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ROBINS FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
ROBINS FOUNDATION (EIN 54-0784484)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-16
IRS object ID
202033219349103768
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-11-16T13:18:52-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN580673524PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MOORE STEPHENS TILLER LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11960 SATELLITE BLVD SUITE 3600AddressLine1Txt
CityDULUTHCityNm
State AbbreviationGAStateAbbreviationCd
ZIP30097ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN540784484EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROBINS FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlROBIBusinessNameControlTxt
Phone8045231141PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line110 SOUTH 3RD STREETAddressLine1Txt
CityRICHMONDCityNm
State AbbreviationVAStateAbbreviationCd
ZIP23219ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKELLY CHOPUSPersonNm
Person TitlePRESIDENT/CHIEF EXECUTIVE OFFICERPersonTitleTxt
Phone8045231141PhoneNum
Signature2020-11-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGREGORY W HAYESPreparerPersonNm
PTINP00054246PTIN
Phone7709958800PhoneNum
Preparation2020-11-13PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address96.87.242.57IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-13IPDt
IP Tm15:56:09IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id11413A56354823E292384D345D94644752484EFEAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$158,683,855FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$4,065,174DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,113,024DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,925,481NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$22,002,072GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,463,633CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$6,990,655TotalRevAndExpnssAmt
Total Net Invst Incm$6,576,657TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$313,711CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$31,371CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$282,340CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$695,715OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$69,572OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$592,261OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$178,002PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$17,800PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$158,745PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$6,823LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$7,759LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$139,200AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$69,600AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$78,018AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$2,594,270OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$2,434,534OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$167,675OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$504,046TaxesRevAndExpnssAmt
Taxes Net Invst Incm$74,389TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$54,993TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$22,645DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$116,431OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$11,643OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$115,162OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$162,686TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$4,578TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$159,691TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$1,189PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$119PrintingAndPubNetInvstIncmAmt
Printing And Pub Dsbrs Chrtbl$1,070PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$210,618OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$4,403OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$29,588OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,945,336TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,718,009TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,647,302TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$7,081,823ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$6,185,147ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$12,027,159TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,718,009TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$7,832,449TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$5,036,504ExcessRevenueOverExpensesAmt
Net Investment Income$3,858,648NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$4,766,643SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$7,305,752SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$7,305,752SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$67,587AcctRcvblAmt
