Civic Intelligence

Greater Williamsburg Community Trust

990 • Fiscal year 2015 • EIN 54-1927558

Feb 01, 2014 to Jan 31, 2015 • Filed on Sep 21, 2015

1323 Jamestown Road No 103Williamsburg, VA 23185

(757) 259-1660

Siviq Scores

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

Liabilities / Assets

7th percentile

0.00x

Higher debt load relative to assets than 7% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

7th percentile

0.00x

Higher debt load relative to revenue than 7% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Net Margin

94th percentile

64%

Higher net margin than 94% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

25th percentile

$62,574

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 3.3% of source-year revenue.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Asset Growth

86th percentile

23%

Faster asset growth than 86% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

96th percentile

150%

Faster revenue growth than 96% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Assets

Up

$5,986,049

Up $1,116,613 (+23%) from 2014

Net Assets

Up

$5,984,153

Up $1,147,463 (+24%) from 2014

Liabilities

Down

$1,896

Down $30,850 (-94%) from 2014

Revenue

Up

$1,921,936

Up $1,152,811 (+150%) from 2014

Expenses

Down

$701,470

Down $78,133 (-10%) from 2014

Net Income

Up

$1,220,466

Up $1,230,944 (+11748%) from 2014

Historical Trend

Balance Sheet Trend

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

2015

Assets$5,986,049
Liabilities$1,896
Net Assets$5,984,153

Operations Trend

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

2015

Revenue$1,921,936
Expenses$701,470
Net Income$1,220,466
Jump To
Filing Snapshot
Filing Period
Feb 1, 2014 to Jan 31, 2015
Signed
Sep 21, 2015
Return Version
2014v5.0
Gross Receipts
$2,702,588
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. 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$3,783,996$3,930,630▲ $146,634
Savings and Temporary Cash Investments$940,408$1,212,511▲ $272,103
Cash and Non-Interest-Bearing Accounts$123,844$519,855▲ $396,011
Land, Buildings, and Equipment, Net$1,770$314,292▲ $312,522
Pledges and Grants Receivable$12,400$8,761▼ $3,639
Prepaid Expenses and Deferred Charges$6,013--
Total Assets$4,869,436$5,986,049▲ $1,116,613
Other Assets Total$1,005--
Liabilities
Deferred Revenue$11,600--
Accounts Payable and Accrued Expenses$1,146$1,146→ $0
Grants Payable$20,000$750▼ $19,250
Total Liabilities$32,746$1,896▼ $30,850
Net Assets / Fund Balance
Unrestricted Net Assets$2,594,366$3,755,235▲ $1,160,869
Permanently Rstr Net Assets$2,203,315$2,186,444▼ $16,871
Temporarily Rstr Net Assets$39,009$42,474▲ $3,465
Total Net Assets Fund Balance$4,836,690$5,984,153▲ $1,147,463
Total Liabilities and Net Assets / Fund Balance$4,869,436$5,986,049▲ $1,116,613

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$298,077$1,923$300,000
Equipment$15,992$21,071$37,063
Other Land Buildings$223$3,539$3,762

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$3,811,050$214,741▲ $137,996-$4,009,673
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
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Nancy Cote SullivanExecutive DirectorFT$62,574$62,574
Revenue and Support

Revenue Composition

Contributions and Grants
$1,723,612
Program Service Revenue
$0
Investment Income
$224,868
Other Revenue
$-26,544
All Other Contributions
$1,586,996
Change in Net Assets
$1,220,466

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
Real Estate Commercial1$300,000Per Appraisal
Securities Publicly Traded22$258,387Per Stock Exchange
Total Noncash Contributions23$558,387-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,921,936
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-73,003
Total Revenue per Audited Statements
$1,848,933
Total Revenue per Form 990
$1,921,936
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$484,422
Other Expenses$120,529
Salaries, Compensation, and Employee Benefits$96,519
Total Fundraising Expense$29,637
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$322,097--$322,097
Grants to Domestic Individuals$162,325--$162,325
Current Officers, Directors, Trustees, and Key Employees$13,141$34,416$15,017$62,574
Office Expenses-$34,430$2,975$37,405
Other Salaries and Wages$5,717$14,973$6,535$27,225
Fees for Services Accounting-$21,010-$21,010
Fees for Service Investment Mgmnt Fees-$17,251-$17,251
Occupancy$3,060$8,014$3,497$14,571
Depreciation Depletion-$7,513-$7,513
Payroll Taxes$1,411$3,696$1,613$6,720
Conferences and Meetings-$6,488-$6,488
Insurance-$2,632-$2,632
Travel-$958-$958
Other Expenses$500$330-$830
Advertising-$25-$25
Total Functional Expenses$520,097$151,736$29,637$701,470

