Civic Intelligence

Massey Family Foundation

990T • Fiscal year 2023 • EIN 54-6049049

Dec 01, 2022 to Nov 30, 2023 • Filed on Mar 18, 2024

Organization Profile
Massey Building - 5002 Monument AveRichmond, VA 23230

(804) 648-1611

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$80M$60M$40M$20M$0Assets 2011: $47,953,537Liabilities 2011: $02011Assets 2012: $45,531,640Liabilities 2012: $02012Assets 2013: $46,181,111Liabilities 2013: $02013Assets 2014: $46,562,579Liabilities 2014: $02014Assets 2015: $47,431,523Liabilities 2015: $02015Assets 2016: $47,245,717Liabilities 2016: $0Net Assets 2016: $47,245,7172016Assets 2017: $51,607,334Liabilities 2017: $0Net Assets 2017: $51,607,3342017Assets 2018: $51,243,220Liabilities 2018: $0Net Assets 2018: $51,243,2202018Assets 2019: $53,061,772Liabilities 2019: $0Net Assets 2019: $53,061,7722019Assets 2020: $54,358,930Liabilities 2020: $0Net Assets 2020: $54,358,9302020Assets 2021: $68,390,678Liabilities 2021: $0Net Assets 2021: $68,390,6782021Assets 2022: $71,818,378Liabilities 2022: $0Net Assets 2022: $71,818,3782022Assets 2023: $71,159,265Liabilities 2023: $0Net Assets 2023: $71,159,2652023Assets 2024: $74,176,195Liabilities 2024: $0Net Assets 2024: $74,176,1952024

Latest loaded filing

2024

Assets$74,176,195
Liabilities$0
Net Assets$74,176,195
Open 2024 Filing

Operations Trend

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $2,338,327Expenses 2011: $2,886,146Net Income 2011: -$547,8192011Revenue 2012: $422,499Expenses 2012: $2,844,396Net Income 2012: -$2,421,8972012Revenue 2013: $3,524,102Expenses 2013: $2,874,631Net Income 2013: $649,4712013Revenue 2014: $3,431,051Expenses 2014: $3,049,583Net Income 2014: $381,4682014Revenue 2015: $4,254,912Expenses 2015: $3,385,968Net Income 2015: $868,9442015Revenue 2016: $3,436,057Expenses 2016: $3,621,863Net Income 2016: -$185,8062016Revenue 2017: $4,568,303Expenses 2017: $3,930,007Net Income 2017: $638,2962017Revenue 2018: $4,092,125Expenses 2018: $3,879,538Net Income 2018: $212,5872018Revenue 2019: $5,990,635Expenses 2019: $4,015,616Net Income 2019: $1,975,0192019Revenue 2020: $5,201,039Expenses 2020: $3,993,153Net Income 2020: $1,207,8862020Revenue 2021: $8,647,479Expenses 2021: $4,514,727Net Income 2021: $4,132,7522021Revenue 2022: $14,767,708Expenses 2022: $5,648,207Net Income 2022: $9,119,5012022Revenue 2023: $5,244,981Expenses 2023: $6,117,947Net Income 2023: -$872,9662023Revenue 2024: $4,591,171Expenses 2024: $5,922,256Net Income 2024: -$1,331,0852024

Latest loaded filing

2024

Revenue$4,591,171
Expenses$5,922,256
Net Income-$1,331,085
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2022 to Nov 30, 2023
Signed
Mar 18, 2024
Return Version
2022v7.0
Filing and Contact Details

Filer

Filer Name
Massey Family Foundation
EIN
54-6049049
Phone
8046481611
Address
MASSEY BUILDING - 5002 MONUMENT AVE, RICHMOND, VA 23230

Signing Officer

Name
William E Massey Jr
Title
President
Phone
8046481611
Signed
2024-03-18
Discuss with paid preparer
Yes

Preparer

Firm
Keiter Stephens Hurst Gary & Shreaves
Address
4401 DOMINION BLVD, GLEN ALLEN, VA 23060
Preparer
Virginia R Belcher
Phone
8047470000
Raw XML Appendix177 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.

