efile Public Visual Render
ObjectId: 202301359349101090 - Submission: 2023-05-15
TIN: 51-0211020
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0047
20
21
Open to Public Inspection
For calendar year 2021, or tax year beginning
07-01-2021
, and ending
06-30-2022
Name of foundation
RICHMOND MEMORIAL HEALTH FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)
4901 LIBBIE MILL EAST BLVD 210
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
RICHMOND
,
VA
23230
A Employer identification number
51-0211020
B
Telephone number (see instructions)
(804) 282-6282
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
105,646,266
J
Accounting method:
Cash
Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)
Part I
Analysis of Revenue and Expenses
(The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)
(a)
Revenue and
expenses per
books
(b)
Net investment
income
(c)
Adjusted net
income
(d)
Disbursements
for charitable
purposes
(cash basis only)
1
Contributions, gifts, grants, etc., received (attach schedule)
959,000
2
Check
.............
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities
...
1,807,450
1,807,450
5a
Gross rents
............
26,035
26,035
b
Net rental income or (loss)
26,035
6a
Net gain or (loss) from sale of assets not on line 10
27,038,404
b
Gross sales price for all assets on line 6a
42,746,079
7
Capital gain net income (from Part IV, line 2)
...
27,038,404
8
Net short-term capital gain
.........
9
Income modifications
...........
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
....
c
Gross profit or (loss) (attach schedule)
.....
11
Other income (attach schedule)
.......
12
Total.
Add lines 1 through 11
........
29,830,889
28,871,889
13
Compensation of officers, directors, trustees, etc.
543,284
57,740
485,544
14
Other employee salaries and wages
......
386,350
0
386,350
15
Pension plans, employee benefits
.......
248,337
17,384
230,954
16a
Legal fees (attach schedule)
.........
43,456
3,802
39,654
b
Accounting fees (attach schedule)
.......
139,434
9,315
130,120
c
Other professional fees (attach schedule)
....
729,688
238,306
491,382
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
527,409
0
3,476
19
Depreciation (attach schedule) and depletion
...
11,358
0
20
Occupancy
..............
218,262
15,111
166,473
21
Travel, conferences, and meetings
.......
139,660
0
139,660
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
201,886
3,747
193,308
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
3,189,124
345,405
2,266,921
25
Contributions, gifts, grants paid
.......
3,264,494
3,264,494
26
Total expenses and disbursements.
Add lines 24 and 25
6,453,618
345,405
5,531,415
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
23,377,271
b
Net investment income
(if negative, enter -0-)
28,526,484
c
Adjusted net income
(if negative, enter -0-)
...
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2021)
Page 2
Form 990-PF (2021)
Page
2
Part II
Balance Sheets
Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year
End of year
(a)
Book Value
(b)
Book Value
(c)
Fair Market Value
1
Cash—non-interest-bearing
.............
450,925
277,185
277,185
2
Savings and temporary cash investments
.........
3
Accounts receivable
34,216
Less: allowance for doubtful accounts
34,216
34,216
34,216
4
Pledges receivable
Less: allowance for doubtful accounts
5
Grants receivable
.................
6
Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)
.....
7
Other notes and loans receivable (attach schedule)
Less: allowance for doubtful accounts
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
116,988
56,872
56,872
10a
Investments—U.S. and state government obligations (attach schedule)
b
Investments—corporate stock (attach schedule)
.......
51,034,999
61,121,999
61,121,999
c
Investments—corporate bonds (attach schedule)
.......
11
Investments—land, buildings, and equipment: basis
192,219
Less: accumulated depreciation (attach schedule)
167,209
36,368
25,010
25,010
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
28,628,892
44,130,984
44,130,984
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
396,543,000
0
0
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
476,845,388
105,646,266
105,646,266
17
Accounts payable and accrued expenses
..........
136,555
592,143
18
Grants payable
.................
19
Deferred revenue
.................
20
Loans from officers, directors, trustees, and other disqualified persons
21
Mortgages and other notes payable (attach schedule)
......
22
Other liabilities (describe
)
23
Total liabilities
(add lines 17 through 22)
.........
136,555
592,143
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
471,641,444
99,872,194
25
Net assets with donor restrictions
............
5,067,389
5,181,929
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
27
Paid-in or capital surplus, or land, bldg., and equipment fund
28
Retained earnings, accumulated income, endowment, or other funds
29
Total net assets or fund balances
(see instructions)
.....
476,708,833
105,054,123
30
Total liabilities and net assets/fund balances
(see instructions)
.
476,845,388
105,646,266
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return)
...............
1
476,708,833
2
Enter amount from Part I, line 27a
.....................
2
23,377,271
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
500,086,104
5
Decreases not included in line 2 (itemize)
5
395,031,981
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
105,054,123
Form
990-PF
(2021)
Page 3
Form 990-PF (2021)
Page
3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a)
List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a
SALE OF SECURITIES
P
b
SALE OF BON SECOURS INT
P
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
2,746,079
2,746,079
b
40,000,000
15,707,675
24,292,325
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-)
or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a
2,746,079
b
24,292,325
c
d
e
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
27,038,404
3
Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8
...................
3
Form
990-PF
(2021)
Page 4
Form 990-PF (2021)
Page
4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a
Exempt operating foundations described in section 4940(d)(2), check here
and enter “N/A" on line 1.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
b
All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2
Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
2
0
3
Add lines 1 and 2
...........................
3
396,518
4
Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
4
0
5
Tax based on investment income.
Subtract line 4 from line 3. If zero or less, enter -0-
.....
5
396,518
6
Credits/Payments:
a
2021 estimated tax payments and 2020 overpayment credited to 2021
6a
63,351
b
Exempt foreign organizations—tax withheld at source
......
6b
0
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
336,050
d
Backup withholding erroneously withheld
...........
6d
0
7
Total credits and payments. Add lines 6a through 6d
..............
7
399,401
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
244
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
2,639
11
Enter the amount of line 10 to be:
Credited to 2022 estimated tax
2,639
Refunded
11
0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign?