Acct Rcvbl BOY$67,587AcctRcvblBOYAmt
Acct Rcvbl EOY$67,587AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$67,587AcctRcvblEOYFMVAmt
Other Nts And Loans Rcvbl$1,500,000OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$0OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$1,500,000OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$1,500,000OtherNtsAndLoansRcvblEOYFMVAmt
Prepaid Expenses BOY$45,778PrepaidExpensesBOYAmt
Prepaid Expenses EOY$30,078PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$30,078PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$71,204,022CorporateStockBOYAmt
Corporate Stock EOY$89,606,793CorporateStockEOYAmt
Corporate Stock EOYFMV$89,606,793CorporateStockEOYFMVAmt
Corporate Bonds BOY$25,016,419CorporateBondsBOYAmt
Corporate Bonds EOY$26,695,176CorporateBondsEOYAmt
Corporate Bonds EOYFMV$26,695,176CorporateBondsEOYFMVAmt
Other Investments BOY$39,609,157OtherInvestmentsBOYAmt
Other Investments EOY$32,953,437OtherInvestmentsEOYAmt
Other Investments EOYFMV$32,953,437OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$224,007LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$170,700LandBldgEquipAccumDeprecAmt
Land BOY$67,366LandBOYAmt
Land EOY$53,307LandEOYAmt
Land EOYFMV$53,307LandEOYFMVAmt
Other Assets BOY$6,031,272OtherAssetsBOYAmt
Other Assets EOY$471,725OtherAssetsEOYAmt
Other Assets EOYFMV$471,725OtherAssetsEOYFMVAmt
Total Assets BOY$146,808,244TotalAssetsBOYAmt
Total Assets EOY$158,683,855TotalAssetsEOYAmt
Total Assets EOYFMV$158,683,855TotalAssetsEOYFMVAmt
Accounts Payable BOY$193,392AccountsPayableBOYAmt
Accounts Payable EOY$160,298AccountsPayableEOYAmt
Grants Payable BOY$1,689,370GrantsPayableBOYAmt
Grants Payable EOY$2,731,046GrantsPayableEOYAmt
Other Liabilities BOY$79,304OtherLiabilitiesBOYAmt
Other Liabilities EOY$262,007OtherLiabilitiesEOYAmt
Total Liabilities BOY$1,962,066TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,153,351TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$144,846,178NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$155,530,504NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$144,846,178TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$155,530,504TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$146,808,244TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$158,683,855TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$144,846,178TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$5,036,504ExcessRevenueOverExpensesAmt
Other Increases$16,280,279OtherIncreasesAmt
Subtotal$156,089,953SubtotalAmt
Other Decreases$559,449OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$155,530,504TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
INVESTMENT PORTFOLIO$19,002,072$13,298,463$5,241,761$5,241,761
COST BASIS ADJUSTMENT ON ALT. INVESTMENT UNIT SALES$140,984-$140,984-$140,984
EARLY LEARNING PARTNERS, LLC'S ASSETS (A PRI)$2,899,400$5,536,544-$2,637,144-$2,637,144P
805 WEST GRAHAM ROAD, LLC'S ASSETS (A PRI)$100,600$100,600$0$0P
FieldValueIRS element (for citing)
Capital Gain Net Income$2,463,633CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$7,446,554AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$154,614,003NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.048162DistributionYr1Rt
Adjusted Qlfy Distri Yr2$7,732,208AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$151,144,623NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.051158DistributionYr2Rt
Adjusted Qlfy Distri Yr3$6,550,262AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$138,737,487NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.047213DistributionYr3Rt
Adjusted Qlfy Distri Yr4$6,660,510AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$148,286,664NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.044916DistributionYr4Rt
Adjusted Qlfy Distri Yr5$5,620,223AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$151,005,245NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.037219DistributionYr5Rt
Total Distribution0.228668TotalDistributionRt
Average Distribution0.045734AverageDistributionRt
Net Vl Noncharitable Assets$152,113,754NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$6,956,770AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$38,586NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$6,995,356AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$8,013,352QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$38,586InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$38,586SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$38,586TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$111,915EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$125,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$236,915TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$602EsPenaltyAmt
Overpayment$197,727OverpaymentAmt
Applied To ES Tax$197,727AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateVAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.ROBINSFDN.ORGWebsiteAddressTxt