Path#Value
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IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalGainOrLossAmt01655505
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt01655505
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0HRE RETAIL FUND II LP
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IRS990T/BooksInCareOfDetail/PersonNm0JOSE MENDOZA
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IRS990T/BookValueAssetsEOYAmt071159265
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt00
IRS990T/EstimatedTaxPaymentsAmt0294920
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IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/PaidTaxLiabilityAmt00
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt0730362
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt1384733
IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd0561499
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IRS990TScheduleA/CapitalGainNetIncomeAmt01655505
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IRS990TScheduleA/TotalAllocableDeductionsAmt00
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IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
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IRS990TScheduleA/TotalCtrlOrgDeductionAmt20
IRS990TScheduleA/TotalCtrlOrgDeductionAmt30
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
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IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt20
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt30
IRS990TScheduleA/TotalDeductionsAmt00
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IRS990TScheduleA/TotalDeductionSetAsidesAmt00
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IRS990TScheduleA/TotalDeductionSetAsidesAmt20
IRS990TScheduleA/TotalDeductionSetAsidesAmt30
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
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IRS990TScheduleA/TotalDirectAdvertisingCostAmt20
IRS990TScheduleA/TotalDirectAdvertisingCostAmt30
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt10
IRS990TScheduleA/TotalDividendsReceivedDedAmt20
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IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
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IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt20
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt30
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt10
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt20
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt30
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt10
IRS990TScheduleA/TotalInvestmentIncomeAmt20
IRS990TScheduleA/TotalInvestmentIncomeAmt30
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0-329381
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt1116119
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt2128364
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt33436
IRS990TScheduleA/TotalRentDeductionsAmt00
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IRS990TScheduleA/TotalRentDeductionsAmt20
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IRS990TScheduleA/TotalRentIncomeAmt00
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IRS990TScheduleA/TotalRentIncomeAmt20
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IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
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IRS990TScheduleA/TotalUnrelatedBusinessCompAmt20
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt30
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt10
IRS990TScheduleA/TotExcessReadershipCostsDedAmt20
IRS990TScheduleA/TotExcessReadershipCostsDedAmt30
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0-329381
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IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt20
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt30
IRS990TScheduleA/TradeOrBusinessDesc0FLOW-THROUGH ACTIVITY FROM PARTNERSHIPS
IRS990TScheduleA/TradeOrBusinessDesc1HRE RETAIL III
IRS990TScheduleA/TradeOrBusinessDesc2HRE RETAIL II
IRS990TScheduleA/TradeOrBusinessDesc3HRE RETAIL I
IRS990TScheduleA/UBIBeforeNOLDedAmt0-329381
IRS990TScheduleA/UBIBeforeNOLDedAmt1116119
IRS990TScheduleA/UBIBeforeNOLDedAmt21783869
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IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt123224
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IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt0380001
IRS990T/TaxLessCreditsAmt0380001
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt0294920
IRS990T/TotalTaxAmt0380001
IRS990T/TotalTaxComputationAmt0380001
IRS990T/TotalUBTIAmt01809529
IRS990T/TotalUBTIBeforeNOLSpecificAmt01810529
IRS990T/TotalUBTIBeforeSection199AAmt01810529
IRS990T/TotalUBTIComputedAmt01810529
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM E MASSEY JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08046481611
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MASSEY FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MASS
ReturnHeader/Filer/EIN0546049049
ReturnHeader/Filer/PhoneNum08046481611
ReturnHeader/Filer/USAddress/AddressLine1Txt0MASSEY BUILDING - 5002 MONUMENT AVE
ReturnHeader/Filer/USAddress/CityNm0RICHMOND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd023230
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0541631262
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04401 DOMINION BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GLEN ALLEN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd023060
ReturnHeader/PreparerPersonGrp/PhoneNum08047470000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0VIRGINIA R BELCHER
ReturnHeader/ReturnTs02024-03-18T14:50:10-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WILLIAM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MASSEY JR
ReturnHeader/TaxPeriodBeginDt02022-12-01
ReturnHeader/TaxPeriodEndDt02023-11-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$74.2$0.00$74.2$4.59$5.92$1.33
2023Detailed filing. Detailed filing data is available for this year.$71.2$0.00$71.2$5.24$6.12$0.87
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.
2022Detailed filing. Detailed filing data is available for this year.$71.8$0.00$71.8$14.8$5.65$9.12
2021Detailed filing. Detailed filing data is available for this year.$68.4$0.00$68.4$8.65$4.51$4.13
2020Detailed filing. Detailed filing data is available for this year.$54.4$0.00$54.4$5.20$3.99$1.21
2019Detailed filing. Detailed filing data is available for this year.$53.1$0.00$53.1$5.99$4.02$1.98
2018Detailed filing. Detailed filing data is available for this year.$51.2$0.00$51.2$4.09$3.88$0.21
2017Detailed filing. Detailed filing data is available for this year.$51.6$0.00$51.6$4.57$3.93$0.64
2016Detailed filing. Detailed filing data is available for this year.$47.2$0.00$47.2$3.44$3.62$0.19
2015Summary only. Only limited summary data is available for this year.$47.4$0.00$4.25$3.39$0.87
2014Summary only. Only limited summary data is available for this year.$46.6$0.00$3.43$3.05$0.38
2013Summary only. Only limited summary data is available for this year.$46.2$0.00$3.52$2.87$0.65
2012Summary only. Only limited summary data is available for this year.$45.5$0.00$0.42$2.84$2.42
2011Summary only. Only limited summary data is available for this year.$48.0$0.00$2.34$2.89$0.55