Civic Intelligence

Ann K Kirby Foundation

990 • Fiscal year 2023 • EIN 47-2639018

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

Organization ProfileWWW.CFRICHMOND.ORG
3409 Moore StreetRichmond, VA 23230

(804) 330-7400

Siviq Scores

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

Liabilities / Assets

16th percentile

0.02x

Higher debt load relative to assets than 16% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

79th percentile

1.20x

Higher debt load relative to revenue than 79% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Net Margin

5th percentile

-71%

Higher net margin than 5% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

50th percentile

$259,160

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 35.2% of source-year revenue.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Asset Growth

67th percentile

13%

Faster asset growth than 67% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

6th percentile

-50%

Faster revenue growth than 6% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$46,527,693

Up $5,228,417 (+13%) from 2022

Net Assets

Up

$45,641,461

Up $5,932,106 (+15%) from 2022

Liabilities

Down

$886,232

Down $703,689 (-44%) from 2022

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin5th percentile

Revenue

Down

$737,037

Down $741,983 (-50%) from 2022

Expenses

Down

$1,263,232

Down $1,702,899 (-57%) from 2022

Net Income

Up

-$526,195

Up $960,916 (+65%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$60M$40M$20M$0Assets 2015: $471,943Liabilities 2015: $0Net Assets 2015: $471,9432015Assets 2016: $19,016,259Liabilities 2016: $0Net Assets 2016: $19,016,2592016Assets 2017: $38,376,053Liabilities 2017: $1,842,358Net Assets 2017: $36,533,6952017Assets 2018: $34,605,815Liabilities 2018: $976,749Net Assets 2018: $33,629,0662018Assets 2019: $40,742,515Liabilities 2019: $748,537Net Assets 2019: $39,993,9782019Assets 2020: $45,146,099Liabilities 2020: $52,468Net Assets 2020: $45,093,6312020Assets 2021: $49,508,052Liabilities 2021: $250,000Net Assets 2021: $49,258,0522021Assets 2022: $41,299,276Liabilities 2022: $1,589,921Net Assets 2022: $39,709,3552022Assets 2023: $46,527,693Liabilities 2023: $886,232Net Assets 2023: $45,641,4612023Assets 2024: $51,020,847Liabilities 2024: $578,829Net Assets 2024: $50,442,0182024

Highlighted filing

2023

Assets$46,527,693
Liabilities$886,232
Net Assets$45,641,461
Open 2023 Filing

Operations Trend

Revenue Growth6th percentile

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

$20M$10M$0-$10MRevenue 2015: $806,407Expenses 2015: $308,690Net Income 2015: $497,7172015Revenue 2016: $18,792,412Expenses 2016: $263,475Net Income 2016: $18,528,9372016Revenue 2017: $18,316,780Expenses 2017: $2,852,326Net Income 2017: $15,464,4542017Revenue 2018: $755,661Expenses 2018: $966,043Net Income 2018: -$210,3822018Revenue 2019: $891,766Expenses 2019: $1,015,460Net Income 2019: -$123,6942019Revenue 2020: $1,944,146Expenses 2020: $650,827Net Income 2020: $1,293,3192020Revenue 2021: $4,374,112Expenses 2021: $2,701,124Net Income 2021: $1,672,9882021Revenue 2022: $1,479,020Expenses 2022: $2,966,131Net Income 2022: -$1,487,1112022Revenue 2023: $737,037Expenses 2023: $1,263,232Net Income 2023: -$526,1952023Revenue 2024: $1,180,419Expenses 2024: $946,784Net Income 2024: $233,6352024

Highlighted filing

2023

Revenue$737,037
Expenses$1,263,232
Net Income-$526,195
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 23, 2024
Return Version
2023v5.1
Gross Receipts
$737,037
Mission and Program Overview

Mission

The ann k. Kirby foundation supports a wide range of charitable purposes including health, education, environmental causes, fine and performing arts, historic preservation and faith-based ministries in communities where there are strong family ties, including richmond.