Individual With BooksKELLY CHOPUS PRESIDENTCHIEF EXECUIndividualWithBooksNm
Phone8045231141PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line110 SOUTH 3RD STREETAddressLine1Txt
CityRICHMONDCityNm
State AbbreviationVAStateAbbreviationCd
ZIP23219ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (12 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JULIET SHIELD-TAYLOR
10 SOUTH 3RD STREETRICHMONDVA23219DIRECTOR / CHAIR0.90$0$0$0
REGINALD N JONES
10 SOUTH 3RD STREETRICHMONDVA23219DIRECTOR / VICE CHAIR0.90$0$0$0
EDWARD L AYERS
10 SOUTH 3RD STREETRICHMONDVA23219DIRECTOR / TREASURER0.90$0$0$0
ROBINS R SHIELD
10 SOUTH 3RD STREETRICHMONDVA23219DIRECTOR / SECRETARY0.90$0$0$0
KELLY CHOPUS
10 SOUTH 3RD STREETRICHMONDVA23219PRESIDENT & CEO40.00$313,711$14,198$2,124
ANN CAROL MARCHANT
10 SOUTH 3RD STREETRICHMONDVA23219DIRECTOR0.90$0$0$0
DR ROBERT E MARCHANT
10 SOUTH 3RD STREETRICHMONDVA23219DIRECTOR0.90$0$0$0
E CLAIBORNE ROBINS JR
10 SOUTH 3RD STREETRICHMONDVA23219DIRECTOR0.90$0$0$0
GREGORY C ROBINS
10 SOUTH 3RD STREETRICHMONDVA23219DIRECTOR0.90$0$0$0
SHERYL ROBINS
10 SOUTH 3RD STREETRICHMONDVA23219DIRECTOR0.90$0$0$0
FRANK ROBINSON
10 SOUTH 3RD STREETRICHMONDVA23219DIRECTOR0.90$0$0$0
BETTY ROBINS PORTER
10 SOUTH 3RD STREETRICHMONDVA23219DIRECTOR EMERITUS, NON-VOTING0.00$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
CHRISTOPHER CHIN
10 SOUTH 3RD STREETRICHMONDVA23219VP, OPERATIONS & ORG40.00$157,808$14,198$1,058
ROBERT DORTCH
10 SOUTH 3RD STREETRICHMONDVA23219VP, PROGRAM & COMMUN40.00$157,808$11,644$2,317
COURTNEY RICE
10 SOUTH 3RD STREETRICHMONDVA23219DIRECTOR, INCLUSION40.00$94,278$7,311$593
TYONKA RIMAWI
10 SOUTH 3RD STREETRICHMONDVA23219PROGRAM OFFICER, COM40.00$84,014$11,964$930
ELLIOTT HASPEL
10 SOUTH 3RD STREETRICHMONDVA23219PROGRAM OFFICER, EDU40.00$81,498$14,114$912
FieldValueIRS element (for citing)
Other Employee Paid Over50k4OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmtAddress Line1ForeignAddress/AddressLine1TxtAddress Line2ForeignAddress/AddressLine2TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCd
SILCHESTER INTERNATIONAL INVESTORS
780 3RD AVE 42ND FLOORNEW YORKNY10017INVESTMENT MANAGMENT$192,650
ADAGE CAPITAL PARTNERS LP
2000 WESTCHESTER AVE 1ST FLOORPURCHASENY10577INVESTMENT MANAGMENT$159,415
COLONIAL CONSULTING
750 THIRD AVENUE 20TH FLOORNEW YORKNY10017INVESTMENT ADVISORY$134,952
SAMLYN OFFSHORE LTD
INVESTMENT MANAGMENT$112,749C/O MORGAN STANLEY FUND SVCS 7-11SIR JOHN ROGERDUBLINEI2
CEVIAN CAPITAL
INVESTMENT MANAGMENT$93,645190 ELGIN AVEGEORGETOWNCJCJKY1-9005
FieldValueIRS element (for citing)
Contractor Paid Over50k9ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1EARLY LEARNING PARTNERS, LLC (A SINGLE MEMBER LLC):CAPITAL INJECTIONFOR OPERATING, INFRASTRUCTURE AND FINANCING COSTS FOR THE BUILDING AT 800 WEST GRAHAM RD. HOUSING THE NORTHSIDE FAMILY LEARNING CENTER.Description1Txt
Expenses1$162,644Expenses1Amt
Total$162,644TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$148,839,716AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$5,590,491AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$154,430,207TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$154,430,207AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,316,453CashDeemedCharitableAmt
Net Vl Noncharitable Assets$152,113,754NetVlNoncharitableAssetsAmt
Minimum Investment Return$7,605,688MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$7,605,688MinimumInvestmentReturnAmt
Tax Based On Investment Income$38,586TaxBasedOnInvestmentIncomeAmt
Income Tax$81,526IncomeTaxAmt
Total Tax$120,112TotalTaxAmt
Distributable Before Adj$7,485,576DistributableBeforeAdjAmt
Recoveries Qualfied Distri$1,645,000RecoveriesQualfiedDistriAmt
Distributable Before Ded$9,130,576DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$9,130,576DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$7,832,449ExpensesAndContributionsAmt
Program Related Invst Total$162,644ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$18,259CharitableAssetsAcquisPaidAmt
Qualifying Distributions$8,013,352QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$38,586PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$7,974,766AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$9,130,576DistributableAsAdjustedAmt
Undistributed Income PY$474,616UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$8,013,352QualifyingDistributionsAmt
Applied To Year1$474,616AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$7,538,736AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$1,591,840UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonKELLY CHOPUSRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line110 SOUTH 3RD STREETAddressLine1Txt
CityRICHMONDCityNm
State AbbreviationVAStateAbbreviationCd
ZIP23219ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8045231141RecipientPhoneNum
Form And Info And MaterialsALL GRANT APPLICATIONS MUST BE SUBMITTED ON-LINE AT WWW.ROBINSFDN.ORGFormAndInfoAndMaterialsTxt
