2013-08-14T15:39:53-05:00 2012-12-31 541631262 KEITERSTEPHENSHURSTGARY & SHREAVESPC PO BOX 32066 RICHMOND VA 232942066 990 2012-01-01 541364974 ANNABELLA R JENKINS FOUNDATION ANNA 8043307400 7501 BOULDERS VIEW DRIVE NO 110 RICHMOND VA 232254047 DARCY S OMAN 8043307400 2013-08-14 1 VIRGINIA R BELCHER P00421964 8047470000 2012 2016-02-24 21:20:13Z DARCY S OMAN 7501 BOULDERS VIEW DR RICHMOND VA 232254047 1933730 0 X WWW.TCFRICHMOND.ORG X 1995 VA A MISSION TO IMPROVE THE HEALTH OF GREATER RICHMOND. SEE STATEMENT O.THE MISSION OF THE JENKINS FOUNDATION IS TO IMPROVE THE HEALTH OF GREATER RICHMOND BY SUPPORTING QUALITY HEALTH CARE AND EFFECTIVE HEALTH CARE PROGRAMS THROUGH GRANT MAKING IN THE CITY OF RICHMOND AND THE COUNTIES OF CHESTERFIELD, HANOVER, HENRICO, GOOCHLAND AND POWHATAN 15 15 0 18 0 -68563 659937 226088 0 0 1327860 1372850 -287446 304449 1700351 1903387 1956154 1659470 0 0 0 0 0 0 0 368698 340349 2324852 1999819 -624501 -96432 41660465 44536495 385908 231653 41274557 44304842 X TO IMPROVE THE HEALTH OF GREATER RICHMOND BY SUPPORTING QUALITY HEALTH CARE AND EFFECTIVE HEALTH CARE PROGRAMS THROUGH GRANT MAKING IN THE CITY OF RICHMOND AND THE COUNTIES OF CHESTERFIELD, HANOVER, HENRICO, GOOCHLAND AND POWHATAN. 0 0 1087292 1080000 EXPANDING ACCESS TO HEALTH CARE SERVICES FOR THE UNINSURED AND UNDERINSURED 37753 37500 SUBSTANCE ABUSE PREVENTION SERVICES THAT PROMOTE HEALTHY LIFESTYLES 258735 257000 VIOLENCE PREVENTION SERVICES THAT PROMOTE SAFE AND HEALTHY ENVIRONMENTS FOR CHILDREN AND THEIR FAMILIES, OR PROGRAMS THAT WORK TOWARDS THE ELIMINATION OF VIOLENCE IN OUR COMMUNITY 286895 284970 GRANTS FOR CAPACITY BUILDING AND OPERATING SUPPORT, AS WELL AS UNRESTRICTED SUPPORT TO THE COMMUNITY FOUNDATION. 286895 284970 1670675 1 1 0 0 0 0 0 0 0 1 0 1 0 1 1 1 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 X 5 0 1 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X DARCY S OMAN 8043307400 7501 BOULDERS VIEW DRIVE SUITE 110 RICHMOND VA 232254047 X CORLISS V ARCHER 1.40 X 0 0 0 JEANNIE P BALILES 1.40 X 0 0 0 NANCY R BELLEMAN 1.50 X X 0 0 0 BARBARA RUFFIN CONE 1.40 X 0 0 0 BERENICE D CRAIGIE 1.40 X 0 0 0 MARY LOU DOHERTY 1.40 X 0 0 0 MARIETTA SHELLY DORMIRE 1.40 X 0 0 0 MARGARET F HOWERTON 1.50 X X 0 0 0 IRIS E HOLLIDAY 1.40 X 0 0 0 PATTE G KOVAL 1.50 X X 0 0 0 JANE W PETERS 1.40 X 0 0 0 DOROTHY A PAULEY 1.40 X 0 0 0 CATHY N POND 1.40 X 0 0 0 MEGAN W ROSE 1.40 X 0 0 0 BARBARA B UKROP 1.50 X X 0 0 0 0 0 0 0 0 0 0 SPIDER MANAGEMENT CO LLC 6802 PARAGON PLACE SUITE 205 RICHMOND VA 23230 INVESTMENT MANAGEMENT 284323 1 226088 226088 517559 517559 885634 0 30343 885634 -30343 855291 855291 THE RICHMOND FUND LP 900099 304449 304449 304449 1903387 304449 0 1372850 1659470 1659470 3890 3890 6368 6368 285067 285067 4949 4949 3095 3095 249 249 13794 3381 10413 ANNUITY PAYMENTS 14385 14385 BROCHURES 5641 5641 MEMBERSHIP 2875 2875 TAXES AND LICENSES 25 25 11 11 1999819 1670675 329144 0 26018 517609 1495650 1027365 84495 78201 630 3851 