Civic Intelligence

Greater Williamsburg Community Trust

990 • Fiscal year 2014 • EIN 54-1927558

Feb 01, 2013 to Jan 31, 2014 • Filed on Oct 02, 2014

Organization ProfileWWW.WILLIAMSBURGCOMMUNITYFOUNDATION.ORG
1323 Jamestown Road No 10323185

(757) 259-1660

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.01x

Higher debt load relative to assets than 22% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

32nd percentile

0.04x

Higher debt load relative to revenue than 32% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

35th percentile

-1.4%

Higher net margin than 35% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

48th percentile

$59,266

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 7.7% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

52nd percentile

2.6%

Faster asset growth than 52% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$4,869,436

Up $122,667 (+2.6%) from 2013

Net Assets

Up

$4,836,690

Up $152,067 (+3.2%) from 2013

Liabilities

Down

$32,746

Down $29,400 (-47%) from 2013

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin35th percentile

Revenue

$769,125

No earlier filing loaded for comparison.

Expenses

Up

$779,603

Up $179,295 (+30%) from 2013

Net Income

-$10,478

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$40M$30M$20M$10M$0Assets 2011: $3,963,874Liabilities 2011: $1,146Net Assets 2011: $3,962,7282011Assets 2012: $4,166,994Liabilities 2012: $101,946Net Assets 2012: $4,065,0482012Assets 2013: $4,746,769Liabilities 2013: $62,146Net Assets 2013: $4,684,6232013Assets 2014: $4,869,436Liabilities 2014: $32,746Net Assets 2014: $4,836,6902014Assets 2015: $5,986,049Liabilities 2015: $1,896Net Assets 2015: $5,984,1532015Assets 2016: $5,541,947Liabilities 2016: $12,478Net Assets 2016: $5,529,4692016Assets 2017: $6,241,506Liabilities 2017: $14,145Net Assets 2017: $6,227,3612017Assets 2018: $11,057,238Liabilities 2018: $17,062Net Assets 2018: $11,040,1762018Assets 2019: $19,019,460Liabilities 2019: $14,678Net Assets 2019: $19,004,7822019Assets 2020: $20,550,045Liabilities 2020: $15,377Net Assets 2020: $20,534,6682020Assets 2021: $29,075,622Liabilities 2021: $37,483Net Assets 2021: $29,038,1392021Assets 2022: $24,695,600Liabilities 2022: $35,394Net Assets 2022: $24,660,2062022Assets 2023: $27,854,373Liabilities 2023: $45,049Net Assets 2023: $27,809,3242023Assets 2024: $31,276,780Liabilities 2024: $49,980Net Assets 2024: $31,226,8002024

Highlighted filing

2014

Assets$4,869,436
Liabilities$32,746
Net Assets$4,836,690
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$10M$5.0M$0-$5.0MExpenses 2011: $306,9522011Expenses 2012: $536,6702012Expenses 2013: $600,3082013Revenue 2014: $769,125Expenses 2014: $779,603Net Income 2014: -$10,4782014Revenue 2015: $1,921,936Expenses 2015: $701,470Net Income 2015: $1,220,4662015Revenue 2016: $857,751Expenses 2016: $913,518Net Income 2016: -$55,7672016Revenue 2017: $1,117,580Expenses 2017: $943,567Net Income 2017: $174,0132017Revenue 2018: $5,252,482Expenses 2018: $1,024,444Net Income 2018: $4,228,0382018Revenue 2019: $9,642,419Expenses 2019: $1,010,114Net Income 2019: $8,632,3052019Revenue 2020: $1,585,115Expenses 2020: $1,189,415Net Income 2020: $395,7002020Revenue 2021: $4,204,878Expenses 2021: $1,453,048Net Income 2021: $2,751,8302021Revenue 2022: $4,660,802Expenses 2022: $1,564,129Net Income 2022: $3,096,6732022Revenue 2023: $1,453,961Expenses 2023: $1,681,410Net Income 2023: -$227,4492023Revenue 2024: $3,690,645Expenses 2024: $1,802,879Net Income 2024: $1,887,7662024

Highlighted filing

2014

Revenue$769,125
Expenses$779,603
Net Income-$10,478
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Feb 1, 2013 to Jan 31, 2014
Signed
Oct 2, 2014
Return Version
2013v3.0
Gross Receipts
$1,436,156
Mission and Program Overview

Mission

Connecting people who care with causes that matter in our community... Forever. The mission is pursued by helping donors build permanent, flexible endowment funds that respond to emerging and changing community needs; providing effective stewardship of charitable funds; advising donors with varied interests to help them achieve their philanthropic goals; and serving as a resource, catalyst, and coordinator for charitable activities.

