Civic Intelligence

The Beirne Carter Foundation

EIN 54-1397827 • Richmond, VA

PO Box 17950Richmond, VA 23226
Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

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

$25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

16th percentile

0.00x

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

$25M-$50M nonprofits • Source year 2024

Net Margin

93rd percentile

70%

Higher net margin than 93% of similar nonprofits.

$25M-$50M nonprofits • Source year 2024

Top Officer Pay

20th percentile

$12,000

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

$25M-$50M nonprofits • Source year 2024

Asset Growth

84th percentile

19%

Faster asset growth than 84% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

95th percentile

281%

Faster revenue growth than 95% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$29,444,870

Up $4,670,707 (+19%) from 2023

Liabilities

Up

$1,126

Up $93 (+9.0%) from 2023

Net Assets

Up

$29,443,744

Up $4,670,614 (+19%) from 2023

Operations
Liabilities / Revenue16th percentileNet Margin93rd percentile

Revenue

Up

$6,633,475

Up $4,890,207 (+281%) from 2023

Expenses

Down

$1,977,108

Down $170,015 (-7.9%) from 2023

Net Income

Up

$4,656,367

Up $5,060,222 (+1253%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth84th percentile

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

$30M$20M$10M$0Assets 2011: $25,366,892Liabilities 2011: $1,6922011Assets 2012: $25,510,155Liabilities 2012: $1,9442012Assets 2013: $25,756,984Liabilities 2013: $1,9172013Assets 2014: $27,615,958Liabilities 2014: $1,035Net Assets 2014: $27,614,9232014Assets 2015: $28,015,557Liabilities 2015: $02015Assets 2018: $25,540,375Liabilities 2018: $713Net Assets 2018: $25,539,6622018Assets 2019: $25,375,303Liabilities 2019: $4,030Net Assets 2019: $25,371,2732019Assets 2020: $24,216,213Liabilities 2020: $21,919Net Assets 2020: $24,194,2942020Assets 2021: $25,189,504Liabilities 2021: $1,033Net Assets 2021: $25,188,4712021Assets 2022: $25,168,935Liabilities 2022: $1,033Net Assets 2022: $25,167,9022022Assets 2023: $24,774,163Liabilities 2023: $1,033Net Assets 2023: $24,773,1302023Assets 2024: $29,444,870Liabilities 2024: $1,126Net Assets 2024: $29,443,7442024

Highlighted filing

2024

Assets$29,444,870
Liabilities$1,126
Net Assets$29,443,744
Open 2024 Filing

Operations Trend

Revenue Growth95th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $3,737,943Expenses 2011: $1,812,192Net Income 2011: $1,925,7512011Revenue 2012: $2,042,095Expenses 2012: $1,899,085Net Income 2012: $143,0102012Revenue 2013: $2,202,019Expenses 2013: $1,955,163Net Income 2013: $246,8562013Revenue 2014: $3,792,626Expenses 2014: $1,962,770Net Income 2014: $1,829,8562014Revenue 2015: $2,425,075Expenses 2015: $2,024,293Net Income 2015: $400,7822015Revenue 2018: $1,500,187Expenses 2018: $1,958,053Net Income 2018: -$457,8662018Revenue 2019: $1,682,766Expenses 2019: $1,814,641Net Income 2019: -$131,8752019Revenue 2020: $638,643Expenses 2020: $1,720,712Net Income 2020: -$1,082,0692020Revenue 2021: $3,003,577Expenses 2021: $1,724,754Net Income 2021: $1,278,8232021Revenue 2022: $2,051,041Expenses 2022: $1,898,972Net Income 2022: $152,0692022Revenue 2023: $1,743,268Expenses 2023: $2,147,123Net Income 2023: -$403,8552023Revenue 2024: $6,633,475Expenses 2024: $1,977,108Net Income 2024: $4,656,3672024

