ROBINS FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- ROBINS FOUNDATION (EIN 54-0784484)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-15
- IRS object ID
- 201803199349102600
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-15T12:28:34-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 580673524 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOORE STEPHENS TILLER LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1960 SATELLITE BLVD SUITE 3600 | AddressLine1Txt |
| City | DULUTH | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30097 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 540784484 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBINS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBI | BusinessNameControlTxt |
| Phone | 8045231141 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 SOUTH 3RD STREET | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23219 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KELLY CHOPUS | PersonNm |
| Person Title | PRESIDENT/CHEIF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 8045231141 | PhoneNum |
| Signature | 2018-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GREGORY W HAYES | PreparerPersonNm |
| PTIN | P00054246 | PTIN |
| Phone | 7709958800 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.166.232.242 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-15 | IPDt |
| IP Tm | 11:13:02 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7A1CDE2A211300B0AB443DFB2EF5414936927E13 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $163,139,558 | 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 | $1,885,949 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,010,160 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,591,581 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $17,460,480 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,441,831 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $8,477,530 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,451,991 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $294,708 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $29,471 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $265,237 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $537,009 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $53,701 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $472,602 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $138,643 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $13,864 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $114,075 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $5,375 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $50 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,226 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $103,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $51,900 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $51,310 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,081,532 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,775,679 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $295,363 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $412,555 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $108,128 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $45,303 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $20,154 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $107,842 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $10,784 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $98,368 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $171,134 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $5,575 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $142,445 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $369,115 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,382 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $115,455 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,241,867 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,055,534 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,602,384 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,783,682 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,047,510 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,025,549 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,055,534 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,649,894 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$548,019 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,396,457 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $434,351 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $6,769,024 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,045,367 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,045,367 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $58,611 | AcctRcvblAmt |