See schedule o. Provided grants to 501(c)(3) nonprofit organizations and government entities serving the greater williamsburg community. Administered leave a legacy greater williamsburg, an initiative to increase giving through wills. Provided services and information on the needs of the greater williamsburg community to donor-advisors. Assisted donor-advisors with philanthropic activities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,343,053$3,783,996▲ $440,943
Savings and Temporary Cash Investments$1,097,148$940,408▼ $156,740
Cash and Non-Interest-Bearing Accounts$281,377$123,844▼ $157,533
Pledges and Grants Receivable$21,530$12,400▼ $9,130
Prepaid Expenses and Deferred Charges-$6,013-
Land, Buildings, and Equipment, Net$2,656$1,770▼ $886
Total Assets$4,746,769$4,869,436▲ $122,667
Other Assets Total$1,005$1,005→ $0
Liabilities
Grants Payable$61,000$20,000▼ $41,000
Deferred Revenue-$11,600-
Accounts Payable and Accrued Expenses$1,146$1,146→ $0
Total Liabilities$62,146$32,746▼ $29,400
Net Assets / Fund Balance
Unrestricted Net Assets$2,526,487$2,594,366▲ $67,879
Permanently Rstr Net Assets$2,119,036$2,203,315▲ $84,279
Temporarily Rstr Net Assets$39,100$39,009▼ $91
Total Net Assets Fund Balance$4,684,623$4,836,690▲ $152,067
Total Liabilities and Net Assets / Fund Balance$4,746,769$4,869,436▲ $122,667

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,414$15,614$17,028
Other Land Buildings$356$3,406$3,762

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$3,572,598$118,093▲ $242,586-$3,811,050
2012$3,197,914$203,605▲ $276,982-$3,572,598
2011$3,135,411$39,502▲ $121,988-$3,197,914
2010$2,620,055$114,682▲ $483,486-$3,135,411
2009$1,474,629$821,122▲ $395,146-$2,620,055
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Nancy SullivanExecutive DirectorFT$59,266$59,266

Board Members and Trustees

NameTitle
Michael D MaddocksChairman
Margaret Beck PritchardVice Chairman
Alfred L WoodsTrustee
Betsy C AndersonTrustee
Carol S BeersTrustee
Craig StambaughTrustee
James N AllburnTrustee
Joe Poole IiiTrustee
John R Curtis JrTrustee
Joseph R BurkartTrustee
Karen JamisonTrustee
Kathy HornsbyTrustee
Margaret M DriscollTrustee
Mark MonroeTrustee
Paul GerhardtTrustee
Randy W MyersTrustee
Roger E SchultzTrustee
Susanna HickmanTrustee
William L Roberts JrTrustee
William MorrisonTrustee
Kendall KerbySecretary
Robert G ToppingTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$623,508
Program Service Revenue
$0
Investment Income
$133,940
Other Revenue
$11,677
All Other Contributions
$623,508
Change in Net Assets
$-10,478

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded12$339,026Per Stock Exchange
Total Noncash Contributions12$339,026-

Audited Revenue Reconciliation

Revenue per Audited Statements
$769,125
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$162,545
Total Revenue per Audited Statements
$931,670
Total Revenue per Form 990
$769,125
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$595,497
Other Expenses$92,464
Salaries, Compensation, and Employee Benefits$91,642
Total Fundraising Expense$27,119
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$442,947--$442,947
Grants to Domestic Individuals$152,550--$152,550
Current Officers, Directors, Trustees, and Key Employees$13,664$32,081$13,665$59,410
Other Salaries and Wages$5,932$13,928$5,932$25,792
Fees for Services Accounting-$21,010-$21,010
Occupancy$3,602$9,157$3,602$16,361
Fees for Service Investment Mgmnt Fees-$15,898-$15,898
Office Expenses$615$12,647$2,439$15,701
Advertising$2,899$9,887-$12,786
Payroll Taxes$1,481$3,478$1,481$6,440
Conferences and Meetings-$2,493-$2,493
Insurance-$2,048-$2,048
Travel-$1,171-$1,171
Depreciation Depletion-$886-$886
Other Expenses$3,285$25-$25
Total Functional Expenses$626,975$125,509$27,119$779,603