....................
1a
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition
.................................
1b
No
If the answer is "Yes" to
1a
or
1b,
attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file
Form 1120-POL
for this year?
.....................
1c
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1)
On the foundation.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?
.......
2
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments?
If "Yes," attach a conformed copy of the changes
....
3
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?
.........
4a
Yes
b
If "Yes," has it filed a tax return on
Form 990-T
for this year?
...................
4b
Yes
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?
.........
5
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
By language in the governing instrument, or
By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument?
................
6
Yes
7
Did the foundation have at least $5,000 in assets at any time during the year?
If "Yes," complete Part II, col. (c),
and Part XIV.
.................................
7
Yes
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
VA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G?
If "No," attach explanation
.
8b
Yes
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
If "Yes," complete Part XIII
.............................
9
No
10
Did any persons become substantial contributors during the tax year?
If "Yes," attach a schedule listing their names
and addresses.
...............................
10
No
Form
990-PF
(2021)
Page 5
Form 990-PF (2021)
Page
5
Part VI-A
Statements Regarding Activities
(continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions
.............
11
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions
.................
12
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
Website address
N/A
14
The books are in care of
THE ORGANIZATION
Telephone no.
(804) 282-6282
Located at
4901 LIBBIE MILL EAST BLVD SUITE
210
RICHMOND
VA
ZIP+4
23230
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over
Yes
No
a bank, securities, or other financial account in a foreign country?
.................
16
No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1)
Engage in the sale or exchange, or leasing of property with a disqualified person?
...........
1a(1)
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
..............................
1a(2)
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
...........
1a(3)
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
............
1a(4)
Yes
(5)
Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)?
......................
1a(5)
No
(6)
Agree to pay money or property to a government official? (
Exception.
Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.)
...............
1a(6)
No
b
If any answer is "Yes" to 1a(1)–(6), did
any
of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions
..........
1b
No
c
Organizations relying on a current notice regarding disaster assistance check here
........
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2021?
.............
1d
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2021, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2021?
....................
2a
No
If "Yes," list the years
20
,
20
,
20
,
20
b
Are there any years listed in 2a for which the foundation is
not
applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to
all
years listed, answer "No" and attach statement—see instructions.)
..............
2b
c
If the provisions of section 4942(a)(2) are being applied to
any
of the years listed in 2a, list the years here.
20
,
20
,
20
,
20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year?
..............................
3a
No
b
If "Yes," did it have excess business holdings in 2021 as a result of
(1)
any purchase by the foundation
or disqualified persons after May 26, 1969;
(2)
the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or
(3)
the lapse of the 10-, 15-, or 20-year first phase holding period?
(Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2021.)
.....................
3b
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021?
..
4b
No
Form
990-PF
(2021)
Page 6
Form 990-PF (2021)
Page
6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
(continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1)
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
..........
5a(1)
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
....................
5a(2)
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
.............
5a(3)
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
........................
5a(4)
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.............
5a(5)
No
b
If any answer is "Yes" to 5a(1)–(5), did
any
of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions
........
5b
c
Organizations relying on a current notice regarding disaster assistance check
.........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant?
.................
5d
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract?
.............................
6a
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
....
6b
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction?
.....
7b
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year?
.........................
8
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1
List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a)
Name and address
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(If not paid, enter
-0-)
(d)
Contributions to employee benefit plans and deferred compensation
(e)
Expense account,
other allowances
MARK D CONSTANTINE PHD
PRESIDENT & CEO
40.00
509,167
15,400
0
4901 LIBBIE MILL EAST BOULEVARD
SUITE 210
RICHMOND
,
VA
23230
DEBORAH L ULMER RN PHD
IMMEDIATE PAST CHAIR
2.00
0
0
0
4901 LIBBIE MILL EAST BOULEVARD
SUITE 210
RICHMOND
,
VA
23230
AMY STRITE
SECRETARY
2.00
0
0
0
4901 LIBBIE MILL EAST BOULEVARD
SUITE 210
RICHMOND
,
VA
23230
REGINALD E GORDON ESQUIRE
CHAIR
2.00
0
0
0
4901 LIBBIE MILL EAST BOULEVARD
SUITE 210
RICHMOND
,
VA
23230
VANESSA WALKER HARRIS MD
TRUSTEE
2.00
0
0
0
4901 LIBBIE MILL EAST BOULEVARD
SUITE 210
RICHMOND
,
VA
23230
A DALE CANNADY
TRUSTEE
2.00
0
0
0
4901 LIBBIE MILL EAST BOULEVARD
SUITE 210
RICHMOND
,
VA
23230
DANNY TK AVULA
TRUSTEE
2.00
0
0
0
4901 LIBBIE MILL EAST BOULEVARD
SUITE 210
RICHMOND
,
VA
23230
JR HIPPLE
TRUSTEE
1.00
0
0
0
4901 LIBBIE MILL EAST BOULEVARD
SUITE 210
RICHMOND
,
VA
23230
JOSEPH SCHILLING
TRUSTEE
1.00
0
0
0
4901 LIBBIE MILL EAST BOULEVARD
SUITE 210
RICHMOND
,
VA
23230
ABRAHAM SEGRES
VICE CHAIR
1.00
0
0
0
4901 LIBBIE MILL EAST BOULEVARD
SUITE 210
RICHMOND
,
VA
23230
WILLIAM R NELSON MD MPH
TRUSTEE
1.00
0
0
0
4901 LIBBIE MILL EAST BOULEVARD
SUITE 210
RICHMOND
,
VA
23230
ROSALYN HOBSON HARGRAVES PHD
TRUSTEE
1.00
0
0
0
4901 LIBBIE MILL EAST BOULEVARD
SUITE 210
RICHMOND
,
VA
23230
JOHN MOESER PHD
TRUSTEE
1.00
0
0
0
4901 LIBBIE MILL EAST BOULEVARD
SUITE 210
RICHMOND
,
VA
23230
DESSIE B NASH PHD
TRUSTEE
1.00
0
0
0
4901 LIBBIE MILL EAST BOULEVARD
SUITE 210
RICHMOND
,
VA
23230
TANYA GONZALEZ
TRUSTEE
1.00
0
0
0
4901 LIBBIE MILL EAST BOULEVARD
SUITE 210
RICHMOND
,
VA
23230
2
Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a)
Name and address of each employee paid more than $50,000
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(d)
Contributions to
employee benefit
plans and deferred
compensation
(e)
Expense account,
other allowances
ALBERT WALKER
DIR OF HEALTH EQUITY
40.00
172,817
30,993
0
4901 LIBBIE MILL EAST BOULEVARD
SUITE 210
RICHMOND
,
VA
23230
MICHAEL SMITH
DIRECTOR OF COMM INV
40.00
167,883
23,605
0
4901 LIBBIE MILL EAST BOULEVARD
SUITE 210
RICHMOND
,
VA
23230
LISA BENDER
PROG OFFICER & GRANT
40.00
169,899
17,893
0
4901 LIBBIE MILL EAST BOULEVARD
SUITE 210
RICHMOND
,
VA
23230
KENDRA JONES
DIR OF HEALTH EQUITY
40.00
158,113
23,073
0
4901 LIBBIE MILL EAST BOULEVARD
SUITE 210
RICHMOND
,
VA
23230
Total
number of other employees paid over $50,000
...................
