Civic Intelligence

Lafayette River Foundation C/O L Webb & E Grandy

990PF • Fiscal year 2023 • EIN 02-0729969

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 23, 2024

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.

2023 filings • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

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

2023 filings • $10M-$25M nonprofits • Source year 2023

Net Margin

17th percentile

-27%

Higher net margin than 17% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

27th percentile

$30,000

Higher top officer pay than 27% of similar nonprofits.

Top officer pay equals 3.5% of source-year revenue.

2023 filings • $10M-$25M nonprofits • Source year 2023

Asset Growth

28th percentile

-1.4%

Faster asset growth than 28% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

93rd percentile

139%

Faster revenue growth than 93% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$14,416,764

Down $207,427 (-1.4%) from 2022

Net Assets

Down

$14,416,764

Down $207,427 (-1.4%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin17th percentile

Revenue

Up

$857,783

Up $499,345 (+139%) from 2022

Expenses

Down

$1,085,439

Down $32,341 (-2.9%) from 2022

Net Income

Up

-$227,656

Up $531,686 (+70%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth28th 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: $0Net Assets 2023: $14,416,7642023Assets 2024: $14,527,779Liabilities 2024: $0Net Assets 2024: $14,527,7792024

Highlighted filing

2023

Assets$14,416,764
Liabilities$0
Net Assets$14,416,764
Open 2023 Filing

Operations Trend

Revenue Growth93rd 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

2023

Revenue$857,783
Expenses$1,085,439
Net Income-$227,656
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 23, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay27th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
E G GRANDYTrustee-$30,000-$30,000
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
2024-04-23

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 Appendix343 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/Amt05200
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt02600
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt02600
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0CORPORATE BOND & BOND MUT. FUNDS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1ACCRUED INTEREST
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt03411035
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt02934679
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt15543
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt09689761
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt013616512
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0VARIOUS MUTUAL FUNDS & SECURITIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0894615
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0KINGBRIDGE PARTNERSHIP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01169446
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0426199
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0316918
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt040040
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd0531110
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0KINGSBRIDGE ASSOCIATES, LP
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt074626
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0783157
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt074626
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0857783
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02600
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02600
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt05200
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0316918
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt015000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt015000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt030000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0958500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0958500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0426199
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0426199
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-227656
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt03094355
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt027492
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt040040
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt07500
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt07500
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt015000
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0316918
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0688989
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt078
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt074626
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt052395
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt052395
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt04125
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt024266
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0983600
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt081620
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01085439
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0770609
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0857783
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt025100
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt081620
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0126939
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0645423
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11954260
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt252754
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3125000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-32214
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1268333
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt213346
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-32214
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1268333
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt213346
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0613209
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12222593
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt266100
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3125000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0UBS - S/T C/G
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1UBS - L/T C/G
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2UBS - L/T C/G
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3UBS - L/T C/G
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0316918
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-227656
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt020229
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt014416764
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt014624191
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt014416764
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0838349
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0838349
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0838349
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0847926
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt09577
IRS990PF/DistributableAmountGrp/TotalTaxAmt09577
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt07000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt09577
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt09577
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt09577
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt02577
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt07000
IRS990PF/FMVAssetsEOYAmt018147533
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt010028
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt010028
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt010028
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt03539631
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt03411035
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt02940222
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt09952400
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt09689761
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt013616512
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0904095
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0894615
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01169446
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt014624191
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt014416764
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0228065
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0411325
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0411325
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt014624191
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt014416764
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt018147533
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt014624191
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt014416764
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt014624191
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt014416764
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt017216766
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt091942
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt015971991
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0258251
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt01152833
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0847926
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt016958515
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt017216766
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt030000
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/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0983600
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0983600
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/Amt0500000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1150000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt318500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt415000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5175000
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/GrantOrContributionPurposeTxt5VARIOUS PROGRAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0VIRGINIA ARTS FESTIVAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1VIRGINIA OPERA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2VIRGINIA SYMPHONY ORCHESTRA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3ODU EDUCATIONAL FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4ARTS ALLIANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5CHRIST & ST LUKE'S EPISC CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0220 BOUSH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 2580
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2150 BOUSH ST 201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt34417 MONARCH WAY FL4
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4101 W MAIN STREET STE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5560 OLNEY ROAD
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/CityNm5NORFOLK
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/StateAbbreviationCd5VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd023510
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd123501
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd223510
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd323529
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd423510
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd523507
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0958500
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/AppliedToCurrentYearAmt0838349
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0838349
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0127475
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0162614
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0214548
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0214548
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0435340
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0145251
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0127475
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0162614
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0983600
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0145251
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0649888
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0504637
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt07500
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt015000
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt07500
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PENALTIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt078
OtherIncomeSchedule2/OtherIncomeDetail/Desc0KINGSBRIDGE ASSOCIATES, LP
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt074626
OtherIncreasesSchedule/OtherIncreasesDetail/Amt020229
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0FORM 990T TAX REFUND
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt052395
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt052395
TaxesSchedule/TaxesDetail/Amt04125
TaxesSchedule/TaxesDetail/Amt116997
TaxesSchedule/TaxesDetail/Amt23144
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt2STATE CORPORATE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt04125
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0E G GRANDY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07576210861
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-23
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/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02024-05-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHARLES T SAUNDERS CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-05-01T15:07:02-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0EDITH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GRANDY
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,416,764
Liabilities
$0
Net assets
$14,416,764
Revenue
$857,783
Expenses
$1,085,439
Net income
-$227,656
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$14.4$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