THE JACKSON FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE JACKSON FOUNDATION (EIN 54-1186114)
- Tax period
- 2024-12-01 to 2025-11-30
- Filed
- 2026-02-03
- IRS object ID
- 202620349349101012
- Schema version
- 2024v5.5
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-02-03T16:11:16-06:00 | ReturnTs |
| Tax Period End | 2025-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 541631262 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEITER STEPHENS HURST GARY & SHREAVES | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4401 DOMINION BLVD | AddressLine1Txt |
| City | GLEN ALLEN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23060 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541186114 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JACKSON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JACK | BusinessNameControlTxt |
| Phone | 8046481418 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9020 STONY POINT PARKWAY 185 | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23235 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANTHONY ASCH | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 8046481418 | PhoneNum |
| Signature | 2026-02-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAYME MIKA | PreparerPersonNm |
| PTIN | P00852731 | PTIN |
| Phone | 8047470000 | PhoneNum |
| Preparation | 2026-02-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $25,596,585 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $14 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $14 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $544,052 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $544,052 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,806,861 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,225,114 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,806,861 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,350,927 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,350,927 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $49,734 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $49,734 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $31,215 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $31,215 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $105 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $105 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $31,378 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,492 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $21,507 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $21,507 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $85,452 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $85,452 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $224,891 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $202,005 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,291,685 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,291,685 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,516,576 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $202,005 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,291,685 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $834,351 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,148,922 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $701,557 | CashBOYAmt |
| Cash EOY | $643,649 | CashEOYAmt |
| Cash EOYFMV | $643,649 | CashEOYFMVAmt |
