Civic Intelligence

The Steven & Katherine Markel Foundation

EIN 20-5331849 • Richmond, VA

119 Tempsford LaneRichmond, VA 23226
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Net Margin

11th percentile

-36%

Higher net margin than 11% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

33rd percentile

$0

Higher top officer pay than 33% of similar nonprofits.

$5M-$10M nonprofits • Source year 2025

Asset Growth

59th percentile

6.1%

Faster asset growth than 59% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

97th percentile

631%

Faster revenue growth than 97% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Using 2024 Form 990PF data because the latest 2025 filing does not report standard financial totals.

Assets

Up

$8,955,131

Up $514,272 (+6.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$8,955,131

Up $514,272 (+6.1%) from 2023

Operations
Liabilities / Revenue25th percentileNet Margin11th percentile

Revenue

Up

$802,055

Up $692,405 (+631%) from 2023

Expenses

Up

$1,094,325

Up $122,557 (+13%) from 2023

Net Income

Up

-$292,270

Up $569,848 (+66%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth59th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2011: $7,346,014Liabilities 2011: $02011Assets 2012: $7,123,840Liabilities 2012: $02012Assets 2013: $7,378,133Liabilities 2013: $02013Assets 2014: $8,136,137Liabilities 2014: $02014Assets 2015: $9,573,745Liabilities 2015: $02015Assets 2016: $11,060,564Liabilities 2016: $0Net Assets 2016: $11,060,5642016Assets 2017: $10,755,801Liabilities 2017: $0Net Assets 2017: $10,755,8012017Assets 2018: $10,236,580Liabilities 2018: $0Net Assets 2018: $10,236,5802018Assets 2019: $9,724,334Liabilities 2019: $0Net Assets 2019: $9,724,3342019Assets 2020: $9,214,678Liabilities 2020: $0Net Assets 2020: $9,214,6782020Assets 2021: $8,979,294Liabilities 2021: $0Net Assets 2021: $8,979,2942021Assets 2022: $8,788,858Liabilities 2022: $0Net Assets 2022: $8,788,8582022Assets 2023: $8,440,859Liabilities 2023: $0Net Assets 2023: $8,440,8592023Assets 2024: $8,955,131Liabilities 2024: $0Net Assets 2024: $8,955,1312024

Latest loaded filing

2024

Assets$8,955,131
Liabilities$0
Net Assets$8,955,131
Open 2024 Filing

Operations Trend

Revenue Growth97th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2011: $2,457,901Expenses 2011: $167,800Net Income 2011: $2,290,1012011Revenue 2012: $40,026Expenses 2012: $262,200Net Income 2012: -$222,1742012Revenue 2013: $591,093Expenses 2013: $336,800Net Income 2013: $254,2932013Revenue 2014: $1,077,809Expenses 2014: $427,676Net Income 2014: $650,1332014Revenue 2015: $1,766,691Expenses 2015: $513,307Net Income 2015: $1,253,3842015Revenue 2016: $1,923,245Expenses 2016: $690,125Net Income 2016: $1,233,1202016Revenue 2017: $173,759Expenses 2017: $869,686Net Income 2017: -$695,9272017Revenue 2018: $4,216Expenses 2018: $1,039,447Net Income 2018: -$1,035,2312018Revenue 2019: $4,311Expenses 2019: $1,033,052Net Income 2019: -$1,028,7412019Revenue 2020: $405Expenses 2020: $1,014,128Net Income 2020: -$1,013,7232020Revenue 2021: $153,298Expenses 2021: $864,034Net Income 2021: -$710,7362021Revenue 2022: $250,628Expenses 2022: $991,649Net Income 2022: -$741,0212022Revenue 2023: $109,650Expenses 2023: $971,768Net Income 2023: -$862,1182023Revenue 2024: $802,055Expenses 2024: $1,094,325Net Income 2024: -$292,2702024

