLUDE REMOVING OAK, SAND PINE, AND OTHER COMPETING SPECIES, PROCURING AND PLANTING LONGLEAF SEEDLINGS, PREVENTING OTHER OAK ENCROACHMENT THROUGH CONTROLLED FIRE. | $50,000 | |
| NATIONAL WILDLIFE FEDERATION | |||||||
| 20 RIDGELY AVENUE SUITE 203 | ANNAPOLIS | MD | 21401 | 170(B)(1)(A)(VI) | TO SPONSOR THE 10TH ANNUAL CHOOSE CLEAN WATER COALITION CONFERENCE 2019, TO BE HELD ON MAY 20-23 IN BALTIMORE, MARYLAND. | $5,000 | |
| NATIONAL WOMEN'S HEALTH NETWORK | |||||||
| 1413 K STREET NW FOURTH FLOOR | WASHINGTON | DC | 20005 | 170(B)(1)(A)(VI) | CONTINUED SUPPORT FOR THE RAISING WOMEN'S VOICES PROGRAM TO IMPROVE ACCESS TO REPRODUCTIVE HEALTH CARE BY PROTECTING THE AFFORDABLE CARE ACT (ACA) AND MEDICAID'S GAINS, AND ADVOCATING FOR EXPANSION WHERE POSSIBLE. | $75,000 | |
| NATURAL RESOURCES DEFENSE COUNCIL INC | |||||||
| 40 W 20TH STREET | NEW YORK | NY | 100114231 | 170(B)(1)(A)(VI) | GENERAL SUPPORT | $10,000 | |
| NATURESERVE | |||||||
| 4600 N FAIRFAX DR 7TH FLOOR | ARLINGTON | VA | 222031553 | 170(B)(1)(A)(VI) | GENERAL SUPPORT | $200 | |
| NDPONICS | |||||||
| 513 BEATTY HOLW | LEXINGTON | VA | 244504033 | 509(A) | "UPDATED: TO PURCHASE PROPERTY LISTED IN THE PROPOSAL AND SALE CONTRACT DATED MARCH 30, 2019 AS ROCKBRIDGE COUNTY, VIRGINIA TAX PARCEL #66-A-18 IN CASE NO. CL07000271-00 (77.446 ACRES OWNED BY RANDALL W. AND MARGARET N. CLARK) | $50,000 | |
| NEO PHILANTHROPY INC | |||||||
| 45 W 36TH ST 6TH FLOOR | NEW YORK | NY | 10018 | 170(B)(1)(A)(VI) | "TO SUPPORT THEIR COMMUNITY BUILDING AND CLINIC SUPPORT PROGRAMS. | $20,000 | |
| NEW OPPORTUNITY SCHOOL FOR WOMEN | |||||||
| 204 CHESTNUT ST | BEREA | KY | 404031538 | 170(B)(1)(A)(VI) | GENERAL SUPPORT | $10,000 | |
| NORTH CAROLINA COASTAL LAND TRUST | |||||||
| 3 PINE VALLEY DR | WILMINGTON | NC | 284126707 | 170(B)(1)(A)(VI) | TO RESTORE ATLANTIC WHITE CEDAR AND LONGLEAF PINE FOREST AT FOUR NATURE PRESERVES IN COASTAL NORTH CAROLINA, AND EXPAND ENVIRONMENTAL EDUCATION EFFORTS WITH LOCAL SCHOOLCHILDREN REGARDING LONGLEAF PINE AND CARNIVOROUS PLANTS. | $12,000 | |
| ONE VIRGINIA 2021 FOUNDATION | |||||||
| PO BOX 1054 | RICHMOND | VA | 23218 | 170(B)(1)(A)(VI) | GENERAL SUPPORT | $500 | |
| ONE VIRGINIA 2021 FOUNDATION | |||||||
| PO BOX 1054 | RICHMOND | VA | 23218 | 170(B)(1)(A)(VI) | GENERAL SUPPORT | $5,000 | |
| PLANNED PARENTHOOD SOUTH ATLANTIC INC | |||||||
| 100 S BOYLAN AVE | RALEIGH | NC | 276031802 | 170(B)(1)(A)(VI) | GENERAL SUPPORT | $10,000 | |
| PLANNED PARENTHOOD SOUTH ATLANTIC INC | |||||||
| 100 S BOYLAN AVE | RALEIGH | NC | 276031802 | 170(B)(1)(A)(VI) | GENERAL SUPPORT | $100 | |
| PLANNED PARENTHOOD SOUTHEAST | |||||||
| 241 PEACHTREE ST NE SUITE 400 | ATLANTA | GA | 30303 | 170(B)(1)(A)(VI) | TO FUND SUBSIDIES FOR ALABAMA PATIENTS NEEDING ADDITIONAL FINANCIAL SUPPORT TO ACCESS ABORTION SERVICES. | $150,000 | |
| POTOMAC CONSERVANCY INC | |||||||
| 8403 COLESVILLE RD SUITE 805 | SILVER SPRING | MD | 20910 | 170(B)(1)(A)(VI) | USING THE RESULTS OF THE FORTHCOMING 2020 REPORT CARD AS A GUIDE, TO MOBILIZE THE PUBLIC ON BEHALF OF THE POTOMAC RIVER AND ITS WATERSHED. | $35,000 | |
| PRESIDENT & FELLOWS OF MIDDLEBURY COLLEGE | |||||||
| 152 MAPLE ST | MIDDLEBURY | VT | 057531370 | 170(B)(1)(A)(II) | NEW ENGLAND REVIEW | $100 | |
| PROGRESS FLORIDA EDUCATION INSTITUTE INC | |||||||
| 200 2ND AVE SOUTH 808 | SAINT PETERSBURG | FL | 33701 | 170(B)(1)(A)(VI) | TO LAUNCH "FLORIDA REPRODUCTIVE FREEDOM NOW" | $40,000 | |
| RARE INC | |||||||
| 1310 N COURTHOUSE RD | ARLINGTON | VA | 222012508 | 170(B)(1)(A)(VI) | FISH FOREVER IN THE MAR: TO 1) SUPPORT THE ESTABLISHMENT OF COMMUNITY-LED, MUNICIPAL-DECLARED PROTECTED RESERVES; 2) EMBED MA+R (MANAGED ACCESS+RESERVES) INTO MUNICIPAL DEVELOPMENT PLANS AND OBTAIN MUNICIPAL FUNDS FOR THE SUSTAINABILITY OF COMMUNITY SSF (SMALL-SCALE FISHERIES) MANAGEMENT; AND 3) STRENGTHEN COMMUNITY SSF MANAGEMENT THROUGH CAPACITY BUILDING AND BEHAVIOR CHANGE CAMPAIGNS. | $80,000 | |
| READYKIDS | |||||||
| 1000 EAST HIGH ST | CHARLOTTESVILLE | VA | 22902 | 170(B)(1)(A)(VI) | GENERAL SUPPORT | $100 | |
| RIVANNA CONSERVATION ALLIANCE | |||||||
| 1150 RIVER ROAD SUITE 1 | CHARLOTTESVILLE | VA | 22901 | 170(B)(1)(A)(VI) | GENERAL SUPPORT | $100 | |
| RIVER NETWORK | |||||||
