Civic Intelligence

Lafayette River Foundation C/O L Webb & E Grandy

990PF • Fiscal year 2020 • EIN 02-0729969

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 25, 2021

Organization Profile

Refreshing map…

207 Granby Street Ste 302ANorfolk, VA 23510-1825

(757) 621-0861

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • $10M-$25M nonprofits • Source year 2020

Net Margin

5th percentile

-135%

Higher net margin than 5% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

27th percentile

$25,000

Higher top officer pay than 27% of similar nonprofits.

Top officer pay equals 5.3% of source-year revenue.

2020 filings • $10M-$25M nonprofits • Source year 2020

Asset Growth

15th percentile

-4.0%

Faster asset growth than 15% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

15th percentile

-33%

Faster revenue growth than 15% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$14,979,910

Down $626,055 (-4.0%) from 2019

Net Assets

Down

$14,979,910

Down $626,055 (-4.0%) from 2019

Liabilities

Down

$0

Down $1 (-100%) from 2019

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin5th percentile

Revenue

Down

$471,724

Down $227,577 (-33%) from 2019

Expenses

Up

$1,109,319

Up $389,291 (+54%) from 2019

Net Income

Down

-$637,595

Down $616,868 (-2976%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$20M$15M$10M$5.0M$0Assets 2010: $6,942,177Liabilities 2010: $0Net Assets 2010: $6,942,1772010Assets 2011: $6,529,962Liabilities 2011: $0Net Assets 2011: $6,529,9622011Assets 2012: $6,138,451Liabilities 2012: $0Net Assets 2012: $6,138,4512012Assets 2013: $5,683,673Liabilities 2013: $1Net Assets 2013: $5,683,6732013Assets 2014: $5,138,547Liabilities 2014: $0Net Assets 2014: $5,138,5472014Assets 2015: $15,085,633Liabilities 2015: $1Net Assets 2015: $15,085,6332015Assets 2016: $15,466,722Liabilities 2016: $0Net Assets 2016: $15,466,7222016Assets 2017: $16,141,003Liabilities 2017: $0Net Assets 2017: $16,141,0032017Assets 2018: $15,651,943Liabilities 2018: $0Net Assets 2018: $15,651,9432018Assets 2019: $15,605,965Liabilities 2019: $1Net Assets 2019: $15,605,9652019Assets 2020: $14,979,910Liabilities 2020: $0Net Assets 2020: $14,979,9102020Assets 2021: $15,373,543Liabilities 2021: $1Net Assets 2021: $15,373,5432021Assets 2022: $14,624,191Liabilities 2022: $0Net Assets 2022: $14,624,1912022Assets 2023: $14,416,764Liabilities 2023: $12023Assets 2024: $14,527,779Liabilities 2024: $0Net Assets 2024: $14,527,7792024

Highlighted filing

2020

Assets$14,979,910
Liabilities$0
Net Assets$14,979,910
Open 2020 Filing

Operations Trend

Revenue Growth15th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15M$10M$5.0M$0-$5.0MExpenses 2010: $569,0772010Expenses 2011: $973,8582011Expenses 2012: $885,8312012Revenue 2013: $1,064,040Expenses 2013: $1,518,818Net Income 2013: -$454,7782013Revenue 2014: $413,578Expenses 2014: $958,704Net Income 2014: -$545,1262014Revenue 2015: $10,866,863Expenses 2015: $919,777Net Income 2015: $9,947,0862015Revenue 2016: $1,202,847Expenses 2016: $821,758Net Income 2016: $381,0892016Revenue 2017: $1,659,791Expenses 2017: $985,510Net Income 2017: $674,2812017Revenue 2018: $720,376Expenses 2018: $1,236,566Net Income 2018: -$516,1902018Revenue 2019: $699,301Expenses 2019: $720,028Net Income 2019: -$20,7272019Revenue 2020: $471,724Expenses 2020: $1,109,319Net Income 2020: -$637,5952020Revenue 2021: $1,227,305Expenses 2021: $906,160Net Income 2021: $321,1452021Revenue 2022: $358,438Expenses 2022: $1,117,780Net Income 2022: -$759,3422022Revenue 2023: $857,783Expenses 2023: $1,085,439Net Income 2023: -$227,6562023Revenue 2024: $1,651,358Expenses 2024: $1,540,343Net Income 2024: $111,0152024