35940879 38531442 4112793 4378027 41660465 44536495 4542 2266 245663 100000 135703 129387 385908 231653 X 36711429 39448037 450335 478778 4112793 4378027 41274557 44304842 41660465 44536495 X -96432 3126717 X 0 1 X 1 0 X X X X 0 0 0 THE COMM FDN 237009135 COMMUNITY TRUST 1 1 1 190633 1 190633 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 41274557 226088 4518949 1659470 57282 44302842 41664763 659937 949005 1956154 4325 38669 41274557 38797403 237637 4482475 1801851 4042 46859 41664763 35392403 565814 4672643 1790593 460 42404 38797403 47742280 279991 -10237631 2071001 560 320676 35392403 0.89030 0.09890 0.01080 0 0 0 RICHMOND FUND, LP 38531442 F 38531442 BENEFICIAL INTEREST IN TRUSTS 4378027 4378027 LIABILITY UNDER ANNUITY 129387 129387 X 4745037 3126717 3126717 1618320 285067 285067 1903387 1714752 0 1714752 285067 285067 1999819 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE JENKINS FOUNDATION'S ENDOWMENT FUNDS WILL BE USED FOR GRANTMAKING. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: MANAGEMENT HAS EVALUATED THE EFFECT OF GUIDANCE SURROUNDING UNCERTAIN INCOME TAX POSITIONS AND CONCLUDED THAT THE FOUNDATION HAS NO SIGNIFICANT FINANCIAL STATEMENT EXPOSURE TO UNCERTAIN INCOME TAX POSITONS AT DECEBMER 31, 2012 OR 2011. THE FOUNDATION'S INFORMATION AND INCOME TAX RETURNS FOR YEARS SINCE 2009 REMAIN OPEN FOR EXAMINATION BY TAX AUTHORITIES. THE FOUNDATION IS NOT CURRENTLY UNDER AUDIT BY ANY TAX JURISDICTION. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF BENEFICIAL INTEREST IN TRUSTS 258,940. CHANGE IN VALUE OF ANNUITY 6,317. BOOK TAX DIFFERENCE IN RICHMOND FUND LP 2,861,460. 1 ACCESS NOW 2201 WEST BROAD ST 205 RICHMOND VA 23220 261695468 501(C)(3) 50000 PATIENT CARE COORDINATION AND VOLUNTEER RECRUITMENT CARITAS PO BOX 25790 RICHMOND VA 232605790 541441917 501(C)(3) 72500 COUNSELING SERVICES ($37,500) AND CAPACITY BUILDING ($35,000) CHALLENGE DISCOVERY PROJECTS INC 1503 SANTA ROSA ROAD ROOM 211 RICHMOND VA 23229 510250681 501(C)(3) 30000 SAY IT WITH HEART CHESTERFIELD CASA INC 9457 AMBERDALE DRIVE RICHMOND VA 23236 541815693 501(C)(3) 15000 TRAINING AND SUPERVISION OF NEW VOLUNTEERS CIRCLE CENTER ADULT DAY SERVICES 4900 WEST MARSHALL STREET RICHMOND VA 23230 540991287 501(C)(3) 25000 SCHOLARSHIP PROGRAM CROSSOVER MINISTRY INC 8600 QUIOCCASIN ROAD SUITE 102 HENRICO VA 23229 541371067 501(C)(3) 65000 CHRONIC DISEASE MANAGEMENT ($50,000) AND WEST END CLINIC ($15,000) EAST DISTRICT FAMILY RESOURCE CENTER 2405 JEFFERSON AVE RICHMOND VA 23223 371769142 501(C)(3) 34000 7TH DISTRICT HEALTH & WELLNESS INTITIATIVE FAMILY LIFELINE 2325 WEST BROAD STREET RICHMOND VA 23220 540737133 501(C)(3) 105000 HEALTH FAMILIES ($50,000) AND CHILDREN'S HEALTH INVOLVING PARENTS (CHIP) ($55,000) FAN FREE CLINIC 1010 N THOMPSON ST PO BOX 6477 RICHMOND VA 23230 540927792 501(C)(3) 120000 CLINIC OPERATIONS ($80,000) AND GENERAL OPERATING SUPPORT ($40,000) FREE CLINIC OF POWHATAN 3908 OLD BUCKINGHAM RD POWHATAN VA 23139 