To support a wide range of charitable purposes including health, education, environmental causes, fine and performing arts, historical preservation and faith-based ministries in communities where there are strong family ties, including richmond, va.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$22,968,632$27,097,648▲ $4,129,016
Investments in Publicly Traded Securities$18,307,642$19,414,509▲ $1,106,867
Cash and Non-Interest-Bearing Accounts$23,002$15,536▼ $7,466
Total Assets$41,299,276$46,527,693▲ $5,228,417
Liabilities
Grants Payable$1,589,890$886,232▼ $703,658
Accounts Payable and Accrued Expenses$31$0▼ $31
Total Liabilities$1,589,921$886,232▼ $703,689
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$39,709,355$45,641,461▲ $5,932,106
Total Net Assets Fund Balance$39,709,355$45,641,461▲ $5,932,106
Total Liabilities and Net Assets / Fund Balance$41,299,276$46,527,693▲ $5,228,417

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$27,097,648--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$39,709,355-▲ $6,938,884-$45,641,461
2022$49,258,052-▼ $6,849,826-$39,709,355
2021$45,093,631-▲ $6,581,316-$49,258,052
2020$39,993,978-▲ $5,497,826-$45,093,631
2019$33,631,551-▲ $7,092,392-$39,993,978
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
Roger H W KirbyPresident
Ann Hunter MccleanDirector
Annette S KirbyDirector
H Hiter Harris IiiDirector
Hunter a ApplewhiteDirector
Stewart L CutlerDirector
Michelle a NelsonNon-voting Secretary
Wade H O KirbyTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Guilford CompanyInvestment Management9030 STONY POINT PARKWAY SUITE 460, Richmond, VA 23235$212,204
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$737,037
Other Revenue
$0
Change in Net Assets
$-526,195
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$995,067
Other Expenses$268,165
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$995,067--$995,067
Fees for Service Investment Mgmnt Fees-$256,454-$256,454
Fees for Services Accounting-$8,808-$8,808
Fees for Services Legal-$2,804-$2,804
Office Expenses$44$30-$74
Other Expenses-$25-$25
Total Functional Expenses$995,111$268,121$0$1,263,232
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Hampden-sydney CollegeHampdensydney, VA501(c)(3)To Support the Renovations of the Kirby Field House$800,000
Community Foundation for a Greater RichmondRichmond, VA501(c)(3)Unrestricted Support$148,726

International Summary

Offices
0
Employees
0
Spending
$12,291,945

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
Yes
Foreign partnership interest
Yes
Interest in foreign trust
No
Passive foreign investment company interest
Yes
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
Central America and the CaribbeanInvestments-00$9,374,731
Europe (including Iceland & Greenland)Investments-00$2,917,214
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-35% CONTROLLED ORG OF ROGER H.W. KIRBY & ANNETTE S. KIRBYInvestment Management FeesNo$212,204
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Roger h. W. Kirby, wade h. O. Kirby, and annette s. Kirby have a family relationship.”

Form 990, Part VI, Section A, Line 6

“The organization does not have "members" by definition of the bylaws; however, the form 990 instructions further define a "member" as any person (including a corporation or other legal entity) with the power to elect members of the governing body. Accordingly, ann k. Kirby foundation has one member: the community foundation, inc.”

Form 990, Part VI, Section A, Line 7A

“The community foundation, inc. Has the power to elect a majority of the members of the board of directors.”

Form 990, Part VI, Section B, Line 11B

“The form 990 is prepared by an independent tax accountant; a draft of the form 990 and applicable schedules is then reviewed by the community foundation's chief financial officer; adjustments are made, as necessary. A complete copy of the form 990 and all applicable schedules is then provided to the board of directors for review prior to filing with the internal revenue service.”

