STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

ROBINS FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
ROBINS FOUNDATION (EIN 54-0784484)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-11-15
IRS object ID
201643209349104294
Schema version
2015v2.1
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)
Return2016-11-15T18:53:07-06:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

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 BOULEVARD STE 3600AddressLine1Txt
CityDULUTHCityNm
State AbbreviationGAStateAbbreviationCd
ZIP30097ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

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 TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone8045231141PhoneNum
Signature2016-11-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGREGORY W HAYESPreparerPersonNm
PTINP00054246PTIN
Phone7709958800PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$156,185,962FMVAssetsEOYAmt
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$236DividendsRevAndExpnssAmt
Dividends Net Invst Incm$236DividendsNetInvstIncmAmt
Gross Rents Rev And Expnss$230,000GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$230,000GrossRentsNetInvstIncmAmt
Net Rental Income Or Loss$230,000NetRentalIncomeOrLossAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$6,693,964OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$6,599,364OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$6,924,200TotalRevAndExpnssAmt
Total Net Invst Incm$6,829,600TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$282,441CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$28,244CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$253,997CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$360,033OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$348,852OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$160,907PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$7,493PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$147,984PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$10,384LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$698LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$11,572LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$101,788AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$27,030AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$108,984AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$48,143OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$2,655OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$39,206OtherProfFeesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$13,999DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$95,516OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$6,421OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$89,731OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$62,349TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$8,846TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$45,712TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$154,462OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$3,438OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$147,631OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,290,022TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$84,825TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,193,669TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$5,100,629ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$5,464,959ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$6,390,651TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$84,825TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$6,658,628TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$533,549ExcessRevenueOverExpensesAmt
Net Investment Income$6,744,775NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$110,615CashBOYAmt
Cash EOY$419,739CashEOYAmt
Cash EOYFMV$419,739CashEOYFMVAmt
Sav And Temp Cash Invst BOY$3,046,925SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,821,884SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,821,884SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$25,291PrepaidExpensesBOYAmt
Prepaid Expenses EOY$14,175PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$14,175PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$78,533,854CorporateStockBOYAmt
Corporate Stock EOY$85,099,556CorporateStockEOYAmt
Corporate Stock EOYFMV$85,099,556CorporateStockEOYFMVAmt
Corporate Bonds BOY$15,481,962CorporateBondsBOYAmt
Corporate Bonds EOY$14,831,302CorporateBondsEOYAmt
Corporate Bonds EOYFMV$14,831,302CorporateBondsEOYFMVAmt
Other Investments BOY$56,131,461OtherInvestmentsBOYAmt
Other Investments EOY$43,754,653OtherInvestmentsEOYAmt
Other Investments EOYFMV$43,754,653OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$126,775LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$47,749LandBldgEquipAccumDeprecAmt
Land BOY$79,614LandBOYAmt
Land EOY$79,026LandEOYAmt
Land EOYFMV$79,026LandEOYFMVAmt
Other Assets BOY$7,520,384OtherAssetsBOYAmt
Other Assets EOY$10,165,627OtherAssetsEOYAmt
Other Assets EOYFMV$10,165,627OtherAssetsEOYFMVAmt
Total Assets BOY$160,930,106TotalAssetsBOYAmt
Total Assets EOY$156,185,962TotalAssetsEOYAmt
Total Assets EOYFMV$156,185,962TotalAssetsEOYFMVAmt
Accounts Payable BOY$180,797AccountsPayableBOYAmt
Accounts Payable EOY$120,995AccountsPayableEOYAmt
Grants Payable BOY$3,459,683GrantsPayableBOYAmt
Grants Payable EOY$3,097,228GrantsPayableEOYAmt
Mortgages And Notes Payable EOY$3,000,000MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY$607,895OtherLiabilitiesBOYAmt
Other Liabilities EOY$607,895OtherLiabilitiesEOYAmt
Total Liabilities BOY$4,248,375TotalLiabilitiesBOYAmt
Total Liabilities EOY$6,826,118TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$156,681,731UnrestrictedBOYAmt
Unrestricted EOY$149,359,844UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$156,681,731TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$149,359,844TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$160,930,106TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$156,185,962TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$156,681,731TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$533,549ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$157,215,280SubtotalAmt
Other Decreases$7,855,436OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$149,359,844TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$5,620,223AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$151,005,245NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.037219DistributionYr1Rt
Adjusted Qlfy Distri Yr2$7,892,365AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$137,947,568NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.057213DistributionYr2Rt
Adjusted Qlfy Distri Yr3$6,669,736AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$130,873,901NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.050963DistributionYr3Rt
Adjusted Qlfy Distri Yr4$7,164,758AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$131,377,153NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.054536DistributionYr4Rt
Adjusted Qlfy Distri Yr5$6,706,608AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$123,227,722NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.054425DistributionYr5Rt
Total Distribution0.254356TotalDistributionRt
Average Distribution0.050871AverageDistributionRt
Net Vl Noncharitable Assets$148,488,353NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$7,553,751AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$67,448NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$7,621,199AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$6,725,687QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$134,896InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$134,896SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$134,896TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$135,024EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$125,000AppliedToEsTaxAmt
Total Payments And Credits$260,024TotalPaymentsAndCreditsAmt
Overpayment$125,128OverpaymentAmt
Applied To ES Tax$125,128AppliedToESTaxAmt
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1KELLY CHOPUS EXECUTIVE DIRECTORBusinessNameLine1Txt
FieldValueIRS element (for citing)
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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (13 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SHERYL ROBINS NOLT
10 SOUTH 3RD STREETRICHMONDVA23219DIRECTOR / PRESIDENT0.90$0$0$0
ROBINS R SHIELD
10 SOUTH 3RD STREETRICHMONDVA23219DIRECTOR / VICE PRESIDENT0.90$0$0$0
REGINALD N JONES
10 SOUTH 3RD STREETRICHMONDVA23219DIRECTOR / TREASURER0.90$0$0$0
KELLY CHOPUS
10 SOUTH 3RD STREETRICHMONDVA23219EXECUTIVE DIRECTOR/SECRETA40.00$277,854$40,087$1,225
EDAWRD L AYERS
10 SOUTH 3RD STREETRICHMONDVA23219DIRECTOR0.90$0$0$0
LEWIS T BOOKER DEC'D 2015
10 SOUTH 3RD STREETRICHMONDVA23219DIRECTOR0.90$0$0$0
DRT E BRUCE HEILMAN
10 SOUTH 3RD STREETRICHMONDVA23219DIRECTOR0.90$0$0$0
MRS ANN CAROL MARCHANT
10 SOUTH 3RD STREETRICHMONDVA23219DIRECTOR0.90$0$0$0
DR ROBERT E MARCHANT
10 SOUTH 3RD STREETRICHMONDVA23219DIRECTOR0.90$0$0$0
MRS BETTY ROBINS PORTER
10 SOUTH 3RD STREETRICHMONDVA23219DIRECTOR0.90$0$0$0
MR E CLAIBORNE ROBINS JR
10 SOUTH 3RD STREETRICHMONDVA23219DIRECTOR0.90$0$0$0
GREGORY C ROBINS
10 SOUTH 3RD STREETRICHMONDVA23219DIRECTOR0.90$0$0$0
JULIET E SHIELD-TAYLOR
10 SOUTH 3RD STREETRICHMONDVA23219DIRECTOR0.90$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
CHRISTOPHER CHIN
10 SOUTH 3RD STREETRICHMONDVA23219DIRECTOR, COMMUNITY40.00$105,352$22,616$1,292
ROBERT DORTCH
10 SOUTH 3RD STREETRICHMONDVA23219DIRECTOR, COMMUNITY40.00$107,084$19,750$1,377
COURTNEY RICE
10 SOUTH 3RD STREETRICHMONDVA23219SPECIAL PROJECTS & G40.00$63,340$10,440$920
MARTHA LOVING
10 SOUTH 3RD STREETRICHMONDVA23219OFFICE MANAGER40.00$52,091$15,704$627
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
ADAGE CAPITAL PARTNERS LP
2000 WESTCHESTER AVE 1ST FLOORPURCHASENY10577INVESTMENT MANAGMENT$349,803
BROOKSIDE CAPITAL
ONE BOSTON PLACE STE 2300BOSTONMA02108INVESTMENT MANAGMENT$164,220
SILCHESTER INTERNATIOONAL INVESTORS
780 3RD AVE 42ND FLOORNEW YORKNY10017INVESTMENT MANAGMENT$152,295
ADDISON CLARK MANAGEMENT LLC
10 WRIGHT STREET STE 100WESTPORTCT06880INVESTMENT MANAGMENT$137,770
FORESTER CAPITAL LLC
TWO SOUND VIEW DRIVE THIRD FLOORGREENWICHCT03830INVESTMENT MANAGMENT$136,467
FieldValueIRS element (for citing)
Contractor Paid Over50k5ContractorPaidOver50kCnt