Submission DeadlinesWWW.ROBINSFDN.ORGSubmissionDeadlinesTxt
Restrictions On AwardsWWW.ROBINSFDN.ORGRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (109 entries)

Address Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ANNA JULIA COOPER EPISCOPAL SCHOOL
C/O ROBINS FOUNDATION 10 SOUTH 3RDSTREETRICHMONDVA23219NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$10,000
ART 180 INC
114 W MARSHALL STRICHMONDVA232203930NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$65,000
ASPEN COUNTRY DAY SCHOOL
300 MUSIC SCHOOL ROADASPENCO816118502NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$10,000
ASPEN FILM
110 E HALLAM STREET SUITE 102ASPENCO81611NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$5,000
ASPEN HOPE CENTER
1460 E VALLEY RD STE 208BASALTCO816218414NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$5,000
ASSOCIATION OF BLACK FOUNDATION EXEC
42 BROADWAY 20TH FLOORNEW YORKNY10004NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$5,000
ASSOCIATION OF SMALL FOUNDATIONS
C/O ROBINS FOUNDATION 10 SOUTH 3RDSTREETRICHMONDVA23219NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$250
AYLETT COUNTRY DAY SCHOOL
PO BOX 70MILLERS TAVERNVA231150070NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$20,000
BETTER HOUSING COALITION
23 W BROAD ST SUITE 100RICHMONDVA232204295NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$100,000
BIG BROTHERS & BIG SISTERS SERVICES INC
C/O ROBINS FOUNDATION 10 SOUTH 3RDSTREETRICHMONDVA23219NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$50,000
BLACK HISTORY MUSEUM AND CULTURAL CENTER
PO BOX 61052RICHMONDVA232611052NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$50,000
BLUE SKY FUND
PO BOX 8108RICHMONDVA232230208NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$50,000
BON SECOURS RICHMOND HEALTH CARE FOUNDATION
C/O ROBINS FOUNDATION 10 SOUTH 3RDSTREETRICHMONDVA23219NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$5,000
BOYS & GIRLS CLUB OF METRO RICHMOND
5511 STAPLES MILL RD STE 301RICHMONDVA232285445NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$270,000
BUCKNELL UNIVERSITY
FINANCE OFFICE 1 DENT DRIVELEWISBURGPA178372005NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$10,000
CAPITAL CENTERS OF VIRGINIA
C/O ROBINS FOUNDATION 10 SOUTH 3RDSTREETRICHMONDVA23219NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$170,000
CAPITAL TREES
C/O ROBINS FOUNDATION 10 SOUTH 3RDSTREETRICHMONDVA23219NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$25,000
CARITAS
1125 COMMERCE ROADRICHMONDVA23224NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$100,000
CHESTERFIELD PUBLIC EDUCATION FOUNDATION
13900 HULL STREET ROADMIDLOTHIANVA23112NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$125,000
CHILDREN'S HOME SOCIETY OF VIRGINIA
4200 FITZHUGH AVERICHMONDVA232303829NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$100,000
CHILDREN'S MUSEUM OF RICHMOND
C/O ROBINS FOUNDATION 10 SOUTH 3RDSTREETRICHMONDVA23219NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$55,000
CHILDSAVERS
200 NORTH 22ND STREET SUITE 140RICHMONDVA232237020NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$25,000
CHURCH HILL ACTIVITIES AND TUTORING
601 N 31ST STRICHMONDVA23223NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$100,000
CODEVA
5910 W ROIS ROADRICHMONDVA23227NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$105,000
COLLEGIATE SCHOOL
103 NORTH MOORELAND ROADRICHMONDVA232297709NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$70,000
COMMONWEALTH CATHOLIC CHARITIES
C/O ROBINS FOUNDATION 10 SOUTH 3RDSTREETRICHMONDVA23219NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$252,385
COMMONWEALTH INSTITUTE
1329 E CARY STREETRICHMONDVA232194142NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$40,000
COMMUNITIES IN SCHOOLS OF CHESTERFIELD
PO BOX 10CHESTERFIELDVA238320901NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$35,000
COMMUNITIES IN SCHOOLS OF PETERSBURG
C/O ROBINS FOUNDATION 10 SOUTH 3RDSTREETRICHMONDVA23219NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$35,000
COMMUNITIES IN SCHOOLS OF RICHMOND
2922 W MARSHALL STREET SUITE 2RICHMONDVA232304811NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$125,000
COMMUNITY FOUNDATION FOR GREATER RICHMOND
C/O ROBINS FOUNDATION 10 SOUTH 3RDSTREETRICHMONDVA23219NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$5,000
CONEXUS
11618 BUSY STNORTH CHESTERFLDVA232364060NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$50,000
CONNOR'S HEROES FOUNDATION
PO BOX 2536MIDLOTHIANVA231138536NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$5,000
EMORY UNIVERSITY
C/O ROBINS FOUNDATION 10 SOUTH 3RDSTREETRICHMONDVA23219NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$20,000
ENRICHMOND FOUNDATION
C/O ROBINS FOUNDATION 10 SOUTH 3RDSTREETRICHMONDVA23219NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$20,000
FAMILY LIFELINE
C/O ROBINS FOUNDATION 10 SOUTH 3RDSTREETRICHMONDVA23219NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$75,000
