-
TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
19
Open to Public Inspection
For calendar year 2019, or tax year beginning
01-01-2019
, and ending
12-31-2019
Name of foundation
THE CAMERON FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)
228 S SYCAMORE ST
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PETERSBURG
,
VA
23803
A Employer identification number
20-0097152
B
Telephone number (see instructions)
(804) 732-8900
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
139,068,411
J
Accounting method:
Cash
Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)
Part I
Analysis of Revenue and Expenses
(The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)
(a)
Revenue and
expenses per
books
(b)
Net investment
income
(c)
Adjusted net
income
(d)
Disbursements
for charitable
purposes
(cash basis only)
1
Contributions, gifts, grants, etc., received (attach schedule)
1,060
2
Check
.............
3
Interest on savings and temporary cash investments
619,438
619,438
4
Dividends and interest from securities
...
1,967,802
2,451,169
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
3,530,762
b
Gross sales price for all assets on line 6a
19,883,948
7
Capital gain net income (from Part IV, line 2)
...
3,530,762
8
Net short-term capital gain
.........
9
Income modifications
...........
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
....
c
Gross profit or (loss) (attach schedule)
.....
11
Other income (attach schedule)
.......
20,630
-249,879
20,630
12
Total.
Add lines 1 through 11
........
6,139,692
6,351,490
20,630
13
Compensation of officers, directors, trustees, etc.
320,202
32,020
0
287,695
14
Other employee salaries and wages
......
654,661
0
0
633,976
15
Pension plans, employee benefits
.......
312,774
10,211
0
298,706
16a
Legal fees (attach schedule)
.........
60,147
12,029
0
48,118
b
Accounting fees (attach schedule)
.......
102,750
35,350
0
61,085
c
Other professional fees (attach schedule)
....
366,985
353,903
0
364,344
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
392,121
0
0
392,121
19
Depreciation (attach schedule) and depletion
...
126,415
0
0
20
Occupancy
..............
62,650
3,717
0
58,933
21
Travel, conferences, and meetings
.......
32,751
2,858
0
29,828
22
Printing and publications
..........
18,656
0
0
18,050
23
Other expenses (attach schedule)
.......
389,937
5,521
0
404,807
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
2,840,049
455,609
0
2,597,663
25
Contributions, gifts, grants paid
.......
2,927,845
2,927,845
26
Total expenses and disbursements.
Add lines 24 and 25
5,767,894
455,609
0
5,525,508
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
371,798
b
Net investment income
(if negative, enter -0-)
5,895,881
c
Adjusted net income
(if negative, enter -0-)
...
20,630
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
Page
2
Part II
Balance Sheets
Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year
End of year
(a)
Book Value
(b)
Book Value
(c)
Fair Market Value
1
Cash—non-interest-bearing
.............
2
Savings and temporary cash investments
.........
520,323
547,107
547,107
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
Less: allowance for doubtful accounts
5
Grants receivable
.................
6
Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)
.....
7
Other notes and loans receivable (attach schedule)
Less: allowance for doubtful accounts
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
265,982
172,790
172,790
10a
Investments—U.S. and state government obligations (attach schedule)
b
Investments—corporate stock (attach schedule)
.......
67,528,249
81,438,145
81,438,145
c
Investments—corporate bonds (attach schedule)
.......
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
42,442,876
47,253,433
47,253,433
14
Land, buildings, and equipment: basis
3,491,001
Less: accumulated depreciation (attach schedule)
1,406,329
2,195,080
2,084,672
2,084,672
15
Other assets (describe
)
9,009,397
7,572,264
7,572,264
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
121,961,907
139,068,411
139,068,411
17
Accounts payable and accrued expenses
..........
358,359
464,204
18
Grants payable
.................
765,262
724,787
19
Deferred revenue
.................
20
Loans from officers, directors, trustees, and other disqualified persons
21
Mortgages and other notes payable (attach schedule)
......
22
Other liabilities (describe
)
65,426
339,777
23
Total liabilities
(add lines 17 through 22)
.........
1,189,047
1,528,768
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
115,889,143
132,813,454
25
Net assets with donor restrictions
............
4,883,717
4,726,189
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
27
Paid-in or capital surplus, or land, bldg., and equipment fund
28
Retained earnings, accumulated income, endowment, or other funds
29
Total net assets or fund balances
(see instructions)
.....
120,772,860
137,539,643
30
Total liabilities and net assets/fund balances
(see instructions)
.
121,961,907
139,068,411
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return)
...............
1
120,772,860
2
Enter amount from Part I, line 27a
.....................
2
371,798
3
Other increases not included in line 2 (itemize)
3
16,511,194
4
Add lines 1, 2, and 3
..........................