| Acct Rcvbl BOY | $8,046 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $58,611 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $58,611 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $38,874 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $31,197 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $31,197 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $66,147,888 | CorporateStockBOYAmt |
| Corporate Stock EOY | $87,751,569 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $87,751,569 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $17,080,961 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $14,964,452 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $14,964,452 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $44,696,033 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $40,933,217 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $40,933,217 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $201,182 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $112,577 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $87,690 | LandBOYAmt |
| Land EOY | $88,605 | LandEOYAmt |
| Land EOYFMV | $88,605 | LandEOYFMVAmt |
| Other Assets BOY | $14,284,997 | OtherAssetsBOYAmt |
| Other Assets EOY | $13,266,540 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $13,266,540 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $149,547,864 | TotalAssetsBOYAmt |
| Total Assets EOY | $163,139,558 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $163,139,558 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $127,680 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $176,349 | AccountsPayableEOYAmt |
| Grants Payable BOY | $3,537,078 | GrantsPayableBOYAmt |
| Grants Payable EOY | $2,273,250 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $357,530 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $616,654 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $4,022,288 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,066,253 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $145,525,576 | UnrestrictedBOYAmt |
| Unrestricted EOY | $160,073,305 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $145,525,576 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $160,073,305 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $149,547,864 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $163,139,558 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $145,525,576 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$548,019 | ExcessRevenueOverExpensesAmt |
| Other Increases | $15,095,748 | OtherIncreasesAmt |
| Subtotal | $160,073,305 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $160,073,305 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| INVESTMENT PORTFOLIO | $15,528,036 | $10,028,418 | $5,499,618 | $5,499,618 | |
| ADDITIONAL PASS-THRU K-1 REALIZED GAINS (LOSSES) | $96,055 | -$96,055 | -$96,055 | ||
| ADDITIONAL PASS-THRU K-1 UBI REALIZED GAINS (LOSSES) | $149,750 | $0 | $0 | P | |
| TAX BASIS ADJUSTMENTS ON K-1 ALTERNATIVE INVESTMENT UNIT SALES | $744,426 | -$744,426 | -$744,426 | ||
| CAPITAL GAINS DIVIDENDS | $1,782,694 | $1,782,694 | $1,782,694 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,441,831 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $6,550,262 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $138,737,487 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047213 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $6,660,510 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $148,286,664 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.044916 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $5,620,223 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $151,005,245 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.037219 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $7,892,365 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $137,947,568 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.057213 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $6,669,736 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $130,873,901 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050963 | DistributionYr5Rt |
| Total Distribution | 0.237524 | TotalDistributionRt |
| Average Distribution | 0.047505 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $151,144,623 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $7,180,125 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $63,965 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $7,244,090 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $7,796,173 | 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 | $63,965 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $63,965 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $63,965 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $345,196 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $345,196 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $281,231 | OverpaymentAmt |
| Applied To ES Tax | $281,231 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.ROBINSFDN.ORG | WebsiteAddressTxt |