| Corporate Stock BOY | $4,403,813 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,483,389 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,974,860 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,466,582 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,774,062 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,819,430 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $9,214,690 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,765,367 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $14,156,905 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,741 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,741 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,741 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $16,788,383 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,668,208 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $25,596,585 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $5,622 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $5,622 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $16,782,761 | CapitalStockBOYAmt |
| Capital Stock EOY | $17,668,208 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,782,761 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,668,208 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,788,383 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,668,208 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,782,761 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $834,351 | ExcessRevenueOverExpensesAmt |
| Other Increases | $51,096 | OtherIncreasesAmt |
| Subtotal | $17,668,208 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $17,668,208 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (186 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| ADVANCED MICRO DEVIC | P | $13,889 | $19,452 | -$5,563 | -$5,563 |
| AIR PRODS & CHEMS | P | $64,850 | $52,865 | $11,985 | $11,985 |
| APPLE INC | P | $26,647 | $18,218 | $8,429 | $8,429 |
| SERVICENOW INC | P | $24,337 | $16,416 | $7,921 | $7,921 |
| ACCENTURE PLC IRELAND | P | $52,330 | $5,799 | $46,531 | $46,531 |
| ADVANCED MICRO DEVIC | P | $66,005 | $62,632 | $3,373 | $3,373 |
| AIR PRODS & CHEMS | P | $110,774 | $67,222 | $43,552 | $43,552 |
| BROADCOM INC | P | $29,132 | $3,529 | $25,603 | $25,603 |
| SERVICENOW INC | P | $1,058 | $517 | $541 | $541 |
| ELECTRONIC ARTS | P | $27,504 | $23,423 | $4,081 | $4,081 |
| TRANE TECHNOLOGIES | P | $1,319 | $1,110 | $209 | $209 |
| SPOTIFY TECHNOLOGIES | P | $2,152 | $989 | $1,163 | $1,163 |
| AMAZON COM INC | P | $4,282 | $3,173 | $1,109 | $1,109 |
| ANALOG DEVICES | P | $1,708 | $1,563 | $145 | $145 |
| DANAHER CORP | P | $1,794 | $1,826 | -$32 | -$32 |
| NOVO NORDISK | P | $1,652 | $2,551 | -$899 | -$899 |
| NVIDIA CORP | P | $4,290 | $3,370 | $920 | $920 |
| QUANTICA SVCS INC | P | $1,550 | $1,091 | $459 | $459 |
| ROCKWELL AUTOMATION | P | $2,060 | $1,673 | $387 | $387 |
| UBER TECHNOLOGIES | P | $1,787 | $1,343 | $444 | $444 |
| UNITEDHEALTH GROUP | P | $2,103 | $3,567 | -$1,464 | -$1,464 |
| AON PLC REGISTERED | P | $1,433 | $1,287 | $146 | $146 |
| ACCENTURE PLC IRELAND | P | $840 | $116 | $724 | $724 |
| ABBOTT LABS COM | P | $1,457 | $1,227 | $230 | $230 |
| ADOBE SYS INC | P | $1,828 | $2,564 | -$736 | -$736 |
| ALPHABET INC CL A | P | $1,816 | $92 | $1,724 | $1,724 |
| APPLE INC | P | $1,882 | $1,518 | $364 | $364 |
| BERKSHIRE HATHAWAY IB NEW | P | $1,430 | $92 | $1,338 | $1,338 |
| BROADCOM INC | P | $1,934 | $183 | $1,751 | $1,751 |
| BROOKFIELD CORP | P | $3,895 | $2,082 | $1,813 | $1,813 |
| COSTCO WHOLESALE | P | $974 | $478 | $496 | $496 |
| EOG RES INC | P | $1,470 | $1,589 | -$119 | -$119 |
| ELECTRONIC ARTS | P | $895 | $760 | $135 | $135 |
| META PLATFORMS | P | $4,340 | $1,607 | $2,733 | $2,733 |
| HOME DEPOTS INC | P | $737 | $352 | $385 | $385 |
| INTERCONTINENTAL EXC | P | $1,820 | $1,095 | $725 | $725 |
| INTUITIVE SURGICAL | P | $520 | $435 | $85 | $85 |
| MARKEL GROUP INC | P | $2,002 | $15 | $1,987 | $1,987 |
| MARTIN MARIETTA | P | $1,691 | $639 | $1,052 | $1,052 |
| MASTERCARD INC | P | $2,217 | $409 | $1,808 | $1,808 |