4
137,655,852
5
Decreases not included in line 2 (itemize)
5
116,209
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
137,539,643
Form
990-PF
(2019)
Form 990-PF (2019)
Page
3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a)
List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a
TWENTY FIRST CENTURY FOX B
P
2018-01-01
2019-03-20
b
NOBLE ENERGY INC
P
2018-01-01
2019-02-19
c
UNITEDHEALTH GROUP INC
P
2018-01-01
2019-03-14
d
WABTEC CORP
P
2018-01-01
2019-04-18
e
ORACLE CORPORATION
P
2018-01-01
2019-04-09
ORACLE CORPORATION
P
2018-01-01
2019-04-09
WALT DISNEY CO THE
P
2018-01-01
2019-05-14
UNITEDHEALTH GROUP INC
P
2018-01-01
2019-05-21
ORACLE CORPORATION
P
2018-01-01
2019-07-01
ANADARKO PETROLEUM CORP
P
2018-01-01
2019-08-09
FISERV INC
P
2018-01-01
2019-08-15
OCCIDENTAL PETROLEUM CORPORATION
P
2018-01-01
2019-09-03
OCCIDENTAL PETROLEUM CORPORATION
P
2018-01-01
2019-09-05
FOX CORP CLASS B
P
2018-01-01
2019-11-22
DISH NETWORK CORP CL A
P
2018-01-01
2019-11-12
VARIOUS-CORPORATE COST ADJUSTMENTS
P
2018-01-01
2019-12-31
BARCLAYS PLC A D R
P
2018-01-01
2019-05-06
BARCLAYS PLC A D R
P
2018-01-01
2019-10-04
FIRST EAGLE GLOBAL I
P
2018-01-01
2019-12-18
VANGUARD INSTL INDEX INSTL#94
P
2018-01-01
2019-03-27
ARTISAN SMALL CAP FUND INS
P
2018-01-01
2019-11-21
PZENA EMERGING MARKETS VALUE FUND
P
2018-01-01
2019-12-11
VANGUARD INSTL INDEX INSTL#94
P
2018-01-01
2019-12-23
PZENA EMERGING MARKETS VALUE FUND
P
2018-01-01
2019-12-11
VANGUARD INSTL INDEX INSTL#94
P
2018-01-01
2019-12-23
METROPOLITAN WEST TOTAL RETURN
P
2018-01-01
2019-12-10
WESTERN ASSET CORE PLUS BOND IS
P
2018-01-01
2019-12-18
BLACKROCK STRATEGIC INCOME
P
2018-01-01
2019-12-23
METROPOLITAN WEST TOTAL RETURN
P
2018-01-01
2019-12-10
VOYA SECURITIZED CREDIT FUND CLASS I
P
2018-01-01
2019-12-16
WESTERN ASSET CORE PLUS BOND IS
P
2018-01-01
2019-12-18
FIRST EAGLE GLOBAL I
P
2018-01-01
2019-08-01
LAZARD CL LIST INFRASTR INST
P
2018-01-01
2019-03-25
ARTISAN SMALL CAP FUND INS
P
2018-01-01
2019-07-24
MADISON SMALL CAP FUND CLASS Y
P
2018-01-01
2019-10-31
VANGUARD INSTL INDEX INSTL#94
P
2018-01-01
2019-11-26
GLOBAL UNCONSTRAINED BD FD CL IS
P
2018-01-01
2019-03-25
METROPOLITAN WEST TOTAL RETURN
P
2018-01-01
2019-11-26
WESTERN ASSET CORE PLUS BOND IS
P
2018-01-01
2019-11-26
VANGUARD REAL ESTATE INDEX ADM
P
2018-01-01
2019-02-01
VANGUARD REAL ESTATE INDEX ADM
P
2018-01-01
2019-02-01
VANGUARD REAL ESTATE INDEX ADM
P
2018-01-01
2019-02-01
VANGUARD REAL ESTATE INDEX ADM
P
2018-01-01
2019-02-01
BLACKROCK STRATEGIC INCOME
P
2018-01-01
2019-04-01
DAVIDSON KEMPNER LT DIST OPP INTL II
P
2018-01-01
2019-12-31
METROPOLITAN RE PTNRS VII LP
P
2018-01-01
2019-12-31
SANDERSON INTL VALUE FUND
P
2018-01-01
2019-03-07
SINGULER GUFF DIS OPP IV LP
P
2018-01-01
2019-12-31
TIFF PARTNERS V US
P
2018-01-01
2019-12-31
TIFF PRIVATE EQUITY PARTNERS 2008
P
2018-01-01
2019-12-31
VARDE INVESTMENT PARTNERS OFF LP
P
2018-01-01
2019-12-31
WCM FOCUSED INTL GROWTH FD LP
P
2018-01-01
2019-12-31
WELLINGTON CTF GLOBAL SEL CAPAP
P
2018-01-01
2019-03-01
WELLINGTON CTF GLOBAL SEL CAPAP
P
2018-01-01
2019-06-01
WELLINGTON CTF GLOBAL SEL CAPAP
P
2018-01-01
2019-09-01
WELLINGTON CTF GLOBAL SEL CAPAP
P
2018-01-01
2019-10-01
WELLINGTON CTF GLOBAL SEL CAPAP
P
2018-01-01
2019-12-01
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
161,277
131,017
30,260
b
31,883
37,880
-5,997
c
11,420
1,988
9,432
d
44
43
1
e
12,114
7,096
5,018
1,557
915
642
31
26
5
45,756
8,084
37,672
47,800
26,051
21,749
29,500
29,500
56
38
18
30
32
-2
6,554
6,760
-206
50,305
58,392
-8,087
28,430
40,273
-11,843
27,395
27,395
6
8
-2
5
8
-3
320,140
320,140
53,182
53,182
389,532
389,532
24,672
24,672
137,462
137,462
59,943
59,943
3,563
3,563
20,230
20,230
28,414
28,414
3,528
3,528
43,528
43,528
1,843
1,843
64,854
64,854
500,000
509,990
-9,990
930,000
1,061,040
-131,040
500,000
340,463
159,537
4,364,982
5,135,735
-770,753
1,000,000
491,495
508,505
2,368,246
2,355,740
12,506
400,000
388,092
11,908
300,000
296,686
3,314
4,009
-4,009
4,192
-4,192
6,611
-6,611
5,565
-5,565
50
-50
312,752
163,666
149,086
53,367
10,405
42,962
4,558,222
3,060,337
1,497,885
98,338
37,550
60,788
21,299
22,109
-810
926,360
125,533
800,827
145,600
97,766
47,834
1,220,000
1,368,532
-148,532
17,092
19,952
-2,860
19,406
22,653
-3,247
21,557
25,164
-3,607
500,000
455,940
44,060
21,673
25,300
-3,627
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-)
or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a
30,260
b
-5,997
c
9,432
d
1
e
5,018
642
5
37,672
21,749
29,500
18
-2
-206
-8,087
-11,843
27,395
-2
-3
320,140
53,182
389,532
24,672
137,462
59,943
3,563
20,230
28,414
3,528
43,528
1,843
64,854
-9,990
-131,040
159,537
-770,753
508,505
12,506
11,908
3,314
-4,009
-4,192
-6,611
-5,565
-50
149,086
42,962
1,497,885
60,788
-810
800,827
47,834
-148,532
-2,860
-3,247
-3,607
44,060
-3,627
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
3,530,762
3
Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8
...................