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$779,603
Total Expenses per Audited Statements$779,603
Total Expenses per Form 990$779,603
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
54-0505888-501(c)(3)General Support$28,500
54-1850915-501(c)(3)General Support$17,500
31-1618642-501(c)(3)General Support$14,089
54-0538218-501(c)(3)General Support$14,000
54-1663905-501(c)(3)General Support$12,500
06-1008595-501(c)(3)General Support$10,000
54-1692709-501(c)(3)General Support$8,750
26-1459452-501(c)(3)General Support$8,500
54-1054921-501(c)(3)General Support$8,250
52-1289657-501(c)(3)General Support$7,500
51-0151069-501(c)(3)General Support$7,500
54-1751706-501(c)(3)General Support$7,000
54-0952118-501(c)(3)General Support$6,500
54-0480621-501(c)(3)General Support$6,000
54-0843118-501(c)(3)General Support$6,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$21,499
Fundraising Direct Expenses$9,822
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 2$11,500$11,500$2,657$8,843
Event 1$9,999$9,999$7,165$2,834
Total Events$21,499$21,499$9,822$11,677
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
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 family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“A draft copy of the organization's form 990 is reviewed by the audit committee (which includes several financial experts) at a scheduled audit committee meeting. The audit committee asks questions and provides revisions to the form 990. If approved by the audit committee, a recommendation is made by the audit committee for the board to review the form 990 and approve. Ultimately, the full board will approve the form 990 and the form 990 is filed.”

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

“The organization's board reviews the conflict of interest policy, provide questionnaires for the board members to report conflicts of interest, and report on any findings of conflicts of interests.”

Form 990, Part VI, Section B, Line 15

“The organization's board of trustees reviews and approves the compensation of the executive director.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents, conflict of interest policy, and financial statements are made available to the public for review upon request.”

Filing and Contact Details

Filer

EIN
54-1927558
Phone
7572591660

Signing Officer

Name
Margaret Beck Pritchard
Title
Chairman
Phone
7572591660
Signed
2014-10-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Margaret Beck Pritchard
Formed
1999
Legal Domicile
Va
Voting Board Members
22
Independent Board Members
22
Employees
2
Volunteers
50

Preparer

Preparer
James M Haggard
Phone
7578731033
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“Form 990, part xi, line 2c: there were no changes to the audit committee's procedures regarding the oversight of the audit and selection of the independent auditors.”

Financial Statement Notes

PART V, LINE 4:

“The endowment is a perpetual fund whose purpose is to provide funding for the trust's program objectives and to sustain the trust's operations.”

PART X, LINE 2:

“The foundation has determined it does not have any material unrecognized tax benefits or obligations as of january 31, 2014. Fiscal years ending on or after january 31, 2011 remain subject to examination by federal and state tax authorities.”