| Individual With Books | KELLY CHOPUS PRESIDENTCHIEF EXECU | IndividualWithBooksNm |
| Phone | 8045231141 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 SOUTH 3RD STREET | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| SHERYL ROBINS NOLT | ||||||||
| 10 SOUTH 3RD STREET | RICHMOND | VA | 23219 | DIRECTOR / PRESIDENT/CHAIR | 0.90 | $0 | $0 | $0 |
| ROBINS R SHIELD | ||||||||
| 10 SOUTH 3RD STREET | RICHMOND | VA | 23219 | DIRECTOR / VICE PRESIDENT | 0.90 | $0 | $0 | $0 |
| JULIET E SHIELD-TAYLOR | ||||||||
| 10 SOUTH 3RD STREET | RICHMOND | VA | 23219 | DIRECTOR / VICE PRESIDENT | 0.90 | $0 | $0 | $0 |
| KELLY CHOPUS | ||||||||
| 10 SOUTH 3RD STREET | RICHMOND | VA | 23219 | PRESIDENT/CEO | 40.00 | $287,185 | $41,770 | $2,935 |
| REGINALD N JONES | ||||||||
| 10 SOUTH 3RD STREET | RICHMOND | VA | 23219 | DIRECTOR / TREASURER | 0.90 | $0 | $0 | $0 |
| EDWARD L AYERS | ||||||||
| 10 SOUTH 3RD STREET | RICHMOND | VA | 23219 | DIRECTOR | 0.90 | $0 | $0 | $0 |
| DRT E BRUCE HEILMAN | ||||||||
| 10 SOUTH 3RD STREET | RICHMOND | VA | 23219 | DIRECTOR | 0.90 | $0 | $0 | $0 |
| MRS ANN CAROL MARCHANT | ||||||||
| 10 SOUTH 3RD STREET | RICHMOND | VA | 23219 | DIRECTOR | 0.90 | $0 | $0 | $0 |
| DR ROBERT E MARCHANT | ||||||||
| 10 SOUTH 3RD STREET | RICHMOND | VA | 23219 | DIRECTOR | 0.90 | $0 | $0 | $0 |
| MR E CLAIBORNE ROBINS JR | ||||||||
| 10 SOUTH 3RD STREET | RICHMOND | VA | 23219 | DIRECTOR | 0.90 | $0 | $0 | $0 |
| GREGORY C ROBINS | ||||||||
| 10 SOUTH 3RD STREET | RICHMOND | VA | 23219 | DIRECTOR | 0.90 | $0 | $0 | $0 |
| MRS BETTY ROBINS PORTER | ||||||||
| 10 SOUTH 3RD STREET | RICHMOND | VA | 23219 | DIRECTOR EMERITUS | 0.90 | $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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT DORTCH | ||||||||
| 10 SOUTH 3RD STREET | RICHMOND | VA | 23219 | DIRECTOR, COMMUNITY | 40.00 | $132,630 | $21,833 | $1,673 |
| CHRISTOPHER CHIN | ||||||||
| 10 SOUTH 3RD STREET | RICHMOND | VA | 23219 | DIRECTOR, COMMUNITY | 40.00 | $128,470 | $24,276 | $1,340 |
| COURTNEY RICE | ||||||||
| 10 SOUTH 3RD STREET | RICHMOND | VA | 23219 | SPECIAL PROJECTS & G | 40.00 | $82,470 | $12,265 | $913 |
| MARTHA LOVING | ||||||||
| 10 SOUTH 3RD STREET | RICHMOND | VA | 23219 | RETIRED IN 2017 | 40.00 | $82,105 | $4,470 | $288 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| SILCHESTER INTERNATIONAL INVESTORS | ||||||
| 780 3RD AVE 42ND FLOOR | NEW YORK | NY | 10017 | INVESTMENT MANAGMENT | $193,498 | |
| COLONIAL CONSULTING | ||||||
| 750 THIRD AVENUE 20TH FLOOR | NEW YORK | NY | 10017 | INVESTMENT ADVISORY | $134,355 | |
| ADAGE CAPITAL PARTNERS LP | ||||||
| 2000 WESTCHESTER AVE 1ST FLOOR | PURCHASE | NY | 10577 | INVESTMENT MANAGMENT | $124,021 | |
| COMMUNITAS CONSULTING | ||||||
| 1839 EDGEWOOD LANE | CHARLOTTESVILLE | VA | 22903 | CHARITABLE STRATEGIC PLANNING | $119,053 | |
| CEVIAN CAPITAL II | ||||||
| C/O BNY ALT INVESTMENT SVCS 240 | NEW YORK | NY | 10286 | INVESTMENT MANAGMENT | $107,002 | GRENWICH ST |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 11 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | EARLY 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 | $109,098 | Expenses1Amt |
| Total | $109,098 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $142,583,840 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,862,478 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $153,446,318 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $153,446,318 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,301,695 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $151,144,623 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,557,231 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,557,231 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $63,965 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $3,460 | IncomeTaxAmt |
| Total Tax | $67,425 | TotalTaxAmt |
| Distributable Before Adj | $7,489,806 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,489,806 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,489,806 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,649,894 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $109,098 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $37,181 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $7,796,173 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $63,965 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $7,732,208 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,489,806 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,011,166 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,796,173 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,011,166 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,785,007 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $704,799 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KELLY CHOPUS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 SOUTH 3RD STREET | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8045231141 | RecipientPhoneNum |