| MICROSOFT CORP | P | $3,516 | $697 | $2,819 | $2,819 |
| PALO ALTO NETWORKS | P | $1,339 | $988 | $351 | $351 |
| REPUBLIC SVCS INC | P | $1,217 | $659 | $558 | $558 |
| SERVICENOW INC | P | $1,923 | $1,035 | $888 | $888 |
| SHERWIN WILLIAMS CO | P | $1,726 | $1,151 | $575 | $575 |
| TJX COS INC NEW | P | $1,475 | $662 | $813 | $813 |
| UNION PAC CORP | P | $933 | $388 | $545 | $545 |
| VERTEX PHARMACUTICA | P | $1,418 | $1,068 | $350 | $350 |
| VISA INC COM | P | $1,754 | $95 | $1,659 | $1,659 |
| TRANE TECHNOLOGIES | P | $5,642 | $5,179 | $463 | $463 |
| ANALOG DEVICES | P | $9,127 | $8,263 | $864 | $864 |
| DANAHER CORP | P | $8,752 | $9,741 | -$989 | -$989 |
| INTUITIVE SURGICAL | P | $5,261 | $5,363 | -$102 | -$102 |
| NOVO NORDISK | P | $6,640 | $12,334 | -$5,694 | -$5,694 |
| NVIDIA CORP | P | $47,310 | $34,284 | $13,026 | $13,026 |
| QUANTICA SVCS INC | P | $7,519 | $5,183 | $2,336 | $2,336 |
| ROCKWELL AUTOMATION | P | $11,206 | $9,200 | $2,006 | $2,006 |
| UBER TECHNOLOGIES | P | $9,533 | $6,928 | $2,605 | $2,605 |
| UNITEDHEALTH GROUP | P | $12,477 | $18,342 | -$5,865 | -$5,865 |
| AON PLC REGISTERED | P | $7,429 | $6,017 | $1,412 | $1,412 |
| ACCENTURE PLC IRELAND | P | $3,532 | $580 | $2,952 | $2,952 |
| SPOTIFY TECHNOLOGIES | P | $37,695 | $17,134 | $20,561 | $20,561 |
| ABBOTT LABS COM | P | $7,814 | $6,247 | $1,567 | $1,567 |
| ADOBE SYS INC | P | $7,420 | $10,365 | -$2,945 | -$2,945 |
| ALPHABET INC CL A | P | $11,648 | $440 | $11,208 | $11,208 |
| AMAZON COM INC | P | $22,858 | $17,366 | $5,492 | $5,492 |
| APPLE INC | P | $11,153 | $7,422 | $3,731 | $3,731 |
| BERKSHIRE HATHAWAY IB NEW | P | $8,458 | $519 | $7,939 | $7,939 |
| BROADCOM INC | P | $15,549 | $1,229 | $14,320 | $14,320 |
| BROOKFIELD CORP | P | $21,739 | $10,802 | $10,937 | $10,937 |
| COSTCO WHOLESALE | P | $7,559 | $3,823 | $3,736 | $3,736 |
| EOG RES INC | P | $6,903 | $6,903 | $0 | $0 |
| ELECTRONIC ARTS | P | $85,052 | $53,047 | $32,005 | $32,005 |
| META PLATFORMS | P | $95,012 | $34,808 | $60,204 | $60,204 |
| HOME DEPOTS INC | P | $4,922 | $2,114 | $2,808 | $2,808 |
| INTERCONTINENTAL EXC | P | $8,506 | $5,585 | $2,921 | $2,921 |
| LOWES COS INC | P | $55,000 | $54,097 | $903 | $903 |
| MARKEL GROUP INC | P | $5,798 | $46 | $5,752 | $5,752 |
| MARTIN MARIETTA | P | $10,899 | $3,834 | $7,065 | $7,065 |
| MASTERCARD INC | P | $11,356 | $2,045 | $9,311 | $9,311 |
| MICROSOFT CORP | P | $19,763 | $3,882 | $15,881 | $15,881 |
| NVIDIA CORP | P | $22,972 | $13,795 | $9,177 | $9,177 |
| PALO ALTO NETWORKS | P | $6,773 | $4,800 | $1,973 | $1,973 |
| REPUBLIC SVCS INC | P | $5,697 | $3,296 | $2,401 | $2,401 |
| SCHLUMBERGER INVT | P | $31,868 | $32,049 | -$181 | -$181 |
| SERVICENOW INC | P | $8,254 | $4,656 | $3,598 | $3,598 |
| SHERWIN WILLIAMS CO | P | $8,177 | $5,039 | $3,138 | $3,138 |
| TJX COS INC NEW | P | $8,885 | $3,476 | $5,409 | $5,409 |
| UNION PAC CORP | P | $4,400 | $1,842 | $2,558 | $2,558 |
| VERTEX PHARMACUTICA | P | $5,366 | $4,986 | $380 | $380 |
| VISA INC COM | P | $9,424 | $534 | $8,890 | $8,890 |
| ADOBE SYS INC | P | $16,846 | $23,302 | -$6,456 | -$6,456 |
| ADOBE SYS INC | P | $20,479 | $28,658 | -$8,179 | -$8,179 |
| ALPHABET INC CL A | P | $27,093 | $960 | $26,133 | $26,133 |
| BROADCOM INC | P | $26,806 | $1,987 | $24,819 | $24,819 |
| BROOKFIELD CORP | P | $22 | $11 | $11 | $11 |
| META PLATFORMS | P | $27,092 | $9,907 | $17,185 | $17,185 |
| SCHLUMBERGER INVT | P | $16,176 | $16,024 | $152 | $152 |
| ALPHABET INC CL A | P | $25,955 | $746 | $25,209 | $25,209 |
| BRISTOL MYERS SQUIBB | P | $56,840 | $54,836 | $2,004 | $2,004 |
| META PLATFORMS | P | $26,336 | $8,787 | $17,549 | $17,549 |
| APPLIED MATERIALS INC | P | $24,398 | $8,754 | $15,644 | $15,644 |
| BANK OF AMERICA CORP | P | $28,306 | $12,805 | $15,501 | $15,501 |