Highlighted filing

2024

Revenue$6,633,475
Expenses$1,977,108
Net Income$4,656,367
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$29,444,870
Liabilities
$1,126
Net assets
$29,443,744
Revenue
$6,633,475
Expenses
$1,977,108
Net income
$4,656,367
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$29.4$0.00$29.4$6.63$1.98$4.66
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.8$0.00$24.8$1.74$2.15$0.40
2022Detailed filing. Detailed filing data is available for this year.$25.2$0.00$25.2$2.05$1.90$0.15
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.2$0.00$25.2$3.00$1.72$1.28
2020Detailed filing. Detailed filing data is available for this year.$24.2$0.02$24.2$0.64$1.72$1.08
2019Detailed filing. Detailed filing data is available for this year.$25.4$0.00$25.4$1.68$1.81$0.13
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.5$0.00$25.5$1.50$1.96$0.46
2015Summary only. Only limited summary data is available for this year.$28.0$0.00$2.43$2.02$0.40
2014Detailed filing. Detailed filing data is available for this year.$27.6$0.00$27.6$3.79$1.96$1.83
2013Summary only. Only limited summary data is available for this year.$25.8$0.00$2.20$1.96$0.25
2012Summary only. Only limited summary data is available for this year.$25.5$0.00$2.04$1.90$0.14
2011Summary only. Only limited summary data is available for this year.$25.4$0.00$3.74$1.81$1.93
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROSSIE CARTER HUTCHESONPresidentPT$12,000-$12,000
TALFOURD H KEMPER ESQSecretary/Treasurer-$8,000-$8,000
KENNETH C LAUGHONVice President-$8,000-$8,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCHILDREN'S MUSEUM OF RICHMONDGENERAL PURPOSESPCRICHMOND, VA, US$250,000
Paid GrantNATURE CONSERVANCY OF VIRGINIAGENERAL PURPOSESPCARLINGTON, VA, US$250,000
Paid GrantLEWIS GINTER BOTANICAL GARDENSPLENDOR UNDER GLASSPCRICHMOND, VA, US$150,000
Paid GrantST JAMES EPISCOPAL CHURCHGENERAL PURPOSESPCRICHMOND, VA, US$150,000
Paid GrantRESTORATION HOUSINGHOUSE RESTORATIONPCROANOKE, VA, US$105,000
Paid GrantVIRGINIA MUSEUM OF HISTORY & CULTUREGENERAL PURPOSESPCRICHMOND, VA, US$100,000
Paid GrantFRIENDS OF JAMES RIVER PARKCARILLON WOODS RESTORATIONPCRICHMOND, VA, US$55,000
Paid GrantBEIRNE CARTER CENTER FOR IMMUNOLOGY RESEARCHPURCHASE NEW TECHNOLOGY, SUPPORT FACULTY, ASSIST WITH LOSS OF FUNDINGPCCHARLOTTESVILLE, VA, US$50,000
Paid GrantGOOD SAMARITAN HOSPICE INCGENERAL PURPOSESPCROANOKE, VA, US$50,000
Paid GrantNATIONAL D-DAY MEMORIAL FOUNDATIONGENERAL PURPOSESPCBEDFORD, VA, US$50,000
Paid GrantPGA TOUR CHARITIES INCMISSION GAIT FOUNDATIONPCPONTE VEDRA BEACH, FL, US$50,000
Paid GrantROANOKE AREA MINISTRIESGENERAL PURPOSESPCROANOKE, VA, US$50,000
Paid GrantANNA JULIA COOPER EPISCOPAL SCHOOLGENERAL PURPOSESPCRICHMOND, VA, US$10,000
Paid GrantARMSTRONG LEADERSHIP PROGRAMLEADERSHIP PROGRAMPCRICHMOND, VA, US$10,000
Paid GrantBOYS AND GIRLS CLUBS OF METRO RICHMONDCAPITAL CAMPAIGNPCRICHMOND, VA, US$10,000
Paid GrantMCV FOUNDATIONGENERAL PURPOSESPCRICHMOND, VA, US$10,000
Paid GrantNORTH CROSS SCHOOLCAPITAL CAMPAIGNPCROANOKE, VA, US$10,000
Paid GrantSOUTHERN ENVIRONMENTAL LAW CENTERVIRGINIA PROGRAMMATIC PROJECTSPCATLANTA, GA, US$10,000
Paid GrantST CATHERINE'S SCHOOLGENERAL PURPOSESPCRICHMOND, VA, US$10,000
Paid GrantST CHRISTOPHER'S SCHOOLGENERAL PURPOSESPCRICHMOND, VA, US$10,000
Paid GrantTAUBMAN MUSEUM OF ARTREPAIR AND UPDATE IT SYSTEMS IN THE MUSEUMPCROANOKE, VA, US$10,000
Paid GrantVAIL HEALTH FOUNDATIONGENERAL PURPOSESPCVAIL, CO, US$10,000
Paid GrantBLUE RIDGE LAND CONSERVANCYMEMORIAL GIFTPCROANOKE, VA, US$5,000
Paid GrantBLUE RIDGE PBSGENERAL PURPOSESPCROANOKE, VA, US$5,000
Paid GrantCOWPASTURE RIVER PRESERVATION ASSOCGENERAL PURPOSESPCMILLBORO, VA, US$5,000
Paid GrantEPISCOPAL HIGH SCHOOLGENERAL PURPOSESPCALEXANDRIA, VA, US$5,000
Paid GrantJAMES RIVER ASSOCIATIONNEW EDUCATION CENTERPCRICHMOND, VA, US$5,000
Paid GrantLEAP (ROANOKE VA)GENERAL PURPOSESPCROANOKE, VA, US$5,000
Paid GrantORANGE COUNTY FREE CLINICASSIST IN FUNDING THE SALARY OF NURSE PRACTITIONERPCORANGE, VA, US$5,000
Paid GrantPRESBYTERIAN COMMUNITY CENTERGENERAL PURPOSESPCROANOKE, VA, US$5,000
Paid GrantSHIRLEY PLANTATION FOUNDATIONTO DEVELOP AND IMPLEMENT A NEW WEB SITEPCCHARLES CITY, VA, US$5,000
Paid GrantTANZANIAN CHILDREN'S FUNDGENERAL PURPOSESPCCAMBRIDGE, MA, US$5,000
Paid GrantVAIL VALLEY HABITAT FOR HUMANITYGENERAL PURPOSESPCAVON, CO, US$5,000
Paid GrantVIRGINIA LEAGUE FOR PLANNED PARENTHOODGENERAL PURPOSESPCRICHMOND, VA, US$5,000
Paid GrantVPMGENERAL PURPOSESPCRICHMOND, VA, US$5,000
Paid GrantWALKING MOUNTAINS SCIENCE CENTERGENERAL PURPOSESPCAVON, CO, US$5,000
Paid GrantBETTY FORD ALPINE GARDENSGENERAL PURPOSESPCVAIL, CO, US$3,000
Paid GrantGARDEN CLUB OF AMERICAGENERAL PURPOSESPCNEW YORK, NY, US$2,500
Filing and Contact Details