| Form And Info And Materials | ALL GRANT APPLICATIONS MUST BE SUBMITTED ON-LINE AT WWW.ROBINSFDN.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | WWW.ROBINSFDN.ORG | SubmissionDeadlinesTxt |
| Restrictions On Awards | WWW.ROBINSFDN.ORG | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (94 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 50CAN INC | ||||||||
| 2207 JEFFERSON AVE | RICHMOND | VA | 23223 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $160,000 | |
| ART 180 INC | ||||||||
| 114 W MARSHALL ST | RICHMOND | VA | 232203930 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $185,000 | |
| ASPEN COUNTRY DAY SCHOOL | ||||||||
| 300 MUSIC SCHOOL ROAD | ASPEN | CO | 816118502 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $20,000 | |
| ASPEN FILM | ||||||||
| 110 E HALLAM STREET SUITE 102 | ASPEN | CO | 81611 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $5,000 | |
| ASPEN HOPE CENTER | ||||||||
| 1460 E VALLEY RD STE 208 | BASALT | CO | 816218414 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $5,000 | |
| ASPEN YOUTH CENTER | ||||||||
| PO BOX 8266 | ASPEN | CO | 816128266 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 | |
| ASSISTING FAMILIES OF INMATES INC | ||||||||
| 1 N 5TH ST STE 400 | RICHMOND | VA | 232192231 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $20,000 | |
| ASSOCIATED BAPTIST PRESS | ||||||||
| PO BOX 23769 | JACKSONVILLE | FL | 322413769 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $5,000 | |
| ASSOCIATION OF BLACK FOUNDATION EXECUTIVES | ||||||||
| 42 BROADWAY 20TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $2,000 | |
| AYLETT COUNTRY DAY SCHOOL | ||||||||
| PO BOX 70 | MILLERS TAVERN | VA | 231150070 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $23,000 | |
| BLUE SKY FUND | ||||||||
| PO BOX 8108 | RICHMOND | VA | 232230208 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $50,000 | |
| BLUEFIELD COLLEGE | ||||||||
| 3000 COLLEGE DR | BLUEFIELD | VA | 246051737 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $5,000 | |
| BOYS HOME OF VIRGINIA | ||||||||
| 414 BOYS HOME ROAD | COVINGTON | VA | 24426 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $5,000 | |
| BUCKNELL UNIVERSITY | ||||||||
| FINANCE OFFICE 1 DENT DRIVE | LEWISBURG | PA | 178372005 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $15,000 | |
| CAMPBELLSVILLE UNIVERSITY | ||||||||
| ATTN DR MICHAEL V CARTER PRESIDENT | CAMPBELLSVILLE | KY | 427182190 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $5,000 | 1 UNIVERSITY DRIVE |
| CARITAS | ||||||||
| 1125 COMMERCE ROAD | RICHMOND | VA | 23224 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $100,000 | |
| CAROLS ADAMS FOUNDATION INC | ||||||||
| PO BOX 24864 | RICHMOND | VA | 232240864 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $5,000 | |
| CHESTERFIELD PUBLIC EDUCATION FOUNDATION | ||||||||
| 13900 HULL STREET ROAD | MIDLOTHIAN | VA | 23112 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $125,000 | |
| CHILDREN'S HOME SOCIETY OF VIRGINIA | ||||||||
| 4200 FITZHUGH AVE | RICHMOND | VA | 232303829 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $135,000 | |
| CHILDSAVERS | ||||||||
| 200 NORTH 22ND STREET SUITE 140 | RICHMOND | VA | 232237020 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $323,000 | |
| CHIP OF VIRGINIA | ||||||||
| ATTN SANDRA VYTLACIL 2225-C HANOVER | RICHMOND | VA | 23220 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $60,000 | AVENUE |
| CHURCH HILL ACTIVITIES AND TUTORING | ||||||||
| 601 N 31ST ST | RICHMOND | VA | 23223 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $300,000 | |
| CODEVA | ||||||||
| 5910 W ROIS ROAD | RICHMOND | VA | 23227 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $105,000 | |
| COLLEGIATE SCHOOL | ||||||||
| 103 NORTH MOORELAND ROAD | RICHMOND | VA | 232297709 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $34,000 | |
| COMMONWEALTH INSTITUTE | ||||||||
| 1329 E CARY STREET | RICHMOND | VA | 232194142 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $50,000 | |
| COMMUNITIES IN SCHOOLS OF CHESTERFIELD | ||||||||
| PO BOX 10 | CHESTERFIELD | VA | 238320901 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 | |
| COMMUNITIES IN SCHOOLS OF RICHMOND | ||||||||
| 2922 W MARSHALL STREET SUITE 2 | RICHMOND | VA | 232304811 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $125,000 | |
| CONEXUS | ||||||||
| 11618 BUSY ST | NORTH CHESTERFLD | VA | 232364060 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $50,000 | |
| CONNOR'S HEROES FOUNDATION | ||||||||
| PO BOX 2536 | MIDLOTHIAN | VA | 231138536 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $5,000 | |
| DANCING CLASSROOMS GREATER RICHMOND | ||||||||
| 5806 GROVE AVE | RICHMOND | VA | 232262630 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $5,000 | |
| FAMILIES OF THE WOUNDED FUND INC | ||||||||
| PO BOX 330 | MIDLOTHIAN | VA | 231130330 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $5,000 | |