0
Form
990-PF
(2021)
Page 7
Form 990-PF (2021)
Page
7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
(continued)
3
Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a)
Name and address of each person paid more than $50,000
(b)
Type of service
(c)
Compensation
NORTHERN TRUST
INVESTMENT CONSULTING
187,782
50 S LASALLE ST
CHICAGO
,
IL
60675
GLADYS WASHINGTON
ADVISORY
136,550
PO BOX 571
CHRISTIANSTED
,
VI
00821
WYTHE AVE CONSULTING LLC
COMMUNICATION CONSULTING
108,600
3417 WYTHE AVE
RICHMOND
,
VA
23221
WARREN WHITNEY
BUSINESS MANAGEMENT CONSULTING
106,484
7231 FOREST AVE STE 203
RICHMOND
,
VA
23226
BOARDWALK CONSULTING LLC
RECRUITING
81,000
84 PEACHTREE ST NW
ATLANTA
,
GA
30303
Total
number of others receiving over $50,000 for professional services
.............
0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.
Expenses
1
2
3
T
0
4
Part VIII-B
Summary of Program-Related Investments
(see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.
Amount
1
2
All other program-related investments. See instructions.
3
Total.
Add lines 1 through 3
.........................
0
Form
990-PF
(2021)
Page 8
Form 990-PF (2021)
Page
8
Part IX
Minimum Investment Return
(All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities
...................
1a
84,964,148
b
Average of monthly cash balances
.......................
1b
8,423,212
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
93,387,360
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation)
.............
1e
0
2
Acquisition indebtedness applicable to line 1 assets
..................
2
0
3
Subtract line 2 from line 1d
.........................
3
93,387,360
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions)
.............................
4
1,400,810
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3.
............
5
91,986,550
6
Minimum investment return.
Enter 5% (0.05) of line 5
................
6
4,599,328
Part X
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part IX, line 6
..................
1
4,599,328
2a
Tax on investment income for 2021 from Part V, line 5
.......
2a
396,518
b
Income tax for 2021. (This does not include the tax from Part V.)
...
2b
c
Add lines 2a and 2b
............................
2c
396,518
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
4,202,810
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
4,202,810
6
Deduction from distributable amount (see instructions)
.................
6
0
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1
...
7
4,202,810
Part XI
Qualifying Distributions
(see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26
..........
1a
5,531,415
b
Program-related investments—total from Part VIII-B
..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes
...............................
2
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)
....................
3a
b
Cash distribution test (attach the required schedule)
.................
3b
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part XII, line 4.
4
5,531,415
Form
990-PF
(2021)
Page 9
Form 990-PF (2021)
Page
9
Part XII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2020
(c)
2020
(d)
2021
1
Distributable amount for 2021 from Part X, line 7
4,202,810
2
Undistributed income, if any, as of the end of 2021:
a
Enter amount for 2020 only
.......
0
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2021:
a
From 2016
......
b
From 2017
......
c
From 2018
......
7,137
d
From 2019
......
1,325,622
e
From 2020
......
524,530
f
Total
of lines 3a through e
........
1,857,289
4
Qualifying distributions for 2021 from Part
XI, line 4:
$
5,531,415
a
Applied to 2020, but not more than line 2a
0
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
0
c
Treated as distributions out of corpus (Election
required—see instructions)
........
0
d
Applied to 2021 distributable amount
.....
4,202,810
e
Remaining amount distributed out of corpus
1,328,605
5
Excess distributions carryover applied to 2021.
0
0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
3,185,894
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
..........
0
c
Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed
......
0
d
Subtract line 6c from line 6b. Taxable amount
—see instructions
...........
0
e
Undistributed income for 2019. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2021. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2022
..........
0
7
Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions)
.......
750,000
8
Excess distributions carryover from 2016 not
applied on line 5 or line 7 (see instructions)
...
0
9
Excess distributions carryover to 2022.
Subtract lines 7 and 8 from line 6a
......
2,435,894
10
Analysis of line 9:
a
Excess from 2017
....
b
Excess from 2018
....
c
Excess from 2019
....
582,759
d
Excess from 2020
....
524,530
e
Excess from 2021
....
1,328,605
Form
990-PF
(2021)
Page 10
Form 990-PF (2021)
Page
10
Part XIII
Private Operating Foundations
(see instructions and Part VI-A, question 9)
1a
If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2021, enter the date of the ruling
......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
2a
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2021
(b)
2020
(c)
2019
(d)
2018
b
85% (0.85) of line 2a
.........
c
Qualifying distributions from Part XI,
line 4 for each year listed
.....
d
Amounts included in line 2c not used directly
for active conduct of exempt activities
..........
e
Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c
....