3
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
Yes
No
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1
Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2018
5,310,819
117,833,126
0.045071
2017
5,978,824
125,500,691
0.047640
2016
5,505,985
120,566,927
0.045667
2015
5,467,072
126,565,738
0.043196
2014
6,715,310
124,005,334
0.054153
2
Total
of line 1, column (d)
.....................
2
0.235727
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years
......
3
0.047145
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
129,546,275
5
Multiply line 4 by line 3
......................
5
6,107,459
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
58,959
7
Add lines 5 and 6
........................
7
6,166,418
8
Enter qualifying distributions from Part XII, line 4
,.............
8
5,525,508
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a
Exempt operating foundations described in section 4940(d)(2), check here
and enter “N/A" on line 1.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
b
Domestic foundations that meet the section 4940(e) requirements in Part V, check
1
117,918
here
and enter 1% of Part I, line 27b
...................
c
All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2
Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
2
0
3
Add lines 1 and 2
...........................
3
117,918
4
Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
4
0
5
Tax based on investment income.
Subtract line 4 from line 3. If zero or less, enter -0-
.....
5
117,918
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
242,800
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
0
d
Backup withholding erroneously withheld
...........
6d
0
7
Total credits and payments. Add lines 6a through 6d
..............
7
242,800
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
0
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
124,882
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
124,882
Refunded
11
0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign?
....................
1a
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition)
.................................
1b
No
If the answer is "Yes" to
1a
or
1b,
attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file
Form 1120-POL
for this year?
.....................
1c
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1)
On the foundation.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?
.......
2
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments?
If "Yes," attach a conformed copy of the changes
....
3
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?
........
4a
No
b
If "Yes," has it filed a tax return on
Form 990-T
for this year?
...................
4b
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?
.........
5
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
By language in the governing instrument, or
By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument?
................
6
Yes
7
Did the foundation have at least $5,000 in assets at any time during the year?
If "Yes," complete Part II, col. (c),
and Part XV.
.................................
7
Yes
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
VA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G?
If "No," attach explanation
.
8b
Yes
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2019 or the taxable year beginning in 2019? See the instructions for Part XIV.
If "Yes," complete Part XIV
.............................
9
No
10
Did any persons become substantial contributors during the tax year?
If "Yes," attach a schedule listing their names
and addresses.
...............................
10
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
5
Part VII-A
Statements Regarding Activities
(continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions
.............
11
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions
.................
12
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
Website address
WWW.CAMFOUND.ORG
14
The books are in care of
CORPORATE OFFICERS
Telephone no.
(804) 732-8900
Located at
228 S SYCAMORE ST
PETERSBURG
VA
ZIP+4
23803
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
a bank, securities, or other financial account in a foreign country?
.................
16
No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1)
Engage in the sale or exchange, or leasing of property with a disqualified person?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(5)
Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)?
...............
Yes
No
(6)
Agree to pay money or property to a government official? (
Exception.
Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.)
.......
Yes
No
b
If any answer is "Yes" to 1a(1)–(6), did
any
of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions
........
1b
Organizations relying on a current notice regarding disaster assistance check here
........
c
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2019?
.............
1c
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
20
,
20
,
20
b
Are there any years listed in 2a for which the foundation is
not
applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to
all
years listed, answer "No" and attach statement—see instructions.)
..............
2b
c
If the provisions of section 4942(a)(2) are being applied to
any
of the years listed in 2a, list the years here.
20
,
20
,
20
,
20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 as a result of
(1)
any purchase by the foundation
or disqualified persons after May 26, 1969;
(2)
the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or
(3)
the lapse of the 10-, 15-, or 20-year first phase holding period?
(Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2019.)
..................
3b
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2019?
4b
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
6
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
(continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1)
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
b
If any answer is "Yes" to 5a(1)–(5), did
any
of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions
......
5b
Yes
Organizations relying on a current notice regarding disaster assistance check here
.........
c
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant?
..........
Yes
No
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract?
.....................
Yes
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
....
6b
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
Yes
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction?
....
7b
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year?
.................
Yes
No
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1
List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a)
Name and address
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(If not paid, enter
-0-)
(d)
Contributions to employee benefit plans and deferred compensation
(e)
Expense account,
other allowances
J TODD GRAHAM
PRESIDENT
40.00
319,660
43,174
0
228 SOUTH SYCAMORE STREET
PETERSBURG
,
VA
23803
PAMELA M COMSTOCK
CHAIR
2.00
0
0
0
228 SOUTH SYCAMORE STREET
PETERSBURG
,
VA
23803
J TOLLEISON MORRISS VI
VICE CHAIR
2.00
0
0
0
228 SOUTH SYCAMORE STREET
PETERSBURG
,
VA
23803
DONALD L HARAWAY
TREASURER
2.00
0
0
0
228 SOUTH SYCAMORE STREET
PETERSBURG
,
VA
23803
CHEQUILA H FIELDS
SECRETARY
2.00
0
0
0
228 SOUTH SYCAMORE STREET
PETERSBURG
,
VA
23803
ALICE S MARTIN
DIRECTOR
2.00
0
0
0
228 SOUTH SYCAMORE STREET
PETERSBURG
,
VA
23803
SHIKEE H FRANKLIN
DIRECTOR
2.00
0
0
0
228 SOUTH SYCAMORE STREET
PETERSBURG
,
VA
23803
MARK H STEVENS
DIRECTOR
2.00
0
0
0
228 SOUTH SYCAMORE STREET
PETERSBURG
,
VA
23803
VANDY V JONES III
DIRECTOR
2.00
0
0
0
228 SOUTH SYCAMORE STREET
PETERSBURG
,
VA
23803
JEFFREY W GEISZ
DIRECTOR
2.00
0
0
0
228 SOUTH SYCAMORE STREET
PETERSBURG
,
VA
23803
2
Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a)
Name and address of each employee paid more than $50,000
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(d)
Contributions to
employee benefit
plans and deferred
compensation
(e)
Expense account,
other allowances
JILL C COLEMAN
VICE PRESIDENT FOR P
40.00
135,025
27,809
0
228 SOUTH SYCAMORE STREET
PETERSBURG
,
VA
23803
RISHA L STEBBINS
PROGRAM OFFICER
40.00
90,757
26,196
0
228 SOUTH SYCAMORE STREET
PETERSBURG
,
VA
23803
VALERIE L LIGGINS
PROGRAM OFFICER
40.00
92,225
20,562
0
228 SOUTH SYCAMORE STREET
PETERSBURG
,
VA
23803
BRANDY L CRAMER
PROGRAM OFFICER
40.00
75,293
15,581
0
228 SOUTH SYCAMORE STREET
PETERSBURG
,
VA
23803
JEROME KUTHY
PROGRAM OFFICER
40.00
71,390
15,968
0
228 SOUTH SYCAMORE STREET
PETERSBURG
,
VA
23803
Total
number of other employees paid over $50,000
...................