| PO BOX 21387 | BOULDER | CO | 80308 | 170(B)(1)(A)(VI) | TO SUPPORT RIVER RALLY 2019, TO BE HELD JUNE 21-24 IN CLEVELAND, OH WITH AN ANTICIPATED 500 ATTENDEES. THE CONFERENCE WILL COINCIDE WITH THE 50TH ANNIVERSARY OF THE LAST FIRE ON THE CUYAHOGA RIVER AND MANY LOCAL EVENTS COMMEMORATING THE CATASTROPHE. | $10,000 | |
| RIVERFEST RIVER SPIRIT WAYNESBORO INC | |||||||
| PO BOX 149 | WAYNESBORO | VA | 229801230 | 170(B)(1)(A)(VI) | TO HOLD TWO EVENTS TO PROMOTE ENVIRONMENTAL AWARENESS AND UNDERSTANDING OF WATER QUALITY ISSUES IN THE HEADWATERS OF THE SOUTH FORK SHENANDOAH. ONE IS A FREE PUBLIC EDUCATIONAL EVENT (RIVERFEST) AND THE SECOND IS KID'S DAY FOR THE ENTIRE 7TH GRADE CLASS OF THE WAYNESBORO CITY SCHOOL SYSTEM. | $5,000 | |
| SERVICE DOGS OF VIRGINIA INC | |||||||
| PO BOX 408 | CHARLOTTESVILLE | VA | 22902 | 170(B)(1)(A)(VI) | GENERAL SUPPORT | $2,500 | |
| SHELTER FOR HELP IN EMERGENCY | |||||||
| PO BOX 1013 | CHARLOTTESVILLE | VA | 22902 | 170(B)(1)(A)(VI) | GENERAL SUPPORT | $5,000 | |
| SHENANDOAH NATIONAL PARK TRUST | |||||||
| 1750 ALLIED STREET SUITE C | CHARLOTTESVILLE | VA | 22903 | 170(B)(1)(A)(VI) | SAVING NATIVE ASH AND HEMLOCK TREES: 1) TO TREAT 1900-2400 EASTERN HEMLOCKS PER YEAR WITH IMIDACLOPRID, MONITOR TREATMENT EFFECTIVENESS FOR HEMLOCKS TREATED 7-8 YEARS AGO, CONTINUE TESTING PREDATORY BEETLES. 2) TO PERFORM TARGETED ASH TREATMENTS IN DEVELOPED AREAS, TREAT/PRESERVE CLUSTERS OF RARE BLACK ASH, TREAT 60-90 ASH TREES PER YEAR WITH STEM INJECTIONS, AND MONITOR TREATMENT EFFECTIVENESS FOR ASH THAT WERE TREATED 1-3 YEARS AGO | $40,000 | |
| SHENANDOAH NATIONAL PARK TRUST | |||||||
| 1750 ALLIED STREET SUITE C | CHARLOTTESVILLE | VA | 22903 | 170(B)(1)(A)(VI) | TO SUPPORT BLUE RIDGE PRISM - PARTNERSHIP FOR REGIONAL INVASIVE SPECIES MANAGEMENT | $1,500 | |
| SIERRA CLUB FOUNDATION | |||||||
| 2101 WEBSTER STREET SUITE 1250 | OAKLAND | CA | 94612 | 170(B)(1)(A)(VI) | TO CONTINUE TO BUILD THE CLIMATE MOVEMENT TO SECURE STATE CLIMATE AND CLEAN ENERGY ADMINISTRATIVE POLICIES. FOR EXAMPLE: TO PROMOTE A STATE PLAN TO REDUCE CARBON POLLUTION FROM POWER PLANTS; TO DEVELOP STANDARDS FOR CARBON POLLUTION FROM THE TRANSPORTATION SECTOR, AND FOR METHANE, FROM OIL AND GAS; TO DEMONSTRATE HOW FUTURE ELECTRICITY DEMAND CAN BE MET THROUGH RENEWABLE ENERGY SOURCES. | $50,000 | |
| SOLAR UNITED NEIGHBORS | |||||||
| 1350 CONNECTICUT AVE NW SUITE 412 | WASHINGTON | DC | 20036 | 170(B)(1)(A)(VI) | SOLAR UNITED NEIGHBORS VIRGINIA 2019 | $100,000 | |
| SOUTH CAROLINA COASTAL CONSERVATION LEAGUE INC | |||||||
| PO BOX 1765 | CHARLESTON | SC | 29402 | 170(B)(1)(A)(VI) | TO 1) ADVANCE CLEAN ENERGY THROUGH THE PUBLIC SERVICE COMMISSION; 2) STAVE OFF POTENTIAL NEGATIVE DEVELOPMENTS FOR WIND ENERGY; 3) PROMOTE DETAILED ANALYSIS OF NATURAL GAS INFRASTRUCTURE, PRESERVING AVAILABLE RENEWABLE ENERGY MARKETS, AND ENSURING INFRASTRUCTURE INVESTMENTS ARE NOT WASTED OR STRANDED | $50,000 | |
| SOUTH CAROLINA ENVIRONMENTAL LAW PROJECT | |||||||
| PO BOX 1380 | PAWLEYS ISL | SC | 295851380 | 170(B)(1)(A)(VI) | TO SUPPORT THEIR LEGAL WORK AGAINST OFFSHORE OIL AND GAS EXPLORATION-- SPECIFICALLY, TO REPRESENT THE CITY OF CHARLESTON AND OTHERS WHO ARE FIGHTING THE ADMINISTRATION'S 2018 AUTHORIZATIONS FOR SEISMIC TESTING, CONTRARY TO LOCAL RESOLUTIONS. | $20,000 | |
| SOUTHWINGS INC | |||||||
| 35 HAYWOOD ST STE 201 | ASHEVILLE | NC | 288012876 | 170(B)(1)(A)(VI) | CONTINUED SUPPORT FOR THE CHESAPEAKE BAY CONSERVATION FLIGHT PROGRAM AS THEY SHIFT TOWARD MORE STRATEGIC PLACEMENT OF INDIVIDUALS ON FLIGHTS -- PAIRING ENVIRONMENTAL EXPERTS WITH INFLUENTIAL DECISION MAKERS. | $45,000 | |
| THE EPWORTH FOUNDATION | |||||||
| 3401 N HIGH ST | DENVER | CO | 802054041 | 170(B)(1)(A)(VI) | GENERAL SUPPORT | $3,000 | |
| THE EPWORTH FOUNDATION | |||||||
| 3401 N HIGH ST | DENVER | CO | 802054041 | 170(B)(1)(A)(VI) | GENERAL SUPPORT | $3,000 | |
| THE FAISON CENTER | |||||||
| 1701 BYRD AVENUE | RICHMOND | VA | 23230 | 170(B)(1)(A)(II) | TO COVER COSTS RELATED TO AN ENERGY AUDIT FOR THEIR EXISTING BUILDING BUILT IN 1963, AND TO REPLACE THE LIGHTING IN THE BUILDING WITH LED WHERE POSSIBLE. ALSO TOWARD CONSTRUCTION COSTS OF THE NEW EARLY EDUCATION CENTER FOR PRESCHOOLERS. | $500,000 | |
| THE HOPEWELL FUND (DBA VIRGINIA MERCURY) | |||||||
| 1011 E MAIN ST SUITE 218 | RICHMOND | VA | 23219 | 170(B)(1)(A)(VI) | TO SUPPORT A FULL-TIME VIRGINIA ENERGY AND ENVIRONMENT REPORTER. | $75,000 | |
