Civic Intelligence

Herndon Foundation

990PF • Fiscal year 2017 • EIN 54-6060809

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 05, 2018

Organization Profile
9030 Stony Point Pkwy Suite 170Richmond, VA 23235

(804) 560-4119

Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • $25M-$50M nonprofits • Source year 2017

Liabilities / Revenue

9th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • $25M-$50M nonprofits • Source year 2017

Net Margin

9th percentile

-24%

Higher net margin than 9% of similar nonprofits.

2017 filings • $25M-$50M nonprofits • Source year 2017

Top Officer Pay

15th percentile

$0

Higher top officer pay than 15% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • $25M-$50M nonprofits • Source year 2017

Asset Growth

52nd percentile

5.1%

Faster asset growth than 52% of similar nonprofits.

2017 filings • $25M-$50M nonprofits • Annualized from 2015 to 2017

Revenue Growth

71st percentile

16%

Faster revenue growth than 71% of similar nonprofits.

2017 filings • $25M-$50M nonprofits • Annualized from 2015 to 2017

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$28,904,985

Up $2,748,448 (+11%) from 2015

Net Assets

$28,904,985

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue9th percentileNet Margin9th percentile

Revenue

Up

$3,381,871

Up $847,059 (+33%) from 2015

Expenses

Up

$4,204,671

Up $825,094 (+24%) from 2015

Net Income

Up

-$822,800

Up $21,965 (+2.6%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$80M$60M$40M$20M$0Assets 2011: $16,678,042Liabilities 2011: $02011Assets 2012: $22,266,142Liabilities 2012: $02012Assets 2013: $27,219,379Liabilities 2013: $02013Assets 2014: $27,001,302Liabilities 2014: $02014Assets 2015: $26,156,537Liabilities 2015: $02015Assets 2017: $28,904,985Liabilities 2017: $0Net Assets 2017: $28,904,9852017Assets 2018: $29,317,179Liabilities 2018: $0Net Assets 2018: $29,317,1792018Assets 2019: $27,569,722Liabilities 2019: $0Net Assets 2019: $27,569,7222019Assets 2020: $25,755,396Liabilities 2020: $0Net Assets 2020: $25,755,3962020Assets 2021: $30,381,361Liabilities 2021: $12021Assets 2022: $27,022,319Liabilities 2022: $0Net Assets 2022: $27,022,3192022Assets 2023: $41,497,576Liabilities 2023: $12023Assets 2024: $61,989,429Liabilities 2024: $0Net Assets 2024: $61,989,4292024

Highlighted filing

2017

Assets$28,904,985
Liabilities$0
Net Assets$28,904,985
Open 2017 Filing

Operations Trend

Revenue Growth71st percentile

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

$30M$20M$10M$0-$10MRevenue 2011: $890,663Expenses 2011: $1,710,883Net Income 2011: -$820,2202011Revenue 2012: $7,885,733Expenses 2012: $2,297,633Net Income 2012: $5,588,1002012Revenue 2013: $8,280,898Expenses 2013: $3,327,661Net Income 2013: $4,953,2372013Revenue 2014: $3,616,689Expenses 2014: $3,834,766Net Income 2014: -$218,0772014Revenue 2015: $2,534,812Expenses 2015: $3,379,577Net Income 2015: -$844,7652015Revenue 2017: $3,381,871Expenses 2017: $4,204,671Net Income 2017: -$822,8002017Revenue 2018: $3,464,296Expenses 2018: $5,338,402Net Income 2018: -$1,874,1062018Revenue 2019: $3,145,068Expenses 2019: $4,830,913Net Income 2019: -$1,685,8452019Revenue 2020: $2,475,680Expenses 2020: $4,272,097Net Income 2020: -$1,796,4172020Revenue 2021: $9,099,311Expenses 2021: $4,363,164Net Income 2021: $4,736,1472021Revenue 2022: $5,294,934Expenses 2022: $5,624,613Net Income 2022: -$329,6792022Revenue 2023: $22,490,045Expenses 2023: $6,043,237Net Income 2023: $16,446,8082023Revenue 2024: $16,133,487Expenses 2024: $6,073,000Net Income 2024: $10,060,4872024

Highlighted filing

2017

Revenue$3,381,871
Expenses$4,204,671
Net Income-$822,800
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 5, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay15th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
James T GottwaldTrusteePT$0--
William M GottwaldTrusteePT$0--
John D GottwaldTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Herndon Foundation
EIN
54-6060809
In Care Of
% WILLIAM M GOTTWALD
Phone
8045604119
Address
9030 Stony Point Pkwy Suite 170, Richmond, VA 23235