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$67,059Expenses1Amt
Total$67,059TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$147,721,097AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,028,500AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$150,749,597TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$150,749,597AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,261,244CashDeemedCharitableAmt
Net Vl Noncharitable Assets$148,488,353NetVlNoncharitableAssetsAmt
Minimum Investment Return$7,424,418MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$7,424,418MinimumInvestmentReturnAmt
Tax Based On Investment Income$134,896TaxBasedOnInvestmentIncomeAmt
Income Tax$10,233IncomeTaxAmt
Total Tax$145,129TotalTaxAmt
Distributable Before Adj$7,279,289DistributableBeforeAdjAmt
Recoveries Qualfied Distri$5,000RecoveriesQualfiedDistriAmt
Distributable Before Ded$7,284,289DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$7,284,289DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$6,658,628ExpensesAndContributionsAmt
Program Related Invst Total$67,059ProgramRelatedInvstTotalAmt
Qualifying Distributions$6,725,687QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$6,725,687AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$7,284,289DistributableAsAdjustedAmt
Undistributed Income PY$190,810UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$6,725,687QualifyingDistributionsAmt
Applied To Year1$190,810AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$6,534,877AppliedToCurrentYearAmt
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$749,412UndistributedIncomeCYAmt
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 (145 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ACCESS NOW INC
2821 EMERYWOOD PARKWAYRICHMONDVA23294NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$40,000
ART 180 INC
114 W MARSHALL STRICHMONDVA232203930NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$20,000
ASPEN COUNTRY DAY SCHOOL
300 MUSIC SCHOOL ROADASPENCO816118502NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$20,000
ASPEN EDUCATION FOUNDATION
PO BOX 2200ASPENCO81612NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$5,000
ASPEN FILM
110 E HALLAM STREET SUITE 102ASPENCO81611NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$5,000
ASPEN YOUTH CENTER
PO BOX 8266ASPENCO816128266NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$5,000
ASPEN YOUTH CENTER
PO BOX 8266ASPENCO816128266NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$5,000
ASSOCIATED BAPTIST PRESS
PO BOX 23769JACKSONVILLEFL322413769NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$10,000
BETTER HOUSING COALITION
23 W BROAD ST SUITE 100RICHMONDVA232204295NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$75,000
BETTER HOUSING COALITION
23 W BROAD ST SUITE 100RICHMONDVA232204295NONEPCTO 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$20,000
BLUE SKY FUND
PO BOX 8108RICHMONDVA232230208NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$20,000
BUCKNELL UNIVERSITY
FINANCE OFFICE 1 DENT DRIVELEWISBURGPA178372005NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$10,000
CAMPBELLSVILLE UNIVERSITY
ATTN DR MICHAEL V CARTER PRESIDENTCAMPBELLSVILLEKY427182190NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$35,0001 UNIVERSITY DRIVE
CAMPBELLSVILLE UNIVERSITY
ATTN DR MICHAEL V CARTER PRESIDENTCAMPBELLSVILLEKY427182190NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$5,0001 UNIVERSITY DRIVE
CARITAS
1125 COMMERCE ROADRICHMONDVA23224NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$10,000
CHALLENGE DISCOVERY PROJECTS INC
1503 SANTA ROSA RD RM 211RICHMONDVA232295105NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$50,000
CHESTERFIELD PUBLIC EDUCATION FOUNDATION
13900 HULL STREET ROADMIDLOTHIANVA23112NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$20,000
CHILDSAVERS
200 NORTH 22ND STREET SUITE 140RICHMONDVA232237020NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$30,000
CHILDSAVERS
200 NORTH 22ND STREET SUITE 140RICHMONDVA232237020NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$50,000
CHIP OF VIRGINIA
ATTN SANDRA VYTLACIL 2225-C HANOVERRICHMONDVA23220NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$25,000AVENUE
CHURCH HILL ACTIVITIES AND TUTORING
601 N 31ST STRICHMONDVA23223NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$150,000
CITY OF RICHMOND PUBLIC LIBRARY FNDN
101 E FRANKLIN STREETRICHMONDVA232192107NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$7,000
CODEVA
5910 W ROIS ROADRICHMONDVA23227NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$20,000
CODEVA
5910 W ROIS ROADRICHMONDVA23227NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$80,000
COLLEGIATE SCHOOL
103 NORTH MOORELAND ROADRICHMONDVA232297709NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$25,000
COLLEGIATE SCHOOL
103 NORTH MOORELAND ROADRICHMONDVA232297709NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$10,000