| THE INTERNATIONAL RESCUE COMMITTEE INC | |||||||
| 609 EAST MARKET STREET SUITE 104 | CHARLOTTESVILLE | VA | 22902 | 170(B)(1)(A)(VI) | GENERAL SUPPORT | $10,000 | |
| THE JOURNEY HOME INC | |||||||
| PO BOX 482 | MINERAL | VA | 231170482 | 170(B)(1)(A)(VI) | TO INSTALL A SOLAR PV GROUND MOUNT SYSTEM ON A 1.7 ACRE PARCEL OF LAND ADJACENT A 12,000 SQUARE FOOT TRANSITIONAL HOUSING COMPLEX IN LOUISA COUNTY, VA. THE SYSTEM IS EXPECTED TO PROVIDE 30-40% OF THE BUILDING'S ELECTRICITY NEEDS. | $85,000 | |
| THE NATURE CONSERVANCY | |||||||
| 652 PETER JEFFERSON PARKWAY SUITE | CHARLOTTESVILLE | VA | 22911 | 170(B)(1)(A)(VI) | TO LAUNCH A PILOT PROJECT TO ACCELERATE THE PACE OF UNDERSTORY VEGETATION RESTORATION ON PUBLIC AND PRIVATE LANDS, AND TO REMEDY THE SHORTAGE OF TRAINED FIRE PERSONNEL. | $70,000 | 190 |
| THE SOLAR FOUNDATION | |||||||
| 1110 VERMONT AVE NW SUITE 930 | WASHINGTON | DC | 20005 | 170(B)(1)(A)(VI) | TO SUPPORT THE EDUCATIONAL AND MEDIA OUTREACH EFFORTS ASSOCIATED WITH THE 2019 SOLAR JOBS CENSUS. | $45,000 | |
| THE ST PAUL'S SCHOOLS | |||||||
| PO BOX 8100 | BROOKLANDVILLE | MD | 210228100 | 170(B)(1)(A)(II) | GENERAL SUPPORT | $10,000 | |
| THOMAS JEFFERSON COMMUNITY LAND TRUST | |||||||
| PO BOX 1606 | CHARLOTTESVILLE | VA | 22902 | 170(B)(1)(A)(VI) | GENERAL SUPPORT | $40,000 | |
| THOMAS JEFFERSON SOIL AND WATER CONSERVATION DISTRICT | |||||||
| 706 FOREST STREET SUITE G | CHARLOTTESVILLE | VA | 22903 | NON VERIFIABLE | TO ESTABLISH A PROGRAM TO PROVIDE TECHNICAL ASSISTANCE AND FINANCIAL INCENTIVES TO LANDOWNERS WHO WISH TO ADDRESS WATER QUALITY CONCERNS RELATED TO THE MANAGEMENT OF SMALL ACREAGE HORSE FARMS WITHIN THE THOMAS JEFFERSON SOIL AND WATER CONSERVATION DISTRICT (TJSWCD) | $129,375 | |
| THURMAN BRISBEN HOMELESS SHELTER INC | |||||||
| PO BOX 1295 | FREDERICKSBURG | VA | 22402 | 170(B)(1)(A)(I) | TO INSTALL SOLAR PANELS ON THE ~20,000 SF ROOF OF AN 80-BED EMERGENCY HOMELESS SHELTER IN FREDERICKSBURG, VA. FUNDS WILL ALSO SUPPORT A PARTNERSHIP WITH ITS NONPROFIT SOLAR ENERGY CONTRACTOR (LIKELY GRID ALTERNATIVES) TO TRAIN RESIDENTS FOR LIVABLE WAGE EMPLOYMENT IN THE SOLAR POWER INDUSTRY. | $75,000 | |
| UPSTATE FOREVER | |||||||
| 507 PETTIGRU ST | GREENVILLE | SC | 29601 | 170(B)(1)(A)(VI) | TO SUPPORT THE ENERGY & STATE POLICY DIRECTOR WHO WILL REPRESENT CLEAN ENERGY INTERESTS IN POLICY DEVELOPMENT. | $45,000 | |
| VIRGINIA CLEAN CITIES | |||||||
| 1401 TECHNOLOGY DRIVE MSC 4115 | HARRISONBURG | VA | 22807 | 170(B)(1)(A)(VI) | "TO PROVIDE TECHNICAL AND EDUCATIONAL SUPPORT TO FLEET MANAGERS AND CONSUMERS TRANSITIONING TO LOW-EMISSION ALTERNATIVE FUEL VEHICLES (AFV) WITH THE GOAL OF DEPLOYING 200 ADDITIONAL AFVS AND 20 AFV REFUELING STATIONS IN VIRGINIA THIS COMING YEAR. | $25,000 | |
| VIRGINIA ENERGY EFFICIENCY COUNCIL | |||||||
| 313 E BROAD STREET SUITE 221 | RICHMOND | VA | 23220 | 170(B)(1)(A)(VI) | TO SUPPORT REGULATORY EFFORTS TO EXPAND ENERGY EFFICIENCY PROGRAMS IN VIRGINIA: FOR EXAMPLE, BY INTERVENING IN UTILITY PROCEEDINGS BEFORE THE SCC; PARTICIPATING IN INDEPENDENTLY-FACILITATED ENERGY EFFICIENCY STAKEHOLDER GROUPS; PROVIDING REGULAR UPDATES TO LEGISLATORS ON ACTIVITIES RELATED TO THE GRID TRANSFORMATION AND SECURITY ACT; AND OTHER ACTIVITIES. | $20,000 | |
| VIRGINIA ORGANIZING | |||||||
| 703 CONCORD AVENUE | CHARLOTTEVILLE | VA | 22903 | 170(B)(1)(A)(VI) | TO DEFRAY THE COSTS OF BASELINE WELL TESTING FOR 22 HOUSEHOLDS ADJACENT TO THE PIPELINE PATH ON THE EAST SIDE OF THE BLUE RIDGE IN NELSON COUNTY. THESE WELLS ARE THE ONLY SOURCE OF WATER FOR RESIDENTS AND BUSINESSES IN THE AREA, ARE OFTEN SPRING-FED AND HIGHLY SUSCEPTIBLE TO CONTAMINATION FROM PIPELINE INSTALLATION AND ASSOCIATED ACTIVITIES. | $20,300 | |
| VIRGINIA ORGANIZING | |||||||
| 703 CONCORD AVENUE | CHARLOTTESVILLE | VA | 229035208 | 170(B)(1)(A)(VI) | GENERAL SUPPORT | $250 | |
| VIRGINIA ORGANIZING | |||||||
| PO BOX 809 | PEMBROKE | VA | 24136 | 170(B)(1)(A)(VI) | TO SUPPORT THE MOUNTAIN VALLEY WATCH PROGRAM THAT TRAINS LANDOWNERS AND VOLUNTEERS IN THE RURAL COMMUNITIES ALONG THE MVP ROUTE TO MONITOR THE MOUNTAIN VALLEY PIPELINE FOR PROBLEMS DURING CONSTRUCTION. OHF FUNDS WOULD SUPPORT MANAGEMENT AND COSTS OF CREATING AND POSTING INCIDENT MAPS ONLINE AT MOUNTAINVALLEYWATCH.COM. | $135,000 | |
