METROPOLITAN HEALTH FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- METROPOLITAN HEALTH FOUNDATION INC (EIN 51-0186144)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-06
- IRS object ID
- 202621269349100012
- Schema version
- 2025v4.0
- 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 Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-06T07:48:20-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 541451026 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARRIS HARDY & JOHNSTONE PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 ARBORETUM PL STE 660 | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23236 | 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 | 510186144 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | METROPOLITAN HEALTH FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | METR | BusinessNameControlTxt |
| Phone | 8045608096 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 ARBORETUM PLACE SUITE 660 | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23236 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | W BARCLAY BRADSHAW | PersonNm |
| Person Title | SEC. - TREAS. | PersonTitleTxt |
| Phone | 8045600560 | PhoneNum |
| Signature | 2026-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN W MINOR CPA | PreparerPersonNm |
| PTIN | P01395229 | PTIN |
| Phone | 8045600560 | PhoneNum |
| Preparation | 2026-05-01 | 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 | $2,030,415 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $348 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $348 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $52,004 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $52,004 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $44,936 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $336,019 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $44,936 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $97,288 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $97,288 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $6,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,150 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,150 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,600 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,800 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,800 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,804 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $10,942 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,356 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $62 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $22,646 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,306 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,012 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $147,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $147,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $169,946 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,306 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $152,312 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$72,658 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $81,982 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $21,214 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $15,849 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $15,849 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $2,173 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $2,369 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $2,369 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $1,517,597 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,450,108 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,012,197 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,540,984 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,468,326 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,030,415 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,540,984 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,468,326 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,540,984 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,468,326 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,540,984 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,468,326 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,540,984 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$72,658 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,468,326 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,468,326 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PERSHING ADVISORS S/T | P | $143,859 | $143,859 | ||
| PERSHING ADVISORS L/T | P | $192,160 | $147,224 | $44,936 | $44,936 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $44,936 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,140 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,140 | SubtotalAmt |
| Tax Based On Investment Income | $1,140 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,369 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,369 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,229 | OverpaymentAmt |
| Applied To ES Tax | $1,229 | AppliedToESTaxAmt |
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 |
| 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 | THE CORPORATION | IndividualWithBooksNm |
| Phone | 8045600560 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 ARBORETUM PKWY SUITE 660 | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23236 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| MALCOLM E RITSCH JR | |||||||||
| 1500 WESTBROOK CT APT 3146 | RICHMOND | VA | 23227 | PRESIDENT | 0.50 | $0 | $0 | $0 | |
| W BARCLAY BRADSHAW | |||||||||
| 300 ARBORETUM PLACE | RICHMOND | VA | 23236 | SEC. - TREAS | 0.50 | $0 | $0 | $0 | SUITE 660 |
| MICHELLE WHITEHURST-COOK | |||||||||