COLLEGIATE SCHOOL
103 NORTH MOORELAND ROADRICHMONDVA232297709NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$30,000
COMMUNITIES IN SCHOOLS OF RICHMOND
2922 W MARSHALL STREET SUITE 2RICHMONDVA232304811NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$130,000
COMMUNITY IDEA STATIONS
23 SESAME STREET NCHESTERFIELDVA232353713NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$15,000
CONNOR'S HEROES FOUNDATION
PO BOX 2536MIDLOTHIANVA231138536NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$5,000
CREATEATHON
7731 ROCK CREEK ROADRICHMONDVA232296649NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$40,000
CROSSROADS ACADEMY
95 DARTMOUTH COLLEGE HIGHWAYLYMENH03768NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$10,000
DIGITAL CLUBHOUSE NETWORK
18620 FAVRE RIDGE ROADLOS GATOSCA950338239NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$10,000
DRESS FOR SUCCESS CENTRAL VIRGINIA
PO BOX 38190HENRICOVA232310900NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$5,000
DRIVE-TO-WORK
PO BOX 14526RICHMONDVA232210526NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$10,000
ELK HILL FARM INC
PO BOX 99GOOCHLANDVA230630099NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$50,000
EXCEL TO EXCELLENCE
11357 NUCKOLS ROAD 181GLEN ALLENVA23059NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$42,000
FAMILIES OF THE WOUNDED FUND INC
PO BOX 330MIDLOTHIANVA231130330NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$5,000
FAN FREE CLINIC INC
1010 N THOMPSON STREETRICHMONDVA232304924NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$50,000
FEEDMORE
1415 RHOADMILLER STREETRICHMONDVA232201111NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$5,000
FEEDMORE
1415 RHOADMILLER STREETRICHMONDVA232201111NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$10,000
FORE CHILDREN
600 FOUNDERS BRIDGE BOULEVARDMIDLOTHIANVA231136357NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$70,000
FORE CHILDREN
600 FOUNDERS BRIDGE BOULEVARDMIDLOTHIANVA231136357NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$20,000
FORE CHILDREN
600 FOUNDERS BRIDGE BOULEVARDMIDLOTHIANVA231136357NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$62,000
FULL CIRCLE GRIEF CENTER
10611 PATTERSON AVE SUITE 201RICHMONDVA232384733NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$50,000
GOODWILL OF CENTRAL VIRGINIA
6301 MIDLOTHIAN TURNPIKERICHMONDVA232255707NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$29,376
GRANTMAKERS FOR EFFECTIVE ORGANIZATIONS
1725 DESALES STREET NW SUITE 404WASHINGTONDC20036NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$2,440
GREATER RICHMOND CHAMBER
ATTN CHRIS BENNETT PO BOX 1598RICHMONDVA232181598NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$1,875
GREATER RICHMOND CHAMBER
ATTN CHRIS BENNETT PO BOX 1598RICHMONDVA232181598NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$2,375
GREATER RICHMOND CHAMBER FOUNDATION
600 E MAIN STREET STE 700RICHMONDVA232192424NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$75,000
GREATER RICHMOND FIT4KIDS
2500 W BROAD STREETRICHMONDVA232202057NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$75,000
GREATER RICHMOND SCAN
103 EAST GRACE STREET SUITE 203RICHMONDVA232191741NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$50,000
GROUNDWORK RVA INC
2501 MONUMENT AVERICHMONDVA23220NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$50,000
HIGHER ACHIEVEMENT PROGRAM INC
4009 FITZHUGH AVE SUITE 200RICHMONDVA23230NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$50,000
HOUSING VIRGINIA CAMPAIGN INC
205 N ROBINSON STREETRICHMONDVA23220NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$16,000
INITIATIVES OF CHANGE
2201 W BROAD ST SUITE 200RICHMONDVA23220NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$20,000
ISLAND RESOURCES FOUNDATION
6292 ESTATE NAZARETH 100ST THOMASVI00802NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$15,000
J SARGEANT REYNOLDS COMMUNITY
PO BOX 26924RICHMONDVA232616924NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$20,000
JAMES RIVER ASSOCIATION
4833 OLD MAIN STREETRICHMONDVA232313035NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$30,000
JAMESTOWN-YORKTOWN FOUNDATION
PO BOX 3605WILLIAMSBURGVA231873605NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$25,000
LEWIS GINTER BOTANICAL GARDEN INC
1800 LAKESIDE AVERICHMONDVA232284700NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$50,000
LOCAL INITIATIVES SUPPORT CORPORATION
413 STUART CIRCLE 300RICHMONDVA23220NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$50,000
MARINE MILITARY ACADEMY
DEVELOPMENT OFFICE 320 IWO JIMAHARLINGENTX785503627NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$5,000BLVD
MAYMONT FOUNDATION
1700 HAMPTON STREETRICHMONDVA232206819NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$10,000
METROPOLITAN RICHMOND SPORTS BACKERS INC
100 AVE OF CHAMPIONS STE 300RICHMONDVA232304329NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$50,000