Latest loaded filing

2024

Revenue$802,055
Expenses$1,094,325
Net Income-$292,270
Open 2024 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$8.96$0.00$8.96$0.80$1.09$0.29
2023Detailed filing. Detailed filing data is available for this year.$8.44$0.00$8.44$0.11$0.97$0.86
2022Detailed filing. Detailed filing data is available for this year.$8.79$0.00$8.79$0.25$0.99$0.74
2021Detailed filing. Detailed filing data is available for this year.$8.98$0.00$8.98$0.15$0.86$0.71
2020Detailed filing. Detailed filing data is available for this year.$9.21$0.00$9.21$0.00$1.01$1.01
2019Detailed filing. Detailed filing data is available for this year.$9.72$0.00$9.72$0.00$1.03$1.03
2018Detailed filing. Detailed filing data is available for this year.$10.2$0.00$10.2$0.00$1.04$1.04
2017Detailed filing. Detailed filing data is available for this year.$10.8$0.00$10.8$0.17$0.87$0.70
2016Detailed filing. Detailed filing data is available for this year.$11.1$0.00$11.1$1.92$0.69$1.23
2015Summary only. Only limited summary data is available for this year.$9.57$0.00$1.77$0.51$1.25
2014Summary only. Only limited summary data is available for this year.$8.14$0.00$1.08$0.43$0.65
2013Summary only. Only limited summary data is available for this year.$7.38$0.00$0.59$0.34$0.25
2012Summary only. Only limited summary data is available for this year.$7.12$0.00$0.04$0.26$0.22
2011Summary only. Only limited summary data is available for this year.$7.35$0.00$2.46$0.17$2.29
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Mar 2, 2026
Return Version
2025v4.0
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVEN A MARKELPresident/Director-$0--
KATHERINE N MARKELSecretary/Treasurer/Direct-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantANNA JULIA COOPER EPISCOPALCHARITABLE SUPPORT-RICHMOND, VA, US$731,209
Paid GrantTHE MAYMONT FOUNDATIONCHARITABLE SUPPORT-RICHMOND, VA, US$104,797
Paid GrantYWCACHARITABLE SUPPORT-RICHMOND, VA, US$104,797
Paid GrantTHE FIRST TEE OF GREATER RICHMONDCHARITABLE SUPPORT-RICHMOND, VA, US$52,398
Paid GrantTHE VIRGINIA HOME FOR BOYS AND GIRLSCHARITABLE SUPPORT-HENRICO, VA, US$52,398
Paid GrantVPMCHARITABLE SUPPORT-RICHMOND, VA, US$52,398
Paid GrantSPORTS BACKERSCHARITABLE SUPPORT-HENRICO, VA, US$34,000
Paid GrantPARTNERSHIP FOR THE FUTURECHARITABLE SUPPORT-GLEN ALLEN, VA, US$25,000
Filing and Contact Details

Filer

Filer Name
The Steven & Katherine Markel Foundation
EIN
20-5331849
Phone
8043105268
Address
119 TEMPSFORD LANE, RICHMOND, VA 23226

Signing Officer

Name
Steven a Markel
Title
President
Phone
8043105268
Signed
2026-03-02
Discuss with paid preparer
Yes

Preparer

Firm
Heritage Wealth Advisors
Address
919 EAST MAIN STREET, RICHMOND, VA 23219
Preparer
Charles T Hill Jr
Phone
8046434080
Raw XML Appendix335 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.