Raw XML AppendixShowing 400 of 752 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/Form990PartVIISectionAGrp/PersonNm3KATHY HORNSBY
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IRS990/Form990PartVIISectionAGrp/PersonNm10ROGER E SCHULTZ
IRS990/Form990PartVIISectionAGrp/PersonNm11WILLIAM L ROBERTS JR
IRS990/Form990PartVIISectionAGrp/PersonNm12ROBERT G TOPPING
IRS990/Form990PartVIISectionAGrp/PersonNm13JOHN R CURTIS JR
IRS990/Form990PartVIISectionAGrp/PersonNm14JOE POOLE III
IRS990/Form990PartVIISectionAGrp/PersonNm15ALFRED L WOODS
IRS990/Form990PartVIISectionAGrp/PersonNm16BETSY C ANDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm17MARK MONROE
IRS990/Form990PartVIISectionAGrp/PersonNm18PAUL GERHARDT
IRS990/Form990PartVIISectionAGrp/PersonNm19WILLIAM MORRISON
IRS990/Form990PartVIISectionAGrp/PersonNm20RANDY W MYERS
IRS990/Form990PartVIISectionAGrp/PersonNm21CRAIG STAMBAUGH
IRS990/Form990PartVIISectionAGrp/PersonNm22NANCY SULLIVAN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2259266
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt9VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt20TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt21TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt22EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01999
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt09822
IRS990/FundraisingGrossIncomeAmt021499
IRS990/GainOrLossGrp/SecuritiesAmt0-11358
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt022
IRS990/GrantAmt0442947
IRS990/GrantsPayableGrp/BOYAmt061000
IRS990/GrantsPayableGrp/EOYAmt020000
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0152550
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0152550
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0442947
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0442947
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0645851
IRS990/GrossReceiptsAmt01436156
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt022
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt02048
IRS990/InsuranceGrp/TotalAmt02048
IRS990/InvestmentIncomeGrp/ExclusionAmt0145298
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0145298
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03343053
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03783996
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt019020
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02656
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01770
IRS990/LandBldgEquipCostOrOtherBssAmt020790
IRS990/LegalDomicileStateCd0VA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0657209
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0CONNECTING PEOPLE WHO CARE WITH CAUSES THAT MATTER... FOREVER. THE MISSION IS PURSUED BY HELPING DONORS RESPOND TO EMERGING AND CHANGING COMMUNITY NEEDS; BUILDING A PERMANENT, FLEXIBLE ENDOWMENT; PROVIDING EFFECTIVE STEWARDSHIP OF CHARITABLE FUNDS; AND SERVING AS A RESOURCE, CATALYST, AND COORDINATOR FOR CHARITABLE ACTIVITIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt04684623
IRS990/NetAssetsOrFundBalancesEOYAmt04836690
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-11358
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-11358
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt011677
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt011677
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0162545
IRS990/NoncashContributionsAmt0339026
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt03602
IRS990/OccupancyGrp/ManagementAndGeneralAmt09157
IRS990/OccupancyGrp/ProgramServicesAmt03602
IRS990/OccupancyGrp/TotalAmt016361
IRS990/OfficeExpensesGrp/FundraisingAmt02439
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt012647
IRS990/OfficeExpensesGrp/ProgramServicesAmt0615
IRS990/OfficeExpensesGrp/TotalAmt015701
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01005
IRS990/OtherAssetsTotalGrp/EOYAmt01005
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0PROGRAM RELATED EXPENSE
IRS990/OtherExpensesGrp/Desc1DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc2ORGANIZATIONAL EXPENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0800
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt125
IRS990/OtherExpensesGrp/ProgramServicesAmt03285
IRS990/OtherExpensesGrp/TotalAmt03285
IRS990/OtherExpensesGrp/TotalAmt1800
IRS990/OtherExpensesGrp/TotalAmt225
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt05932
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt013928
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt05932
IRS990/OtherSalariesAndWagesGrp/TotalAmt025792
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt01481
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03478
IRS990/PayrollTaxesGrp/ProgramServicesAmt01481
IRS990/PayrollTaxesGrp/TotalAmt06440
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt02119036
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt02203315
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt021530
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt012400
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt06013
IRS990/PrincipalOfficerNm0MARGARET BECK PRITCHARD
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0DISTRIBUTED SCHOLARSHIPS TO STUDENTS WHO HAVE ATTENDED HIGH SCHOOL IN WILLIAMSBURG AND JAMES CITY COUNTY.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0152550
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0152550
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0927522
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0431175
IRS990/PYInvestmentIncomeAmt063703
IRS990/PYOtherExpensesAmt083876
IRS990/PYOtherRevenueAmt07707
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0398624
IRS990/PYSalariesCompEmpBnftPaidAmt085257
IRS990/PYTotalExpensesAmt0600308
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0998932
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-10478
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01097148
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0940408
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0623508
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0927522
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0607936
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0286981
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0445993
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02891940
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0145298
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0112049
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt096757
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt077291
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt052483

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,869,436
Liabilities
$32,746
Net assets
$4,836,690
Revenue
$769,125
Expenses
$779,603
Net income
-$10,478
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.3$0.05$31.2$3.69$1.80$1.89
2023Detailed filing. Detailed filing data is available for this year.$27.9$0.05$27.8$1.45$1.68$0.23
2022Detailed filing. Detailed filing data is available for this year.$24.7$0.04$24.7$4.66$1.56$3.10
2021Detailed filing. Detailed filing data is available for this year.$29.1$0.04$29.0$4.20$1.45$2.75
2020Detailed filing. Detailed filing data is available for this year.$20.6$0.02$20.5$1.59$1.19$0.40
2019Detailed filing. Detailed filing data is available for this year.$19.0$0.01$19.0$9.64$1.01$8.63
2018Detailed filing. Detailed filing data is available for this year.$11.1$0.02$11.0$5.25$1.02$4.23
2017Detailed filing. Detailed filing data is available for this year.$6.24$0.01$6.23$1.12$0.94$0.17
2016Detailed filing. Detailed filing data is available for this year.$5.54$0.01$5.53$0.86$0.91$0.06
2015Detailed filing. Detailed filing data is available for this year.$5.99$0.00$5.98$1.92$0.70$1.22
2014Detailed filing. Detailed filing data is available for this year.$4.87$0.03$4.84$0.77$0.78$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.75$0.06$4.68$0.60
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.17$0.10$4.07$0.54
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.96$0.00$3.96$0.31