3
Complete 3a, b, or c for the
alternative test relied upon:
a
“Assets" alternative test—enter:
(1)
Value of all assets
......
(2)
Value of assets qualifying
under section 4942(j)(3)(B)(i)
b
“Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed
..
c
“Support" alternative test—enter:
(1)
Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties)
....
(2)
Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)
....
(3)
Largest amount of support
from an exempt organization
(4)
Gross investment income
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
b
List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
MARK D CONSTANTINE PRESIDENT CEO RI
4901 LIBBIE MILL EAST BOULEVARD
SUITE 210
RICHMOND
,
VA
23230
(804) 282-6282
b
The form in which applications should be submitted and information and materials they should include:
SEE ATTACHED COPY OF GRANT APPLICATION GUIDELINES.
c
Any submission deadlines:
SEE ATTACHED COPY OF GRANT APPLICATION GUIDELINES.
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
SEE ATTACHED COPY OF GRANT APPLICATION GUIDELINES.
Form
990-PF
(2021)
Page 11
Form 990-PF (2021)
Page
11
Part XIV
Supplementary Information
(continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
a
Paid during the year
ACCESS NOW
2821 EMERYWOOD PARKWAY STE 200
RICHMOND
,
VA
23294
NONE
PC
PROGRAM SUPPORT: GENERAL OPERATING SUPPORT
45,000
AMERICAN RED CROSS - VIRGINIA REGION
2825 EMERYWOOD PARKWAY
RICHMOND
,
VA
23294
NONE
PC
PROGRAM SUPPORT: 2022 AMERICAN RED CROSS HELP CAN'T WAIT BREAKFAST IN HONOR OF REGGIE GORGON
5,000
BETTER HOUSING COALITION
23 WEST BROAD ST STE 100
RICHMOND
,
VA
23220
NONE
PC
PROGRAM SUPPORT: GENERAL OPERATING SUPPORT
35,000
BOYS AND GIRLS CLUBS OF METRO RICHMOND
5511 STAPLES MILL RD 301
RICHMOND
,
VA
23228
NONE
PC
PROGRAM SUPPORT: GENERAL OPERATING SUPPORT
2,333
BOYS AND GIRLS CLUBS OF METRO RICHMOND
5511 STAPLES MILL RD 301
RICHMOND
,
VA
23228
NONE
PC
PROGRAM SUPPORT: GENERAL OPERATING SUPPORT
15,000
CAPITAL AREA HEALTH NETWORK
2809 NORTH AVE
RICHMOND
,
VA
23222
NONE
PC
PROGRAM SUPPORT: GENERAL OPERATING SUPPORT
20,000
CAPITAL AREA HEALTH NETWORK
PO BOX 27947
RICHMOND
,
VA
23261
NONE
PC
PROGRAM SUPPORT: GENERAL OPERATING SUPPORT
100,000
CHALLENGE DISCOVERY PROJECTS
1503 SANTA ROSA RD SUITE 211
RICHMOND
,
VA
23229
NONE
PC
PROGRAM SUPPORT: GENERAL OPERATING SUPPORT
40,000
CHESTERFIELD FOOD BANK
12211 IRON BRIDGE ROAD
CHESTER
,
VA
23831
NONE
PC
PROGRAM SUPPORT: GENERAL OPERATING SUPPORT
25,000
CHESTERFIELD FOOD BANK
12211 IRON BRIDGE ROAD
CHESTER
,
VA
23831
NONE
PC
PROGRAM SUPPORT: GENERAL OPERATING SUPPORT
4,166
CHILDSAVERS-MEMORIAL CHILD GUIDANCE CLINIC
200 NORTH 22ND ST
RICHMOND
,
VA
23223
NONE
PC
PROGRAM SUPPORT: GENERAL OPERATING SUPPORT
30,000
CHILDSAVERS-MEMORIAL CHILD GUIDANCE CLINIC
200 NORTH 22ND ST
RICHMOND
,
VA
23223
NONE
PC
PROGRAM SUPPORT: GENERAL OPERATING SUPPORT
40,000
CHILDSAVERS-MEMORIAL CHILD GUIDANCE CLINIC
200 NORTH 22ND ST
RICHMOND
,
VA
23223
NONE
PC
PROGRAM SUPPORT: GENERAL OPERATING SUPPORT
15,000
CROSSOVER HEALTHCARE MINISTRY
8600 QUIOCCASIN RD STE 102
RICHMOND
,
VA
23229
NONE
PC
PROGRAM SUPPORT: GENERAL OPERATING SUPPORT
30,000
CROSSOVER HEALTHCARE MINISTRY
8600 QUIOCCASIN RD STE 102
RICHMOND
,
VA
23229
NONE
PC
PROGRAM SUPPORT: GENERAL OPERATING SUPPORT
100,000
DAILY PLANET HEALTH SERVICES
517 WEST GRACE ST
RICHMOND
,
VA
23220
NONE
PC
PROGRAM SUPPORT: GENERAL OPERATING SUPPORT
35,000
DAILY PLANET HEALTH SERVICES
517 WEST GRACE ST
RICHMOND
,
VA
23220
NONE
PC
PROGRAM SUPPORT: GENERAL OPERATING SUPPORT
100,000
EDUCATION CONNECTION ACADEMY
3600 WEST BROAD ST 314
RICHMOND
,
VA
23230
NONE
PC
PROGRAM SUPPORT: COMMUNITY HEALING PROJECT
20,000
EDUCATION CONNECTION ACADEMY
3600 WEST BROAD ST 314
RICHMOND
,
VA
23230