261275136 501(C)(3) 25000 GENERAL OPERATING SUPPORT GATEWAY HOMES INC 11901 REEDY BRANCH ROAD CHESTERFIELD VA 23838 541264177 501(C)(3) 40000 HEALTHCARE ACCESS AND SERVICE COORDINATION PROJECT GOOCHLAND FREE CLINIC AND FAMILY SERVICES PO BOX 116 GOOCHLAND VA 23063 541967650 501(C)(3) 65000 GENERAL OPERATING SUPPORT FOR MEDICAL CLINIC GREATER RICHMOND SCAN 103 EAST GRACE STREET RICHMOND VA 23219 541584969 501(C)(3) 75000 TREATMENT SERVICES HANOVER SAFE PLACE 629A NORTH WASHINGTON HIGHWAY ASHLAND VA 23005 311415701 501(C)(3) 37000 COUNSELING HENRICO CASA 3001 HUNGARY SPRING ROAD SUITE A RICHMOND VA 23228 541710746 501(C)(3) 25000 VOLUNTEER ADVOCATE PROGRAM INSTRUCTIVE VISITING NURSE ASSOCIATION 5008 MONUMENT AVENUE SUITE 102 RICHMOND VA 23230 541479847 501(C)(3) 70000 CHARITY HOME HEALTH CARE PROJECT JEWISH FAMILY SERVICES 6718 PATTERSON AVE RICHMOND VA 23226 540526201 501(C)(3) 50000 HOMECARE JOHN TYLER COMMUNITY COLLEGE FOUNDATION INC 800 CHARTER COLONY PARKWAY MIDLOTHIAN VA 23114 521389646 501(C)(3) 63000 ACCESS AND RETENTION TO THE NURSING PROGRAM LEGAL INFORMATION NETWORK FOR CANCER PO BOX 73281 RICHMOND VA 23235 541817025 501(C)(3) 45000 GENERAL OPERATING SUPPORT LUCY CORR FOUNDATION 6800 LUCY CORR BOULEVARD CHESTERFIELD VA 23832 542010957 501(C)(3) 40000 DENTAL COORDINATOR MDC 307 WEST MAIN ST DURHAM NC 27701 560894222 501(C)(3) 10000 INITIAL PLANNING TO ESTABLISH BENEFIT BANK OF VIRGINIA MEMORIAL CHILD GUIDANCE CLINIC - CHILDSAVERS OF RICHMOND 200 NORTH 22ND STREET RICHMOND VA 23223 540505927 501(C)(3) 70000 TRAUMA RESPONSE PROGRAM NUEVA VIDA INC 2000 P ST NW 300 WASHINGTON DC 20036 541943145 501(C)(3) 25000 CANCER EDUCATION, NAVIGATION AND SURVIVORSHIP SUPPORT RICHMOND CITY HEALTH DISTRICT 400 EAST CARY ST ROOM 406 RICHMOND VA 23219 COMWLTH OF VA 50000 HEALTH RESOURCE CENTERS RX DRUG ACCESS PARTNERSHIP 2924 EMERYWOOD PARKWAY SUITE 300 RICHMOND VA 23294 571186937 501(C)(3) 15000 MEDICATION ACCESS FOR VIRGINIA'S UNINSURED SAFE HARBOR PO BOX 17996 RICHMOND VA 23223 541950038 501(C)(3) 25000 COMMUNITY COUNSELING PROGRAM SENIOR CONNECTIONS CAAA 24 EAST CARY ST RICHMOND VA 232193796 540950714 501(C)(3) 20000 MOBILITY MANAGEMENT PROGRAM SOUTH RICHMOND ADULT DAY CARE CENTER 1500 HULL ST RICHMOND VA 23224 510163293 501(C)(3) 23000 TO SUPPORT SHALOM FARMS UNITED METHODIST URBAN MINISTRIES OF RICHMOND 1010 WEST LABURNUM AVE RICHMOND VA 23227 237136747 501(C)(3) 25000 TO SUPPORT SHALOM FARMS VIRGINIA ASSOCIATION OF FREE CLINICS 1801 LIBBIE AVE 104 RICHMOND VA 23226 541802019 501(C)(3) 10000 RESEARCH AND EVALUATE ELECTRONIC HEALTH RECORDS SYSTEMS THE DAILY PLANET INC 517 WEST GRACE ST RICHMOND VA 23220 540900368 501(C)(3) 50000 SALARY SUPPORT FOR PART-TIME MD VIRGINIA LEAGUE FOR PLANNED PARENTHOOD 201 NORTH HAMILTON STREET RICHMOND VA 23221 540505973 501(C)(3) 40000 CENTERING PREGNANCY PROGRAM YWCA OF RICHMOND 6 NORTH 5TH ST RICHMOND VA 23219 540506493 501(C)(3) 50000 RHART (REGIONAL HOSPITAL ACCOMPANIMENT PROGRAM) COLLABORATION