| PO BOX 158 | HIGHLAND SPRINGS | VA | 23075 | BOARD MEMBER | 0.50 | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PROVIDE HEALTH EDUCATION SUPPORT THROUGH NURSING SCHOLARSHIPS AND EQUIPMENT GRANTS AWARDED TO LOCAL COMMUNITY COLLEGES(2). | Description1Txt |
| Expenses1 | $34,123 | Expenses1Amt |
| Description2 | PROVIDE PUBLIC WELFARE BY SUPPORTING LOCAL CHRISTMAS MOTHER FUNDS(3) AND LOCAL NOT-FOR-PROFIT ORGANIZATIONS (11). | Description2Txt |
| Expenses2 | $118,189 | Expenses2Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,981,840 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $15,884 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,997,724 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,997,724 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $29,966 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,967,758 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $98,388 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $98,388 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,140 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,140 | TotalTaxAmt |
| Distributable Before Adj | $97,248 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $97,248 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $97,248 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $152,312 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $152,312 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $97,248 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $60,056 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $46,171 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $60,003 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $69,504 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $55,579 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $291,313 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $152,312 | QualifyingDistributionsAmt |
| Applied To Current Year | $97,248 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $55,064 | RemainingDistriFromCorpusAmt |
| Total Corpus | $346,377 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $60,056 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $286,321 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $46,171 | ExcessFromYear4Amt |
| Excess From Year3 | $60,003 | ExcessFromYear3Amt |
| Excess From Year2 | $69,504 | ExcessFromYear2Amt |
| Excess From Year1 | $55,579 | ExcessFromYear1Amt |
| Excess From Current Year | $55,064 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BARCLAY BRADSHAW | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 ARBORETUM PLACE SUITE 660 | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23236 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8045600560 | RecipientPhoneNum |
| Form And Info And Materials | LETTER STATING NATURE AND AMOUNT OF REQUEST WITH FULL SUPPORT INFORMATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | HEALTH CARE RELATED, TO BE USED IN RICHMOND, VA | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACCESS NOW INC | |||||||
| 2821 EMERYWOOD PKWY | SUITE 200 | RICHMOND | VA | 23294 | PC | PUBLIC WELFARE | $5,000 |
| BON SECOURS HEALTH CARE FND | |||||||
| 5855 BREMO ROAD | RICHMOND | VA | 23226 | PC | PUBLIC WELFARE CARE-A-VAN | $5,000 | |
| BRIGHT POINT COMM COLLEGE | |||||||
| 800 CHARTER COLONY PKWY | MIDLOTHIAN | VA | 23114 | PC | NURSING SCHOLARSHIPS & TRAININGTOOLS | $16,500 | |
| CHESTERFIELD CHRISTMAS MOTHER | |||||||
| PO BOX 2500 | CHESTERFIELD | VA | 23832 | PC | PUBLIC WELFARE | $1,000 | |
| CIRCLES RVA INC | |||||||
| PO BOX 25327 | RICHMOND | VA | 23260 | PC | PUBLIC WELFARE | $15,000 | |
| CROSSOVER MINISTRIES | |||||||
| 8600 QUIOCCASIN RD | SUITE 101 | RICHMOND | VA | 23229 | PC | PUBLIC WELFARE | $20,000 |
| DAILY PLANET | |||||||
| 517 W GRACE STREET | RICHMOND | VA | 23220 | PC | PUBLIC WELFARE | $7,500 | |
| FEED MORE INC | |||||||
| 8020 VILLA PARK DRIVE | RICHMOND | VA | 23228 | PC | PUBLIC WELFARE | $15,000 | |
| GATEWAY HOMES | |||||||
| 4905 DICKENS ROAD | RICHMOND | VA | 23230 | PC | PUBLIC WELFARE | $6,000 | |
| HENRICO CHRISTMAS MOTHER | |||||||
| PO BOX 70338 | RICHMOND | VA | 23255 | PC | PUBLIC WELFARE | $1,000 | |
| J SARGEANT REYNOLDS | |||||||
| PO BOX 26924 | RICHMOND | VA | 23261 | PC | NURSING SCHOLARSHIPS & CPR COURSE | $16,500 | |
| RICHMOND CHRISTMAS MOTHER | |||||||
| PO BOX 25864 | RICHMOND | VA | 23260 | PC | PUBLIC WELFARE | $1,000 | |
| SALVATION ARMY | |||||||
| PO BOX 12400 | RICHMOND | VA | 23241 | PC | PUBLIC WELFARE | $2,000 | |
| ST FRANCIS MANCHESTER | |||||||
| 65 W CLOPTON STREET | RICHMOND | VA | 23225 | PC | PUBLIC WELFARE | $5,800 | |
| THRIVE BIRTH TO FIVE | |||||||
| 1210 E CARY STREET | RICHMOND | VA | 23219 | PC | PUBLIC WELFARE | $5,000 | |
| VIRGINIA HOME | |||||||
| 1101 HAMPTON STREET | RICHMOND | VA | 23220 | PC | PUBLIC WELFARE | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $147,300 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $348 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $52,004 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $44,936 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $97,288 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $97,288 | 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 | HARRIS, HARDY & JOHNSTONE PC | CategoryTxt |
| Amt | $6,300 | Amt |
| Net Investment Income | $3,150 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,150 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | HEARTWOOD | StockNm |
| EOY Book Value | $1,450,108 | EOYBookValueAmt |
| EOYFMV | $2,012,197 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| INSURANCE | $1,047 | $523 | |
| INVESTMENT MANAGEMENT FEES | $9,833 | $9,833 | |
| MEETING EXPENSES | $62 | $62 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING | CategoryTxt |
| Amt | $3,600 | Amt |
| Net Investment Income | $1,800 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,800 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX ON INVESTMENT INCOME | CategoryTxt |
| Amt | $1,804 | Amt |