Form 990, Part VI, Section B, Line 12C

“The organization has a conflict of interest policy which covers all directors and officers. Under the policy, each director and officer annually signs a statement which affirms that such person: (i) has received a copy of the conflict of interest policy, (ii) has read and understands the policy, (iii) has agreed to comply with the policy, and (iv) understands that the foundation is a charitable organization and that in order to maintain its federal tax exemption it must engage primarily in activities which accomplish one or more of its tax-exempt purposes. In addition, each director and officer has an ongoing duty to disclose actual or possible conflicts of interests. After disclosure of the financial interest and all material facts, and after any discussion with the interested person, the interested person shall leave the board or committee meeting while the financial proposed transaction is discussed and voted upon. The discussion and deliberation is recorded into the minutes of the board and/or committee meeting.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Ann K Kirby Foundation
EIN
47-2639018
Phone
8043307400
Address
3409 MOORE STREET, RICHMOND, VA 23230

Signing Officer

Name
Michelle a Nelson
Title
Secretary
Phone
8043307400
Signed
2024-10-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Roger H W Kirby
Formed
2014
Legal Domicile
Va
Voting Board Members
7
Independent Board Members
4
Employees
0
Volunteers
6

Preparer

Firm
Moss Adams Llp
Address
101 SECOND STREET SUITE 900, SAN FRANCISCO, CA 94105
Preparer
Michael Lumsden
Phone
4159561500
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“Ann k. Kirby foundation's endowment funds are utilized for grantmaking to organizations that support ann k. Kirby foundation's and the community foundation, inc.'s mission of bringing people together to transform our community through informed and inspired philanthropy, specifically to support a wide range of charitable purposes including health, education, environmental causes, fine and performing arts, historical preservation and faith-based ministries in communities where there are strong family ties, including richmond, va.”

PART X, LINE 2:

“The foundation follows the financial accounting standards board ("fasb") guidance related to accounting for uncertainty in income taxes, which clarifies the accounting for income taxes by prescribing the minimum recognition threshold that a tax position is required to meet before being recognized in the foundation's consolidated financial statements. The interpretation also provides guidance on derecognition, classification, interest and penalties, disclosure, and transition. In accordance with the interpretation, the foundation discloses the expected future tax consequences of uncertain tax positions presuming the taxing authorities' full knowledge of the facts of the foundation's position and records unrecognized tax benefits or liabilities for known, or anticipated tax issues based on the foundation's analysis of whether additional taxes would be due to the authority given its full knowledge of the tax position. The foundation has completed its assessment and determined that there were no tax positions which would require recognition under the interpretation. The foundation is not currently under audit by any tax jurisdiction.”