FEEDMORE
1415 RHOADMILLER STREETRICHMONDVA232201111NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$25,000
FORE CHILDREN
600 FOUNDERS BRIDGE BOULEVARDMIDLOTHIANVA231136357NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$100,000
FRIENDS ASSOCIATION FOR CHILDREN
1004 ST JOHN STRICHMONDVA232202525NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$50,000
FULL CIRCLE GRIEF CENTER
10611 PATTERSON AVE SUITE 201RICHMONDVA232384733NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$20,000
FULTON MONTESSORI SCHOOL
C/O ROBINS FOUNDATION 10 SOUTH 3RDSTREETRICHMONDVA23219NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$20,000
GIRLS FOR A CHANGE
100 BUFORD ROADNORTH CHESTERFIELDVA23235NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$135,000
GOOCHLAND FREE CLINIC & FAMILY SERVICES
C/O ROBINS FOUNDATION 10 SOUTH 3RDSTREETRICHMONDVA23219NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$40,000
GOODWILL OF CENTRAL VIRGINIA
6301 MIDLOTHIAN TURNPIKERICHMONDVA232255707NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$140,000
GRAND VALLEY STATE UNIVERSITY
C/O ROBINS FOUNDATION 10 SOUTH 3RDSTREETRICHMONDVA23219NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$5,000
GRANTMAKERS FOR EDUCATION
851 SW 6TH AVEPORTLANDOR97204NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$1,650
GRANTMAKERS FOR EFFECTIVE ORGANIZATIONS
1725 DESALES STREET NW SUITE 404WASHINGTONDC20036NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$4,730
GREATER RICHMOND CHAMBER FOUNDATION
600 E MAIN STREET STE 700RICHMONDVA232192424NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$90,000
GREATER RICHMOND FIT4KIDS
2500 W BROAD STREETRICHMONDVA232202057NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$40,000
GREATER RICHMOND SCAN
103 EAST GRACE STREET SUITE 203RICHMONDVA232191741NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$65,000
HENRICO COUNTY COURT APPOINTED SPECIAL AD
C/O ROBINS FOUNDATION 10 SOUTH 3RDSTREETRICHMONDVA23219NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$30,000
HENRICO EDUCATION FOUNDATION INC
C/O ROBINS FOUNDATION 10 SOUTH 3RDSTREETRICHMONDVA23219NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$125,000
HIGHER ACHIEVEMENT PROGRAM INC
4009 FITZHUGH AVE SUITE 200RICHMONDVA23230NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$60,000
HISTORIC RICHMOND FOUNDATION
C/O ROBINS FOUNDATION 10 SOUTH 3RDSTREETRICHMONDVA23219NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$10,000
JAMES B HUNT JR INSTITUTE
C/O ROBINS FOUNDATION 10 SOUTH 3RDSTREETRICHMONDVA23219NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$25,000
JAMES RIVER ASSOCIATION
4833 OLD MAIN STREETRICHMONDVA232313035NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$50,000
JAMESTOWN-YORKTOWN FOUNDATION
PO BOX 3605WILLIAMSBURGVA231873605NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$25,000
LATINOS IN VIRGINIA EMPOWERMENT CENTER
C/O ROBINS FOUNDATION 10 SOUTH 3RDSTREETRICHMONDVA23219NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$20,000
LEADERSHIP METRO RICHMOND
C/O ROBINS FOUNDATION 10 SOUTH 3RDSTREETRICHMONDVA23219NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$35,000
LEGAL AID JUSTICE CENTER
1000 PRESTON AVE STE ACHARLOTTESVILLEVA229032156NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$50,000
LEWIS GINTER BOTANICAL GARDEN INC
1800 LAKESIDE AVERICHMONDVA232284700NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$60,000
LITERACY LAB
C/O ROBINS FOUNDATION 10 SOUTH 3RDSTREETRICHMONDVA23219NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$100,000
LOCAL INITIATIVES SUPPORT CORPORATION
C/O ROBINS FOUNDATION 10 SOUTH 3RDSTREETRICHMONDVA23219NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$200,000
MATHSCIENCE INNOVATION CENTER FOUNDATION
C/O ROBINS FOUNDATION 10 SOUTH 3RDSTREETRICHMONDVA23219NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$50,000
MAYMONT FOUNDATION
1700 HAMPTON STREETRICHMONDVA232206819NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$35,000
MBL FOUNDATION
C/O ROBINS FOUNDATION 10 SOUTH 3RDSTREETRICHMONDVA23219NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$30,000
MEGA MENTORS
C/O ROBINS FOUNDATION 10 SOUTH 3RDSTREETRICHMONDVA23219NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$37,000
NATIONAL CENTER FOR FAMILY PHILANTHROPY
1667 K STREET SUITE 550WASHINGTONDC20036NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$10,000
PARTNERSHIP FOR FAMILIES NORTHSIDE
800 WEST GRAHAM ROADRICHMONDVA23222NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$250,000
PARTNERSHIP FOR THE FUTURE INC
4521 HIGHWOODS PKWYGLEN ALLENVA23060NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$75,000
PETER PAUL DEVELOPMENT CENTER
1719 N 22ND STREETRICHMONDVA232234431NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$105,000
PODIUM FOUNDATION
C/O ROBINS FOUNDATION 10 SOUTH 3RDSTREETRICHMONDVA23219NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$20,000
