2020-11-11T19:42:37-06:00 2019-12-31 364579334 HERITAGE WEALTH ADVISORS 919 EAST MAIN STREET SUITE 950 RICHMOND VA 23219 990 2019-01-01 541685158 THE PAULEY FAMILY FOUNDATION PAUL 8043307400 3409 MOORE STREET RICHMOND VA 23230 KATHARINE PAULEY HICKOK CHAIR 8043307400 2020-11-11 1 DELORES ANN REMO P00547369 8046434080 2020-10-29 100.7.99.225 2020-11-11 19:42:33 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 734420BDB30027B43CE87FCBF34BF15095828A29 2019 2021-01-29 14:40:06Z KATHARINE PAULEY HICKOK 3409 MOORE STREET RICHMOND VA 23230 21306436 0 X WWW.CFRICHMOND.ORG X 1993 VA THE PAULEY FAMILY FOUNDATION SUPPORTS A BROAD RANGE OF CHARITABLE PURPOSES IN THE RICHMOND REGION, WITH A FOCUS ON EDUCATION, HEALTH AND HUMAN SERVICES. 5 5 0 9 0 0 0 16000000 0 0 3884961 1860727 761469 61469 4646430 17922196 4396884 7160161 0 0 0 0 0 0 0 190341 190232 4587225 7350393 59205 10571803 89565625 127013005 3018999 5319337 86546626 121693668 THE PAULEY FAMILY FOUNDATION SUPPORTS A BROAD RANGE OF CHARITABLE PURPOSES IN THE RICHMOND REGION, WITH A FOCUS ON EDUCATION, HEALTH AND HUMAN SERVICES. 0 0 7160161 7160161 THE FOUNDATION SUPPORTS CHARITABLE ACTIVITIES THAT ADVANCE EDUCATION, HEALTH, AND HUMAN SERVICES. 7160161 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 1 2 5 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 1 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X X MICHELLE NELSON 8043307400 3409 MOORE STREET RICHMOND VA 23230 X STANLEY F PAULEY VICE CHAIR 5.00 X X 0 0 0 KATHARINE P HICKOK CHAIR 5.00 X X 0 0 0 NANCY R BELLEMAN DIRECTOR 0.50 X 0 0 0 DEE ANN REMO DIRECTOR 0.50 X 0 0 0 JANE G WATKINS DIRECTOR 0.50 X 0 0 0 0 0 0 0 0 0 0 0 16000000 16000000 2698734 2698734 2546233 3384240 -838007 -838007 -838007 SEC. 481 ADJUSTMENT 900099 61469 61469 61469 17922196 0 0 1922196 X 7160161 7160161 28556 28556 8500 8500 40905 40905 34539 34539 FOREIGN TAXES PAID 76130 76130 INVESTMENT INTEREST EXP 1602 1602 7350393 7160161 190232 0 359314 223904 1585799 1068309 82751257 119854091 4869255 5866701 89565625 127013005 2957530 5319337 61469 0 3018999 5319337 X 86546626 121693668 86546626 121693668 89565625 127013005 X 10571803 24513770 61469 X X 0 1 X 0 0 X X X 1 THE COMMUNITY FOUNDATION INC 237009135 8 1 269195 0 1 269195 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 PART IV, SECTION A, LINE 6: THE PAULEY FAMILY FOUNDATION CONDUCTS GRANT-MAKING ACTIVITIES TO SUPPORT QUALIFYING CHARITABLE ORGANIZATIONS IN RICHMOND AND CENTRAL VIRGINIA IN FURTHERANCE OF THE EXEMPT PURPOSES OF ITS SUPPORTED ORGANIZATION, THE COMMUNITY FOUNDATION, INC. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X PART X, LINE 2: MANAGEMENT HAS EVALUATED THE EFFECT OF GUIDANCE SURROUNDING UNCERTAIN INCOME TAX POSITIONS AND CONCLUDED THAT THE FOUNDATION HAS NO SIGNIFICANT FINANCIAL STATEMENT EXPOSURE TO UNCERTAIN INCOME TAX POSITIONS. THE FOUNDATION IS NOT CURRENTLY UNDER AUDIT BY ANY TAX JURISDICTION. CENTRAL AMERICA AND CARIBBEAN 0 0 MS PRIVATE MARKETS FUND II (CAYMAN 2) LP INVESTMENT CENTRAL AMERICA AND CARIBBEAN 0 0 MS LIQUID MARKETS FUND II (CAYMAN) SPV