Filer

Filer Name
The Beirne Carter Foundation
EIN
54-1397827
Phone
8045210272
Address
PO BOX 17950, RICHMOND, VA 23226

Signing Officer

Name
Rossie C Hutcheson
Title
President
Phone
8042852104
Signed
2025-11-17
Discuss with paid preparer
Yes

Preparer

Firm
Bryan Brothers Inc
Address
PO BOX 17950, RICHMOND, VA 23226
Preparer
Traci R Kube
Phone
8042857700
Raw XML AppendixShowing 400 of 975 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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AppliedToPriorYearElection/ElectionDesc0PURSUANT TO IRC SEC 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF UNDISTRIBUTED INCOME OF $158,020 FROM THE TAX YEAR ENDING DECEMBER 31, 2021.
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IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt027216
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt055750
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt055750
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt03495
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0220643
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0231078
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt016977
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt016977
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt081542
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt081542
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt04227
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt028736
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt037102
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01582166
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0356647
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01977108
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt06633475
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt06633475
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt096666
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0356647
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0491608
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02020-05-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12022-06-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22021-04-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32018-10-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0665537
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1366852
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt21112093
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3432392
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt442185
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5105462
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt6305703
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt764655
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt848909
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-2
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2151329
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-22392
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-2185
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-5462
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6347380
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt75778210
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8-305703
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9-64655
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10-48909
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11104664
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-2
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2151329
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-22392
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-2185
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-5462
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6347380
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt75778210
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8-305703
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9-64655
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10-48909
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11104664
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0665537
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1366850
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21263422
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3410000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt440000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6347380
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt75778210
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8104664
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0UMB BANK NA - WINDPOINT PTRS REDEMPTION 12/31/23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1COLCHESTER GLOBAL LOW DURATION BOND FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2COHEN & STEERS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3VANGUARD ST BOND INDEX ADM 41,041.041SH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4VANGUARD ST BOND INDEX ADM 4,004.004SH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5VANGUARD ST BOND INDEX ADM 10,010.01SH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6ST CAPITAL GAINS FROM PASS-THRUS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7LT CAPITAL GAINS FROM PASS-THRUS NET OF PAL LIMITATION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8MA ENDOWMENT PARTNERS LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9TIFF SECONDARY PARTNERS II LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10MA RESOURCES LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-01-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-04-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22024-10-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32024-04-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42024-04-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52024-04-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82024-11-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102024-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt05932275
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt04656367
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt023167
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt037414
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt029466911
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt024773130
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt029443744
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01534537
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01534537
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01534537
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01621785
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt087248
IRS990PF/DistributableAmountGrp/TotalTaxAmt087248
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt020404
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt018000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt087248
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt087248
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt087248
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt048844
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt038404
IRS990PF/FMVAssetsEOYAmt033888049
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt024773130
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt029443744
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt024231
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt024231
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt05417
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt022832
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt017415
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt017415
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt017415
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt023801618
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt028612738
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt033055917
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt01033
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt01126
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0955130
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0790486
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0790486
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt024774163
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt029444870
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt033888049
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt01033
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt01126
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt024774163
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt029444870
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt024773130
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt029443744
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt032929642
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01358540
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt010991816
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0493945
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt020579286
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01621785
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt032435697
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt032929642
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt055750
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0PETER TOMS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0GRANT ADMINISTRATOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt0920 LIBBIE AVE SUITE 103
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0RICHMOND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0VA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd023226
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0HERITAGE WEALTH ADVISORS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt081542
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT MANAGEMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0919 EAST MAIN STREET SUITE 950
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0RICHMOND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0VA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd023219
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt012000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt18000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt28000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ROSSIE CARTER HUTCHESON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1TALFOURD H KEMPER ESQ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2KENNETH C LAUGHON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY/TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0920 LIBBIE AVE SUITE 103
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt110 S JEFFERSON ST SUITE 1800
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO BOX 8937
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0RICHMOND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1ROANOKE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2ROANOKE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0VA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1VA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2VA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd023226
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1240384125
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd224014
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt01582166
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt01582166
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00

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