| VIRGINIA STUDENT ENVIRONMENTAL COALITION | |||||||
| 1875 CONNECTICUT AVE NW | WASHINGTON | DC | 20009 | 170(B)(1)(A)(VI) | TO SUPPORT THE MOVEMENT TRAINING PROGRAM, A SERIES OF YOUTH-LED TRAININGS FOR YOUNG PEOPLE IN VIRGINIA ON CLIMATE CHANGE AND RENEWABLE ENERGY. | $20,000 | |
| WALKER HOUSE FOR NEW BEGINNINGS | |||||||
| 7740 SWEET FERN WAY | CHARLOTTE | NC | 282730016 | 170(B)(1)(A)(VI) | GENERAL SUPPORT | $100 | |
| WESTERN ALBEMARLE RESCUE SQUAD INC | |||||||
| PO BOX 188 | CROZET | VA | 229320188 | 170(B)(1)(A)(VI) | GENERAL SUPPORT | $2,500 | |
| WHOLE WOMAN'S HEALTH ALLIANCE | |||||||
| 1001 E MARKET STREET SUITE 200 | CHARLOTTESVILLE | VA | 22902 | 170(B)(1)(A)(VI) | GENERAL SUPPORT | $100 | |
| WILD VIRGINIA INC | |||||||
| PO BOX 1065 | CHARLOTTESVILLE | VA | 22902 | 170(B)(1)(A)(VI) | GENERAL SUPPORT | $160 | |
| WILD VIRGINIA INC | |||||||
| PO BOX 1065 | CHARLOTTESVILLE | VA | 22902 | 170(B)(1)(A)(VI) | PROTECTING THE PEOPLE, LANDS, AND WATERS OF VIRGINIA | $30,000 | |
| WOMEN'S EMERGENCY NETWORK INC | |||||||
| PO BOX 566392 | MIAMI | FL | 33256 | 170(B)(1)(A)(VI) | TO PROVIDE UNDERSERVED WOMEN AND GIRLS FACING A CRISIS PREGNANCY WITH UNBIASED OPTIONS EDUCATION, FINANCIAL ASSISTANCE FOR REPRODUCTIVE HEALTH SERVICES. | $40,000 | |
| WOMEN'S REPRODUCTIVE RIGHTS ASSISTANCE PROJECT | |||||||
| 2934 1/2 BEVERLY GLEN CIR 169 | LOS ANGELES | CA | 900771724 | 170(B)(1)(A)(VI) | TO SUPPORT LOW INCOME GEORGIA WOMEN AND THOSE IN NEIGHBORING STATES WHO NEED ASSISTANCE OBTAINING ABORTION CARE. | $75,000 | |
| WOMEN'S RIGHTS AND EMPOWERMENT NETWORK | |||||||
| 1201 MAIN ST SUITE 320 | COLUMBIA | SC | 292012881 | 170(B)(1)(A)(VI) | TO 1) EDUCATE POLICYMAKERS ON THE IMPORTANCE OF REPRODUCTIVE HEALTH TO SOUTH CAROLINIANS; 2) BUILD THE CAPACITY OF ORGANIZATIONS AND LEADERS TO ADVOCATE FOR WRHRJ IN SOUTH CAROLINA; 3) GATHER AND AMPLIFY DIVERSE STORIES OF SOUTH CAROLINIANS ABOUT THE IMPORTANCE OF ACCESS TO SAFE, AFFORDABLE REPRODUCTIVE HEALTHCARE. | $75,000 | |
| WV FREE | |||||||
| PO BOX 11042 | CHARLESTON | WV | 25339 | 170(B)(1)(A)(VI) | TO (1) EDUCATE POTENTIAL REFERRAL-MAKERS TO PROVIDE COMPASSIONATE, COMPREHENSIVE PREGNANCY OPTIONS; (2) CONDUCT THREE PUBLIC EDUCATION CAMPAIGNS TO HIGHLIGHT THE DECEPTIVE TACTICS OF CPCS, RAISE AWARENESS FOR THE JUDICIAL SUPPORT NETWORK, AND EDUCATE THE PUBLIC THAT ABORTION IS STILL LEGAL IN WEST VIRGINIA; AND (3) HOST (AND ENCOURAGE OTHERS TO HOST) SMALL FUNDRAISERS THROUGHOUT THE STATE TO RAISE MONEY FOR THE WV FREE CHOICE FUND. | $82,500 | |
| WVTF PUBLIC RADIO | |||||||
| 3520 KINGSBURY LANE | ROANOKE | VA | 240141348 | 170(B)(1)(A)(VI) | GENERAL SUPPORT | $10,000 | |
| WVTF PUBLIC RADIO | |||||||
| 3520 KINGSBURY LANE | ROANOKE | VA | 240141348 | 170(B)(1)(A)(VI) | GENERAL SUPPORT | $150 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,370,581 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (40 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| ALBEMARLE HOUSING IMPROVEMENT PROGRAM INC | ||||||||||
| 2127 BERKMAR DRIVE | CHARLOTTESVILLE | VA | 22901 | 509(A)(2) | TO SUPPORT REHAB PROJECTS AND ENERGY-EFFICIENCY EFFORTS THROUGHOUT THE CITY OF CHARLOTTESVILLE. FUNDS WOULD BE USED FOR LABOR, MATERIALS, JOB PLANNING, AND PROJECT MANAGEMENT OF 9-11 PROJECTS, INCLUDING SOME IN THEIR "PRIVATE FUNDING QUEUE." PRIVATE FUNDING IS REQUIRED WHEN THE RENOVATIONS WILL EXCEED THE CITY MANDATED CAP OF $35,000. ENERGY EFFICIENCY EVALUATIONS AND UPGRADES ARE INCLUDE WHEREVER POSSIBLE. OHF FUNDS ARE MATCHED BY FUNDS FROM THE CITY OF CHARLOTTESVILLE AND/OR PERRY FOUNDATION. | $200,000 | ||||
| BOOK TRUST | ||||||||||
| 789 SHERMAN STREET/300A | DENVER | CO | 80203 | 170(B)(1)(A)(VI) | TO FUND MONTHLY SELECTION AND PURCHASE OF BOOKS BY ELEMENTARY STUDENTS FROM LOW-INCOME FAMILIES DURING THE SCHOOL YEAR,: SPECIFICALLY, 1,052 STUDENTS IN THE DENVER METRO AREA, 58 AT THE VIRGINIA INSTITUTE OF AUTISM IN CHARLOTTESVILLE, AND 50 AT THE FAISON CENTER IN RICHMOND. | $111,000 | ||||
| CITY SCHOOLYARD GARDEN | ||||||||||
| PO BOX 5282 | CHARLOTTESVILLE | VA | 22905 | 170(B)(1)(A)(VI) | GENERAL SUPPORT | $5,000 | ||||
| COLLEGE FOUNDATION OF THE UNIVERSITY OF VIRGINIA | ||||||||||
| PO BOX 400807 | CHARLOTTESVLE | VA | 229044087 | 170(B)(1)(A)(VI) | GENERAL SUPPORT | $5,000 | ||||