1
Form
990-PF
(2019)
Form 990-PF (2019)
Page
7
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
(continued)
3
Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a)
Name and address of each person paid more than $50,000
(b)
Type of service
(c)
Compensation
PAVILION ADVISORY GROUP INC
INVESTMENT ADVISORY SERVICES
176,413
227 W MONROE STREET SUITE 2020
CHICAGO
,
IL
60606
WELLINGTON GLOBAL
INVESTMENT FUND MANAGER
79,728
280 CONGRESS ST
BOSTON
,
MA
02210
501 ADVISORS INC
CONTRACT CFO & MANAGEMENT SERVICES
76,475
PO BOX 3538
CHESTER
,
VA
23831
JOHNSON & ANDREWS
LEGAL SERVICES
60,147
PO BOX 3090
PETERSBURG
,
VA
23805
CHROMA DESIGN
CONSTRUCTION DESIGN
55,566
2020 B PEARL STREET
BOULDER
,
CO
80302
Total
number of others receiving over $50,000 for professional services
.............
0
Part IX-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.
Expenses
1
2
3
4
Part IX-B
Summary of Program-Related Investments
(see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.
Amount
1
2
All other program-related investments. See instructions.
3
Total.
Add lines 1 through 3
.........................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
8
Part X
Minimum Investment Return
(All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities
...................
1a
119,186,879
b
Average of monthly cash balances
.......................
1b
2,384,538
c
Fair market value of all other assets (see instructions)
................
1c
9,947,644
d
Total
(add lines 1a, b, and c)
.........................
1d
131,519,061
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation)
.............
1e
0
2
Acquisition indebtedness applicable to line 1 assets
..................
2
0
3
Subtract line 2 from line 1d
.........................
3
131,519,061
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
1,972,786
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
129,546,275
6
Minimum investment return.
Enter 5% of line 5
..................
6
6,477,314
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
6,477,314
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
117,918
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
117,918
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
6,359,396
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
6,359,396
6
Deduction from distributable amount (see instructions)
.................
6
0
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1
...
7
6,359,396
Part XII
Qualifying Distributions
(see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26
..........
1a
5,525,508
b
Program-related investments—total from Part IX-B
..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes
...............................
2
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)
....................
3a
b
Cash distribution test (attach the required schedule)
.................
3b
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
4
5,525,508
5
Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
income. Enter 1% of Part I, line 27b. See instructions
.................
5
0
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
5,525,508
Note:
The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
the section 4940(e) reduction of tax in those years.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2018
(c)
2018
(d)
2019
1
Distributable amount for 2019 from Part XI, line 7
6,359,396
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
0
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
424,797
b
From 2015
......
c
From 2016
......
d
From 2017
......
e
From 2018
......
f
Total
of lines 3a through e
........
424,797
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
5,525,508
a
Applied to 2018, but not more than line 2a
0
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
0
c
Treated as distributions out of corpus (Election
required—see instructions)
........
0
d
Applied to 2019 distributable amount
.....
5,525,508
e
Remaining amount distributed out of corpus
0
5
Excess distributions carryover applied to 2019.
424,797
424,797
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
0
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
..........
0
c
Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed
......
0
d
Subtract line 6c from line 6b. Taxable amount
—see instructions
...........
0
e
Undistributed income for 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
409,091
7
Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions)
.......
0
8
Excess distributions carryover from 2014 not
applied on line 5 or line 7 (see instructions)
...
0
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
0
10
Analysis of line 9:
a
Excess from 2015
....
b
Excess from 2016
....
c
Excess from 2017
....
d
Excess from 2018
....
e
Excess from 2019
....
Form
990-PF
(2019)
Form 990-PF (2019)
Page
10
Part XIV
Private Operating Foundations
(see instructions and Part VII-A, question 9)
1a
If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
2a
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part X for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2019
(b)
2018
(c)
2017
(d)
2016
b
85% of line 2a
.........
c
Qualifying distributions from Part XII,
line 4 for each year listed
.....
d
Amounts included in line 2c not used directly
for active conduct of exempt activities
..........
e
Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c
....
3
Complete 3a, b, or c for the
alternative test relied upon:
a
“Assets" alternative test—enter:
(1)
Value of all assets
......
(2)
Value of assets qualifying
under section 4942(j)(3)(B)(i)
b
“Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part X, line 6 for each year listed
...
c
“Support" alternative test—enter:
(1)
Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties)
....
(2)
Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)
....