NONE
PC
PROGRAM SUPPORT: GENERAL OPERATING SUPPORT
2,333
EDUCATION CONNECTION ACADEMY
3600 WEST BROAD ST 314
RICHMOND
,
VA
23230
NONE
PC
PROGRAM SUPPORT: GENERAL OPERATING SUPPORT
15,000
FACES OF HOPE OF VIRGINIA INC
249 E GERMAN SCHOOL RD
RICHMOND
,
VA
23224
NONE
PC
PROGRAM SUPPORT: GENERAL OPERATING SUPPORT
15,000
FREE CLINIC OF POWHATAN
3908 OLD BUCKINHAM RD
POWHATAN
,
VA
23139
NONE
PC
PROGRAM SUPPORT: GENERAL OPERATING SUPPORT
30,000
FREE CLINIC OF POWHATAN
3908 OLD BUCKINHAM RD
POWHATAN
,
VA
23139
NONE
PC
PROGRAM SUPPORT: GENERAL OPERATING SUPPORT
50,000
GATEWAY HOMES
4905 DICKENS RD SUITE 106
RICHMOND
,
VA
23230
NONE
PC
PROGRAM SUPPORT: PROVIDING OUTPATIENT CLINICAL SERVICES
26,000
GATEWAY HOMES
4901 LIBBIE MILL EAST BOULEVARD
SUITE 210
RICHMOND
,
VA
23230
NONE
PC
PROGRAM SUPPORT: PROVIDING OUTPATIENT CLINICAL SERVICES
30,000
GOOCHLANDCARES
PO BOX 116
GOOCHLAND
,
VA
23063
NONE
PC
PROGRAM SUPPORT: GENERAL OPERATING SUPPORT
100,000
GOOCHLANDCARES
PO BOX 116
GOOCHLAND
,
VA
23063
NONE
PC
PROGRAM SUPPORT: GENERAL OPERATING SUPPORT
20,000
GREATER RICHMOND SCAN (STOP CHILD ABUSE NOW)
103 E GRACE ST
RICHMOND
,
VA
23219
NONE
PC
PROGRAM SUPPORT: GENERAL OPERATING SUPPORT
30,000
GREATER RICHMOND SCAN (STOP CHILD ABUSE NOW)
103 E GRACE ST
RICHMOND
,
VA
23219
NONE
PC
PROGRAM SUPPORT: GENERAL OPERATING SUPPORT
35,000
GREATER RICHMOND SCAN (STOP CHILD ABUSE NOW)
103 E GRACE ST
RICHMOND
,
VA
23219
NONE
PC
PROGRAM SUPPORT: GENERAL OPERATING SUPPORT
40,000
GROUNDWORK RVA
3001 MEADOWBRIDGE ROAD
RICHMOND
,
VA
23222
NONE
PC
PROGRAM SUPPORT: GENERAL OPERATING SUPPORT
2,333
GROUNDWORK RVA
3001 MEADOWBRIDGE ROAD
RICHMOND
,
VA
23222
NONE
PC
PROGRAM SUPPORT: GENERAL OPERATING SUPPORT
15,000
HEALTH BRIGRADE
1010 N THOMPSON ST
RICHMOND
,
VA
23230
NONE
PC
PROGRAM SUPPORT: GENERAL OPERATING SUPPORT
100,000
JEWISH FAMILY SERVICES
6718 PATTERSON AVE
RICHMOND
,
VA
23226
NONE
PC
PROGRAM SUPPORT: GENERAL OPERATING SUPPORT
30,000
LA CASA DE LA SALUD
2201 BIRNAM WOODS COURT
MIDLOTHIAN
,
VA
23112
NONE
PC
PROGRAM SUPPORT: GENERAL OPERATING SUPPORT
25,000
LA CASA DE LA SALUD
2201 BIRNAM WOODS COURT
MIDLOTHIAN
,
VA
23112
NONE
PC
PROGRAM SUPPORT: GENERAL OPERATING SUPPORT
4,166
LATINOS IN VIRGINIA EMPOWERMENT CENTER
9513 HULL ST
RICHMOND
,
VA
23236
NONE
PC
PROGRAM SUPPORT: GENERAL OPERATING SUPPORT
30,000
LATINOS IN VIRGINIA EMPOWERMENT CENTER
9513 HULL ST
RICHMOND
,
VA
23236
NONE
PC
PROGRAM SUPPORT: GENERAL OPERATING SUPPORT
30,000
LATINOS IN VIRGINIA EMPOWERMENT CENTER
9513 HULL ST
RICHMOND
,
VA
23236
NONE
PC
PROGRAM SUPPORT: GENERAL OPERATING SUPPORT
25,000
LATINOS IN VIRGINIA EMPOWERMENT CENTER
9513 HULL ST
RICHMOND
,
VA
23236
NONE
PC
PROGRAM SUPPORT: GENERAL OPERATING SUPPORT
4,166
LATINOS IN VIRGINIA EMPOWERMENT CENTER
9513 HULL ST
RICHMOND
,
VA
23236
NONE
PC
PROGRAM SUPPORT: GENERAL OPERATING SUPPORT
2,333
LATINOS IN VIRGINIA EMPOWERMENT CENTER
9513 HULL ST
RICHMOND
,
VA
23236
NONE
PC
PROGRAM SUPPORT: GENERAL OPERATING SUPPORT
15,000
NATIONZ FOUNDATION
4794 FINLAY STREET
RICHMOND
,
VA
23231
NONE
PC
PROGRAM SUPPORT: GENERAL OPERATING SUPPORT
2,333
NATIONZ FOUNDATION
4794 FINLAY STREET
RICHMOND
,
VA
23231
NONE
PC
PROGRAM SUPPORT: GENERAL OPERATING SUPPORT
15,000
PARTNERSHIP FOR HOUSING AFFORDABILITY
8975 THREE CHOPT RD
RICHMOND
,
VA
23229
NONE
PC
PROGRAM SUPPORT: GENERAL OPERATING SUPPORT
25,000
PATH PARTNERSHIPS
3322 W FRANKLIN STREET
RICHMOND
,
VA
23221
NONE
PC
PROGRAM SUPPORT: VIRGINIA FUNDERS NETWORK HEALTH POLICY WORK YEAR 2 OF 2
25,000
PETER PAUL DEVELOPMENT CENTER
1708 NORTH 22ND ST
RICHMOND
,
VA
23223
NONE
PC
PROGRAM SUPPORT: GENERAL OPERATING SUPPORT
40,000
RX PARTNERSHIP
2924 EMERYWOOD PARKWAY STE 300
RICHMOND
,
VA
23294
NONE
PC
PROGRAM SUPPORT: GENERAL OPERATING SUPPORT
20,000