| FORE CHILDREN | ||||||||
| 600 FOUNDERS BRIDGE BOULEVARD | MIDLOTHIAN | VA | 231136357 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $100,000 | |
| FRIENDS ASSOCIATION FOR CHILDREN | ||||||||
| 1004 ST JOHN ST | RICHMOND | VA | 232202525 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $45,000 | |
| GIRLS FOR A CHANGE | ||||||||
| 100 BUFORD ROAD | NORTH CHESTERFIELD | VA | 23235 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $20,000 | |
| GRANTMAKERS FOR EDUCATION | ||||||||
| 851 SW 6TH AVE | PORTLAND | OR | 97204 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $1,750 | |
| GRANTMAKERS FOR EFFECTIVE ORGANIZATIONS | ||||||||
| 1725 DESALES STREET NW SUITE 404 | WASHINGTON | DC | 20036 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $4,360 | |
| GREATER RICHMOND CHAMBER FOUNDATION | ||||||||
| 600 E MAIN STREET STE 700 | RICHMOND | VA | 232192424 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $145,000 | |
| GREATER RICHMOND FIT4KIDS | ||||||||
| 2500 W BROAD STREET | RICHMOND | VA | 232202057 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $50,000 | |
| GREATER RICHMOND SCAN | ||||||||
| 103 EAST GRACE STREET SUITE 203 | RICHMOND | VA | 232191741 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $65,000 | |
| GROUNDWORK RVA INC | ||||||||
| 2501 MONUMENT AVE | RICHMOND | VA | 23220 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $20,000 | |
| HENRICO EDUCATION FOUNDATION INC | ||||||||
| 8401 PATTERSON AVENUE SUITE 203 | HENRICO | VA | 23229 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $125,000 | |
| HIGHER ACHIEVEMENT PROGRAM INC | ||||||||
| 4009 FITZHUGH AVE SUITE 200 | RICHMOND | VA | 23230 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $60,000 | |
| HOMEWARD | ||||||||
| 1125 COMMERCE RD | RICHMOND | VA | 232247505 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 | |
| HOPE STREET GROUP | ||||||||
| 183 MADISON AVE NO 803 | NEW YORK | NY | 100160000 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $15,000 | |
| HOUSING OPPORTUNITIES MADE EQUAL OF VA | ||||||||
| 626 E BROAD ST STE 400 | RICHMOND | VA | 232191890 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $5,000 | |
| IN MEDIA RES | ||||||||
| PO BOX 7967 | CHARLOTTESVILLE | VA | 229067967 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $75,000 | |
| JAMES RIVER ASSOCIATION | ||||||||
| 4833 OLD MAIN STREET | RICHMOND | VA | 232313035 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $24,000 | |
| JAMESTOWN-YORKTOWN FOUNDATION | ||||||||
| PO BOX 3605 | WILLIAMSBURG | VA | 231873605 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $25,000 | |
| LEAD VIRGINIA | ||||||||
| 707 E MAIN ST STE 1035 | RICHMOND | VA | 232192811 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $1,500 | |
| LEGAL AID JUSTICE CENTER | ||||||||
| 1000 PRESTON AVE STE A | CHARLOTTESVILLE | VA | 229032156 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $35,000 | |
| LITERACY LAB | ||||||||
| 1003 K ST NW SUITE 500 | WASHINGTON | DC | 20001 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $60,000 | |
| LOCAL INITIATIVES SUPPORT CORPORATION | ||||||||
| 413 STUART CIRCLE 300 | RICHMOND | VA | 23220 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $160,000 | |
| MCV FOUNDATION | ||||||||
| 1228 E BROAD STREET PO BOX 980234 | RICHMOND | VA | 232982034 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $100,000 | |
| MEDICAL HOME PLUS | ||||||||
| 8719 FOREST HILL AVE | NORTH CHESTERFIELD | VA | 232352431 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $15,000 | |
| METROPOLITAN RICHMOND SPORTS BACKERS INC | ||||||||
| 100 AVE OF CHAMPIONS STE 300 | RICHMOND | VA | 232304329 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $50,000 | |
| NATIONAL CENTER FOR FAMILY PHILANTHROPY | ||||||||
| 1667 K STREET SUITE 550 | WASHINGTON | DC | 20036 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $9,900 | |
| OLDHAM COUNTY HISTORICAL SOCIETY | ||||||||
| 106 NORTH SECOND ST | LA GRANGE | KY | 400311102 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $60,000 | |
| PARTNERSHIP FOR FAMILIES NORTHSIDE | ||||||||
| 800 WEST GRAHAM ROAD | RICHMOND | VA | 23222 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $950,000 | |
| PARTNERSHIP FOR THE FUTURE INC | ||||||||
| 4521 HIGHWOODS PKWY | GLEN ALLEN | VA | 23060 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $50,000 | |
| PETER PAUL DEVELOPMENT CENTER | ||||||||
| 1719 N 22ND STREET | RICHMOND | VA | 232234431 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $100,000 | |
| RANDOLPH MACON COLLEGE | ||||||||
| PO BOX 5005 | ASHLAND | VA | 230055505 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $5,000 | |
| RENEW RICHMOND | ||||||||
| 520 N 21ST STREET | RICHMOND | VA | 23223 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $20,000 | |
| RICHMOND POLICE ATHLETIC LEAGUE | ||||||||
| 4319 OLD BROOK RD | RICHMOND | VA | 23222 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $20,000 | |