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$701,470
Total Expenses per Audited Statements$701,470
Total Expenses per Form 990$701,470
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
College of William & Mary FoundationWilliamsburg, VA501(c)(3)General Support$25,550
Williamsburg Area Faith in ActionWilliamsburg, VA501(c)(3)General Support$20,500
Peninsula Agency on Aging IncNewport News, VA501(c)(3)General Support$18,100
Colonial Williamsburg FoundationWilliamsburg, VA501(c)(3)General Support$18,000
Thomas Nelson Educational FoundationHampton, VA501(c)(3)General Support$18,000
Child Development ResourcesNorge, VA501(c)(3)General Support$16,000
Lackey Free Family ClinicYorktown, VA501(c)(3)General Support$15,500
Olde Towne Medical CenterWilliamsburg, VA501(c)(3)General Support$15,255
The Arc of Greater WilliamsburgWilliamsburg, VA501(c)(3)General Support$15,000
Peninsula Pastoral Counseling CenterNewport News, VA501(c)(3)General Support$12,000
Avalon a Center for Women and ChildrenWilliamsburg, VA501(c)(3)General Support$9,000
United Way of Greater WilliamsburgWilliamsburg, VA501(c)(3)General Support$9,000
United Jewish Community of the Virginia PeninsulaNewport News, VA501(c)(3)General Support$6,000
Fish of WilliamsburgWilliamsburg, VA501(c)(3)General Support$5,500
William & Mary Athletic Educational FoundationWilliamsburg, VA501(c)(3)General Support$5,500
Literacy for LifeWilliamsburg, VA501(c)(3)General Support$5,471
Angels of Mercy Inc Medical ClinicWilliamsburg, VA501(c)(3)General Support$5,413
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$68,107
Fundraising Gross Income$36,563
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$145,230$31,160$11,616$19,544
8k Race$27,949$5,403$4,651$752
Total Events$173,179$36,563$68,107$-31,544
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) and the trustee and governance committee at scheduled committee meetings. These committees ask questions and provide revisions to the form 990. If approved by the audit and trustee and governance committees, a recommendation is made by the committees 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

Filer Name
Greater Williamsburg Community Trust
EIN
54-1927558
Phone
7572591660
Address
1323 JAMESTOWN ROAD NO 103, WILLIAMSBURG, VA 23185
Doing Business As
Williamsburg Community Foundation

Signing Officer

Name
Margaret Beck Pritchard
Title
Chairman
Phone
7572591660
Signed
2015-09-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Margaret Beck Pritchard
Formed
1999
Legal Domicile
Va
Voting Board Members
21
Independent Board Members
21
Employees
2
Volunteers
50

Preparer

Firm
Dixon Hughes Goodman Llp
Address
701 TOWN CENTER DRIVE SUITE 700, NEWPORT NEWS, VA 23606-4295
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, 2015. Fiscal years ending on or after january 31, 2012 remain subject to examination by federal and state tax authorities.

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IRS990/Form990PartVIISectionAGrp/PersonNm17WILLIAM L ROBERTS JR
IRS990/Form990PartVIISectionAGrp/PersonNm18ROGER E SCHULTZ MD
IRS990/Form990PartVIISectionAGrp/PersonNm19HOWARD SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm20CRAIG STAMBAUGH
IRS990/Form990PartVIISectionAGrp/PersonNm21NANCY COTE 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/ReportableCompFromOrgAmt2162574
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/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
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/TitleTxt21EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01999
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0136616
IRS990/FundraisingDirectExpensesAmt068107
IRS990/FundraisingGrossIncomeAmt036563
IRS990/GainOrLossGrp/SecuritiesAmt047398
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt021
IRS990/GrantAmt0322097
IRS990/GrantsPayableGrp/BOYAmt020000
IRS990/GrantsPayableGrp/EOYAmt0750
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0162325
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0162325
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0322097
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0322097
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0759943
IRS990/GrossReceiptsAmt02702588
IRS990/GrossRentsGrp/RealAmt05000
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt021
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt02632
IRS990/InsuranceGrp/TotalAmt02632
IRS990/InvestmentIncomeGrp/ExclusionAmt0177470
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0177470
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03783996
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03930630
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt026533
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01770
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0314292
IRS990/LandBldgEquipCostOrOtherBssAmt0340825
IRS990/LegalDomicileStateCd0VA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0712545
IRS990/LessRentalExpensesGrp/RealAmt00
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 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt04836690
IRS990/NetAssetsOrFundBalancesEOYAmt05984153
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt047398
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt047398
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-31544
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-31544
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt05000
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt05000
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-73003
IRS990/NoncashContributionsAmt0558387
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt03497
IRS990/OccupancyGrp/ManagementAndGeneralAmt08014
IRS990/OccupancyGrp/ProgramServicesAmt03060
IRS990/OccupancyGrp/TotalAmt014571
IRS990/OfficeExpensesGrp/FundraisingAmt02975
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt034430
IRS990/OfficeExpensesGrp/TotalAmt037405
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01005
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0PROGRAM RELATED EXPENSE
IRS990/OtherExpensesGrp/Desc1DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0330
IRS990/OtherExpensesGrp/ProgramServicesAmt011846
IRS990/OtherExpensesGrp/ProgramServicesAmt1500
IRS990/OtherExpensesGrp/TotalAmt011846
IRS990/OtherExpensesGrp/TotalAmt1830
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt06535
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt014973
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt05717
IRS990/OtherSalariesAndWagesGrp/TotalAmt027225
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt01613
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03696
IRS990/PayrollTaxesGrp/ProgramServicesAmt01411
IRS990/PayrollTaxesGrp/TotalAmt06720
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt02203315
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt02186444
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt012400
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt08761
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt06013
IRS990/PrincipalOfficerNm0MARGARET BECK PRITCHARD
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0PROVIDED SCHOLARSHIPS FOR 136 STUDENTS WHO HAVE ATTENDED HIGH SCHOOL AT A WILLIAMSBURG-JAMES CITY COUNTY PUBLIC SCHOOL OR ARE ATTENDING COLLEGE IN VIRGINIA.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0162325
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0162325
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0623508
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0595497
IRS990/PYInvestmentIncomeAmt0133940
IRS990/PYOtherExpensesAmt092464
IRS990/PYOtherRevenueAmt011677
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-10478
IRS990/PYSalariesCompEmpBnftPaidAmt091642
IRS990/PYTotalExpensesAmt0779603
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0769125
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01220466
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt05000
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0940408
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01212511
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01609542
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0623508
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0927522
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0607936
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0286981
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt04055489
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0182470
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0145298
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0112049
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt096757
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt077291
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0613865
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0219984
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt058
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0500
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0558

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Filings

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