| DENVER PUBLIC SCHOOLS FOUNDATION | ||||||||||
| 1860 LINCOLN STREET 10TH FLOOR | DENVER | CO | 80203 | 170(B)(1)(A)(VI) | TO SUPPORT THE A-Z TEACHER AND CLASSROOM GRANT PROGRAM WHICH PROVIDES RESOURCES DIRECTLY TO TEACHERS FOR FIELD TRIPS, HANDS-ON OUTDOOR ACTIVITIES, MENTORING PROGRAMS, AFTER-SCHOOL ENRICHMENT, INCLUDING ACADEMIC COMPETITIONS AND WRITING WORKSHOPS. | $100,000 | ||||
| FRESHWATER LAND TRUST | ||||||||||
| 2308 1ST AVE N | BIRMINGHAM | AL | 352034302 | 170(B)(1)(A)(VI) | IN PARTNERSHIP WITH THE AMERICAN CHESTNUT FOUNDATION, AL CHAPTER, AND WESTERVELT ECOLOGICAL SERVICES, TO INTRODUCE GENETICALLY ENGINEERED, BLIGHT-RESISTANT AMERICAN CHESTNUTS TO A MITIGATION BANK ALONG THE LOCUST FORK RIVER. FIVE TO TEN STEMS PER ACRE ON A 111-ACRE TRACT, WILL BE PLANTED OVER THE NEXT TWO YEARS. | $12,500 | ||||
| HOPE CENTER INC | ||||||||||
| 3400 ELIZABETH ST | DENVER | CO | 802054244 | 170(B)(1)(A)(II) | "CONTINUED SUPPORT FOR THEIR EARLY CHILDHOOD EDUCATION PROGRAMS INCLUDING 1) A SPECIAL NEEDS PRESCHOOL; 2) THE COLORADO PRESCHOOL PROJECT, WHICH SERVES 148 2 TO 5-YEAR-OLD CHILDREN NEEDING LANGUAGE DEVELOPMENT ASSISTANCE; 3) AN EXTENDED CARE PROGRAM, WHICH SERVES 73 2 TO 8 YEAR-OLD-CHILDREN FROM 7:30-6 PM AND 4) THE HOPE ACADEMY WHICH SERVES 20 3-8 YEAR OLD GIFTED CHILDREN. | $50,000 | ||||
| JEFFERSON AREA BOARD FOR AGING INC | ||||||||||
| 674 HILLSDALE DRIVE SUITE 9 | CHARLOTTESVILLE | VA | 22901 | 170(B)(1)(A)(VI) | CONTINUED SUPPORT FOR THE INTERGENERATIONAL VOLUNTEER-BASED FRIENDS IN SCHOOL HELPING (FISH) PROGRAM. JABA RECRUITS, SCREENS, AND TRAINS FISH VOLUNTEERS TO WORK WITH INDIVIDUAL STUDENTS AND SMALL GROUPS TO HELP ACADEMICALLY AT RISK STUDENTS IN PUBLIC SCHOOLS THROUGHOUT THE JABA SERVICE AREA. | $38,000 | ||||
| MESOAMERICAN REEF FUND (MAR FUND) | ||||||||||
| MANUALLY VERIFIED | TO SUPPORT CORE OPERATIONS OF THE HEALTHY REEF INITIATIVE, AND TO LEAD KEY MANAGEMENT INTERVENTIONS TO REDUCE THREATS OR ECOLOGICAL PROBLEMS AFFECTING REEF HEALTH, ESPECIALLY TESTING SOLUTIONS TO MACROALGAL PROLIFERATION, THE REGION'S MOST PERSISTENT ECOLOGICAL PROBLEM. | $150,000 | 22 AVENIDA 0-59 | ZONA VISTA | VISTA HERMOSA II | GT | ||||
| NARAL PRO-CHOICE VIRGINIA FOUNDATION | ||||||||||
| PO BOX 1204 | ALEXANDRIA | VA | 22313 | 170(B)(1)(A)(VI) | TO SUPPORT GRASSROOTS LEADERSHIP DEVELOPMENT PROGRAMMING: (1) VOLUNTEER RECRUITMENT, MANAGEMENT AND LEADERSHIP DEVELOPMENT; (2) LEADERSHIP DEVELOPMENT (NEW PROGRAM TO-BE-NAMED); (3) "RISE UP FOR REPRO" STUDENT ADVOCACY FELLOWSHIP | $90,000 | ||||
| NATIONAL WILDLIFE FEDERATION | ||||||||||
| 20 RIDGELY AVENUE SUITE 203 | ANNAPOLIS | MD | 21401 | 170(B)(1)(A)(VI) | "TO DESIGN AND IMPLEMENT LONGLEAF PINE RESTORATION PLANS ON THE GROUND AS WELL AS COORDINATE A MENTORSHIP PROGRAM BETWEEN THE ALREADY SUCCESSFUL ALABAMA WILDLIFE FEDERATION (AWF), AND THE GEORGIA AND FLORIDA WILDLIFE FEDERATIONS. | $50,000 | ||||
| OCEANA INC | ||||||||||
| 1025 CONNECTICUT AVE NW SUITE 200 | WASHINGTON | DC | 20036 | 170(B)(1)(A)(VI) | "TO DEFEND THE RECENTLY ENACTED LEGISLATION PREVENTING OFFSHORE OIL EXPLORATION AND DRILLING BY CONTINUING TO BUILD AN INFORMED AND ENGAGED ELECTORATE; AND TO ENSURE THE USE OF SUSTAINABLE FISHING GEAR IN BELIZE'S WATERS BY OBTAINING A BAN ON GILLNETS BY 2020." | $100,000 | ||||
| PIEDMONT HOUSING ALLIANCE | ||||||||||
| 682 BERKMAR CIRCLE | CHARLOTTESVILLE | VA | 22901 | 170(B)(1)(A)(VI) | "TO INCORPORATE SOLAR AND ENERGY STORAGE INTO THE REDEVELOPMENT OF FRIENDSHIP COURT. | $150,000 | ||||
| PROVIDE | ||||||||||
| PO BOX 410164 | CAMBRIDGE | MA | 021411799 | 170(B)(1)(A)(VI) | CONTINUED SUPPORT FOR THE RURAL WOMEN'S HEALTH INITIATIVE: 1) ABORTION REFERRALS TRAINING; 2) ANALYSIS OF ABORTION REFERRALS DATA TO DETERMINE NEW WAYS TO ENSURE CRITICAL HEALTHCARE NEEDS ARE MET ; 3) BROADENING ENGAGEMENT WITH THE DONOR COMMUNITY TO INCREASE CAPACITY. | $50,000 | ||||
| PUBLIC BROADCASTING OF COLORADO INC | ||||||||||
| 7409 S ALTON CT | CENTENNIAL | CO | 801122301 | 170(B)(1)(A)(VI) | GENERAL SUPPORT | $1,000 | ||||
| RIVANNA CONSERVATION ALLIANCE | ||||||||||
| 1150 RIVER ROAD SUITE 1 | CHARLOTTESVILLE | VA | 22901 | 170(B)(1)(A)(VI) | TO CONTINUE ITS CORE BACTERIA, BENTHIC, AND RIVER STEWARDS MONITORING PROGRAMS AND TO EXPAND THEM BY 1) ADDING FOUR BACTERIA MONITORING LOCATIONS, 2) ASSESSING STREAM HABITAT AT BENTHIC MONITORING SITES, 3) IMPLEMENTING A LEVEL III CHEMICAL/PHYSICAL MONITORING PLAN, AND 4) DEVELOPING EDUCATIONAL MATERIALS. | $11,004 | ||||