Raw XML AppendixShowing 400 of 578 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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IRS990/OfficeExpensesGrp/ProgramServicesAmt044
IRS990/OfficeExpensesGrp/TotalAmt074
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0TAXES, LICENSES, FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt025
IRS990/OtherExpensesGrp/TotalAmt025
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0ROGER H W KIRBY
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt02694555
IRS990/PYInvestmentIncomeAmt01479020
IRS990/PYOtherExpensesAmt0271576
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-1487111
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt02966131
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01479020
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-526195
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE ORGANIZATION PROVIDED SUPPORT (IN THE FORM OF GRANTS) TO ITS SUPPORTED ORGANIZATION (THE COMMUNITY FOUNDATION, INC.) AND TO OTHER ORGANIZATIONS THAT SUPPORT THE COMMUNITY FOUNDATION, INC.'S MISSION OF BRINGING PEOPLE TOGETHER TO TRANSFORM OUR COMMUNITY THROUGH INFORMED AND INSPIRED PHILANTHROPY. ALL GRANTS MUST BE APPROVED BY THE FILING ORGANIZATION'S SUPPORTED ORGANIZATION. PLEASE SEE SCHEDULE I, PART II FOR A LIST OF GRANTEES RECEIVING FUNDS DURING THE 2023 TAX YEAR.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION A, LINE 6
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0237009135
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd08
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0148726
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0THE COMMUNITY FOUNDATION INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0148726
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt011711
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt039709355
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt045641461
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0995067
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt06938884
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt04316
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt049258052
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt039709355
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt02694555
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-6849826
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt03961
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt045093631
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt049258052
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt02412934
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt06581316
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt09660
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt039993978
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt045093631
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0388513
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt05497826
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt02525
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt033631551
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt039993978
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0727440
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt07092392
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt027097648
IRS990ScheduleD/OtherSecuritiesGrp/Desc0ALTERNATIVE INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.00000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ANN K. KIRBY FOUNDATION'S ENDOWMENT FUNDS ARE UTILIZED FOR GRANTMAKING TO ORGANIZATIONS THAT SUPPORT ANN K. KIRBY FOUNDATION'S AND THE COMMUNITY FOUNDATION, INC.'S MISSION OF BRINGING PEOPLE TOGETHER TO TRANSFORM OUR COMMUNITY THROUGH INFORMED AND INSPIRED PHILANTHROPY, SPECIFICALLY TO SUPPORT A WIDE RANGE OF CHARITABLE PURPOSES INCLUDING HEALTH, EDUCATION, ENVIRONMENTAL CAUSES, FINE AND PERFORMING ARTS, HISTORICAL PRESERVATION AND FAITH-BASED MINISTRIES IN COMMUNITIES WHERE THERE ARE STRONG FAMILY TIES, INCLUDING RICHMOND, VA.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION FOLLOWS THE FINANCIAL ACCOUNTING STANDARDS BOARD ("FASB") GUIDANCE RELATED TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH CLARIFIES THE ACCOUNTING FOR INCOME TAXES BY PRESCRIBING THE MINIMUM RECOGNITION THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FOUNDATION'S CONSOLIDATED FINANCIAL STATEMENTS. THE INTERPRETATION ALSO PROVIDES GUIDANCE ON DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, DISCLOSURE, AND TRANSITION. IN ACCORDANCE WITH THE INTERPRETATION, THE FOUNDATION DISCLOSES THE EXPECTED FUTURE TAX CONSEQUENCES OF UNCERTAIN TAX POSITIONS PRESUMING THE TAXING AUTHORITIES' FULL KNOWLEDGE OF THE FACTS OF THE FOUNDATION'S POSITION AND RECORDS UNRECOGNIZED TAX BENEFITS OR LIABILITIES FOR KNOWN, OR ANTICIPATED TAX ISSUES BASED ON THE FOUNDATION'S ANALYSIS OF WHETHER ADDITIONAL TAXES WOULD BE DUE TO THE AUTHORITY GIVEN ITS FULL KNOWLEDGE OF THE TAX POSITION. THE FOUNDATION HAS COMPLETED ITS ASSESSMENT AND DETERMINED THAT THERE WERE NO TAX POSITIONS WHICH WOULD REQUIRE RECOGNITION UNDER THE INTERPRETATION. THE FOUNDATION IS NOT CURRENTLY UNDER AUDIT BY ANY TAX JURISDICTION.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.00000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt027097648