(3)
Largest amount of support
from an exempt organization
(4)
Gross investment income
Part XV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
b
List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
J TODD GRAHAM
228 SOUTH SYCAMORE STREET
PETERSBURG
,
VA
23803
(804) 732-7900
b
The form in which applications should be submitted and information and materials they should include:
SEE ORGANIZATIONS WEBSITE AT WWW.CAMFOUND.ORG
c
Any submission deadlines:
SEE ORGANIZATIONS WEBSITE AT WWW.CAMFOUND.ORG
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
SEE ORGANIZATIONS WEBSITE AT WWW.CAMFOUND.ORG
Form
990-PF
(2019)
Form 990-PF (2019)
Page
11
Part XV
Supplementary Information
(continued)
3
Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
a
Paid during the year
AL-A-MO RECOVERY CENTER INC
35 S MARKET ST
PETERSBURG
,
VA
23803
NONE
PUBLIC CHARITY
HEALTH:OPERATING SUPPORT
25,000
AMERICAN RED CROSS - SOUTHSIDE AREA CHAP
22 WEST WASHINGTON ST
PETERSBURG
,
VA
23803
NONE
PUBLIC CHARITY
HUMAN SERVICES:PROGRAM SUPPORT
22,500
ART ON WHEELS
3186 WEST LEIGH STREET SUITE B
RICHMOND
,
VA
23230
NONE
PUBLIC CHARITY
CULTURAL ENRICHMENT:PROGRAM SUPPORT
14,000
BATTERSEA FOUNDATION
PO BOX 101
PETERSBURG
,
VA
23804
NONE
PUBLIC CHARITY
UNRESTRICTED:MATCHING GIFT PROGRAM
500
BOY SCOUTS OF AMERICA
PO BOX 6809
RICHMOND
,
VA
23230
NONE
PUBLIC CHARITY
UNRESTRICTED:MATCHING GIFT PROGRAM
4,100
BOYS & GIRLS CLUB OF METRO RICHMOND
5511 STAPLES MILL ROAD SUITE 301
RICHMOND
,
VA
23228
NONE
PUBLIC CHARITY
HUMAN SERVICES:OPERATING SUPPORT
58,000
BOYS & GIRLS CLUB OF METRO RICHMOND
5511 STAPLES MILL ROAD SUITE 301
RICHMOND
,
VA
23228
NONE
PUBLIC CHARITY
UNRESTRICTED:MATCHING GIFT PROGRAM
2,000
BOYS HOME OF VIRGINIA
414 BOYS HOME ROAD
COVINGTON
,
VA
24426
NONE
PUBLIC CHARITY
UNRESTRICTED:MATCHING GIFT PROGRAM
500
C A R E S INC
120 E WASHINGTON STREET
PETERSBURG
,
VA
23803
NONE
PUBLIC CHARITY
HUMAN SERVICES:OPERATING SUPPORT
49,350
CAPITAL REGION LAND CONSERVANCY
MR PARKER C AGELASTO P O BOX 17306
RICHMOND
,
VA
23226
NONE
PUBLIC CHARITY
CULTURAL ENRICHMENT:PROGRAM SUPPORT
15,000
CENTRAL VIRGINIA HEALTH SERVICES
P O BOX 220
NEW CANTON
,
VA
23123
NONE
PUBLIC CHARITY
HEALTH:PROGRAM SUPPORT
224,532
CHESTERFIELD CASA INC
9457 AMBERDALE DRIVE
RICHMOND
,
VA
23236
NONE
PUBLIC CHARITY
HUMAN SERVICES:PROGRAM SUPPORT
18,000
CHESTRFLD-CH ALLIANCE FOR SOCIAL MINISTRY
PO BOX 1741
CHESTERFIELD
,
VA
23832
NONE
PUBLIC CHARITY
HUMAN SERVICES:OPERATING SUPPORT
22,500
CHESTRFLD-CH ALLIANCE FOR SOCIAL MINISTRY
PO BOX 1741
CHESTERFIELD
,
VA
23832
NONE
PUBLIC CHARITY
UNRESTRICTED:MATCHING GIFT PROGRAM
500
CHILDREN'S HOME SOCIETY OF VIRGINIA
4299 FITZHUGH AVE
RICHMOND
,
VA
23230
NONE
PUBLIC CHARITY
HUMAN SERVICES: PROGRAM SUPPORT
12,500
CHILDSAVERSMEMORIAL CHILD GUIDANCE
200 N 22ND STREET
RICHMOND
,
VA
23223
NONE
PUBLIC CHARITY
EDUCATION:PROGRAM SUPPORT
25,000
CITY OF PETERSBURG DEPT OF PLANNING
135 N UNION STREET
PETERSBURG
,
VA
23803
NONE
DOMESTIC GOVERNMENT
HISTORIC PRESERVATION & CNSRVTN:CAPITAL
34,540
COLONIAL HEIGHTS FOOD PANTRY INC
530 SOUTHPARK BOULEVARD
COLONIAL HEIGHTS
,
VA
23834
NONE
PUBLIC CHARITY
HUMAN SERVICES:OPERATING SUPPORT
52,000
COLONIAL HEIGHTS VOLUNTEER FIRE & EMS
100 B HIGHLAND AVE
COLONIAL HEIGHTS
,
VA
23834
NONE
PUBLIC CHARITY
HEALTH: OPERATING SUPPORT
16,000