Highlighted filing

2020

Revenue$471,724
Expenses$1,109,319
Net Income-$637,595
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 25, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay27th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
E G GRANDYTrusteePT$25,000-$25,000
L W WEBBIIITrustee-$0--
Filing and Contact Details

Filer

Filer Name
Lafayette River Foundation
EIN
02-0729969
Phone
7576210861
Address
207 GRANBY STREET STE 302A, NORFOLK, VA 23510-1825

Signing Officer

Name
E G Grandy
Title
Trustee
Phone
7576210861
Signed
2021-10-25
Discuss with paid preparer
Yes

Preparer

Firm
Saunders Matthews & Pfitzner Pllc
Address
327 WEST 21ST STREET SUITE 203, NORFOLK, VA 23517
Preparer
Charles T Saunders CPA
Phone
7576257849
Raw XML Appendix344 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt04800
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt02400
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt02400
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0CORPORATE BOND & BOND MUT. FUNDS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt03336263
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt03589843
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt09669444
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt013455826
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0VARIOUS MUTUAL FUNDS & SECURITIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0907835
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0KINGBRIDGE PARTNERSHIP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01054847
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0275393
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt046206
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt075835
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd0531110
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0KINGSBRIDGE ASSOCIATES, LP
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt074290
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0397434
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt074290
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0471724
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02400
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02400
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt04800
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt046206
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt012500
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt012500
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt025000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0982389
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0982389
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0275393
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0275393
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-637595
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt03657618
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt022
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt053689
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt075835
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt022
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt07500
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt07500
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt015000
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt046206
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0301686
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt074290
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt046610
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt046610
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt04570
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt035498
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01004789
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt073602
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01109319
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0375288
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0471724
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt022400
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt073602
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0126930
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01329096
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1197544
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt236941
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3642640
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt41405191
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt021799
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12456
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-47494
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-39212
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt021799
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12456
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-47494
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-39212
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01350895
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1200000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt236941
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3595146
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt41365979
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0UBS 2591 L/T COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1UBS 2591 L/T NONCOVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2UBS 2591 UNDETERMINED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3UBS 2596 S/T COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4UBS 2596 L/T COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt046206
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-47494
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-637595
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt011540
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt014979910
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt015605965
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt014979910
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0842175
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0842175
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0842175
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0846368
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt04193
IRS990PF/DistributableAmountGrp/TotalTaxAmt04193
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt04200
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt010800
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt04193
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt06607
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt02407
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt04193
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt04193
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt010800
IRS990PF/FMVAssetsEOYAmt019166884
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt04017116
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt03336263
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt03589843
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt010370546
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt09669444
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt013455826
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0903280
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0907835
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01054847
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt05
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt05
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt05
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt015605965
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt014979910
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0315023
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01066363
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01066363
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt015605965
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt014979910
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt019166884
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt015605965
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt014979910
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt015605965
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt014979910
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt017185140