NATIONAL CENTER FOR FAMILY PHILANTHROPY
1667 K STREET SUITE 550WASHINGTONDC20036NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$9,900
NEIGHBORHOOD RESOURCE CENTER
1519 WILLIAMSBURG ROADRICHMONDVA23231NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$30,000
NORTHSTAR ACADEMY
8055 SHRADER ROADRICHMONDVA232944217NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$20,000
OFFENDER AID AND RESTORATION OF RICHMOND
1 N THIRD STREET SUITE 2RICHMONDVA232192207NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$46,393
OLDHAM COUNTY HISTORICAL SOCIETY
106 NORTH SECOND STLA GRANGEKY400311102NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$5,000
PARTNERSHIP FOR FAMILIES NORTHSIDE
800 WEST GRAHAM ROADRICHMONDVA23222NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$65,000
PARTNERSHIP FOR FAMILIES NORTHSIDE
800 WEST GRAHAM ROADRICHMONDVA23222NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$50,000
PARTNERSHIP FOR FAMILIES NORTHSIDE
800 WEST GRAHAM ROADRICHMONDVA23222NONEPCTO 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$120,000
PARTNERSHIP FOR FAMILIES NORTHSIDE
800 WEST GRAHAM ROADRICHMONDVA23222NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$433,000
PARTNERSHIP FOR FAMILIES NORTHSIDE
800 WEST GRAHAM ROADRICHMONDVA23222NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$445,000
PARTNERSHIP FOR NONPROFIT EXCELLENCE
7501 BOULDERS VIEW DRIVE SUITE 110RICHMONDVA232254047NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$10,000
PARTNERSHIP FOR THE FUTURE INC
4521 HIGHWOODS PKWYGLEN ALLENVA23060NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$50,000
PETER PAUL DEVELOPMENT CENTER
1719 N 22ND STREETRICHMONDVA232234431NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$50,000
RANDOLPH MACON COLLEGE
PO BOX 5005ASHLANDVA230055505NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$5,000
READ OUT AND READ INC
12929 CHURCH ROADRICHMONDVA23233NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$5,000
RICHMOND AREA ARC
3600 SAUNDERS AVERICHMONDVA23227NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$50,000
RICHMOND BALLET INC
407 EAST CANAL STREETRICHMONDVA23219NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$10,000
RICHMOND BALLET INC
407 EAST CANAL STREETRICHMONDVA23219NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$10,000
RICHMOND CHAMBER PLAYERS
PO BOX 14654RICHMONDVA23221NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$5,000
RICHMOND HILL INCORPORATED
2209 E GRACE STRICHMONDVA23223NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$50,000
RICHMOND METRO HABITAT FOR HUMANITY
2281 DABNEY ROAD SUITE ARICHMONDVA232303336NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$25,000
RICHMOND PEACE EDUCATION CENTER
3500 PATTERSON AVERICHMONDVA232212105NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$25,000
RICHMOND PUBLIC SCHOOLS EDUCATION FNDN
301 NORTH 9TH STREET 17TH FLOORRICHMONDVA232191933NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$2,500
RICHMOND PUBLIC SCHOOLS EDUCATION FNDN
301 NORTH 9TH STREET 17TH FLOORRICHMONDVA232191933NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$40,000
RICHMOND SPCA
2519 HERMITAGE ROADRICHMONDVA232201128NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$10,000
RICHMOND SPCA
2519 HERMITAGE ROADRICHMONDVA232201128NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$50,000
RICHMOND SYMPHONY
612 E GRACE STREET STE 401RICHMONDVA232191892NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$25,000
RICHMOND SYMPHONY FOUNDATION
612 E GRACE STREET STE 401RICHMONDVA232191892NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$50,000
SACRED HEART CENTER
1400 PERRY STREETRICHMONDVA232242058NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$50,000
SAFE HARBOR SHELTER
PO BOX 17996RICHMONDVA232267996NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$20,000
SHALOM FARMS
1010 W LABURNUM AVERICHMONDVA232274520NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$10,000
SOUTHEASTERN COUNCIL OF FOUNDATIONS
47TH ANNUAL MEETING REGISTRATIONATLANTAGA30303NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$9,100FEES 100 PEACHTREE ST NW SUITE 2080
SOUTHSIDE CHILD DEVELOPMENT CENTER
1420 MCDONOUGH STREETRICHMONDVA232242054NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$5,000
SOUTHSIDE CHILD DEVELOPMENT CENTER
1420 MCDONOUGH STREETRICHMONDVA232242054NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$15,000
SPARC SCHOOL OF THE PERFORMING ARTS
2106 NORTH HAMILTON STREETRICHMONDVA23230NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$5,000
SPECIAL OLYMPICS VIRGINIA INC
3212 SKIPWITH ROAD STE 100RICHMONDVA232944413NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$50,000
ST ANDREW'S SCHOOL
227 CHERRY STREETRICHMONDVA232206101NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$5,000
ST ANDREW'S SCHOOL
227 CHERRY STREETRICHMONDVA232206101NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$50,000