| ROCKY MOUNTAIN PLANNED PARENTHOOD INC | ||||||||||
| 7155 E 38TH AVE | DENVER | CO | 802071630 | 170(B)(1)(A)(VI) | TO SUPPORT THE RESPONSIBLE SEX ED INSTITUTE WHICH AIMS TO PROVIDE DIRECT, EVIDENCE-BASED SEX-ED TO THOUSANDS OF STUDENTS AGED 10-18 EACH YEAR. | $40,000 | ||||
| THE SUGAR PINE FOUNDATION | ||||||||||
| 1458 MOUNT RAINIER DR | S LAKE TAHOE | CA | 961505533 | 170(B)(1)(A)(VI) | IN COLLABORATION WITH THE US FOREST SERVICE'S BLISTER RUST PROGRAM, TO IDENTIFY RESISTANT SUGAR PINE "SEED TREES", HARVESTS SEEDS, AND CONDUCT SCHOOL, COMMUNITY AND PROFESSIONAL CREW PLANTINGS TO PROPAGATE THEIR PROGENY THROUGHOUT THE TAHOE REGION. | $4,950 | ||||
| THE VIRGINIA LEAGUE FOR PLANNED PARENTHOOD | ||||||||||
| 201 N HAMILTON STREET | RICHMOND | VA | 23221 | 170(B)(1)(A)(VI) | TO PROVIDE 111 PARAGARDS TO PATIENTS WHO CHOOSE PARAGARD AS THEIR PREFERRED LARC METHOD OF CONTRACEPTION DURING THE GRANT PERIOD. | $40,000 | ||||
| THE VIRGINIA LEAGUE FOR PLANNED PARENTHOOD | ||||||||||
| 201 N HAMILTON STREET | RICHMOND | VA | 23221 | 170(B)(1)(A)(VI) | TO OPEN A NEW HEALTH CENTER IN RICHMOND, VA IN 2020 TO EXPAND ACCESS TO REPRODUCTIVE HEALTH CARE IN THE HISTORICALLY UNDERSERVED COMMUNITY OF THE EAST END OF RICHMOND. | $175,000 | ||||
| TOY LIFT CHARITIES | ||||||||||
| PO BOX 6762 | CHARLOTTESVLE | VA | 229066762 | 170(B)(1)(A)(VI) | GENERAL SUPPORT | $5,000 | ||||
| TROUT UNLIMITED | ||||||||||
| 1777 N KENT STREET SUITE 100 | ARLINGTON | VA | 222093800 | 170(B)(1)(A)(VI) | TO MOBILIZE VOLUNTEERS TO ADVOCATE ON BEHALF OF STATE AND FEDERAL CONSERVATION FUNDING, ENHANCED STREAM DESIGNATIONS, AND CLEAN WATER POLICIES THAT PROTECT THE CHESAPEAKE BAY HEADWATERS. ALSO TO PROVIDE OUTREACH, TECHNICAL ASSISTANCE, AND WORKSHOPS TO ENCOURAGE MORE LIVESTOCK EXCLUSION FENCING IN VIRGINIA. | $25,000 | ||||
| WHOLE WOMAN'S HEALTH ALLIANCE | ||||||||||
| 1001 E MARKET STREET SUITE 200 | CHARLOTTESVILLE | VA | 22902 | 170(B)(1)(A)(VI) | TO SUPPORT THE EXPANSION OF DIRECT SERVICES AT THEIR CHARLOTTESVILLE CLINIC TO INCLUDE ANNUAL WELLNESS EXAMS, STI AND HIV TESTING, ET AL. ALSO, TO SUPPORT ADVOCACY WORK AND LITIGATION EFFORTS AS THE LEAD PLAINTIFF IN FALLS CHURCH V. HERRING, A COMPREHENSIVE SUIT CHALLENGING ABORTION RESTRICTIONS IN VIRGINIA. | $149,875 | ||||
| VIRGINIA ORGANIZING | ||||||||||
| 703 CONCORD AVENUE | CHARLOTTEVILLE | VA | 22903 | 170(B)(1)(A)(VI) | TO DEFRAY THE COSTS OF BASELINE WELL TESTING FOR 22 HOUSEHOLDS ADJACENT TO THE PIPELINE PATH ON THE EAST SIDE OF THE BLUE RIDGE IN NELSON COUNTY. THESE WELLS ARE THE ONLY SOURCE OF WATER FOR RESIDENTS AND BUSINESSES IN THE AREA, ARE OFTEN SPRING-FED AND HIGHLY SUSCEPTIBLE TO CONTAMINATION FROM PIPELINE INSTALLATION AND ASSOCIATED ACTIVITIES. | $20,300 | ||||
| POTOMAC RIVERKEEPER NETWORK | ||||||||||
| 3070 M STREET NW | WASHINGTON | DC | 20007 | 170(B)(1)(A)(VI) | CONTINUED SUPPORT FOR THE SHENANDOAH AND LOWER POTOMAC RIVERKEEPERS WHO WORK TO REDUCE POLLUTION AND MEET THE VIRGINIA'S PHASE III CHESAPEAKE BAY WIP TARGETS; TO ENFORCE THE CLEAN WATER ACT (ET AL.) THROUGH PARTNERSHIPS WITH LAW FIRMS AND NGOS; TO BUILD PUBLIC ADVOCACY FOR CLEAN RIVERS AND WATER THROUGH CIVIC ENGAGEMENT, MEDIA OUTREACH, AND COMMUNITY ORGANIZING. | $85,000 | ||||
| VIRGINIA ORGANIZING | ||||||||||
| PO BOX 809 | PEMBROKE | VA | 24136 | 170(B)(1)(A)(VI) | TO SUPPORT THE MOUNTAIN VALLEY WATCH PROGRAM THAT TRAINS LANDOWNERS AND VOLUNTEERS IN THE RURAL COMMUNITIES ALONG THE MVP ROUTE TO MONITOR THE MOUNTAIN VALLEY PIPELINE FOR PROBLEMS DURING CONSTRUCTION. OHF FUNDS WOULD SUPPORT MANAGEMENT AND COSTS OF CREATING AND POSTING INCIDENT MAPS ONLINE AT MOUNTAINVALLEYWATCH.COM. | $135,000 | ||||
| SOUTHERN ENVIRONMENTAL LAW CENTER INC | ||||||||||
| 201 W MAIN ST SUITE 14 | CHARLOTTESVILLE | VA | 229025065 | 170(B)(1)(A)(VI) | TO APPLY A COMBINATION OF ADVOCACY IN THE REGULATORY ARENA, LEGAL STRATEGIES, PUBLIC OUTREACH, AND DIRECT ENGAGEMENT WITH ELECTED OFFICIALS AND POLICYMAKERS TO CURB THE STATE'S RELIANCE ON FOSSIL FUELS AND TO HASTEN ADOPTION OF CLEAN AND RENEWABLE ALTERNATIVES. | $75,000 | ||||
| MOTHERS OUT FRONT | ||||||||||