THE COMMUNITY FOUNDATION 7501 BOULDERS VIEW DRIVE SUITE 110 RICHMOND VA 23225 237009135 501(C)(3) 190633 UNRESTRICTED SUPPORT 34 0 BEFORE AWARDING A GRANT, THE FOUNDATION REVIEWS A FULL PROPOSAL FROM EACH APPLICANT. THE PROPOSAL INCLUDES DETAILED INFORMATION DESCRIBING: THE COMMUNITY NEED BEING ADDRESSED, PROJECTS OR SERVICES, TARGET RECIPIENTS OF SERVICES, GOALS AND MEASURABLE OBJECTIVES, HOW THE PROJECT WILL BE EVALUATED, AND THE PROJECT BUDGET, INCLUDING USE OF FOUNDATION FUNDS. THE FOUNDATION ALSO REVIEWS THE APPLICANT'S AGENCY BUDGET, MOST RECENT IRS FORM 990, FINANCIAL STATEMENTS AND AUDIT, AND OTHER SUPPORTING DOCUMENTATION TO ASSESS THE AGENCY'S VIABILITY AND CAPACITY TO BE ACCOUNTABLE FOR FOUNDATION FUNDS. THE FOUNDATION MONITORS THE USE OF GRANT FUNDS BY REQUIRING AN ANNUAL REPORT FROM EVERY GRANTEE. SEVERAL GRANTEES ARE ALSO REQUIRED TO SUBMIT INTERIM SIX-MONTH REPORTS. WITH EACH INTERIM AND FINAL ANNUAL REPORT, GRANTEES MUST REPORT ON THE USE OF FOUNDATION FUNDS, INCLUDING NARRATIVE DESCRIPTION OF ACTIVITIES AND OUTCOMES, AS WELL AS FINANCIAL INFORMATION THAT DEMONSTRATES HOW FUNDS WERE ALLOCATED. PROGRAM STAFF OF THE COMMUNITY FOUNDATION, INC. REVIEW REPORTS TO ENSURE GRANTEES HAVE USED FUNDS AS REQUESTED. PART V, LINE 2A: THE JENKINS FOUNDATION SUBMITS A W-2 ANNUALLY TO REPORT THE VAN BRACKLE ANNUITY PAYMENTS, WHICH ARE PART OF A NON-QUALIFIED DEFERRED COMPENSATION PLAN FOR A PREDECESSOR ENTITY. THE JENKINS FOUNDATION HAD NO EMPLOYEES. FORM 990, PART VI, SECTION B, LINE 11 A DRAFT OF THE FORM 990 AND APPLICABLE SCHEDULES IS PROVIDED TO EACH MEMBER OF THE JENKINS FOUNDATION BOARD OF DIRECTORS FOR REVIEW BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. IT IS ALSO REVIEWED BY THE COMMUNITY FOUNDATION'S SENIOR VICE-PRESIDENT OF FINANCE AND ADMINISTRATION AND THE PRESIDENT AND CHIEF EXECUTIVE OFFICER. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS AND DIRECTORS OF THE JENKINS FOUNDATION COMPLETE A SIGNED CONFLICT OF INTEREST POLICY ANNUALLY. FORM 990,PART VI, SEC. B, LINE 15: THE JENKINS FOUNDATION HAS NO EMPLOYEES OR COMPENSATED OFFICERS. FORM 990, PART VI, SECTION C, LINE 19 THE JENKINS FOUNDATION FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST AT THE JENKINS FOUNDATION OFFICES. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST IN TRUSTS 258,940. CHANGE IN VALUE OF ANNUITY 6,317. BOOK TAX DIFFERENCE IN RICHMOND FUND LP 2,861,460. PART VI, SECTION A, LINE 4: ON MARCH 21, 2013, THE BOARD OF THE JENKINS FOUNDATION AMENDED THE ARTICLE OF INCORPORATION AND BYLAWS TO BECOME A TYPE I SUPPORTING ORGANIZATION OF THE THE COMMUNITY FOUNDATION, INC. THE JENKINS FOUNDATION HAD BEEN A TYPE III SUPPORTING ORGANIZATION. THE EFFECTIVE DATE OF THE CHANGE IS MAY 9, 2013. THE COMMUNITY FOUNDATION 7501 BOULDERS VIEW DRIVE RICHMOND VA 23225 237009135 GRANT MAKING VA 501(C)(3) 170(B)(1)(A)(VI) N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 THE COMMUNITY FOUNDATION INC B 190633 UNRESTRICTED SUPPORT