| DELL TECHNOLOGIES INC | P | $24,172 | $3,585 | $20,587 | $20,587 |
| FED HERMES US TREASURY CASH RES | P | $38,231 | $38,231 | $0 | $0 |
| WARNER BROS DISCOVERY INC | P | $48,423 | $34,822 | $13,601 | $13,601 |
| WILLIS TOWERS WATSON PLC | P | $74,411 | $50,216 | $24,195 | $24,195 |
| BAIRD AGGREGATE BOND FUND | P | $300,000 | $355,625 | -$55,625 | -$55,625 |
| BERKSHIRE HATHAWAY INC | P | $45,752 | $14,433 | $31,319 | $31,319 |
| FED HERMES US TREASURY CASH RES | P | $105,528 | $105,528 | $0 | $0 |
| KINDER MORGAN INC | P | $66,600 | $37,874 | $28,726 | $28,726 |
| NINTENDO LTD UNSPONS | P | $45,512 | $38,839 | $6,673 | $6,673 |
| OCCIDENTAL PETE CORP | P | $23,675 | $27,707 | -$4,032 | -$4,032 |
| BAIRD AGGREGATE BOND FUND | P | $300,000 | $325,600 | -$25,600 | -$25,600 |
| CISCO SYSTEMS INC | P | $53,055 | $23,501 | $29,554 | $29,554 |
| FED HERMES US TREASURY CASH RES | P | $253,163 | $253,163 | $0 | $0 |
| NINTENDO LTD UNSPONS | P | $19,473 | $13,865 | $5,608 | $5,608 |
| POST HOLDINGS INC | P | $50,386 | $27,755 | $22,631 | $22,631 |
| FED HERMES US TREASURY CASH RES | P | $318,178 | $318,178 | $0 | $0 |
| ANHEUSER BUSCH INBEV SPONS ADR | P | $32,622 | $32,666 | -$44 | -$44 |
| BAIRD AGGREGATE BOND FUND | P | $38,308 | $37,478 | $830 | $830 |
| BAYER AG SPONS ADR | P | $21,889 | $46,397 | -$24,508 | -$24,508 |
| COPAY INC | P | $18,681 | $13,625 | $5,056 | $5,056 |
| DOMINION ENERGY INC | P | $21,027 | $25,981 | -$4,954 | -$4,954 |
| FED HERMES US TREASURY CASH RES | P | $62,016 | $62,016 | $0 | $0 |
| LIBERTY BROADBAND | P | $15,413 | $24,132 | -$8,719 | -$8,719 |
| MCKESSON CORP | P | $69,566 | $12,546 | $57,020 | $57,020 |
| NINTENDO LTD UNSPONS | P | $29,018 | $19,599 | $9,419 | $9,419 |
| PROGRESSIVE CORP | P | $46,545 | $5,121 | $41,424 | $41,424 |
| CAPITAL ONE FINANCIAL CORP | P | $184 | $173 | $11 | $11 |
| CORPAY INC | P | $30,378 | $19,580 | $10,798 | $10,798 |
| FED HERMES US TREASURY CASH RES | P | $11,399 | $11,399 | $0 | $0 |
| LIBERTY BROADBAND | P | $15,619 | $19,393 | -$3,774 | -$3,774 |
| PROGRESSIVE CORP | P | $23,792 | $2,592 | $21,200 | $21,200 |
| ALPHABET INC | P | $24,908 | $3,690 | $21,218 | $21,218 |
| AMENTUM HOLDINGS | P | $6 | $5 | $1 | $1 |
| FED HERMES US TREASURY CASH RES | P | $4,462 | $4,462 | $0 | $0 |
| NINTENDO LTD UNSPONS | P | $23,589 | $11,892 | $11,697 | $11,697 |
| AMENTUM HOLDINGS | P | $432 | $345 | $87 | $87 |
| BAYER AG SPONS ADR | P | $31,389 | $36,530 | -$5,141 | -$5,141 |
| CHEVRON CORP | P | $97 | $91 | $6 | $6 |
| CISCO SYSTEMS INC | P | $28,688 | $7,338 | $21,350 | $21,350 |
| CITIGROUP INC | P | $25,720 | $12,911 | $12,809 | $12,809 |
| FED HERMES US TREASURY CASH RES | P | $219,545 | $219,545 | $0 | $0 |
| GCI LLC | P | $7,454 | $6,630 | $824 | $824 |
| NINTENDO LTD UNSPONS | P | $29,520 | $13,415 | $16,105 | $16,105 |
| WARNER BROS DISCOVERY INC | P | $14,761 | $9,216 | $5,545 | $5,545 |
| CAPITAL ONE FINANCIAL CORP | P | $3,856 | $2,974 | $882 | $882 |
| CVS HEALTH | P | $29,391 | $23,945 | $5,446 | $5,446 |
| DOMINION ENERGY INC | P | $12,314 | $12,624 | -$310 | -$310 |
| FED HERMES US TREASURY CASH RES | P | $9,559 | $9,559 | $0 | $0 |
| JACOBS SOLUTIONS INC | P | $18,910 | $15,486 | $3,424 | $3,424 |
| JAZZ PHARMACEUTICALS | P | $29,396 | $26,046 | $3,350 | $3,350 |
| JOHNSON & JOHNSON | P | $56,906 | $49,034 | $7,872 | $7,872 |
| CVS HEALTH | P | $25,280 | $18,455 | $6,825 | $6,825 |
| FED HERMES US TREASURY CASH RES | P | $300,737 | $300,737 | $0 | $0 |
| TSW CORE PLUS BOND FUND | P | $50,000 | $50,147 | -$147 | -$147 |
| UNITEDHEALTH GROUP | P | $53,592 | $46,614 | $6,978 | $6,978 |
| WARNER BROS DISCOVERY INC | P | $31,161 | $14,121 | $17,040 | $17,040 |
| WILLIAMS COS INC | P | $13,678 | $1,231 | $12,447 | $12,447 |
| APPLIED MATERIALS INC | P | $26,789 | $16,964 | $9,825 | $9,825 |