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0912532
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt015235596
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0257777
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt01037012
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0846368
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt016927363
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt017185140
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt025000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0E G GRANDY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1L W WEBBIII
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01 COLLEY AVENUE 1409
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1150 WEST MAIN STREET STE 2100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NORFOLK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1NORFOLK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0VA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1VA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd023510
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd123510
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt01004789
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt01004789
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt01004789
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0E G GRANDY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01 COLLEY AVENUE 1409
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NORFOLK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0VA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd023510
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0VA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum07576210861
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0true
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0437500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1163113
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2219276
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt325000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4137500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0VARIOUS PROGRAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1VARIOUS PROGRAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2VARIOUS PROGRAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3VARIOUS PROGRAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4VARIOUS PROGRAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0VIRGINIA ARTS FESTIVAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1VIRGINIA OPERA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2CHRIST AND ST LUKES EPISCOPAL CHURC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3VIRGINIA STAGE COMPANY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4VIRGINIA SYMPHONY ORCHESTRA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0220 BOUSH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 2580
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2560 WEST OLNEY ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3108 E TAZEWELL ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4150 BOUSH ST 201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NORFOLK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NORFOLK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NORFOLK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3NORFOLK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4NORFOLK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd023510
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd123501
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd223507
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd323510
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd423510
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0982389
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0842175
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0842175
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0317387
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt067370
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt023403
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0597359
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0597359
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0570774
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0162614
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0317387
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt067370
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt023403
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01004789
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0162614
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01168133
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01005519
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt07500
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt015000
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt07500
OtherIncomeSchedule2/OtherIncomeDetail/Desc0KINGSBRIDGE ASSOCIATES, LP
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt074290
OtherIncreasesSchedule/OtherIncreasesDetail/Amt011540
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UBS ADJUSTMENT TO BASIS OF ASSETS
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShortGrp/BalanceDueAmt05
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShortGrp/Organization501c3Name/BusinessNameLine1Txt0FUNDS IN TRANSIT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt046610
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt046610
TaxesSchedule/TaxesDetail/Amt04570
TaxesSchedule/TaxesDetail/Amt127316
TaxesSchedule/TaxesDetail/Amt23612
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt2STATE CORPORATE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt04570
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0E G GRANDY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07576210861
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAFAYETTE RIVER FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O L WEBB & E GRANDY
ReturnHeader/Filer/BusinessNameControlTxt0LAFA
ReturnHeader/Filer/EIN0020729969
ReturnHeader/Filer/PhoneNum07576210861
ReturnHeader/Filer/USAddress/AddressLine1Txt0207 GRANBY STREET STE 302A
ReturnHeader/Filer/USAddress/CityNm0NORFOLK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd0235101825
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203700655
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SAUNDERS MATTHEWS & PFITZNER PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0327 WEST 21ST STREET SUITE 203
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NORFOLK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd023517
ReturnHeader/PreparerPersonGrp/PhoneNum07576257849
ReturnHeader/PreparerPersonGrp/PreparationDt02021-10-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHARLES T SAUNDERS CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-11-01T11:41:35-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0EDITH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GRANDY
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,979,910
Liabilities
$0
Net assets
$14,979,910
Revenue
$471,724
Expenses
$1,109,319
Net income
-$637,595
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$14.5$0.00$14.5$1.65$1.54$0.11
2023Detailed filing. Detailed filing data is available for this year.$14.4$0.00$0.86$1.09$0.23
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.6$0.00$14.6$0.36$1.12$0.76
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.4$0.00$15.4$1.23$0.91$0.32
2020Detailed filing. Detailed filing data is available for this year.$15.0$0.00$15.0$0.47$1.11$0.64
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.6$0.00$15.6$0.70$0.72$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.7$0.00$15.7$0.72$1.24$0.52
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.1$0.00$16.1$1.66$0.99$0.67
2016Detailed filing. Detailed filing data is available for this year.$15.5$0.00$15.5$1.20$0.82$0.38
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.1$0.00$15.1$10.9$0.92$9.95
2014Detailed filing. Detailed filing data is available for this year.$5.14$0.00$5.14$0.41$0.96$0.55
2013Detailed filing. Detailed filing data is available for this year.$5.68$0.00$5.68$1.06$1.52$0.45
2012Detailed filing. Detailed filing data is available for this year.$6.14$0.00$6.14$0.89
2011Detailed filing. Detailed filing data is available for this year.$6.53$0.00$6.53$0.97
2010Detailed filing. Detailed filing data is available for this year.$6.94$0.00$6.94$0.57