LP INVESTMENT CENTRAL AMERICA AND CARIBBEAN 0 0 METALMARK CAPITAL PARTNERS DESIGNATED PARTNERS CAYMAN FUND, LP INVESTMENT CENTRAL AMERICA AND CARIBBEAN 0 0 PETERSHILL II OFFSHORE LP INVESTMENT 47928 0 0 0 0 0 0 47928 0 47928 0 0 0 1 1 0 PART III ACCOUNTING METHOD: 1 CIRCLE CENTER ADULT DAY SERVICES 4900 WEST MARSHALL STREET RICHMOND VA 23230 540991287 501(C)(3) 144531 NONE NEEDS BASED SCHOLARSHIPS ($50,000), EMERGENCY REPAIR OF THE CIRCLE CENTER ROOF ($94,531) CONEXUS 11618 BUSY STREET RICHMOND VA 23236 465257732 501(C)(3) 145000 NONE PROGRAM EXPANSION OF THE MOBILE LAB CROSS OVER MINISTRY INC 8600 QUIOCCASIN ROAD SUITE 101 RICHMOND VA 23229 541371067 501(C)(3) 75000 NONE ACCESS TO MEDICAL CARE ($50,000), VOLUNTEERS RAISE THE ROOF CAMPAIGN ($25,000) FAMILY LIFELINE 2325 WEST BROAD STREET RICHMOND VA 23220 540737133 501(C)(3) 50000 NONE LONG TERM SUPPORT PROGRAMMING FOR OLDER ADULTS FEEDMORE INC 1415 RHOADMILLER STREET RICHMOND VA 23220 541150923 501(C)(3) 50000 NONE FOOD FOR MEALS ON WHEELS HAMPDEN-SYDNEY COLLEGE COLLEGE ROAD BOX 128 HAMPDENSYDNEY VA 23943 540505906 501(C)(3) 57098 NONE ANNUAL SUPPORT OF HAMPDEN-SYDNEY COLLEGE ($25,000), FUNDS FOR THE NEW SCIENCE BUILDING ($32,098) HEALTH BRIGADE 1010 N THOMPSON STREET RICHMOND VA 23230 540927792 501(C)(3) 50000 NONE IMPLEMENTATION OF AN INTEGRATED CARE TEAM JEWISH FAMILY SERVICES 6718 PATTERSON AVENUE RICHMOND VA 23226 540526201 501(C)(3) 50000 NONE PROVIDING HEALTH SERVICES MASSEY CANCER CENTER PO BOX 980234 RICHMOND VA 23298 546053660 501(C)(3) 10000 NONE ANNUAL SUPPORT OF MASSEY CANCER CENTER MEDICAL COLLEGE OF VIRGINIA FOUNDATION PO BOX 980234 RICHMOND VA 23298 546053660 501(C)(3) 5025000 NONE TO CREATE THE PAULEY CARDIOLOGY EQUIPMENT FUND, SUPPORT THE DEPARTMENT OF SURGERY, AND ESTABLISH THE PAULEY HEART CENTER IMAGING CLINIC FUND ($5,000,000), ANNUAL SUPPORT OF MCV PAULEY HEART CENTER ($25,000) MONTPELIER FOUNDATION PO BOX 911 ORANGE VA 22960 311620682 501(C)(3) 10000 NONE ANNUAL SUPPORT OF MONTPELIER FOUNDATION RICHMOND ANIMAL LEAGUE 11401 INTERNATIONAL DRIVE RICHMOND VA 23236 510240493 501(C)(3) 1010000 NONE LOVING SPAY & NEUTER CLINIC ($1,000,000), ANNUAL SUPPORT OF RICHMOND ANIMAL LEAGUE ($10,000) RICHMOND SPCA 2519 HERMITAGE ROAD RICHMOND VA 23220 540506328 501(C)(3) 10000 NONE ANNUAL SUPPORT OF RICHMOND SPCA RICHMOND SYMPHONY 612 EAST GRACE STREET 401 RICHMOND VA 23219 546024033 501(C)(3) 25000 NONE ANNUAL SUPPORT OF RICHMOND SYMPHONY RIVERSIDE SCHOOL INC 2110 MCRAE ROAD RICHMOND VA 23235 540895408 501(C)(3) 40000 NONE LANGUAGE FUNDAMENTALS PROGRAM SENIOR CONNECTIONS CAAA 24 EAST CARY STREET RICHMOND VA 23219 540950714 501(C)(3) 85000 NONE RENOVATIONS TO SENIOR CONNECTIONS LONGEVITY CENTER SHEPHERD'S CENTER OF RICHMOND 3111 NORTHSIDE AVENUE 400 HENRICO VA 23228 541277521 501(C)(3) 25000 NONE SENIOR TRANSPORTATION PROGRAM ST ANDREW'S SCHOOL 227 SOUTH CHERRY STREET RICHMOND VA 23220 541803252 501(C)(3) 50000 NONE EXTENDED DAY AND EXTENDED YEAR CURRICULUM ST CATHERINE'S SCHOOL FOUNDATION 6001 GROVE AVENUE RICHMOND VA 23226 546036896 501(C)(3) 25000 NONE ANNUAL