UKROPS HOMESTYLE FOODS EDUCATIONAL FOUNDATION: Form 990PF, tax year 2025
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- Organization
- UKROPS HOMESTYLE FOODS EDUCATIONAL FOUNDATION (EIN 27-2314646)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-12
- IRS object ID
- 202601329349102115
- Schema version
- 2025v4.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-12T10:13:51+00:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Forvis Mazars LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 E Palmetto Park Road Suite 403 | AddressLine1Txt |
| City | Boca Raton | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33432 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 272314646 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ukrops Homestyle Foods Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UKRO | BusinessNameControlTxt |
| Phone | 8043403000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 Maywill Street 100 | AddressLine1Txt |
| City | Richmond | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23230 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | John C Zeheb | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 8043404069 | PhoneNum |
| Signature | 2026-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | April Arnold | PreparerPersonNm |
| PTIN | P01559426 | PTIN |
| Phone | 5612991820 | PhoneNum |
| Preparation | 2026-05-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $2,560,860 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,521 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,521 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $78,604 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $78,550 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $63,505 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $372,493 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $63,505 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $145,630 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $143,576 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,260 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,034 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $226 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $9,492 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,492 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,172 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $749 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $25 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $13 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,949 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,287 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $239 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $198,077 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $198,077 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $212,026 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,287 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $198,316 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$66,396 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $131,289 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $138,326 | CashBOYAmt |
| Cash EOY | $88,541 | CashEOYAmt |
| Cash EOYFMV | $88,541 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $38,660 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $47,400 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $47,400 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl BOY | $0 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $0 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $0 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $777,379 | CorporateStockBOYAmt |
| Corporate Stock EOY | $704,836 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,402,612 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $112,872 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $138,538 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $142,576 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $0 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $0 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $0 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOYFMV | $0 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $884,578 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $906,104 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $879,731 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,951,815 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,885,419 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,560,860 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $0 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,951,815 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,885,419 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,951,815 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,885,419 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,951,815 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,885,419 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,951,815 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$66,396 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,885,419 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,885,419 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| JP Morgan #2008 - Short Term | P | 2025-12-31 | $147,673 | $141,022 | $6,651 | $0 | $6,651 |
| JP Morgan #2008 - Long Term | P | 2025-12-31 | $205,945 | $167,965 | $37,980 | $0 | $37,980 |
| JP Morgan #2008 - Capital Gain Distributions | $18,874 | $18,874 | $0 | $18,874 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $63,505 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,825 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,825 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,825 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $900 | 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 | $900 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $9 | EsPenaltyAmt |
| Tax Due | $934 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | BEVERLEY MANN | IndividualWithBooksNm |
| Phone | 8043404069 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 MAYWILL STREET 100 | AddressLine1Txt |
| City | Richmond | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23230 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Exempt Interest | $0 | TaxExemptInterestAmt |
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| Nancy Jo U Kantner | ||||||||
| 2001 Maywill Street | Richmond | VA | 23230 | President | 0.50 | $0 | $0 | $0 |
| John C Zeheb | ||||||||
| 2001 Maywill Street | Richmond | VA | 23230 | Treasurer | 0.50 | $0 | $0 | $0 |
| Beverley Mann | ||||||||
| 2001 Maywill Street | Richmond | VA | 23230 | Secretary | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| 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 | $2,386,444 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $98,498 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,484,942 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,484,942 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $37,274 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,447,668 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $122,383 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $122,383 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,825 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $0 | IncomeTaxAmt |
| Total Tax | $1,825 | TotalTaxAmt |