| CITIGROUP INC | P | $15,396 | $8,607 | $6,789 | $6,789 |
| FED HERMES US TREASURY CASH RES | P | $39,522 | $39,522 | $0 | $0 |
| LOCKHEED MARTIN CORP | P | $26,712 | $17,836 | $8,876 | $8,876 |
| WARNER BROS DISCOVERY INC | P | $38,944 | $21,863 | $17,081 | $17,081 |
| BAYER AG SPONS ADR | P | $14,169 | $11,938 | $2,231 | $2,231 |
| DOMINION ENERGY INC | P | $10,847 | $11,488 | -$641 | -$641 |
| FED HERMES US TREASURY CASH RES | P | $36,235 | $36,235 | $0 | $0 |
| JAZZ PHARMACEUTICALS | P | $39,900 | $23,869 | $16,031 | $16,031 |
| MCKESSON CORP - LITIGATION | P | $162 | $162 | $162 | |
| CITIBANK - LITIGATION | P | $1 | $1 | $1 | |
| KRAFT HEINZ - LITIGATION | P | $502 | $502 | $502 | |
| AMERICAN CENTURY | P | $25,000 | $11,746 | $13,254 | $13,254 |
| AMERICAN CENTURY | P | $25,000 | $11,692 | $13,308 | $13,308 |
| AMERICAN CENTURY | P | $25,000 | $11,684 | $13,316 | $13,316 |
| AMERICAN CENTURY | P | $25,000 | $11,862 | $13,138 | $13,138 |
| AMERICAN CENTURY | P | $25,000 | $11,975 | $13,025 | $13,025 |
| AMERICAN CENTURY | P | $25,000 | $12,094 | $12,906 | $12,906 |
| AMERICAN CENTURY | P | $25,000 | $12,090 | $12,910 | $12,910 |
| AMERICAN CENTURY | P | $25,000 | $12,103 | $12,897 | $12,897 |
| AMERICAN CENTURY | P | $25,000 | $12,099 | $12,901 | $12,901 |
| COLUMBIA FUND | P | $100,000 | $73,966 | $26,034 | $26,034 |
| COLUMBIA FUND | P | $100,000 | $76,126 | $23,874 | $23,874 |
| COLUMBIA FUND | P | $100,000 | $76,127 | $23,873 | $23,873 |
| COLUMBIA FUND | P | $100,000 | $77,720 | $22,280 | $22,280 |
| CAPITAL GAINS DIVIDENDS | P | $615,166 | $615,166 | $615,166 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,806,861 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $29,870 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $29,870 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $29,870 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,800 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $20,800 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $9,070 | TaxDueAmt |
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 | 0 | UnrelatedBusIncmOverLimitInd |
| 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.JACKSONF.ORG | WebsiteAddressTxt |
| Individual With Books | THE FOUNDATION | IndividualWithBooksNm |
| Phone | 8046445735 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9020 STONY POINT PARKWAY 185 | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23235 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| ANTHONY JAMES ASCH | ||||||||
| 9020 STONY POINT PARKWAY 185 | RICHMOND | VA | 23235 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| THOMAS ANDREW ASCH | ||||||||
| 9020 STONY POINT PARKWAY 185 | RICHMOND | VA | 23235 | VICE PRESIDENT | 0.50 | $0 | $0 | $0 |
| NANCY BELLEMAN | ||||||||
| 9020 STONY POINT PARKWAY 185 | RICHMOND | VA | 23235 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| JILL MCCORMICK | ||||||||
| 9020 STONY POINT PARKWAY 185 | RICHMOND | VA | 23235 | EXEC. DIR. | 20.00 | $49,734 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $24,013,294 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $646,624 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $24,659,918 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $24,659,918 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $369,899 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $24,290,019 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,214,501 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,214,501 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $29,870 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $29,870 | TotalTaxAmt |