| PO BOX 55071 23686 | BOSTON | MA | 02205 | 170(B)(1)(A)(VI) | TO CONTINUE ORGANIZING AGAINST THE PROPOSED ATLANTIC COAST PIPELINE AND OTHER GAS INFRASTRUCTURE, JOIN THE FIGHT FOR A RENEWABLE ENERGY PORTFOLIO, LEAD A MULTI-COMMUNITY EFFORT TO CONVERT SCHOOL BUSES FROM DIESEL TO ELECTRIC (FAIRFAX), AND LEAD A COMPREHENSIVE CAMPAIGN TO WIN A DECARBONIZATION COMMITMENT FROM DOMINION ENERGY. | $50,000 | ||||
| MAJORITY ACTION | ||||||||||
| PO BOX 4831 | SILVER SPRING | MD | 209144831 | 170(B)(1)(A)(VI) | CLIMATE MAJORITY PROJECT: TO IMPLEMENT AN INVESTOR-LED UTILITY DECARBONIZATION STRATEGY, HOLDING U.S. ELECTRIC UTILITIES ACCOUNTABLE FOR ACHIEVING NET-ZERO CARBON EMISSIONS BY 2050. | $50,000 | ||||
| APPALACHIAN VOICES | ||||||||||
| 812 E HIGH STREET | CHARLOTTESVILLE | VA | 22902 | 509(A)(2) | TO REFORM VIRGINIA'S ENERGY MARKET IN THE PUBLIC INTEREST TOWARD 100 PERCENT CARBON-FREE ELECTRICITY AND TO DRIVE SOLAR DEVELOPMENT AT EVERY SCALE IN SOUTHWEST VIRGINIA BY UNIFYING STAKEHOLDERS TO MOTIVATE ELECTED LEADERS TO CHAMPION SOLAR-ENABLING LOCAL AND STATE POLICIES. | $75,000 | ||||
| ATLANTA BOTANICAL GARDEN INC | ||||||||||
| 1345 PIEDMONT AVE NE | ATLANTA | GA | 30309 | 170(B)(1)(A)(VI) | TO ASSESS THE RESILIENCE AND RECOVERY OF, AND DEFINE AND IMPLEMENT A LONG-TERM MANAGEMENT PLAN FOR, THE WILD TORREYA POPULATION REMAINING AFTER THE DAMAGE FROM HURRICANE MICHAEL. | $44,000 | ||||
| FRIENDS OF JAMES RIVER PARK | ||||||||||
| PO BOX 4453 | RICHMOND | VA | 23220 | 170(B)(1)(A)(VI) | ASH TREE SURVIVAL PROJECT: TO HIRE A CONTRACTOR TO TREAT 40-50 TREES IN TWO CONTIGUOUS RICHMOND PARKS FOR EMERALD ASH BORER. | $8,990 | ||||
| VIRGINIA ORGANIZING | ||||||||||
| 703 CONCORD AVENUE | CHARLOTTESVILLE | VA | 229035208 | 170(B)(1)(A)(VI) | TO SUPPORT LILYPADS | $250 | ||||
| ROATAN MARINE PARK INTERNATIONAL INC | ||||||||||
| PO BOX 80167 | AUSTIN | TX | 78708 | 170(B)(1)(A)(VI) | TO EDUCATE STAKEHOLDERS ON THE INVASIVE LIONFISH AND RUN THE LIONFISH SPEARING LICENSE PROGRAM; TO INSTALL AND MAINTAIN ADDITIONAL MOORINGS AND CHANNEL MARKERS TO KEEP VESSELS FROM DAMAGING REEFS; TO EDUCATE ON SOLID WASTE POLLUTION AND SUPPLY LOCAL BUSINESSES WITH PAPER ALTERNATIVES TO SINGLE USE PLASTICS; TO IMPROVE MPA PATROLLING THROUGH RANGER EDUCATION AND TRAINING. | $70,000 | ||||
| CROZET TUNNEL FOUNDATION | ||||||||||
| PO BOX 636 | LOVINGSTON | VA | 229490636 | 170(B)(1)(A)(VI) | GENERAL SUPPORT | $2,000 | ||||
| THE WOMEN'S INITIATIVE | ||||||||||
| 1101 E HIGH ST | CHARLOTTESVLE | VA | 229024841 | 170(B)(1)(A)(VI) | GENERAL SUPPORT | $3,000 | ||||
| VIRGINIA ORGANIZING INC | ||||||||||
| 703 CONCORD AVE | CHARLOTTESVLE | VA | 229035208 | 170(B)(1)(A)(VI) | GENERAL SUPPORT | $2,500 | ||||
| FREE BOOK BUS | ||||||||||
| PO BOX 5025 | CHARLOTTESVLE | VA | 229055025 | 509(A)(2) | GENERAL SUPPORT | $2,500 | ||||
| WILDROCK | ||||||||||
| 2521 SUMMIT RIDGE TRL | CHARLOTTESVLE | VA | 229118700 | 170(B)(1)(A)(VI) | GENERAL SUPPORT | $3,000 | ||||
| NATIONAL NETWORK OF ABORTION FUNDS (NNAF) | ||||||||||
| PO BOX 22457 | PHILADELPHIA | PA | 19110 | 170(B)(1)(A)(VI) | TO 1) CREATE A CALLER-CENTERED EXPERIENCE INCLUDING CREATIVE APPROACHES TO PRACTICAL SUPPORT, AND STREAMLINE FUND EFFORTS AROUND LATER CARE; 2) EXPLORE INNOVATIVE DESIGNS FOR COLLABORATIVE FUNDRAISING; 3) DEVELOP SYSTEMS FOR INFORMATION AND DATA SHARING AMONG FUNDS AND ACROSS REGIONS. | $150,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $2,339,869 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,779,403 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,908,606 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $40 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,688,049 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,688,049 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AUDIT AND TAX PREPARATION FEES | CategoryTxt |
| Amt | $31,629 | Amt |
| Net Investment Income | $7,869 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $23,760 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (4 entries)
| PropertyPropertyDesc | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|
| OFFICE IMPROVEMENTS | $79,222 | $79,222 | SL | 2.000000000000 | $0 | $0 |
| FURNITURES AND FIXTURES | $93,257 | $89,431 | SL | 7.000000000000 | $0 | $0 |
| COMPUTER SOFTWARE | $1,350 | $1,181 | SL | 3.000000000000 | $0 | $0 |