Signing Officer

Name
William M Gottwald
Title
Trustee
Phone
8045606943
Signed
2018-11-05
Discuss with paid preparer
Yes

Preparer

Firm
PricewaterhouseCoopers LLP
Address
1021 East Cary Street Suite 1250, Richmond, VA 23219
Preparer
Bradley E Crowder
Phone
8046971900
Raw XML AppendixShowing 400 of 414 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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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt05824187
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt05746614
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt021776363
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt092119920
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0SEE SCHEDULE #6
IRS990PF/AddressChangeInd0X
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IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd016
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IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt087140
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt087140
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01484127
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02940354
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt020790
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0335
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0335
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0138481
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0138481
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0118625
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0118625
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt010361
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt03381871
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0129321
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0129321
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02016-05-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12017-03-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0174792
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11781798
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2882442
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3972586
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4250000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5302238
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0871
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-56211
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-18714
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt66950
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt78517
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8-227461
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-56211
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt88517
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt90
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/PropertyDesc0JPM MTN - 175,000 UNITS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1SCHEDULE #2 - DAVENPORT ACCT 3209 CAP G/L - LT BOX F
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2SCHEDULE #3 - DAVENPORT ACCT 5556 CAP G/L - ST BOX C
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3SCHEDULE #4 - DAVENPORT ACCT 5556 CAP G/L - LT BOX F
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4VA ST SER D 1.339 100117 - 250,000 UNITS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5BROOKFIELD RENEWABLE LP - 12,000 UNITS PTP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6SCHEDULE #5 - DAVENPORT ACCT 4685 CAP G/L - LT BOX F
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7WEYERHAEUSER COMPANY - LT CAP GAIN DISTRIBUTION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8MISC LT CAP GAIN DISTRIBUTIONS FROM DAVENPORT ACCT 4685
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9NET LONG TERM CAPITAL GAIN FROM PASS-THROUGH - PRIVATE ADVISORS COINV.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-04-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-10-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-04-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01171931
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-822800
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt03557589
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt028904985
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt026170196
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt028904985
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt04813413
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt04813413
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt04813413
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt04872220
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt058807
IRS990PF/DistributableAmountGrp/TotalTaxAmt058807
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt062424
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0769
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt040000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt082000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt058807
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt062424
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt058807
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt058807
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0122000
IRS990PF/FMVAssetsEOYAmt099170969
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt02067323
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt02067323
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0385703
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt01304435
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt01304435
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt06148062
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt05824187
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt05746614
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt019636431
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt021776363
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt092119920
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt024102873
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt026837662
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt026170196
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt028904985
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt099170969
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt026170196
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt028904985
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt026170196
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt028904985
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt098928325
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt092632505
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01483925
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt04921642
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt04872220
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt15.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt25.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
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/PersonNm0James T Gottwald
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1William M Gottwald
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2John D Gottwald
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt09030 Stony Point Pkwy Suite 170
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1C/O Westham Partners
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt29030 Stony Point Pkwy Suite 170
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt09030 Stony Point Parkway Suite 170
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Richmond
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Richmond
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Richmond
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0VA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1VA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2VA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd023235
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd123235
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd223235
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt04246335
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt04275739
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt03732450
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt03228503
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt03718138
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt03166283
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt02153723
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.043577
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.043829
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.044534
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.046889
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.040996
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.041638
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt029404
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt097444400
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt085158678