SACRED HEART CENTER
1400 PERRY ST
RICHMOND
,
VA
23224
NONE
PC
PROGRAM SUPPORT: GENERAL OPERATING SUPPORT
25,000
SACRED HEART CENTER
1400 PERRY ST
RICHMOND
,
VA
23224
NONE
PC
PROGRAM SUPPORT: GENERAL OPERATING SUPPORT
4,166
SACRED HEART CENTER
1400 PERRY ST
RICHMOND
,
VA
23224
NONE
PC
PROGRAM SUPPORT: GENERAL OPERATING SUPPORT
40,000
SIDE BY SIDE
PO BOX 5542
RICHMOND
,
VA
23220
NONE
PC
PROGRAM SUPPORT: GENERAL OPERATING SUPPORT
30,000
SIDE BY SIDE
PO BOX 5542
RICHMOND
,
VA
23220
NONE
PC
PROGRAM SUPPORT: GENERAL OPERATING SUPPORT
30,000
SOUTHSIDE COMMUNITY DEVELOPMENT AND HOUSING CORPORATION
1624 HULL ST
RICHMOND
,
VA
23224
NONE
PC
PROGRAM SUPPORT: GENERAL OPERATING SUPPORT
25,000
SOUTHSIDE COMMUNITY DEVELOPMENT AND HOUSING CORPORATION
1624 HULL ST
RICHMOND
,
VA
23224
NONE
PC
PROGRAM SUPPORT: GENERAL OPERATING SUPPORT
4,166
THE COMMONWEALTH INSTITUTE FOR FISCAL ANALYSIS
1329 CARY ST 202
RICHMOND
,
VA
23219
NONE
PC
PROGRAM SUPPORT: GENERAL OPERATING SUPPORT
207,386
THE COMMONWEALTH INSTITUTE FOR FISCAL ANALYSIS
1329 CARY ST 202
RICHMOND
,
VA
23219
NONE
PC
PROGRAM SUPPORT: GENERAL OPERATING SUPPORT
40,000
VIRGINIA COMMUNITY VOICE
1694 HULL ST
RICHMOND
,
VA
23224
NONE
PC
PROGRAM SUPPORT: GENERAL OPERATING SUPPORT
40,000
VIRGINIA COMMUNITY VOICE
1694 HULL ST
RICHMOND
,
VA
23224
NONE
PC
PROGRAM SUPPORT: RACIAL EQUITY ESSAYS - GOLD SPONSORSHIP
2,500
VIRGINIA CENTER FOR INCLUSIVE COMMUNITIES
5511 STAPLES MILL RD 202
RICHMOND
,
VA
23228
NONE
PC
PROGRAM SUPPORT: 2021 HUMANITARIAN AWARDS DINNER
2,000
VIRGINIA HEALTH CATALYST
4200 INNSLAKE DRIVE STE 103
GLEN ALLEN
,
VA
23060
NONE
PC
PROGRAM SUPPORT: GENERAL OPERATING SUPPORT
181,320
VIRGINIA LEAGUE FOR PLANNED PARENTHOOD
201 HAMILTON ST
RICHMOND
,
VA
23221
NONE
PC
PROGRAM SUPPORT: GENERAL OPERATING SUPPORT
40,000
VIRGINIA LEAGUE FOR PLANNED PARENTHOOD
201 HAMILTON ST
RICHMOND
,
VA
23221
NONE
PC
PROGRAM SUPPORT: GENERAL OPERATING SUPPORT
100,000
VIRGINIA SUPPORTIVE HOUSING
PO BOX 8585
RICHMOND
,
VA
23226
NONE
PC
PROGRAM SUPPORT: GENERAL OPERATING SUPPORT
50,000
VOICES FOR VIRGINIA'S CHILDREN
1606 SANTA ROSA RD SUITE 109
RICHMOND
,
VA
23229
NONE
PC
PROGRAM SUPPORT: GENERAL OPERATING SUPPORT
181,294
WAYMAKERS FOUNDATION
7122 HULL STREET ROAD
CHESTERFIELD
,
VA
23235
NONE
PC
PROGRAM SUPPORT: GENERAL OPERATING SUPPORT
25,000
WAYMAKERS FOUNDATION
7122 HULL STREET ROAD
CHESTERFIELD
,
VA
23235
NONE
PC
PROGRAM SUPPORT: GENERAL OPERATING SUPPORT
4,166
WAYMAKERS FOUNDATION
7122 HULL STREET ROAD
CHESTERFIELD
,
VA
23235
NONE
PC
PROGRAM SUPPORT: GENERAL OPERATING SUPPORT
2,333
WAYMAKERS FOUNDATION
7122 HULL STREET ROAD
CHESTERFIELD
,
VA
23235
NONE
PC
PROGRAM SUPPORT: GENERAL OPERATING SUPPORT
15,000
YMCA OF GREATER RICHMOND
2 WEST FRANKLIN STREET
RICHMOND
,
VA
23220
NONE
PC
PROGRAM SUPPORT: GENERAL OPERATING SUPPORT
180,000
YWCA RICHMOND
6 NORTH 5TH ST
RICHMOND
,
VA
23210
NONE
PC
PROGRAM SUPPORT: GENERAL OPERATING SUPPORT
40,000
BETTER HOUSING COALITION
23 WEST BROAD ST STE 100
RICHMOND
,
VA
23219
NONE
PC
PROGRAM SUPPORT: GENERAL OPERATING SUPPORT
30,000
CHILDSAVERS-MEMORIAL CHILD GUIDANCE CLINIC
200 NORTH 22ND ST
RICHMOND
,
VA
23223
NONE
PC
PROGRAM SUPPORT: GENERAL OPERATING SUPPPORT
35,000
CROSSOVER MINISTRY
8600 QUIOCCASIN RD STE 102
RICHMOND
,
VA
23229
NONE
PC
PROGRAM SUPPORT: GENERAL OPERATING SUPPORT
30,000
DAILY PLANET HEALTH SERVICES
517 WEST GRACE ST
RICHMOND
,
VA
23220
NONE
PC
PROGRAM SUPPORT: BEHAVIORAL HEALTH SERVICES
20,000
SIDE BY SIDE
2311 WESTWOOD AVE
RICHMOND
,
VA
23230
NONE
PC
PROGRAM SUPPORT: GENERAL OPERATING SUPPORT
30,000
VIRGINIA SUPPORTIVE HOUSING
PO BOX 8585
RICHMOND
,
VA
23226
NONE
PC
PROGRAM SUPPORT: GENERAL OPERATING SUPPORT
150,000
VOICES FOR VIRGINIA'S CHILDREN
701 EAST FRANKLIN ST STE 807
RICHMOND
,
VA