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt10
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt10
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt09374731
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt12917214
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0CENTRAL AMERICA AND THE CARIBBEAN
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt1EUROPE (INCLUDING ICELAND & GREENLAND)
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0INVESTMENTS
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt1INVESTMENTS
IRS990ScheduleF/BoycottCountriesInd00
IRS990ScheduleF/ContinuationSpentAmt00
IRS990ScheduleF/ContinuationTotalEmployeeCnt00
IRS990ScheduleF/ContinuationTotalOfficeCnt00
IRS990ScheduleF/ForeignCorpOwnershipInd01
IRS990ScheduleF/ForeignPartnershipInd01
IRS990ScheduleF/InterestInForeignTrustInd00
IRS990ScheduleF/PassiveForeignInvestmestCoInd01
IRS990ScheduleF/SubtotalEmployeesCnt00
IRS990ScheduleF/SubtotalOfficesCnt00
IRS990ScheduleF/SubtotalSpentAmt012291945
IRS990ScheduleF/TotalEmployeeCnt00
IRS990ScheduleF/TotalOfficeCnt00
IRS990ScheduleF/TotalSpentAmt012291945
IRS990ScheduleF/TransferToForeignCorpInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0800000
IRS990ScheduleI/RecipientTable/CashGrantAmt1148726
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO SUPPORT THE RENOVATIONS OF THE KIRBY FIELD HOUSE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1UNRESTRICTED SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0HAMPDEN-SYDNEY COLLEGE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1COMMUNITY FOUNDATION FOR A GREATER RICHMOND
IRS990ScheduleI/RecipientTable/RecipientEIN0540505906
IRS990ScheduleI/RecipientTable/RecipientEIN1237009135
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0COLLEGE ROAD BOX 128
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt13409 MOORE STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0HAMPDENSYDNEY
IRS990ScheduleI/RecipientTable/USAddress/CityNm1RICHMOND
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0VA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1VA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd023943
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd123230
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF THE ANN K. KIRBY FOUNDATION WORKS CLOSELY WITH THE COMMUNITY FOUNDATION, INC. STAFF TO CONSIDER POTENTIAL GRANTEES. THE COMMUNITY FOUNDATION STAFF COLLECTS AND REVIEWS DUE DILIGENCE DOCUMENTATION ON PROSPECTIVE GRANTEES AND SHARES INFORMATION WITH THE BOARD OF THE ANN K. KIRBY FOUNDATION. THE COMMUNITY FOUNDATION STAFF MEMBERS FOLLOW UP WITH THE GRANTEES TO RECEIVE PROGRESS REPORTS AND SHARE FOLLOW-UP INFORMATION WITH THE BOARD.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt02
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt020389
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0211074
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt010082
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt017255
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt0360
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0MICHELLE A NELSON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0NON-VOTING SECRETARY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0259160
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0GUILFORD COMPANY
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt035% CONTROLLED ORG OF ROGER H.W. KIRBY & ANNETTE S. KIRBY
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt0212204
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0INVESTMENT MANAGEMENT FEES
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ROGER H. W. KIRBY, WADE H. O. KIRBY, AND ANNETTE S. KIRBY HAVE A FAMILY RELATIONSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION DOES NOT HAVE "MEMBERS" BY DEFINITION OF THE BYLAWS; HOWEVER, THE FORM 990 INSTRUCTIONS FURTHER DEFINE A "MEMBER" AS ANY PERSON (INCLUDING A CORPORATION OR OTHER LEGAL ENTITY) WITH THE POWER TO ELECT MEMBERS OF THE GOVERNING BODY. ACCORDINGLY, ANN K. KIRBY FOUNDATION HAS ONE MEMBER: THE COMMUNITY FOUNDATION, INC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE COMMUNITY FOUNDATION, INC. HAS THE POWER TO ELECT A MAJORITY OF THE MEMBERS OF THE BOARD OF DIRECTORS.

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$46,527,693
Liabilities
$886,232
Net assets
$45,641,461
Revenue
$737,037
Expenses
$1,263,232
Net income
-$526,195
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$51.0$0.58$50.4$1.18$0.95$0.23
2023Detailed filing. Detailed filing data is available for this year.$46.5$0.89$45.6$0.74$1.26$0.53
2022Detailed filing. Detailed filing data is available for this year.$41.3$1.59$39.7$1.48$2.97$1.49
2021Detailed filing. Detailed filing data is available for this year.$49.5$0.25$49.3$4.37$2.70$1.67
2020Detailed filing. Detailed filing data is available for this year.$45.1$0.05$45.1$1.94$0.65$1.29
2019Detailed filing. Detailed filing data is available for this year.$40.7$0.75$40.0$0.89$1.02$0.12
2018Detailed filing. Detailed filing data is available for this year.$34.6$0.98$33.6$0.76$0.97$0.21
2017Detailed filing. Detailed filing data is available for this year.$38.4$1.84$36.5$18.3$2.85$15.5
2016Detailed filing. Detailed filing data is available for this year.$19.0$0.00$19.0$18.8$0.26$18.5
2015Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$0.81$0.31$0.50