PROJECT HOMES
C/O ROBINS FOUNDATION 10 SOUTH 3RDSTREETRICHMONDVA23219NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$120,000
REACH OUT AND READ
C/O ROBINS FOUNDATION 10 SOUTH 3RDSTREETRICHMONDVA23219NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$55,000
RICHMOND BALLET INC
407 EAST CANAL STREETRICHMONDVA23219NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$15,000
RICHMOND BRIDGEPARK FOUNDATION
C/O ROBINS FOUNDATION 10 SOUTH 3RDSTREETRICHMONDVA23219NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$20,000
RICHMOND PERFORMING ARTS ALLIANCE
C/O ROBINS FOUNDATION 10 SOUTH 3RDSTREETRICHMONDVA23219NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$20,000
ROBINS FOUNDATION
C/O ROBINS FOUNDATION 10 SOUTH 3RDSTREETRICHMONDVA23219NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$5,000
SACRED HEART CENTER
1400 PERRY STREETRICHMONDVA232242058NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$110,000
SOCIAL & ENVIRONMENTAL ENTREPRENEURS INC
C/O ROBINS FOUNDATION 10 SOUTH 3RDSTREETRICHMONDVA23219NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$12,500
SOUTHEASTERN COUNCIL OF FOUNDATIONS
47TH ANNUAL MEETING REGISTRATIONFEES 100 PEACHTREE ST NW SUITE 2080ATLANTAGA30303NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$34,370
SPARC SCHOOL OF THE PERFORMING ARTS
2106 NORTH HAMILTON STREETRICHMONDVA23230NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$50,000
SPECIAL OLYMPICS VIRGINIA INC
3212 SKIPWITH ROAD STE 100RICHMONDVA232944413NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$25,000
ST JAMES CHILDREN'S CENTER
1205 W FRANKLIN STREETRICHMONDVA232203711NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$55,000
STOREFRONT FOR COMMUNITY DESIGN
205 EAST BROAD STREETRICHMONDVA23219NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$20,000
THE THRIVING CITIES GROUP
C/O ROBINS FOUNDATION 10 SOUTH 3RDSTREETRICHMONDVA23219NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$75,000
THEATRE ASPEN
110 E HALLAM ST SUITE 103ASPENCO816111458NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$30,000
TRICYCLE GARDENS
2314 JEFFERSON AVENUERICHMONDVA23223NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$25,000
UNITED METHODIST FAMILY SERVICES OF VA
3900 W BROAD STRICHMONDVA232303914NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$50,000
UNITED WAY OF GREATER RICHMOND
2001 MAYWILL STP O BOX 11807RICHMONDVA232303236NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$180,000
UNIVERSITY OF RICHMOND
28 WESTHAMPTON WAY UNIVERSITY OFRICHMONDRICHMONDVA231730001NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$20,000
VALENTINE MUSEUM
1015 E CLAY STRICHMONDVA232191527NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$25,000
VENTURE RICHMOND INC
200 S 3RD STREETRICHMONDVA232193700NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$1,000
VERMONT INSTITUTE OF NATURAL SCIENCE
6565 WOODSTOCK ROADQUECHEEVT05059NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$130,000
VIRGINIA CENTER FOR INCLUSIVE COMMUNITIES
5511 STAPLES MILL RD STE 202RICHMONDVA232285445NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$75,000
VIRGINIA COMMONWEALTH UNIVERSITY FOUNDATION
PO BOX 842039RICHMONDVA232849091NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$40,000
VIRGINIA COMMUNITY CAPITAL
C/O ROBINS FOUNDATION 10 SOUTH 3RDSTREETRICHMONDVA23219NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$5,000
VIRGINIA COMMUNITY DEVELOPMENT CORP
C/O ROBINS FOUNDATION 10 SOUTH 3RDSTREETRICHMONDVA23219NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$20,000
VIRGINIA EARLY CHILDHOOD FOUNDATION
1703 N PARHAM ROAD SUITE 110RICHMONDVA23229NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$205,000
VIRGINIA HISTORICAL SOCIETY
PO BOX 7311RICHMONDVA23221NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$20,000
VIRGINIA LEAGUE FOR PLANNED PARENTHOOD
201 N HAMILTON STREETRICHMONDVA232212601NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$50,000
VIRGINIA LITERACY FOUNDATION
C/O ROBINS FOUNDATION 10 SOUTH 3RDSTREETRICHMONDVA23219NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$30,000
VIRGINIA MENTORING PARTNERSHIP
2500 W BROAD STREETRICHMONDVA232202057NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$60,000
VIRGINIA POVERTY LAW CENTER
C/O ROBINS FOUNDATION 10 SOUTH 3RDSTREETRICHMONDVA23219NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$1,260
VIRGINIA REPERTORY THEATRE
114 W BROAD STREETRICHMONDVA232204215NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$10,000
VOICES FOR VIRGINIAS CHILDREN
701 E FRANKLIN STRICHMONDVA232192512NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$50,000
WORLD PEDIATRIC PROJECT
7201 GLEN FOREST DRIVE SUITE 304RICHMONDVA232263759NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$10,000
YOUNG MENS CHRISTIAN ASSOCIATION OF RICHMOND
2 W FRANKLIN STRICHMONDVA23220NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$125,001
YOUNG WOMENS CHRISTIAN ASSOCIATION OF RICHMOND