| Distributable Before Adj | $1,184,631 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,184,631 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,184,631 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,291,685 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,291,685 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,184,631 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $61,539 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $61,539 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,291,685 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,184,631 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $107,054 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $168,593 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $168,593 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $61,539 | ExcessFromYear2Amt |
| Excess From Current Year | $107,054 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JILL MCCORMICK | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9020 STONY POINT PARKWAY 185 | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23235 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8046445735 | RecipientPhoneNum |
| Form And Info And Materials | NO PRESCRIBED FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BETTER HOUSING COALITION | |||||||
| 23 W BROAD STREET STE 100 | RICHMOND | VA | 23220 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $60,000 |
| BOYS AND GIRLS CLUBS OF METRO RICHMOND | |||||||
| 100 EVERETT STREET 1 | RICHMOND | VA | 23224 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $40,000 |
| CHALLENGE DISCOVERY | |||||||
| 22 WESTHAMPTON WAY | RICHMOND | VA | 23173 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $40,000 |
| CHESTERFIELD EDUCATIONAL FOUNDATION | |||||||
| 13900 HULL STREET ROAD | MIDLOTHIAN | VA | 23112 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $30,000 |
| CHILDSAVERS | |||||||
| 200 N 22ND ST | RICHMOND | VA | 23223 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $75,000 |
| COMMUNITIES IN SCHOOLS OF CHESTERFIELD | |||||||
| 1808 COYOTE DRIVE | CHESTER | VA | 23836 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $45,000 |
| COMMUNITIES IN SCHOOLS OF RICHMOND | |||||||
| PO BOX 17830 | RICHMOND | VA | 23226 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $50,000 |
| FAMILY LIFELINE | |||||||
| 2325 W BROAD ST | RICHMOND | VA | 23220 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $60,000 |
| FRIENDS OF RICHMOND COMMUNITY HIGH SCHOOL | |||||||
| 201 E BROOKLAND PARK BLVD | RICHMOND | VA | 23222 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $65,000 |
| GREATER RICHMOND FIT4KIDS | |||||||
| 1111 N 25TH ST | RICHMOND | VA | 23223 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $50,000 |
| GREATER RICHMOND SCAN | |||||||
| 103 E GRACE ST | RICHMOND | VA | 23219 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $50,000 |
| HIGHER ACHIEVEMENT RICHMOND | |||||||
| 100 EVERETT STREET | RICHMOND | VA | 23224 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $30,000 |
| HUMANKIND | |||||||
| 908 N THOMPSON ST | RICHMOND | VA | 23230 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $60,000 |
| JAMES RIVER ASSOCIATION | |||||||
| 211 ROCKETTS WAY 200 | RICHMOND | VA | 23231 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $35,000 |
| PARTNERSHIP FOR HOUSING AFFORDABILITY | |||||||
| 8975 THREE CHOPT ROAD | RICHMOND | VA | 23229 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $30,000 |
| PETER PAUL DEVELOPMENT CENTER | |||||||
| 1708 N 22ND STREET | RICHMOND | VA | 23223 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $35,000 |
| RICHMOND HILL INC | |||||||
| 2209 EAST GRACE STREET | RICHMOND | VA | 23223 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $30,000 |
| ROBINSON THEATER | |||||||
| 2903 Q STREET | RICHMOND | VA | 23223 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $30,000 |