COLONIAL HEIGHTS VOLUNTEER FIRE & EMS
100 B HIGHLAND AVE
COLONIAL HEIGHTS
,
VA
23834
NONE
PUBLIC CHARITY
UNRESTRICTED:MATCHING GIFT PROGRAM
500
COMFORT CANCER FOUNDATION
PO BOX 1828
PAWLEYS ISLAND
,
SC
29585
NONE
PUBLIC CHARITY
UNRESTRICTED:MATCHING GIFT PROGRAM
668
COMMUNITIES IN SCHOOLS OF PETERSBURG
255 S BOULEVARD EAST 134
PETERSBURG
,
VA
23805
NONE
PUBLIC CHARITY
EDUCATION:OPERATING SUPPORT
70,250
COMMUNITIES IN SCHOOLS OF PETERSBURG
255 S BOULEVARD EAST 134
PETERSBURG
,
VA
23805
NONE
PUBLIC CHARITY
UNRESTRICTED:MATCHING GIFT PROGRAM
700
COMMUNITY COALITION OF SUSSEX VIRGINIA
MR ROBERT HAMLIN P O BOX 502
STONY CREEK
,
VA
23882
NONE
PUBLIC CHARITY
HUMAN SERVICES: PROGRAM SUPPORT
4,000
CRATER COMMUNITY HOSPICE
3916 S CRATER ROAD
PETERSBURG
,
VA
23805
NONE
PUBLIC CHARITY
UNRESTRICTED:MATCHING GIFT PROGRAM
1,650
CULTUREWORKS
1906-A NORTH HAMILTON ST
RICHMOND
,
VA
23230
NONE
PUBLIC CHARITY
UNRESTRICTED:MATCHING GIFT PROGRAM
1,000
CULTUREWORKS
1906-A NORTH HAMILTON ST
RICHMOND
,
VA
23230
NONE
PUBLIC CHARITY
CULTURAL ENRICHMENT:PROGRAM SUPPORT
7,500
DEPT OF RECREATION PARKS & TOURISM
CITY OF COLONIAL HEIGHTS 901
MERIDIAN AVE
COLONIAL HEIGHTS
,
VA
23834
NONE
DOMESTIC GOVERNMENT
HISTORIC PRESERVATION & CNSRVTN: PROGRAM SUPPORT
43,715
DISTRICT 19 COMMUNITY SERVICES BOARD
20 W BANK STREET SUITE 5
PETERSBURG
,
VA
23803
NONE
DOMESTIC GOVERNMENT
HUMAN SERVICES: PROGRAM SUPPORT
22,500
DOWNTOWN CHURCHES UNITED INC
827 COMMERCE ST
PETERSBURG
,
VA
23803
NONE
PUBLIC CHARITY
HUMAN SERVICES:OPERATING SUPPORT
37,025
DOWNTOWN CHURCHES UNITED INC
827 COMMERCE ST
PETERSBURG
,
VA
23803
NONE
PUBLIC CHARITY
UNRESTRICTED:MATCHING GIFT PROGRAM
2,000
ENON VOLUNTEER FIRE DEPT
1920 E HUNDRED RD
CHESTER
,
VA
23836
NONE
PUBLIC CHARITY
UNRESTRICTED:MATCHING GIFT PROGRAM
500
FAMILY LIFELINE
2325 W BROAD ST
RICHMOND
,
VA
23220
NONE
PUBLIC CHARITY
HUMAN SERVICES:PROGRAM SUPPORT
35,000
FEEDMORE INC
1415 RHOADMILLER STREET
RICHMOND
,
VA
23220
NONE
PUBLIC CHARITY
UNRESTRICTED:MATCHING GIFT PROGRAM
500
FIRST BAPTIST CHURCH HARRISON STREET
236 HARRISON STREET
PETERSBURG
,
VA
23803
NONE
PUBLIC CHARITY
HISTOIC PRESERVATION & CNSRVTN: SACRED LANDMARKS
26,945
FLITE FOUNDATION
32 W WASHINGTON ST
PETERSBURG
,
VA
23803
NONE
PUBLIC CHARITY
HUMAN SERVICES:OPERATING SUPPORT
35,100
FRIENDS OF THE HISTORIC FARMERS BANK
PO BOX 3751
PETERSBURG
,
VA
23805
NONE
PUBLIC CHARITY
UNRESTRICTED:MATCHING GIFT PROGRAM
1,000
FRIENDS OF THE LOWER APPOMATTOX RIVER
PO BOX 1808
PETERSBURG
,
VA
23805
NONE
PUBLIC CHARITY
COMMUNITY & ECONOMIC DEVELOPMNT:PROGRAM SUPPORT
50,000
FRIENDS OF THE LOWER APPOMATTOX RIVER
PO BOX 1808
PETERSBURG
,
VA
23805
NONE
PUBLIC CHARITY
UNRESTRICTED:MATCHING GIFT PROGRAM
2,600
GARDEN CLUB OF VIRGINIA THE
12 EAST FRANKLIN ST
RICHMOND
,
VA
23219
NONE
PUBLIC CHARITY
UNRESTRICTED:MATCHING GIFT PROGRAM
600
GATEWAY HOMES INC
4901 LIBBIE MILL EAST BOULEVARD
SUITE 210
RICHMOND
,
VA
23230
NONE
PUBLIC CHARITY
HEALTH:PROGRAM SUPPORT
40,500
GOODWILL OF CENTRAL VIRGINIA
6301 MIDLOTHIAN TURNPIKE
RICHMOND
,
VA
23225
NONE
PUBLIC CHARITY
EDUCATION:PROGRAM SUPPORT
50,000
GREAT ASPIRATIONS SCHOLARSHIP PROGRAM
4551 COX RD STE 115
GLEN ALLEN
,
VA
23060
NONE
PUBLIC CHARITY
EDUCATION:PROGRAM SUPPORT
15,000
GREATER RICHMOND FIT4KIDS
P O BOX 1092
RICHMOND
,
VA
23218
NONE
PUBLIC CHARITY
HEALTH:PROGRAM SUPPORT
40,500