ST JAMES CHILDREN'S CENTER
1205 W FRANKLIN STREETRICHMONDVA232203711NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$5,000
ST JAMES CHILDREN'S CENTER
1205 W FRANKLIN STREETRICHMONDVA232203711NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$30,000
ST JOHN'S CHURCH FOUNDATION
2319 EAST BROAD STREETRICHMONDVA23223NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$16,000
ST JOSEPH'S VILLA
8000 BROOK ROADRICHMONDVA23227NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$10,000
ST STEPHEN'S PRESCHOOL
6000 GROVE AVENUERICHMONDVA23226NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$5,000
THE GREATEST GENERATIONS FOUNDATION
100 FILMORE PLACE FIFTH FLOORDENVERCO80206NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$10,000
THE NATURE CONSERVANCY OF VERMONT
27 STATE ST SUITE 4MONTPELIERVT05602NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$10,000
THE SALVATION ARMY
2 W GRACE STREETRICHMONDVA23220NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$33,000
THEATRE ASPEN
110 E HALLAM ST SUITE 103ASPENCO816111458NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$5,000
THEATRE ASPEN
110 E HALLAM ST SUITE 103ASPENCO816111458NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$5,000
TRICYCLE GARDENS
2314 JEFFERSON AVENUERICHMONDVA23223NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$5,000
UNBOUNDRVA
200 S THIRD STREETRICHMONDVA23219NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$25,000
UNIVERSITY OF RICHMOND
28 WESTHAMPTON WAY UNIVERSITY OFRICHMONDVA231730001NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$500,000RICHMOND
UNIVERSITY OF RICHMOND
28 WESTHAMPTON WAY UNIVERSITY OFRICHMONDVA231730001NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$10,000RICHMOND
UNIVERSITY OF RICHMOND
28 WESTHAMPTON WAY UNIVERSITY OFRICHMONDVA231730001NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$5,000RICHMOND
UNIVERSITY OF RICHMOND
28 WESTHAMPTON WAY UNIVERSITY OFRICHMONDVA231730001NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$50,000RICHMOND
VCU FOUNDATION
ATTN TOM BURKE PO BOX 842039RICHMONDVA232849091NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$10,000
VCU FOUNDATION
ATTN TOM BURKE PO BOX 842039RICHMONDVA232849091NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$50,000
VENTURE RICHMOND INC
200 S 3RD STREETRICHMONDVA232193700NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$5,000
VERMONT CENTER FOR ECOSTUDIES
PO BOX 420NORWICHVT05055NONEPCTO 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$40,000
VIRGINIA CENTER FOR ARCHITECTURE
2501 MONUMENT AVENUERICHMONDVA23220NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$5,000
VIRGINIA CHILDREN'S HOSPITAL ALLIANCE
PO BOX 230MANAKINSABOTVA23103NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$10,000
VIRGINIA EARLY CHILDHOOD FOUNDATION
1703 N PARHAM ROAD SUITE 110RICHMONDVA23229NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$25,000
VIRGINIA EARLY CHILDHOOD FOUNDATION
1703 N PARHAM ROAD SUITE 110RICHMONDVA23229NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$75,000
VIRGINIA HISTORICAL SOCIETY
PO BOX 7311RICHMONDVA23221NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$25,000
VIRGINIA HISTORICAL SOCIETY
PO BOX 7311RICHMONDVA23221NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$92,000
VIRGINIA HISTORICAL SOCIETY
PO BOX 7311RICHMONDVA23221NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$30,000
VIRGINIA LEAGUE FOR PLANNED PARENTHOOD
201 N HAMILTON STREETRICHMONDVA232212601NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$50,000
VIRGINIA MENTORING PARTNERSHIP
2500 W BROAD STREETRICHMONDVA232202057NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$50,000
VIRGINIA REPERTORY THEATRE
114 W BROAD STREETRICHMONDVA232204215NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$50,000
VIRGINIA REPERTORY THEATRE
114 W BROAD STREETRICHMONDVA232204215NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$5,000
VIRGINIA UNION UNIVERSITY
1500 N LOMBARDY STREETRICHMONDVA232201711NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$25,000
VIRGINIA WAR MEMORIAL EDUCATIONAL FDN
621 SOUTH BELVIDERE STREETRICHMONDVA232206504NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$5,000
VISUAL ARTS CENTER OF RICHMOND
1812 WEST MAIN STREETRICHMONDVA232204520NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$5,000
VITAL COMMUNITIES
195 NORTH MAIN STREETWHITE RIVER JCTVT05001NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$50,000
VOICES FOR VIRGINIAS CHILDREN
701 E FRANKLIN STRICHMONDVA232192512NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$40,000
WORLD PEDIATRIC PROJECT
7201 GLEN FOREST DRIVE SUITE 304RICHMONDVA232263759NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$15,000
YOUNG MENS CHRISTIAN ASSOCIATION
2 W FRANKLIN STRICHMONDVA23220NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$50,000
YOUNG WOMENS CHRISTIAN ASSOCIATION