23219
NONE
PC
PROGRAM SUPPORT: GENERAL OPERATING SUPPORT
35,000
YWCA RICHMOND
6 NORTH 5TH ST
RICHMOND
,
VA
23210
NONE
PC
PROGRAM SUPPORT: GENERAL OPERATING SUPPORT
35,000
COMMUNITY FOUNDATION FOR A GREATER RICHMOND
3409 MOORE STREET
RICHMOND
,
VA
23230
NONE
PC
PROGRAM SUPPORT: GENERAL OPERATING SUPPORT
50,000
HEALTH BRIGRADE
1010 NORTH THOMPSON STREET
RICHMOND
,
VA
23230
NONE
PC
PROGRAM SUPPORT: GENERAL OPERATING SUPPORT
30,000
FAMILY LIFELINE
2325 WEST BROAD STREET
RICHMOND
,
VA
23220
NONE
PC
PROGRAM SUPPORT: GENERAL OPERATING SUPPORT
25,000
VIRGINIA HEALTH CARE FOUNDATION
707 EAST MAIN STREET SUITE 1350
RICHMOND
,
VA
23219
NONE
PC
PROGRAM SUPPORT: ASSESSMENT OF VIRGINIA'S BEHAVORIAL HEALTH WORKFORCE
5,000
RICHMOND REGIONAL PLANNING DISTRICT
424 HULL STREET SUITE 300
RICHMMOND
,
VA
23224
NONE
PC
PROGRAM SUPPORT: MARKET VALUE ANALYSIS TRANSITION TO PLANRVA
45,000
CAPITAL CENTER OF VIRGINIA
PO BOX 4255
RICHMOND
,
VA
23220
NONE
PC
PROGRAM SUPPORT: GENERAL OPERATING SUPPORT
10,000
Total
.................................
3a
3,264,494
b
Approved for future payment
ACCESS NOW
2821 EMERYWOOD PARKWAY STE 200
RICHMOND
,
VA
23294
NONE
PC
PROGRAM SUPPORT: GENERAL OPERATING SUPPORT
30,000
CHILDSAVERS-MEMORIAL CHILD GUIDANCE CLINIC
200 NORTH 22ND ST
RICHMOND
,
VA
23223
NONE
PC
PROGRAM SUPPORT: GENERAL OPERATING SUPPORT
200,000
CROSSOVER HEALTHCARE MINISTRY
8600 QUIOCCASIN RD STE 102
RICHMOND
,
VA
23229
NONE
PC
PROGRAM SUPPORT: GENERAL OPERATING SUPPORT
75,000
FREE CLINIC OF POWHATAN
3908 OLD BUCKINHAM RD
POWHATAN
,
VA
23139
NONE
PC
PROGRAM SUPPORT: GENERAL OPERATING SUPPORT
35,000
GOOCHLANDCARES
PO BOX 116
GOOCHLAND
,
VA
23063
NONE
PC
PROGRAM SUPPORT: GENERAL OPERATING SUPPORT
150,000
GREATER RICHMOND SCAN (STOP CHILD ABUSE NOW)
103 E GRACE ST
RICHMOND
,
VA
23219
NONE
PC
PROGRAM SUPPORT: GENERAL OPERATING SUPPORT
100,000
GROUNDWORK RVA
3001 MEADOWBRIDGE ROAD
RICHMOND
,
VA
23222
NONE
PC
PROGRAM SUPPORT: GENERAL OPERATING SUPPORT
200,000
HEALTH BRIGRADE
1010 N THOMPSON ST
RICHMOND
,
VA
23230
NONE
PC
PROGRAM SUPPORT: GENERAL OPERATING SUPPORT
200,000
PETER PAUL DEVELOPMENT CENTER
1708 NORTH 22ND ST
RICHMOND
,
VA
23223
NONE
PC
PROGRAM SUPPORT: GENERAL OPERATING SUPPORT
80,000
SACRED HEART CENTER
1400 PERRY ST
RICHMOND
,
VA
23224
NONE
PC
PROGRAM SUPPORT: GENERAL OPERATING SUPPORT
80,000
SACRED HEART CENTER
1400 PERRY ST
RICHMOND
,
VA
23224
NONE
PC
PROGRAM SUPPORT: GENERAL OPERATING SUPPORT
200,000
SOUTHSIDE COMMUNITY DEVELOPMENT AND HOUSING CORPORATION
1624 HULL ST
RICHMOND
,
VA
23224
NONE
PC
PROGRAM SUPPORT: GENERAL OPERATING SUPPORT
200,000
THE COMMONWEALTH INSTITUTE FOR FISCAL ANALYSIS
1329 CARY ST 202
RICHMOND
,
VA
23219
NONE
PC
PROGRAM SUPPORT: GENERAL OPERATING SUPPORT
80,000
THE COMMONWEALTH INSTITUTE FOR FISCAL ANALYSIS
1329 CARY ST 202
RICHMOND
,
VA
23219
NONE
PC
PROGRAM SUPPORT: GENERAL OPERATING SUPPORT
200,000
THE MAGGIE WALKER COMMUNITY LAND TRUST
203 N ROBINSON ST
RICHMOND
,
VA
23220
NONE
PC
PROGRAM SUPPORT: GENERAL OPERATING SUPPORT
200,000
VIRGINIA COMMUNITY VOICE
1694 HULL ST
RICHMOND
,
VA
23224
NONE
PC
PROGRAM SUPPORT: GENERAL OPERATING SUPPORT
80,000
VIRGINIA COMMUNITY VOICE
1694 HULL ST
RICHMOND
,
VA
23224
NONE
PC
PROGRAM SUPPORT: GENERAL OPERATING SUPPORT
200,000
VIRGINIA HEALTH CATALYST
4200 INNSLAKE DRIVE STE 103
GLEN ALLEN
,
VA
23060
NONE
PC
PROGRAM SUPPORT: GENERAL OPERATING SUPPORT
180,000
VIRGINIA LEAGUE FOR PLANNED PARENTHOOD
201 HAMILTON ST
RICHMOND
,
VA
23221
NONE
PC
PROGRAM SUPPORT: GENERAL OPERATING SUPPORT
200,000
LATINOS IN VIRGINIA EMPOWERMENT CENTER
9513 HULL ST SUITE B
RICHMOND
,
VA
23236
NONE
PC
PROGRAM SUPPORT: GENERAL OPERATING SUPPORT
140,000
ASSOCIATION OF BLACK FOUNDATION EXECUTIVES
55 EXCHANGE PLACE 4TH FLOOR
NEW YORK
,
NY
10005