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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE STEVEN & KATHERINE MARKEL FOUNDATION MAKES GRANTS TOQUALIFYING CHARITABLE ORGANIZATIONS AND DOES NOT CARRY ONCHARITABLE ACTITIVIES DIRECTLY. COPIES OF THE FOUNDATION'S FORM 990-PF AND EXEMPT APPLICATION ARE AVAILABLE BY REQUEST FOR PUBLIC INSPECTION.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CHARITABLE SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4CHARITABLE SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5CHARITABLE SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6CHARITABLE SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7CHARITABLE SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ANNA JULIA COOPER EPISCOPAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1PARTNERSHIP FOR THE FUTURE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2SPORTS BACKERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3THE FIRST TEE OF GREATER RICHMOND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4THE MAYMONT FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5THE VIRGINIA HOME FOR BOYS AND GIRLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6VPM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7YWCA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd1NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd2NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd3NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd4NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd5NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd6NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd7NC
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/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02124 N 29TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt14600 COX RD SUITE 375
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt24921 LAKESIDE AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3100 EVERETT STREET SUITE 3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41000 WESTOVER ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt58716 W BROAD STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt623 SESAME STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt76 N 5TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0RICHMOND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1GLEN ALLEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2HENRICO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3RICHMOND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4RICHMOND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5HENRICO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6RICHMOND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7RICHMOND
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/StateAbbreviationCd6VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd023223
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd123060
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd223228
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd323224
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd423220
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd523294
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd623235
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd723219
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01156997
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt062327
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt01094670
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01366537
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01156997
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt01304210
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01094670
OtherIncreasesSchedule/OtherIncreasesDetail/Amt043404
OtherIncreasesSchedule/OtherIncreasesDetail/Amt143404
OtherIncreasesSchedule/OtherIncreasesDetail/Amt286809
OtherIncreasesSchedule/OtherIncreasesDetail/Amt3130213
OtherIncreasesSchedule/OtherIncreasesDetail/Amt4466086
OtherIncreasesSchedule/OtherIncreasesDetail/Amt543404
OtherIncreasesSchedule/OtherIncreasesDetail/Amt686809
OtherIncreasesSchedule/OtherIncreasesDetail/Desc025 SHS MKL OUT TO VPM - BOOK TO FMV ADJUSTMENT
OtherIncreasesSchedule/OtherIncreasesDetail/Desc125 SHS MKL OUT TO VA HOME FOR BOYS AND GIRLS FOUND- BOOK TO FMV ADJUSTMENT
OtherIncreasesSchedule/OtherIncreasesDetail/Desc250 SHS MKL OUT TO MAYMONT FOUNDATION - BOOK TO FMV ADJUSTMENT
OtherIncreasesSchedule/OtherIncreasesDetail/Desc375 SHS MKL OUT TO ANNA JULIA COOPER - BOOK TO FMV ADJUSTMENT
OtherIncreasesSchedule/OtherIncreasesDetail/Desc4300 SHS MKL OUT TO ANNA JULIA COOPER - BOOK TO FMV ADJUSTMENT
OtherIncreasesSchedule/OtherIncreasesDetail/Desc525 SHS MKL OUT TO FIRST TEE GREATER RICHMOND - BOOK TO FMV ADJUSTMENT
OtherIncreasesSchedule/OtherIncreasesDetail/Desc650 SHS MKL OUT TO YWCA - BOOK TO FMV ADJUSTMENT
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0STEVEN A MARKEL
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0119 TEMPSFORD LANE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0RICHMOND
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0VA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd023226
TaxesSchedule/TaxesDetail/Amt027
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENT
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt027
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVEN A MARKEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08043105268
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE STEVEN & KATHERINE MARKEL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0STEV
ReturnHeader/Filer/EIN0205331849
ReturnHeader/Filer/PhoneNum08043105268
ReturnHeader/Filer/USAddress/AddressLine1Txt0119 TEMPSFORD LANE
ReturnHeader/Filer/USAddress/CityNm0RICHMOND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd023226
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0364579334
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HERITAGE WEALTH ADVISORS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0919 EAST MAIN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RICHMOND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd023219
ReturnHeader/PreparerPersonGrp/PhoneNum08046434080
ReturnHeader/PreparerPersonGrp/PreparationDt02026-03-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHARLES T HILL JR
ReturnHeader/ReturnTs02026-03-02T09:14:44-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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