6 NORTH 5THRICHMONDVA23219NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$75,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$6,185,146TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (39 entries)

Address Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN CIVIL WAR MUSEUM
C/O ROBINS FOUNDATION 10 SOUTH 3RDSTREETRICHMONDVA23219NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$20,000
BOYS & GIRLS CLUB OF METRO RICHMOND
5511 STAPLES MILL RD STE 301RICHMONDVA232285445NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$270,000
BUCKNELL UNIVERSITY
FINANCE OFFICE 1 DENT DRIVELEWISBURGVA178372005NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$10,000
CHICAGO COMMUNITY FOUNDATION
C/O ROBINS FOUNDATION 10 SOUTH 3RDSTREETRICHMONDVA23219NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$78,000
CHILDSAVERS
200 NORTH 22ND STREET SUITE 140RICHMONDVA232237020NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$35,000
COLLEGIATE SCHOOL
103 NORTH MOORELAND ROADRICHMONDVA232297709NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$60,000
COLONIAL WILLIAMSBURG FOUNDATION
C/O ROBINS FOUNDATION 10 SOUTH 3RDSTREETRICHMONDVA23219NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$10,000
COMMONWEALTH CATHOLIC CHARITIES
C/O ROBINS FOUNDATION 10 SOUTH 3RDSTREETRICHMONDVA23219NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$247,615
COMMUNITIES IN SCHOOLS OF RICHMOND
C/O ROBINS FOUNDATION 10 SOUTH 3RDSTREETRICHMONDVA23219NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$10,000
COMMUNITIES IN SCHOOLS OF SUSSEX VIRGINIA
C/O ROBINS FOUNDATION 10 SOUTH 3RDSTREETRICHMONDVA23219NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$10,000
CURRY SCHOOL OF EDUCATION - UVA
C/O ROBINS FOUNDATION 10 SOUTH 3RDSTREETRICHMONDVA23219NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$25,000
EMORY UNIVERSITY
C/O ROBINS FOUNDATION 10 SOUTH 3RDSTREETRICHMONDVA23219NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$36,000
FRIENDS ASSOCIATION FOR CHILDREN
C/O ROBINS FOUNDATION 10 SOUTH 3RDSTREETRICHMONDVA23219NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$125,000
GOOCHLAND CARES
C/O ROBINS FOUNDATION 10 SOUTH 3RDSTREETRICHMONDVA23219NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$30,000
GREATER RICHMOND SCAN
103 EAST GRACE STREET SUITE 203RICHMONDVA232191741NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$10,000
JAMES RIVER ASSOCIATION
4833 OLD MAIN STREETRICHMONDVA232313035NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$35,000
JAMESTOWN-YORKTOWN FOUNDATION
PO BOX 3605WILLIAMSBERGVA231873605NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$25,000
MEGA MENTORS
C/O ROBINS FOUNDATION 10 SOUTH 3RDSTREETRICHMONDVA23219NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$13,000
PARTNERSHIPS OF FAMILY NORTHSIDE
C/O ROBINS FOUNDATION 10 SOUTH 3RDSTREETRICHMONDVA23219NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$160,000
PETER PAUL DEVELOPMENT CENTER
1719 N 22ND STREETRICHMONDVA232234431NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$100,000
RICHMOND PUBLIC SCHOOLS EDUCATION FDN
C/O ROBINS FOUNDATION 10 SOUTH 3RDSTREETRICHMONDVA23219NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$125,000
RICHMOND SYMPHONY
612 E GRACE STREET STE 401RICHMONDVA232191892NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$25,000
SAFE HARBOR SHELTER
C/O ROBINS FOUNDATION 10 SOUTH 3RDSTREETRICHMONDVA23219NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$25,000
ST JAMES CHILDREN'S CENTER
1205 W FRANKLIN STREETRICHMONDVA232203711NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$5,000
SUMMIT 54
C/O ROBINS FOUNDATION 10 SOUTH 3RDSTREETRICHMONDVA23219NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$4,000
TRICYCLE GARDENS
C/O ROBINS FOUNDATION 10 SOUTH 3RDSTREETRICHMONDVA23219NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$20,000
TRINITY FAMILY LIFE CENTER
C/O ROBINS FOUNDATION 10 SOUTH 3RDSTREETRICHMONDVA23219NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$150,000
UNITED WAY OF GREATER RICHMOND
C/O ROBINS FOUNDATION 10 SOUTH 3RDSTREETRICHMONDVA23219NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$70,000
UNIVERSITY OF RICHMOND
28 WESTHAMPTON WAY UNIVERSITY OFRICHMONDRICHMONDVA231730001NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$275,000
URBAN HOPE INC
C/O ROBINS FOUNDATION 10 SOUTH 3RDSTREETRICHMONDVA23219NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$18,000
VALENTINE MUSEUM
C/O ROBINS FOUNDATION 10 SOUTH 3RDSTREETRICHMONDVA23219NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$10,000
VERMONT CENTER FOR ECOSTUDIES
C/O ROBINS FOUNDATION 10 SOUTH 3RDSTREETRICHMONDVA23219NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$5,000
VERMONT INSTITUTE OF NATURAL SCIENCE
6565 WOODSTOCK ROADQUECHEEVT05059NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$30,000
VIRGINIA CENTER FOR INCLUSIVE COMMUNITIES
C/O ROBINS FOUNDATION 10 SOUTH 3RDSTREETRICHMONDVA23219NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$85,000