GREATER RICHMOND SCAN
103 E GRACE ST
RICHMOND
,
VA
23219
NONE
PUBLIC CHARITY
HUMAN SERVICES:PROGRAM SUPPORT
15,000
HISTORIC HOPEWELL FOUNDATION INC
400 WESTON LANE
HOPEWELL
,
VA
23860
NONE
PUBLIC CHARITY
UNRESTRICTED:MATCHING GIFT PROGRAM
1,500
HISTORIC PETERSBURG FOUNDATION INC
PO BOX 691
PETERSBURG
,
VA
23804
NONE
PUBLIC CHARITY
UNRESTRICTED:MATCHING GIFT PROGRAM
500
HOPEWELL DOWNTOWN PARTNERSHIP
205 1/2 E BROADWAY AVENUE
HOPEWELL
,
VA
23860
NONE
PUBLIC CHARITY
UNRESTRICTED:PROGRAM SERVICES
30,000
HOPEWELL FOOD PANTRY
P O BOX 1532
HOPEWELL
,
VA
23860
NONE
PUBLIC CHARITY
HUMAN SERVICES:OPERATING SUPPORT
35,000
HUMANKIND
800 W GRAHAM ROAD
RICHMOND
,
VA
23222
NONE
PUBLIC CHARITY
COMMUNITY & ECONOMIC DEVELOPMNT:PROGRAM SUPPORT
10,000
INTERFAITH ADULT DAY CARE INC
PO BOX 3272
PETERSBURG
,
VA
23805
NONE
PUBLIC CHARITY
HEALTH: OPERATING SUPPORT
20,000
INTERFAITH ADULT DAY CARE INC
PO BOX 3272
PETERSBURG
,
VA
23805
NONE
PUBLIC CHARITY
UNRESTRICTED:MATCHING GIFT PROGRAM
500
JACKSON FEILD HOMES
546 WALNUT GROVE DRIVE
JARRATT
,
VA
23867
NONE
PUBLIC CHARITY
UNRESTRICTED:MATCHING GIFT PROGRAM
500
JAMES HOUSE THE
6610 COMMONS DRIVE SUITE C
PRINCE GEORGE
,
VA
23875
NONE
PUBLIC CHARITY
UNRESTRICTED:MATCHING GIFT PROGRAM
400
JESSICA ANN MOORE FOUNDATION
408 SCHOOL STREET
WAVERLY
,
VA
23842
NONE
PUBLIC CHARITY
EDUCATION:OPERATING SUPPORT
8,680
JOHN TYLER COMMUNITY COLLEGE FOUNDATION
800 CHARTER COLONY PARKWAY
MIDLOTHIAN
,
VA
23114
NONE
PUBLIC CHARITY
UNRESTRICTED:MATCHING GIFT PROGRAM
2,000
JOHN TYLER COMMUNITY COLLEGE FOUNDATION
800 CHARTER COLONY PARKWAY
MIDLOTHIAN
,
VA
23114
NONE
PUBLIC CHARITY
COMMUNITY & ECONOMIC DEVELOPMNT:PROGRAM SUPPORT
125,000
LAMB CENTER FOR ARTS AND HEALING
624 N BACONS CHASE
NORTH PRINCE GEORGE
,
VA
23860
NONE
PUBLIC CHARITY
UNRESTRICTED:MATCHING GIFT PROGRAM
500
LEGAL AID JUSTICE CENTER
123 EAST BROAD STREET
RICHMOND
,
VA
23219
NONE
PUBLIC CHARITY
CULTURAL ENRICHMENT:PROGRAM SUPPORT
10,000
LOCAL INITIATIVES SUPPORT CORPORATION
413 STUART CIRCLE SUITE 300
RICHMOND
,
VA
23220
NONE
PUBLIC CHARITY
HUMAN SERVICES:OPERATING SUPPORT
80,000
LOCAL INITIATIVES SUPPORT CORPORATION
413 STUART CIRCLE SUITE 300
RICHMOND
,
VA
23220
NONE
PUBLIC CHARITY
COMMUNITY & ECONOMIC DEVELOPMNT:PROGRAM SUPPORT
95,000
LUCY CORR FOUNDATION
6800 LUCY CORR BOULEVARD
CHESTERFIELD
,
VA
23832
NONE
PUBLIC CHARITY
HEALTH:PROGRAM SUPPORT
10,000
MEADOWVIEW BIOLOGICAL RESEARCH STATION
8390 FREDERICKSBURG TNPK
WOODFORD
,
VA
22580
NONE
PUBLIC CHARITY
HISTORIC PRESERVATION & CNSRVTN:PROGRAM SUPPORT
20,000
MERCHANTS HOPE CHURCH FOUNDATION
11500 MERCHANTS HOPE ROAD
NORTH PRINCE GEORGE
,
VA
23860
NONE
PUBLIC CHARITY
UNRESTRICTED:MATCHING GIFT PROGRAM
500
MERCHANTS HOPE EPISCOPAL CHURCH
11500 MERCHANTS HOPE ROAD
NORTH PRINCE GEORGE
,
VA
23860
NONE
PUBLIC CHARITY
HISTORIC PRESERVATION & CNSRVTN:SACRED LANDMARKS
11,000
METROPOLITAN RICHMOND SPORTS BACKERS
100 AVENUE OF CHAMPIONS 300
RICHMOND
,
VA
23230
NONE
PUBLIC CHARITY
HEALTH:PROGRAM SUPPORT
12,700
PATHWAYS
1200 WEST WASHINGTON ST
PETERSBURG
,
VA
23803
NONE
PUBLIC CHARITY
UNRESTRICTED:MATCHING GIFT PROGRAM
500
PETERSBURG AREA ART LEAGUE
7 EAST OLD STREET
PETERSBURG
,
VA
23803
NONE
PUBLIC CHARITY
UNRESTRICTED:MATCHING GIFT PROGRAM
1,500
PETERSBURG AREA ART LEAGUE
7 EAST OLD STREET
PETERSBURG
,
VA
23803
NONE
PUBLIC CHARITY