| RICHMOND SYMPHONY | ||||||||
| 612 E GRACE STREET STE 401 | RICHMOND | VA | 232191892 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 | |
| SACRED HEART CENTER | ||||||||
| 1400 PERRY STREET | RICHMOND | VA | 232242058 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $100,000 | |
| SOUTHEASTERN COUNCIL OF FOUNDATIONS | ||||||||
| 47TH ANNUAL MEETING REGISTRATION | ATLANTA | GA | 30303 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $9,000 | FEES 100 PEACHTREE ST NW SUITE 2080 |
| SPARC SCHOOL OF THE PERFORMING ARTS | ||||||||
| 2106 NORTH HAMILTON STREET | RICHMOND | VA | 23230 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $9,000 | |
| SPECIAL OLYMPICS VIRGINIA INC | ||||||||
| 3212 SKIPWITH ROAD STE 100 | RICHMOND | VA | 232944413 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $50,000 | |
| ST JAMES CHILDREN'S CENTER | ||||||||
| 1205 W FRANKLIN STREET | RICHMOND | VA | 232203711 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $35,000 | |
| STEWARD SCHOOL CORPORATION | ||||||||
| 11600 GAYTON RD | RICHMOND | VA | 232383423 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $50,000 | |
| STOREFRONT FOR COMMUNITY DESIGN | ||||||||
| 205 EAST BROAD STREET | RICHMOND | VA | 23219 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $40,000 | |
| SUMMIT 54 | ||||||||
| 1550 LARIMER STSUITE 770 | DENVER | CO | 80202 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $5,000 | |
| THE BUDDY PROGRAM | ||||||||
| 110 E HALLAM ST STE 125 | ASPEN | CO | 816111460 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 | |
| THE DREAM ACADEMY | ||||||||
| 2114 MILLER AVENUE | RICHMOND | VA | 23222 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $20,000 | |
| THEATRE ASPEN | ||||||||
| 110 E HALLAM ST SUITE 103 | ASPEN | CO | 816111458 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $20,000 | |
| TRICYCLE GARDENS | ||||||||
| 2314 JEFFERSON AVENUE | RICHMOND | VA | 23223 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $100,000 | |
| UNITED METHODIST FAMILY SERVICES OF VA | ||||||||
| 3900 W BROAD ST | RICHMOND | VA | 232303914 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $160,000 | |
| UNITED WAY OF GREATER RICHMOND | ||||||||
| 2001 MAYWILL STP O BOX 11807 | RICHMOND | VA | 232303236 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $70,000 | |
| UNIVERSITY OF RICHMOND | ||||||||
| 28 WESTHAMPTON WAY UNIVERSITY OF | RICHMOND | VA | 231730001 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $15,000 | RICHMOND |
| VALENTINE MUSEUM | ||||||||
| 1015 E CLAY ST | RICHMOND | VA | 232191527 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $25,000 | |
| VERMONT CENTER FOR ECOSTUDIES | ||||||||
| PO BOX 420 | NORWICH | VT | 05055 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $5,000 | |
| VERMONT INSTITUTE OF NATURAL SCIENCE | ||||||||
| 6565 WOODSTOCK ROAD | QUECHEE | VT | 05059 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $99,000 | |
| VIRGINIA CENTER FOR INCLUSIVE COMMUNITIES | ||||||||
| 5511 STAPLES MILL RD STE 202 | RICHMOND | VA | 232285445 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $95,000 | |
| VIRGINIA COMMONWEALTH UNIVERSITY FOUNDATION | ||||||||
| PO BOX 842039 | RICHMOND | VA | 232849091 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $138,000 | |
| VIRGINIA EARLY CHILDHOOD FOUNDATION | ||||||||
| 1703 N PARHAM ROAD SUITE 110 | RICHMOND | VA | 23229 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $75,000 | |
| VIRGINIA HISTORICAL SOCIETY | ||||||||
| PO BOX 7311 | RICHMOND | VA | 23221 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $120,000 | |
| VIRGINIA MENTORING PARTNERSHIP | ||||||||
| 2500 W BROAD STREET | RICHMOND | VA | 232202057 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $60,000 | |
| VIRGINIA WAR MEMORIAL EDUCATIONAL FDN | ||||||||
| 621 SOUTH BELVIDERE STREET | RICHMOND | VA | 232206504 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $5,000 | |
| VISUAL ARTS CENTER OF RICHMOND | ||||||||
| 1812 WEST MAIN STREET | RICHMOND | VA | 232204520 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $4,000 | |
| VOICES FOR VIRGINIAS CHILDREN | ||||||||
| 701 E FRANKLIN ST | RICHMOND | VA | 232192512 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $75,000 | |
| WILLIAM JEWELL COLLEGE | ||||||||
| 500 COLLEGE HILL | LIBERTY | MO | 640681843 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $5,000 | |
| WORLD PEDIATRIC PROJECT | ||||||||
| 7201 GLEN FOREST DRIVE SUITE 304 | RICHMOND | VA | 232263759 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 | |
| YMCA OF RICHMOND | ||||||||
| 2 W FRANKLIN ST | RICHMOND | VA | 23220 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $125,000 | |
| YWCA OF RICHMOND | ||||||||
| 6 NORTH 5TH | RICHMOND | VA | 23219 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $125,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,047,510 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ASPEN HOPE CENTER | ||||||||