VIRGINIA EARLY CHILDHOOD FOUNDATION
1703 N PARHAM ROAD SUITE 110RICHMONDVA23229NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$160,000
VIRGINIA FOUNDATION FOR THE HUMANITIES
C/O ROBINS FOUNDATION 10 SOUTH 3RDSTREETRICHMONDVA23219NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$10,000
VIRGINIA LEAGUE FOR PLANNED PARENTHOOD
201 N HAMILTON STREETRICHMONDVA232212601NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$100,000
YOUNG MENS CHRISTIAN ASSOCIATION OF RICHMOND
2 W FRANKLIN STRICHMONDVA23220NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$89,433
YOUNG WOMENS CHRISTIAN ASSOCIATION OF RICHMOND
6 NORTH 5THRICHMONDVA23219NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$15,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$2,531,048TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,065,174ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,925,481ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$6,990,655ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$6,990,655TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ACCOUNTING (CFO)$102,400$51,200$53,350
ACCOUNTING (AUDITOR)$36,800$18,400$24,668

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (2 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmtNet Investment IncomeNetInvestmentIncomeAmt
FURNITURE & FIXTURES2016-11-01$145,483$75,664SL5.000000000000$22,645$0
COMPUTER SOFTWARE2016-11-01$78,524$72,391SL5.000000000000$0$0

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondFIXED INCOMEBondNm
EOY Book Value$26,695,176EOYBookValueAmt
EOYFMV$26,695,176EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
U.S. EQUITIES$50,142,799$50,142,799
INTERNATIONAL EQUITITES$27,498,216$27,498,216
EMERGING MARKET EQUITIES$11,965,778$11,965,778

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
ALTERNATIVE PARTNERSHIP INVESTMENTSFMV$31,703,437$31,703,437
LION LOANFMV$1,250,000$1,250,000

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (2 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmt
FURNITURE & FIXTURES$145,483$98,309$47,174
COMPUTER SOFTWARE$78,524$72,391$6,133

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGALCategoryTxt
Legal Fees$6,823LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$7,759DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (5 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
PROGRAM RELATED INVESTMENTS$5,527,573$0$0
FEDERAL NET INVESTMENT INCOME TAX RECEIVABLE$1,915
DEFERRED FEDERAL NII EXCISE TAX RECEIVABLE$741
INVESTMENTS PROCEEDS IN TRANSIT$495,543$466,225$466,225
SECURITY DEPOSITS & OTHER$5,500$5,500$5,500

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
BOOK/TAX ADJUSTMENT ON RECOGNITION OF ADDITIONAL K-1 INCOME/(LOSS)$555,140
MISC$4,309

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OFFICE SUPPLIES & EXPENSES$22,009$2,201$19,811
INTERNET & TECHNOLOGY$5,243$0$5,763
INSURANCE$12,918$1,292-$7,520
ASSOCIATION DUES & MEMBERSHIPS$5,261$526$5,355
BANK CHARGES$1,958$196$1,762
DUES & PUBLICATIONS$0$0-$219
POSTAGE & DELIVERY$1,884$188$1,530
TRAINING & DEVELOPMENT$4,574$0$4,574
COMMUNICATIONS & COMMUNITY DEVELOPMENT$1,600$0$1,600
RECOGNITION, HONORARIA, GIFTS & AWARDS$5,163$0-$3,068
PROGRAM RELATED INVESTMENT EXPENSES - EARLY LEARNING PARTNERS$150,008$0$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
UNREALIZED APPRECIATION IN THE INVESTMENT PORTFOLIO$16,139,295
CASH BASIS TAX ADJUSTMENT ON K-1 UNIT SALES$140,984

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
FEDERAL UNRELATED BUSINESS INCOME TAX PAYABLE$55,037$38,176
STATE UNRELATED BUSINESS ICIOME TAX PAYABLE$24,267$223,831

Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch

Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp

Borrower Name BorrowerNameGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1VIRGINIA COMMONWEALTH UNIVERSITY HEALTH SYSTEM AUTHORITYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Insider RelationshipNONEInsiderRelationshipTxt
Loan Original$1,500,000LoanOriginalAmt
Balance Due$1,500,000BalanceDueAmt
Note2019-03NoteDt
Loan Maturity2020-03LoanMaturityDt
Interest0.000000000000InterestRt
Loan PurposeOWNER FINANCING OF BUILDING, LAND & FF&E PURCHASELoanPurposeTxt
Consideration FMV$0ConsiderationFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT CONSULTING, MANAGEMENT, & CUSTODIAL FEES$2,432,386$2,431,076$1,310
BRANDING, MARKETING & PUBLIC RELATIONS$86,000$0$93,800
PAYROLL & HR SERVCES & RETIREMENT PLAN ADMINISTRATION$14,548$1,455$13,993
STRATEGIC PLANNING$40,962$0$40,200
TECHNOLOGY & IT$17,029$1,668$15,361
OTHER CONSULTANT SERVICES$3,345$335$3,011

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (6 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PAYROLL TAXES$61,103$6,110$54,993
FOREIGN TAXES ON INVESTMENT INCOME$68,279$68,279$0
FEDERAL NET INVESTMENT INCOME EXCISE TAX$150,092$0$0
FEDERAL UNRELATED BUSINESS INCOME TAX$0$0$0
STATE INCOME TAX ON UNRELATED BUSINESS INCOME$0$0$0
DEFERRED FEDERAL NET INVESTMENT INCOME TAX$224,572$0$0