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt072494899
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt079295949
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt077233092
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt051724447
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt04075350
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.217886
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt04075350
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt04075350
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt04075350
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt0N/A
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0Not Applicable
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt09030 STONY POINT PARKWAY SUITE 170
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Richmond
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0VA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd023235
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0VA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0WILLIAM M GOTTWALD
IRS990PF/StatementsRegardingActyGrp/PhoneNum08045604119
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0true
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0herndonfdn.org
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Visit herndonfdn.org
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Herndon Foundation
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt09030 Stony Point Pkwy Ste 170
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Richmond
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0VA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd023235
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0The Foundation awards grants to organizations which are tax-exempt under IRS Section 501(c)(3) and are not private foundations as described under Section 509(a). Qualified nonprofit organizations throughout the Commonwealth of Virginia are eligible for support; however, major preference will be given to agencies in the Richmond metropolitan region. The Foundation requires all prospective applicants to have a current portrait on ConnectVA.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0August 1
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0FLOYD D GOTTWALD JR
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1PO BOX 2189 RICHMOND VA 23217
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt04075350
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Various Charitable Contributions
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0See Attached Schedule #1
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0Various
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Richmond
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd023235
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt04075350
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt04075350
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt04813413
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt045790
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt045790
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt045790
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt03600348
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt04075350
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt03600348
IRS990PF/UndistributedIncomeGrp/Taxable2Amt0144814
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt045790
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt03600348
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt04767623
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt04220164
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0PRIVATE ADVISORS - CHAR CONTRI
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PRIVATE ADVISORS - OTHER EXPEN
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt065
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1270
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt065
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1270
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Davenport 4685 Othr Receipts - Def. Inc.
OtherIncomeSchedule2/OtherIncomeDetail/Desc1Ord. Bus. Income Fr. Pass-Thru - PA Coin
OtherIncomeSchedule2/OtherIncomeDetail/Desc2Ord. Bus. Income Fr. Pass-Thru - SJC II
OtherIncomeSchedule2/OtherIncomeDetail/Desc3Ord. Bus. Income Fr. Pass-Thru - SJC III
OtherIncomeSchedule2/OtherIncomeDetail/Desc4Styx Income Allocation Net of Fees
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt012771
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1-53757
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt2122632
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt353065
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt43770
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt012771
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1-53757
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt2122632
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt353065
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt43770
OtherIncreasesSchedule/OtherIncreasesDetail/Amt03557589
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0PRIOR PERIOD ADJUSTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt013209
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt165807
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt2374
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt321406
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt417047
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt5782
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0DAVENPORT 3209 MGMT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1DAVENPORT 5556 MGMT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2OTHER FEES FROM PASS-THRU - BR
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt3OTHER FEES FROM PASS-THRU - PA
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt4CONSULTING FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt5SUNTRUST 5219 MGMT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt013209
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt165807
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt2374
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt321406
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt417047
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt5782
TaxesSchedule/TaxesDetail/Amt04103
TaxesSchedule/TaxesDetail/Amt16050
TaxesSchedule/TaxesDetail/Amt2208
TaxesSchedule/TaxesDetail/CategoryTxt0DAVENPORT 5556 FOREIGN TAX PD.
TaxesSchedule/TaxesDetail/CategoryTxt1DAVENPORT 4685 FOREIGN TAX PD.
TaxesSchedule/TaxesDetail/CategoryTxt2PRIVATE ADVISORS FOREIGN TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt04103
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt16050
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt2208
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM M GOTTWALD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum08045606943
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Herndon Foundation
ReturnHeader/Filer/BusinessNameControlTxt0HERN
ReturnHeader/Filer/EIN0546060809
ReturnHeader/Filer/InCareOfNm0% WILLIAM M GOTTWALD
ReturnHeader/Filer/PhoneNum08045604119
ReturnHeader/Filer/USAddress/AddressLine1Txt09030 Stony Point Pkwy Suite 170
ReturnHeader/Filer/USAddress/CityNm0Richmond
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd023235
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0E429B4848B2F9EBB990CB0A86468DBA7BBC6E5F3
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0316C40D0B75BA923BFDA10AC299C449BD4F3354C
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId054478720183095000000
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-11-05
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,904,985
Liabilities
$0
Net assets
$28,904,985
Revenue
$3,381,871
Expenses
$4,204,671
Net income
-$822,800
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$62.0$0.00$62.0$16.1$6.07$10.1
2023Summary only. Only limited summary data is available for this year.$41.5$0.00$22.5$6.04$16.4
2022Detailed filing. Detailed filing data is available for this year.$27.0$0.00$27.0$5.29$5.62$0.33
2021Summary only. Only limited summary data is available for this year.$30.4$0.00$9.10$4.36$4.74
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.8$0.00$25.8$2.48$4.27$1.80
2019Detailed filing. Detailed filing data is available for this year.$27.6$0.00$27.6$3.15$4.83$1.69
2018Detailed filing. Detailed filing data is available for this year.$29.3$0.00$29.3$3.46$5.34$1.87
2017Detailed filing. Detailed filing data is available for this year.$28.9$0.00$28.9$3.38$4.20$0.82
2015Summary only. Only limited summary data is available for this year.$26.2$0.00$2.53$3.38$0.84
2014Summary only. Only limited summary data is available for this year.$27.0$0.00$3.62$3.83$0.22
2013Summary only. Only limited summary data is available for this year.$27.2$0.00$8.28$3.33$4.95
2012Summary only. Only limited summary data is available for this year.$22.3$0.00$7.89$2.30$5.59
2011Summary only. Only limited summary data is available for this year.$16.7$0.00$0.89$1.71$0.82