| Distributable Before Adj | $120,558 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $120,558 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $120,558 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $198,316 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $198,316 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $120,558 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year2 | 2022 | PriorYear2Yr |
| Prior Year3 | 2021 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,636 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $49,491 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $15,428 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $44,977 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $141,733 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $253,265 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $198,316 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $120,558 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $77,758 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $331,023 | 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 | $1,636 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $329,387 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $49,491 | ExcessFromYear4Amt |
| Excess From Year3 | $15,428 | ExcessFromYear3Amt |
| Excess From Year2 | $44,977 | ExcessFromYear2Amt |
| Excess From Year1 | $141,733 | ExcessFromYear1Amt |
| Excess From Current Year | $77,758 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Atlantic Outreach Group | |||||||
| 4411 Jacque St | Richmond | VA | 23230 | None | PC | Operations | $1,000 |
| CARITAS | |||||||
| 2220 Stockton Street | Richmond | VA | 23224 | None | PC | Operations | $1,000 |
| Chesterfield Food Bank | |||||||
| 12211 Iron Bridge Road | Chester | VA | 23831 | None | PC | Operations | $5,000 |
| Children's Hospital Found of Richmond VA | |||||||
| PO Box 980693 | Richmond | VA | 23298 | None | PC | Operations | $1,000 |
| Courage to Care Outreach RVA | |||||||
| 14267 Stuart Oaks Dr | Glen Allen | VA | 23059 | None | PC | Operations | $1,000 |
| Cumberland High School | |||||||
| Athletic Department 15 School Road | Cumberland | VA | 23040 | None | GOV | Operations | $500 |
| East End Pregnancy Center | |||||||
| 4705 Nine Mile Rd | Richmond | VA | 23223 | None | PC | Operations | $1,000 |
| Extra Mile Pediatrics | |||||||
| PO Box 3415 | Richmond | VA | 23235 | None | PC | Operations | $1,000 |
| Fatherhood Foundation of Virginia | |||||||
| 2101 Maywill St | Richmond | VA | 23230 | None | PC | Father/Child Tournament | $15,000 |
| Feed More | |||||||
| 1415 Rhoadmiller St | Richmond | VA | 23220 | None | PC | Operations | $41,000 |
| Goochland Cares | |||||||
| 2999 River Road | West Goochland | VA | 23063 | None | PC | Operations | $1,000 |
| Greater Richmond Partnership Inc | |||||||
| 800 E Canal St STE 925 | Richmond | VA | 23219 | None | PC | Operations | $25,000 |
| Hanover High School | |||||||
| 10307 Chamberlayne Road | Mechanicsville | VA | 23116 | None | GOV | Swim Team | $1,000 |
| Henrico Education Foundation | |||||||
| PO Box 31413 | Henrico | VA | 23294 | None | PC | Excellence in Education Celebration | $5,000 |
| Hooves & Paws Animal Rescue | |||||||
| 7303 Poindexter Rd | Louisa | VA | 23093 | None | PC | Operations | $500 |
| Housing Families First | |||||||
| 3900 Nine Mile Rd | Henrico | VA | 23223 | None | PC | Operations | $1,000 |
| Journey Christian Fellowship | |||||||
| 3020 New Kent Hwy | Quinton | VA | 23141 | None | PC | ARK building fund | $500 |
| Junior Achievement of Central Virginia | |||||||
| 1801 Libbie Ave Unit 203 | Richmond | VA | 23226 | None | PC | Operations | $10,000 |
| Little Hands RVA | |||||||
| 3707 Saunders Ave | Richmond | VA | 23227 | None | PC | Operations | $1,000 |
| Mocha Moms Inc | |||||||
| PO Box 1995 | Marlboro | MD | 20773 | None | PC | Operations - RVA Chapter | $500 |
| New Kent Humane Society | |||||||
| PO Box 104 | Providence Forge | VA | 23140 | None | PC | Operations | $500 |
| Operation Paws for Homes | |||||||
| PO Box 35606 | N Chesterfield | VA | 23235 | None | PC | Operations | $1,000 |
| Powhatan Volunteer Fire Department | |||||||
| 3971 Old Buckingham Rd | Powhatan | VA | 23139 | None | PC | Operations | $1,000 |
| Pre-Engineering Boosters Organization | |||||||
| 10301 Courthouse Rd | Chesterfield | VA | 23832 | None | PC | Rocket Boosters | $1,000 |
| Rescue Mission Of Roanoke Inc | |||||||
| PO Box 11525 | Roanoke | VA | 24022 | None | PC | Operations | $1,000 |
| Richmond Animal Care & Control | |||||||
| 1600 Chamberlayne Ave | Richmond | VA | 23222 | None | PC | Operations | $1,000 |
| Richmond Animal League | |||||||
| 11401 International Dr | North Chesterfield | VA | 23236 | None | PC | Operations | $1,000 |
| Richmond Christmas Mother | |||||||
| 300 E Franklin St | Richmond | VA | 23219 | None | PC | Operations | $8,077 |
| Richmond Fisher House Foundation | |||||||
| 1201 Broad Rock Blvd | Richmond | VA | 23249 | None | PC | Operations | $1,000 |
| Richmond SPCA | |||||||
| 2519 Hermitage Rd | Richmond | VA | 23220 | None | PC | Operations | $1,000 |
| The Salvation Army Central Virginia | |||||||
| 2 W Grace St | Richmond | VA | 23220 | None | PC | Operations | $40,000 |
| Tuckahoe Volunteer Rescue Squad | |||||||
| 1101 Horsepen Rd | Henrico | VA | 23229 | None | PC | Operations | $1,500 |
| United Way Of Greater Richmond & Petersbu | |||||||
| 7814 Carousel Lane 400 | Richmond | VA | 23294 | None | PC | Operations | $10,000 |
| VCU Ram Athletic Fund | |||||||
| PO Box 843013 | Richmond | VA | 232843013 | None | PC | VCU Soccer Program | $5,000 |
| Virginia Breast Cancer Foundation | |||||||
| 2821 Emerywood Parkway Ste 203 | Richmond | VA | 23294 | None | PC | Operations | $1,000 |
| Virginia Union University | |||||||
| 1500 N Lombardy St | Richmond | VA | 23220 | None | PC | Operations | $9,000 |
| Worthdays at UMFS | |||||||
| PO Box 72612 | Richmond | VA | 23235 | None | PC | Operations | $1,000 |
| YMCA of Greater Richmond | |||||||
| 201 W 7th Street Ste 110 | Richmond | VA | 23224 | None | PC | Operations | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $198,077 | 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 | $1,521 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $78,604 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $63,505 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $143,630 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $143,630 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $2,260 | Amt |
| Net Investment Income | $2,034 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $226 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Investments - Hedges & Hard Assets | BondNm |
| EOY Book Value | $138,538 | EOYBookValueAmt |
| EOYFMV | $142,576 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Investments - Equity | StockNm |
| EOY Book Value | $704,836 | EOYBookValueAmt |
| EOYFMV | $1,402,612 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Investments - Fixed Income | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $906,104 | BookValueAmt |
| EOYFMV | $879,731 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SCC Registration Fees | Desc |
| Revenue And Expenses Per Books | $25 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $12 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $13 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Fees | CategoryTxt |
| Amt | $9,492 | Amt |
| Net Investment Income | $9,492 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXCISE TAX | $1,423 | |
| FOREIGN TAXES | $749 | $749 |