| 1460 E VALLEY RD STE 208 | BASALT | CO | 816218414 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 | |
| BOYS & GIRLS CLUB OF METRO RICHMOND | ||||||||
| 5511 STAPLES MILL RD STE 301 | RICHMOND | VA | 232285445 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $200,000 | |
| CARITAS | ||||||||
| 1125 COMMERCE ROAD | RICHMOND | VA | 23224 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 | |
| CHALLENGE DISCOVERY PROJECTS INC | ||||||||
| 1503 SANTA ROSA RD RM 211 | RICHMOND | VA | 232295105 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $5,000 | |
| CHILDSAVERS | ||||||||
| 200 NORTH 22ND STREET SUITE 140 | RICHMOND | VA | 232237020 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $80,000 | |
| COLLEGIATE SCHOOL | ||||||||
| 103 NORTH MOORELAND ROAD | RICHMOND | VA | 232297709 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $90,000 | |
| COMMUNITIES IN SCHOOLS OF RICHMOND | ||||||||
| 2922 W MARSHALL STREET SUITE 2 | RICHMOND | VA | 232304811 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 | |
| CONNOR'S HEROES FOUNDATION | ||||||||
| PO BOX 2536 | MIDLOTHIAN | VA | 231138536 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 | |
| JAMES RIVER ASSOCIATION | ||||||||
| 4833 OLD MAIN STREET | RICHMOND | VA | 232313035 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $30,000 | |
| JAMESTOWN-YORKTOWN FOUNDATION | ||||||||
| PO BOX 3605 | WILLIAMSBURG | VA | 231873605 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $25,000 | |
| MAYMONT FOUNDATION | ||||||||
| 1700 HAMPTON STREET | RICHMOND | VA | 232206819 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 | |
| NEW ENGLAND WILDFLOWER SOCIETY | ||||||||
| 180 HEMENWAY RD | FRAMINGHAM | MA | 017012636 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $5,000 | |
| PARTNERSHIP FOR FAMILIES NORTHSIDE | ||||||||
| 800 WEST GRAHAM ROAD | RICHMOND | VA | 23222 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $383,250 | |
| PETER PAUL DEVELOPMENT CENTER | ||||||||
| 1719 N 22ND STREET | RICHMOND | VA | 232234431 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $100,000 | |
| RANDOLPH MACON COLLEGE | ||||||||
| PO BOX 5005 | ASHLAND | VA | 230055505 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $5,000 | |
| RICHMOND PUBLIC SCHOOLS EDUCATION FNDN | ||||||||
| 301 NORTH 9TH STREET 17TH FLOOR | RICHMOND | VA | 232191933 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $55,000 | |
| SPARC SCHOOL OF THE PERFORMING ARTS | ||||||||
| 2106 NORTH HAMILTON STREET | RICHMOND | VA | 23230 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $5,000 | |
| STEWARD SCHOOL CORPORATION | ||||||||
| 11600 GAYTON RD | RICHMOND | VA | 232383423 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $100,000 | |
| SUMMIT 54 | ||||||||
| 1550 LARIMER STSUITE 770 | DENVER | CO | 80202 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 | |
| THE BUDDY PROGRAM | ||||||||
| 110 E HALLAM ST STE 125 | ASPEN | CO | 816111460 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $5,000 | |
| THE NATURE CONSERVANCY OF VERMONT | ||||||||
| 27 STATE ST SUITE 4 | MONTPELIER | VT | 05602 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $25,000 | |
| UNITED WAY OF GREATER RICHMOND | ||||||||
| 2001 MAYWILL STP O BOX 11807 | RICHMOND | VA | 232303236 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $125,000 | |
| UNIVERSITY OF RICHMOND | ||||||||
| 28 WESTHAMPTON WAY UNIVERSITY OF | RICHMOND | VA | 231730001 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $115,000 | RICHMOND |
| VA FOUNDATION FOR INDEPENDENT COLLEGES | ||||||||
| 901 EAST BYRD STREET SUITE 1625 | RICHMOND | VA | 23219 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $5,000 | |
| VERMONT CENTER FOR ECOSTUDIES | ||||||||
| PO BOX 420 | NORWICH | VT | 05055 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $5,000 | |
| VERMONT INSTITUTE OF NATURAL SCIENCE | ||||||||
| 6565 WOODSTOCK ROAD | QUECHEE | VT | 05059 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $25,000 | |
| VIRGINIA HISTORICAL SOCIETY | ||||||||
| PO BOX 7311 | RICHMOND | VA | 23221 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 | |
| WORLD PEDIATRIC PROJECT | ||||||||
| 7201 GLEN FOREST DRIVE SUITE 304 | RICHMOND | VA | 232263759 | NONE | PC | TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,468,250 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $7,062 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,878,887 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,441,831 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $7,062 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $8,320,718 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,327,780 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING (CFO) | $68,700 | $34,350 | $44,610 |
| ACCOUNTING (AUDITOR) | $35,100 | $17,550 | $6,700 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | FF&E | PropertyDesc |
| Acquired | 2016-12-31 | AcquiredDt |
| Cost Or Other Basis | $201,182 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $92,423 | PriorYearDepreciationAmt |