NONE
PC
PROGRAM SUPPORT: GENERAL OPERATING SUPPORT
50,000
GRANT MAKERS IN HEALTH
1100 CONNECTICUT AVENUE NW SUITE
1100
WASHINGTON
,
DC
20036
NONE
PC
PROGRAM SUPPORT: GENERAL OPERATING SUPPORT
50,000
FAMILY LIFELINE
2325 WEST BROAD STREET
RICHMOND
,
VA
23220
NONE
PC
PROGRAM SUPPORT: GENERAL OPERATING SUPPORT
200,000
GIRLS FOR A CHANGE
100 BUFORD ROAD
NORTH CHESTERFIELD
,
VA
23235
NONE
PC
PROGRAM SUPPORT: GENERAL OPERATING SUPPORT
200,000
LEGAL AID JUSTICE CENTER
100 PRESTON AVENUE SUITE A
CHARLOTTESVILLE
,
VA
22903
NONE
PC
PROGRAM SUPPORT: GENERAL OPERATING SUPPORT
200,000
PARTNERSHIP FOR THE FUTURE
4521 HIGHLANDS PARKWAY
GLEN ALLEN
,
VA
23060
NONE
PC
PROGRAM SUPPORT: GENERAL OPERATING SUPPORT
120,000
SENIOR CONNECTIONS
24 EAST CARY STREET
RICHMOND
,
VA
23219
NONE
PC
PROGRAM SUPPORT: GENERAL OPERATING SUPPORT
150,000
URBAN HOPE
PO BOX 23171
RICHMOND
,
VA
23223
NONE
PC
PROGRAM SUPPORT: GENERAL OPERATING SUPPORT
200,000
VIRGINIA INTERFAITH CENTER FOR PUBLIC POLICY
1716 EAST FRANKLIN STREET
RICHMOND
,
VA
23223
NONE
PC
PROGRAM SUPPORT: GENERAL OPERATING SUPPORT
200,000
Total
.................................
3b
4,200,000
Form
990-PF
(2021)
Page 12
Form 990-PF (2021)
Page
12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(e)
Related or exempt
function income
(See instructions.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
14
1,807,450
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
4
Dividends and interest from securities
....
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
16
26,035
6
Net rental income or (loss) from personal property
7
Other investment income
.....
8
Gain or (loss) from sales of assets other than
inventory
............
18
27,038,404
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
b
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
0
28,871,889
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
28,871,889
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form
990-PF
(2021)
Page 13
Form 990-PF (2021)
Page
13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1)
Cash
...................................
1a(1)
No
(2)
Other assets
.................................
1a(2)
No
b
Other transactions:
(1)
Sales of assets to a noncharitable exempt organization
....................
1b(1)
No
(2)
Purchases of assets from a noncharitable exempt organization
..................
1b(2)
No
(3)
Rental of facilities, equipment, or other assets
.......................
1b(3)
No
(4)
Reimbursement arrangements
...........................
1b(4)
No
(5)
Loans or loan guarantees
.............................
1b(5)
No
(6)
Performance of services or membership or fundraising solicitations
................
1b(6)
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees
..............
1c
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column
(b)
should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column
(d)
the value of the goods, other assets, or services received.
(a)
Line No.
(b)
Amount involved
(c)
Name of noncharitable exempt organization
(d)
Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527?
...........
Yes
No
b
If "Yes," complete the following schedule.
(a)
Name of organization
(b)
Type of organization
(c)
Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
2023-05-09
May the IRS discuss this return
with the preparer shown below?
See instructions.
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
VIRGINIA R BELCHER
Preparer's Signature
Date
Check if self-
employed
PTIN
P00421964
Firm's name
KEITER STEPHENS HURST GARY & SHREAVES
Firm's EIN
54-1631262
Firm's address
4401 DOMINION BLVD
GLEN ALLEN
,
VA
23060
Phone no.
(804) 747-0000
Form
990-PF
(2021)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description