6 NORTH 5THRICHMONDVA23219NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$5,464,959TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (38 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ART 180 INC
114 W MARSHALL STRICHMONDVA232203930NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$500,000
ASPEN COUNTRY DAY SCHOOL
300 MUSIC SCHOOL ROADASPENCO816118502NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$30,000
ASPEN YOUTH CENTER
PO BOX 8266ASPENCO816128266NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$5,000
BUCKNELL UNIVERSITY
FINANCE OFFICE 1 DENT DRIVELEWISBURGPA178372005NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$10,000
CAMPBELLSVILLE UNIVERSITY
1 UNIVERSITY DRIVECAMPBELLSVILLEKY427182190NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$22,000
CHILDSAVERS
200 NORTH 22ND STREET SUITE 140RICHMONDVA232237020NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$27,000
COLLEGIATE SCHOOL
103 NORTH MOORELAND ROADRICHMONDVA232297709NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$10,000
COLLEGIATE SCHOOL
103 NORTH MOORELAND ROADRICHMONDVA232297709NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$50,000
COLLEGIATE SCHOOL
103 NORTH MOORELAND ROADRICHMONDVA232297709NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$28,000
CONNOR'S HEROES FOUNDATION
PO BOX 2536MIDLOTHIANVA231138536NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$5,000
DIGITAL CLUBHOUSE NETWORK
18620 FAVRE RIDGE ROADLOS GATOSCA950338239NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$5,000
HARPS FOUNDATION
4200 DOVER ROADRICHMONDVA232213218NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$19,500
JAMES RIVER ASSOCIATION
4833 OLD MAIN STREETRICHMONDVA232313035NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$27,000
JAMESTOWN-YORKTOWN FOUNDATION
PO BOX 3605WILLIAMSBERGVA231873605NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$22,000
MAYMONT FOUNDATION
1700 HAMPTON STREETRICHMONDVA232206819NONEPCTO 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$336,000
PARTNERSHIP FOR FAMILIES NORTHSIDE
800 WEST GRAHAM ROADRICHMONDVA23222NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$387,000
PARTNERSHIP FOR FAMILIES NORTHSIDE
800 WEST GRAHAM ROADRICHMONDVA23222NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$46,000
PARTNERSHIP FOR FAMILIES NORTHSIDE
800 WEST GRAHAM ROADRICHMONDVA23222NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$52,000
PARTNERSHIP FOR FAMILIES NORTHSIDE
800 WEST GRAHAM ROADRICHMONDVA23222NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$10,000
PARTNERSHIP FOR NONPROFIT EXCELLENCE
7501 BOULDERS VIEW DRIVE SUITE 110RICHMONDVA232254047NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$10,000
RANDOLPH MACON COLLEGE
PO BOX 5005ASHLANDVA230055505NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$5,000
SAFE HARBOR SHELTER
PO BOX 17996RICHMONDVA232267996NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$10,000
SOUTHSIDE CHILD DEVELOPMENT CENTER
1420 MCDONOUGH STREETRICHMONDVA232242054NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$2,000
ST JAMES CHILDREN'S CENTER
1205 W FRANKLIN STREETRICHMONDVA232203711NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$5,000
STOREFRONT FOR COMMUNITY DESIGN
205 EAST BROAD STREETRICHMONDVA23219NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$125,000
THE NATURE CONSERVANCY OF VERMONT
27 STATE ST SUITE 4MONTPELIERVT05602NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$25,000
THEATRE ASPEN
110 E HALLAM ST SUITE 103ASPENCO816111458NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$7,000
UNIVERSITY OF RICHMOND
28 WESTHAMPTON WAY UNIVERSITY OFRICHMONDVA231730001NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$10,000RICHMOND
UNIVERSITY OF RICHMOND
28 WESTHAMPTON WAY UNIVERSITY OFRICHMONDVA231730001NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$5,000RICHMOND
VCU FOUNDATION
ATTN TOM BURKE PO BOX 842039RICHMONDVA232849091NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$40,000
VERMONT INSTITUTE OF NATURAL SCIENCE
6565 WOODSTOCK ROADQUECHEEVT05059NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$27,000
VIRGINIA EARLY CHILDHOOD FOUNDATION
1703 N PARHAM ROAD SUITE 110RICHMONDVA23229NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$25,000
VIRGINIA LEAGUE FOR PLANNED PARENTHOOD
201 N HAMILTON STREETRICHMONDVA232212601NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$46,000
VIRGINIA LEAGUE FOR PLANNED PARENTHOOD
201 N HAMILTON STREETRICHMONDVA232212601NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$42,000
VISUAL ARTS CENTER OF RICHMOND
1812 WEST MAIN STREETRICHMONDVA232204520NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$5,000
WILLIAM JEWELL COLLEGE
500 COLLEGE HILLLIBERTYMO640681843NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$5,000
WORLD PEDIATRIC PROJECT
7201 GLEN FOREST DRIVE SUITE 304RICHMONDVA232263759NONEPCTO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$2,005,500TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$236ExclusionAmt

Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$230,000RelatedOrExemptFunctionIncmAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,599,364ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (6 entries)

DescDescBusinessBusinessCdUnrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt
PASS-THRU K-1 UBI900099$7,180
INTEREST & DIVIDENDS
PASS-THRU K-1 UBI900099$230,000
REALIZED LOSS
PASS-THRU K-1 UBI900099-$142,580
OTHER INVBESTMENT INCOME

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$94,600UnrelatedBusinessTaxblIncmAmt
Exclusion$6,599,600ExclusionAmt
Related Or Exempt Function Incm$230,000RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$6,924,200TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
5ARENTAL INCOME FROM A PROGRAM RELATED INVESTMENT
11PASS-THRU UNRELATED BUSINESS INCOME FROM ALTERNATIVE INVESTMENTS

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)$66,720$20,016$46,704
ACCOUNTING (AUDITOR)$35,068$7,014$62,280

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (5 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmtNet Investment IncomeNetInvestmentIncomeAmt
COMPUTER EQUIPMENT2010-05-26$23,141$11,8165.000000000000$5,456$0
TELEPHONE & SECURITY EQUIPMENT2013-10-28$22,969$9,4615.000000000000$4,593$0
AV EQUIPMENT & SIGNAGE2013-11-18$6,515$3,9095.000000000000$1,303$0
FURNITURE & FIXTURES2014-03-06$6,406$1,1607.000000000000$610$0
COMPUTER SOFTWARE2014-08-01$67,744$21,4035.000000000000$2,037$0