| COMPUTER HARDWARE | $58,993 | $44,649 | SL | 5.000000000000 | $0 | $0 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ND PONICS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 513 BEATTY HOLLOW | AddressLine1Txt |
| City | LEXINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 24450 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2018-08-28 | GrantDt |
| Grant | $80,000 | GrantAmt |
| Purpose Of Grant | TO PURCHASE AND RESTORE THE PROPERTY LISTED IN THE PROPOSAL, AND IN THE SALE CONTRACT DATED MARCH 30, 2019, AS ROCKBRIDGE COUNTY, VIRGINIA TAX PARCEL #66-A-18 IN CASE NO. CL07000271-00 (77.446 ACRES OWNED BY RANDALL W. AND MARGARET N. CLARK) ADJOINING 40 ACRES OF ANCESTRAL MONACAN FOREST. THE ENTIRE PROPERTY WILL BE PLANTED WITH AMERICAN CHESTNUT SEEDS OBTAINED FROM THE AMERICAN CHESTNUT COOPERATORS' FOUNDATION BASED AT VIRGINIA TECH. | PurposeOfGrantTxt |
| Expended By Grantee | $80,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NONE TO THE KNOWLEDGE OF THE OAK HILL FUND | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | NARRATIVE AND FINANCIAL REPORT 12/31/19, RCVD 2/26/20 | DatesOfReportsByGranteeTxt |
| Verification | 2020-02-26 | VerificationDt |
| Results Of Verification | THE OAK HILL FUND PRE-GRANT INQUIRY CONSISTED OF AN EMAIL DISCUSSION 5/18/2018 THROUGH A SITE VISIT TO THE PROPERTY 6/5/2018. AFTER THE AWARD, DISCUSSION CONTINUED ON THE PHONE AND THROUGH EMAIL (98 TOTAL) REGARDING ER STATUS. AN ADDITIONAL AWARD WAS APPROVED 6/24/19 FOR $50,000 TO HELP FACILITATE PURCHASE OF THE LAND. THE OAK FILL FUND STAFF CONDUCTED ANOTHER SITE VISIT 10/15/2019. | ResultsOfVerificationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PARNASSUS EQ INC (PRILX) | $14,442,289 | $14,442,289 |
| SBH INTERNATIONAL SMALL CAP (SBSIX) | $4,111,195 | $4,111,195 |
| HARDING LOEVNER INT'L EQUITY FUND (HLMIX) | $10,657,769 | $10,657,769 |
| FIDUCIARY - EQUITY (COHO PARTNERS, LTD) | $8,372,206 | $8,372,206 |
| FIDUCIARY - EQUITY (COHO - ESG) | $8,823,126 | $8,823,126 |
| VANGUARD SMALL CAP INDEX | $7,230,987 | $7,230,987 |
| PARNASSUS MID CAP | $7,137,681 | $7,137,681 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT RECEIVABLE | AT COST | $221,346 | $221,346 |
| VANGUARD INTERMEDIATE TERM (VFIDX) | AT COST | $11,680,824 | $11,680,824 |
| TCW TOTAL RETURN BOND (TGLMX) | AT COST | $1,373,813 | $1,373,813 |
| VANGUARD SHORT TERM (VFSUX) | AT COST | $5,994,297 | $5,994,297 |
| MATTHEW ASIA PACIFIC (MPACX) | AT COST | $1,961,399 | $1,961,399 |
| T. ROWE PRICE EMERGING MKTS - 1 (PRZIX) | AT COST | $4,102,699 | $4,102,699 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| OFFICE IMPROVEMENTS | $79,222 | $79,222 | $0 | |
| FURNITURES AND FIXTURES | $93,257 | $89,431 | $3,826 | $3,826 |
| COMPUTER SOFTWARE | $1,350 | $1,181 | $169 | $169 |
| COMPUTER HARDWARE | $58,993 | $44,649 | $14,344 | $14,344 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $5,375 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,375 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ARTWORK | $4,948 | $4,948 | $4,948 |
| DEFERRED COMPENSATION ASSETS | $659,998 | $711,525 | $711,525 |
| PREPAID EXCISE TAX | $18,276 | $38,979 | $38,979 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX EXPENSE | Desc |
| Amt | $158,519 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES AND SUBSCRIPTIONS | $19,514 | $0 | $19,514 |
| OTHER ADMINISTRATIVE EXPENSES | $33,929 | $0 | $33,929 |
| REPAIRS, MAINTENANCE, AND SUPPLIES | $20,100 | $0 | $20,100 |
| UTILITIES, TELEPHONE, AND INTERNET | $10,044 | $0 | $10,044 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME | Desc |
| Revenue And Expenses Per Books | $40 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $40 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $40 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET UNREALIZED GAIN/LOSS ON INVESTMENTS | Desc |
| Amt | $8,685,582 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED TAX PAYABLE | $130,535 | $289,054 |
| DEFERRED COMPENSATION LIABILITY | $1,391,690 | $1,401,578 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISOR FEES | $524,629 | $524,629 | $0 |
| CONSULTING FEES | $19,556 | $0 | $19,556 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $59,297 | $0 | $0 |
| OTHER TAXES AND LICENSES | $808 | $0 | $808 |