| SACRED HEART CENTER | |||||||
| 1400 PERRY ST | RICHMOND | VA | 23224 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $50,000 |
| THE VALENTINE | |||||||
| 1015 E CLAY STREET | RICHMOND | VA | 23219 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $35,000 |
| VIRGINIA CENTER FOR INCLUSIVE COMMUNITIES | |||||||
| 5511 STAPLES MILL ROAD SUITE 202 | RICHMOND | VA | 23228 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $50,000 |
| VIRGINIA LEAGUE FOR PLANNED PARENTHOOD | |||||||
| 201 N HAMILTON ST | RICHMOND | VA | 23221 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $60,000 |
| YWCA OF RICHMOND | |||||||
| 6 N 5TH ST | RICHMOND | VA | 23219 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $50,000 |
| COMMUNITY FOUNDATION | |||||||
| 3409 W MOORE STREET | RICHMOND | VA | 23230 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $6,685 |
| CROSSOVER HEALTHCARE MINISTRY | |||||||
| 8600 QUIOCCASIN ROAD SUITE 101 | RICHMOND | VA | 23229 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $40,000 |
| GRASP | |||||||
| 2821 EMERYWOOD PARKWAY SUITE 204 | RICHMOND | VA | 23294 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $25,000 |
| HOUSING FAMILIES FIRST | |||||||
| 3900 NINE MILE ROAD | RICHMOND | VA | 23223 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $40,000 |
| MAGGIE WALKER COMMUNITY LAND TRUST | |||||||
| 2114 DABNEY ROAD SUITE B | RICHMOND | VA | 23230 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $25,000 |
| PARTNERSHIP FOR THE FUTURE | |||||||
| 4600 COX ROAD SUITE 375 | GLEN ALLEN | VA | 23060 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $45,000 |
| REESTABLISH RICHMOND | |||||||
| PO BOX 14680 | RICHMOND | VA | 23221 | NONE | PUBLIC CHARITY | GENERAL PURPOSES | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,291,685 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $544,052 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,806,861 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,350,927 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,350,927 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $5,500 | Amt |
| Net Investment Income | $5,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| TRUIST MUTUAL FUNDS | $1,373,536 | $1,404,503 |
| DAVENPORT CORPORATE | $1,400,526 | $1,414,927 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| TRUIST COMMON | $2,215,153 | $2,771,748 |
| DAVENPORT COMMON | $2,268,236 | $5,203,112 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| COLUMBIA FUND | AT COST | $3,781,005 | $4,426,634 |
| AMERICAN CENTURY FUND | AT COST | $2,817,297 | $5,545,939 |
| JANUS FUND | AT COST | $1,250,249 | $1,949,968 |
| REBOCO WPG FUND | AT COST | $1,915,470 | $2,233,018 |
| HBT LP | AT COST | $1,346 | $1,346 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $105 | LegalFeesAmt |
| Net Investment Income | $105 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSIT | Desc |
| BOY Book Value | $1,741 | BOYBookValueAmt |
| EOY Book Value | $1,741 | EOYBookValueAmt |
| EOYFMV | $1,741 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $76,303 | $76,303 | $0 |
| UTILITIES | $100 | $100 | $0 |
| INTERNET SERVICE PROVIDER | $1,116 | $1,116 | $0 |
| INSURANCE | $2,350 | $2,350 | $0 |
| SOFTWARE | $1,265 | $1,265 | $0 |
| MEMBERSHIP DUES | $2,999 | $2,999 | $0 |
| OFFICE EXPENSES | $876 | $876 | $0 |
| OTHER EXPENSES | $443 | $443 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX DIFFERENCE ON SALE OF SECURITIES | Desc |
| Amt | $51,096 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL LIABILITIES | Desc |
| BOY Book Value | $5,622 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $2,051 | $2,051 | $0 |
| PAYROLL TAXES | $6,441 | $6,441 | $0 |
| EXCISE TAX PAID | $22,886 | $0 | $0 |