| Computation Method | SL | ComputationMethodTxt |
| Current Year Expense | $20,154 | CurrentYearExpenseAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BAIRD AGGREGATE BOND | $8,559,853 | $8,559,853 |
| COLCHESTER GLOBAL BOND FUND | $3,379,922 | $3,379,922 |
| OAKTREE SENIOR LOAN FUND, LP | $3,024,677 | $3,024,677 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABERDEEN EMERGING MARKETS FD | $5,471,972 | $5,471,972 |
| ADAGE CAPITAL PARTNERS, LP | $24,848,716 | $24,848,716 |
| ARTISAN MID CAP FUND | $6,591,391 | $6,591,391 |
| ARTISAN SMALL CAP FUND | $6,115,757 | $6,115,757 |
| CEVIAN CAPITAL II, LP | $7,133,448 | $7,133,448 |
| DIMENSIONAL FUND ADVISORS SMALL CAP FUND | $3,288,361 | $3,288,361 |
| HIGHCLERE INTERNATIONAL INVESTORS EMERGING MARKETS SMID FUND | $6,253,180 | $6,253,180 |
| IRIDIAN PRIVATE BUSINESS VALUE EQUITY, LP | $7,660,037 | $7,660,037 |
| SILCHESTER INTERNATIONAL INVESTORS INTERNATIONAL VALUE EQUITY TRUST | $20,388,707 | $20,388,707 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (17 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BROOKSIDE CAYMAN, LTD. | FMV | $653,535 | $653,535 |
| CARVAL INVESTORS CREDIT VALUE FUND B III, LP | FMV | $3,715,187 | $3,715,187 |
| CROSSHARBOR INSTITUTIONAL PARTNERS II, LP | FMV | $1,493,524 | $1,493,524 |
| EIGHTFOLD REAL ESTATE CAPITAL FUND V, LP | FMV | $105,788 | $105,788 |
| FORESTER PARTNERS, LP | FMV | $3,678,587 | $3,678,587 |
| LANSDOWNE DEVELOPED MARKETS FUND LIMITED | FMV | $3,731,849 | $3,731,849 |
| LONE JUNIPER, LP | FMV | $5,521,495 | $5,521,495 |
| MADISON INTERNATIONAL REAL ESTATE LIQUIDITY FUND IV, LP | FMV | $42,647 | $42,647 |
| OWS MORTGAGE OPPORTUNITY OFFSCHORE FUND II, LP | FMV | $2,694,921 | $2,694,921 |
| PATRON CAPITAL FEEDER LP IV | FMV | $2,036,634 | $2,036,634 |
| PERMIAN FUND, LTD | FMV | $4,098,091 | $4,098,091 |
| ROCKET INTERNET CAPITAL PARTNERS SCS | FMV | $916,654 | $916,654 |
| SIGULER GUFF DISTESSED OPPORTUNITIES FUND III, LP | FMV | $629,815 | $629,815 |
| TIFF ABSOLUTE RETURN POOL | FMV | $7,915,585 | $7,915,585 |
| TIFF PARTNERS V-US, LLC | FMV | $325,104 | $325,104 |
| TIFF PRIVATE EQUITY PARTNERS 2008, LLC & 2009, LLC | FMV | $3,127,380 | $3,127,380 |
| TIFF SECONDARY PARTNERS II, LLC | FMV | $246,421 | $246,421 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FF&E | CategoryOrItemTxt |
| Cost Or Other Basis | $201,182 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $112,577 | AccumulatedDepreciationAmt |
| Book Value | $88,605 | BookValueAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $5,375 | LegalFeesAmt |
| Net Investment Income | $50 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,226 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PREPAID FEDERAL NET INVESTMENT INCOME TAX | $54,769 | $306,033 | $306,033 |
| PROGRAM RELATED INVESTMENTS | $5,733,349 | $5,568,889 | $5,568,889 |
| INVESTMENTS PROCEEDS BALANCES IN TRANSIT | $8,491,379 | $7,393,285 | $7,393,285 |
| SECURITY DEPOSITS & OTHER | $5,500 | -$1,667 | -$1,667 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE SUPPLIES & EXPENSES | $30,004 | $3,000 | $27,013 |
| INSURANCE | $14,569 | $1,457 | $10,966 |
| BANK CHARGES | $2,949 | $295 | $2,654 |
| DUES, PUBLICATIONS & SUBSCRIPTIONS | $932 | $93 | $1,323 |
| MISCELLANEOUS/OTHER | $175 | $18 | $158 |
| NFP ASSOCIATION DUES & MEMBERSHIPS | $3,882 | $0 | $3,882 |
| POSTAGE & DELIVERY | $3,498 | $350 | $3,049 |
| TRAINING & DEVELOPMENT | $11,686 | $1,169 | $10,517 |
| COMMUNICATIONS, COMMUNITY DEVELOPMENT & PUBLIC RELATIONS | $1,772 | $0 | $1,772 |
| RECOGNITION, HONORARIA, GIFTS & AWARDS | $4,421 | $0 | $4,421 |
| SPONSORSHIPS & SPONSORED EVENTS | $49,700 | $0 | $49,700 |
| PROGRAM RELATED INVESTMENT EXPENSES - NORTH RICHMOND PROJECT | $272,291 | $0 | $0 |
| FEDERAL NET INVESTMENT INCOME EXCISE TAX | -$26,764 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED APPRECIATION IN THE INVESTMENT PORTFOLIO | $12,956,166 |
| BOOK/TAX ADJUSTMENT ON RECOGNITION OF ADDITIONAL K-1 INCOME/(LOSS) | $1,395,156 |
| CASH BASIS TAX ADJUSTMENT ON K-1 UNIT SALES | $744,426 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED FEDERAL EXCISE TAX | Desc |
| BOY Book Value | $357,530 | BOYBookValueAmt |
| EOY Book Value | $616,654 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT CONSULTING, MANAGEMENT, & CUSTODIAL FEES | $1,772,177 | $1,769,962 | $2,215 |
| BRANDING, MARKETING & PUBLIC RELATIONS | $56,368 | $0 | $56,368 |
| IT CONSULTING SERVICES | $13,601 | $1,360 | $12,241 |
| PAYROLL & HR SERVCES & RETIREMENT PLAN ADMINISTRATION | $11,667 | $1,167 | $8,520 |
| OTHER CONSULTANT SERVICES | $195,819 | $0 | $182,719 |
| OTHER PROFESSIONAL SERVICES | $31,900 | $3,190 | $33,300 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $50,337 | $5,034 | $45,303 |
| FEDERAL NET INVESTMENT INCOME EXCISE TAX | $0 | $0 | $0 |
| DEFERRED FEDERAL NET INVESTMENT INCOME EXCISE TAX | $259,124 | $0 | $0 |
| FOREIGN TAXES ON INVESTMENT INCOME | $103,094 | $103,094 | $0 |