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BAIRD AGGR. BOND$4,153,233$4,153,233
COLCHESTER GLOBAL$5,517,022$5,517,022
OAKTREE SR LOAN$5,161,047$5,161,047

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ABERDEEN EMERGING MKTS.$8,303,906$8,303,906
ADAGE CAPITAL$24,410,295$24,410,295
ARTISAN MID CAP$5,493,997$5,493,997
ARTISAN SMALL CAP$4,550,033$4,550,033
CEVIAN CAPITAL$5,195,186$5,195,186
CROSS HARBOR PARTNERS$1,669,736$1,669,736
DFA SMALL$2,391,299$2,391,299
IRIDIAN (EQUITIES)$5,895,517$5,895,517
MADISON INTL$3,465,301$3,465,301
OWS MORTGAGE OPP$3,412,362$3,412,362
PATRON CAPITAL$1,525,204$1,525,204
PERMIAN FUND$3,760,181$3,760,181
SILCHESTER INTL$15,026,539$15,026,539

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (10 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
BROOKSIDE CAYMANFMV$6,033,335$6,033,335
CARVAL CREDITFMV$1,021,205$1,021,205
FORESTER PARTNERSFMV$13,761,492$13,761,492
LONE JUNIPERFMV$5,049,005$5,049,005
MASON CAPITALFMV$3,881,879$3,881,879
SIGULER GUFFFMV$1,323,180$1,323,180
TIFF ARPFMV$7,724,646$7,724,646
TIFF PARTNERS 2008/2009FMV$3,198,077$3,198,077
TIFF PARTNERS VFMV$699,269$699,269
TIFF SECONDARYFMV$1,062,565$1,062,565

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (5 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmt
COMPUTER EQUIPMENT$23,141$17,272$5,869
TELEPHONE & SECURITY EQUIPMENT$22,969$14,054$8,915
AV EQUIPMENT & SIGNAGE$6,515$5,212$1,303
FURNITURE & FIXTURES$6,406$1,770$4,636
COMPUTER SOFTWARE$67,744$23,440$44,304

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL (GENERAL)CategoryTxt
Legal Fees$10,384LegalFeesAmt
Net Investment Income$698NetInvestmentIncomeAmt
Disbursements Charitable Prps$11,572DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (5 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ACCRUED INVESTMENT INCOME$4,200$4,200$4,200
PREPAID FEDERAL NET INVESTMENT INCOME TAX$135,024$259,378$259,378
PROGRAM RELATED INVESTMENTS$7,375,660$5,896,549$5,896,549
INVESTMENT PROCEEDS IN TRANSIT$0$4,000,000$4,000,000
SECURITY DEPOSITS$5,500$5,500$5,500

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
UNREALIZED DEPRECIATION IN THE INVESTMENT PORTFOLIO$1,184,965
BOOK/TAX ADJUSTMENT ON RECOGNITION OF K-1 INCOME/(LOSS)$6,670,471

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OFFICE SUPPLIES & EXPENSES$10,074$677$8,431
INSURANCE$9,056$609$2,108
DIRECT PROGRAM EXPENSE (COMMUNICATIONS & CONVENING)$59,610$0$62,500
PROGRAM RESEARCH$43,700$0$45,575
MISC./OTHER$18,001$1,210$16,333
ORGANIZATION DUES$3,513$236$3,050
TELECOMMUNICATIONS$10,508$706$9,634

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
OTHER INVESTMENT INCOME$1,679$1,679$1,679
PASS-THRU FROM K-1S$6,597,685$6,597,685$6,597,685
PASS-THRU K-1 UBI$7,180$7,180
PASS-THRU K-1 UBI$230,000$230,000
PASS-THRU K-1 UBI-$142,580-$142,580

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescDEFERRED FEDERAL EXCISE TAXDesc
BOY Book Value$607,895BOYBookValueAmt
EOY Book Value$607,895EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (7 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT CUSTODIAL FEES$0$0$0
INVESTMENT MANAGEMENT/CONSULTING FEES$0$0$0
OTHER CONSULTING (TECHNOLOGY)$12,914$868$10,811
OTHER CONSULTING$21,225$1,427$15,601
CONTRACT SERVICES$8,650$0$7,800
HR/RETIREMENT PLAN ADMINISTRATION$3,804$256$3,548
PAYROLL PROCESSING$1,550$104$1,446