SUPPORT OF ST. CATHERINE'S SCHOOL ST JOSEPH'S VILLA 8000 BROOK ROAD RICHMOND VA 23227 540505950 501(C)(3) 50000 NONE SENIOR TRANSPORTATION PROGRAM SWEET BRIAR INSTITUTE PO BOX 1057 SWEET BRIAR VA 24595 540534105 501(C)(3) 25000 NONE ANNUAL SUPPORT OF SWEET BRIAR COLLEGE THE COMMUNITY FOUNDATION INC 3409 MOORE STREET RICHMOND VA 23230 237009135 501(C)(3) 269195 NONE FOR UNRESTRICTED SUPPORT THE DAILY PLANET INC 517 WEST GRACE STREET RICHMOND VA 23220 540900368 501(C)(3) 50000 NONE IMPLEMENTATION OF AN INTEGRATED CARE TEAM UNITED WAY OF GREATER RICHMOND & PETERSBURG PO BOX 11807 RICHMOND VA 23230 237375346 501(C)(3) 10000 NONE ANNUAL SUPPORT OF UNITED WAY OF GREATER RICHMOND AND PETERSBURG 24 0 PART I, LINE 2: THE BOARD OF THE PAULEY FAMILY FOUNDATION WORKS CLOSELY WITH CF STAFF TO CONSIDER POTENTIAL GRANTEES. CF STAFF COLLECTS AND REVIEWS DUE DILIGENCE DOCUMENTATION ON PROSPECTIVE GRANTEES AND SHARES INFORMATION WITH THE BOARD OF THE PAULEY FAMILY FOUNDATION. CF STAFF MEMBERS FOLLOW UP WITH GRANTEES TO RECEIVE PROGRESS REPORTS AND SHARE FOLLOW-UP INFORMATION WITH THE BOARD. HERITAGE WEALTH ADVISORS 8500 ACCOUNTING FEES 0 SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: (B) HERITAGE WEALTH ADVISORS IS OWNED BY DEE ANN REMO, WHO JOINED THE PAULEY FAMILY FOUNDATION'S BOARD OF DIRECTORS IN 2020. FORM 990, PART VI, SECTION A, LINE 2 TWO OF THE FIVE PAULEY FAMILY FOUNDATION BOARD MEMBERS ARE FAMILY MEMBERS. ADDITIONALLY, DEE ANN REMO IS AN OWNER OF HERITAGE WEALTH ADVISORS, WHICH SERVES AS THE TAX ADVISOR FOR THE PAULEY FAMILY FOUNDATION. FORM 990, PART VI, SECTION A, LINE 4 THE ARTICLES OF INCORPORATION AND BYLAWS WERE AMENDED DURING 2019. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE FORM 990 AND APPLICABLE SCHEDULES ARE PROVIDED TO EACH MEMBER OF THE PAULEY FAMILY FOUNDATION'S BOARD OF GOVERNORS FOR REVIEW BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. THIS DRAFT IS ALSO REVIEWED BY THE COMMUNITY FOUNDATION'S CHIEF FINANCIAL OFFICER AND THE PRESIDENT & CHIEF EXECUTIVE OFFICER. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS AND DIRECTORS OF THE PAULEY FAMILY FOUNDATION COMPLETE A SIGNED CONFLICT OF INTEREST POLICY ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 THE PAULEY FAMILY FOUNDATION HAS NO EMPLOYEES OR OTHER COMPENSATED OFFICERS. FORM 990, PART VI, SECTION C, LINE 19 THE PAULEY FAMILY FOUNDATION PARTICIPATES IN THE CONSOLIDATED AUDIT OF THE COMMUNITY FOUNDATION. THE STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST AT THE COMMUNITY FOUNDATION OFFICES AND ITS WEBSITE. FORM 990, PART IX, LINE 1: GRANTS AND OTHER ASSISTANCE TO DOMESTIC ORGANIZATIONS REPORTED DIFFERS FROM TOTALS REPORTED ON SCHEDULE I BY $180,663. THE DIFFERENCE IS DUE TO GRANT DISCOUNT FOR MULTI-YEAR GRANT PAYMENTS. FORM 990, PART XI, LINE 9: INCOME NOT RECORDED ON BOOKS - SEC. 481 ADJUSTMENT 61,469. THE COMMUNITY FOUNDATION INC 3409 MOORE STREET RICHMOND VA 23230 237009135 GRANTMAKING VA 501(C)(3) LINE 8 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 THE COMMUNITY FOUNDATION INC B 269195 UNRESTRICTED SUPPORT