CULTURAL ENRICHMENT:PROGRAM SUPPORT
15,000
PETERSBURG FAMILY YMCA
120 N MADISON STREET
PETERSBURG
,
VA
23803
NONE
PUBLIC CHARITY
UNRESTRICTED:MATCHING GIFT PROGRAM
200
PETERSBURG HEALTH DEPARTMENT
301 HALIFAX STREET
PETERSBURG
,
VA
23803
NONE
DOMESTIC GOVERNMENT
HEALTH:PROGRAM SUPPORT
62,500
PETERSBURG LIBRARY FOUNDATION INC
PO BOX 3435
PETERSBURG
,
VA
23805
NONE
PUBLIC CHARITY
UNRESTRICTED:MATCHING GIFT PROGRAM
1,000
PETERSBURG PRESERVATION TASK FORCE
PO BOX 2093
PETERSBURG
,
VA
23804
NONE
PUBLIC CHARITY
COMMUNITY & ECONOMIC DEVELOPMNT:OPERATING SUPPORT
36,000
PETERSBURG PRESERVATION TASK FORCE
PO BOX 2093
PETERSBURG
,
VA
23804
NONE
PUBLIC CHARITY
UNRESTRICTED:MATCHING GIFT PROGRAM
6,000
PETERSBURG PUBLIC LIBRARY FOUNDATION
201 WEST WASHINGTON STREET
PETERSBURG
,
VA
23803
NONE
PUBLIC CHARITY
EDUCATION:PROGRAM SUPPORT
42,000
PRETTY PURPOSED
421 BYRNE ST
PETERSBURG
,
VA
23803
NONE
PUBLIC CHARITY
HUMAN SERVICES:PROGRAM SUPPORT
9,660
PRETTY PURPOSED
421 BYRNE ST
PETERSBURG
,
VA
23803
NONE
PUBLIC CHARITY
UNRESTRICTED:MATCHING GIFT PROGRAM
525
PRINCE GEORGE REGIONAL HERITAGE CENTER
6404 COURTHOUSE ROAD
PRINCE GEORGE
,
VA
23875
NONE
PUBLIC CHARITY
UNRESTRICTED:MATCHING GIFT PROGRAM
500
PROJECT HOMES
88 CARNATION STREET
RICHMOND
,
VA
23225
NONE
PUBLIC CHARITY
HISTORIC PRESERVATION & CNSRVTN:PROGRAM SUPPORT
200,000
RAWLS MUSEUM ARTS
22376 LINDEN STREET
COURTLAND
,
VA
23837
NONE
PUBLIC CHARITY
CULTURAL ENRICHMENT:PROGRAM SUPPORT
10,000
REACH OUT FOR LIFE
NORAH H LIND PO BOX 95
MANAKINSABOT
,
VA
23103
NONE
PUBLIC CHARITY
HEALTH: PROGRAM SUPPORT
27,000
REBUILDING TOGETHER OF RICHMOND
406 W FRANKLIN STREET SUITE B
RICHMOND
,
VA
23220
NONE
PUBLIC CHARITY
HISTORIC PRESERVATION & CNSRVTN:PROGRAM SUPPORT
45,000
RICHARD BLAND COLLEGE FOUNDATION
11301 JOHNSON RD
SOUTH PRINCE GEORGE
,
VA
23805
NONE
PUBLIC CHARITY
UNRESTRICTED:MATCHING GIFT PROGRAM
3,500
SERENITY INC
PO BOX 131
PETERSBURG
,
VA
23804
NONE
PUBLIC CHARITY
HEALTH:OPERATING SUPPORT
50,000
SISTERS NETWORK CENTRAL VIRGINIA INC
12624 GRENDON DRIVE
MIDLOTHIAN
,
VA
23213
NONE
PUBLIC CHARITY
UNRESTRICTED:MATCHING GIFT PROGRAM
6,000
SMART BEGINNINGS SOUTHEAST
209 E CAWSON ST
HOPEWELL
,
VA
23860
NONE
PUBLIC CHARITY
EDUCATION: PROGRAM SUPPORT
49,550
SOUTHEASTERN COUNCIL OF FOUNDATIONS
100 PEACHTREE STREET NW SUITE 2080
ATLANTA
,
GA
30303
NONE
PUBLIC CHARITY
UNRESTRICTED:PROGRAM SERVICES
9,370
SOUTHSIDE TRANSFORMATION OPPORTUNITES
PO BOX 1649
HOPEWELL
,
VA
23860
NONE
PUBLIC CHARITY
HUMAN SERVICES:PROGRAM SUPPORT
25,600
SOUTHSIDE VIRGINIA EMERGENCY CREW INC
PO BOX 574
PETERSBURG
,
VA
23804
NONE
PUBLIC CHARITY
HEALTH:OPERATING SUPPORT
123,071
SOUTHSIDE VIRGINIA EMERGENCY CREW INC
PO BOX 574
PETERSBURG
,
VA
23804
NONE
PUBLIC CHARITY
UNRESTRICTED:MATCHING GIFT PROGRAM
2,000
ST JOSEPH'S VILLA
8000 BROOK RD
RICHMOND
,
VA
23227
NONE
PUBLIC CHARITY
HUMAN SERVICES:PROGRAM SUPPORT
58,500
ST JOSEPH'S VILLA
8000 BROOK RD
RICHMOND
,
VA
23227
NONE
PUBLIC CHARITY
UNRESTRICTED:MATCHING GIFT PROGRAM
1,000
ST STEPHEN'S EPISCOPAL CHURCH
110 NORTH UNION ST
PETERSBURG
,
VA
23803
NONE
PUBLIC CHARITY
HISTORIC PRESERVATION & CNSRVTN:SACRED LANDMARKS
25,000
STEAMBOAT ERA MUSEUM
228 HALIFAX STREET
PETERSBURG
,
VA
23803
NONE
PUBLIC CHARITY
HISTORIC PRESERVATION & CNSRVTN:SACRED LANDMARKS
200
SWIFT CREEK MILL THEATRE INC
PO BOX 41
COLONIAL HEIGHTS
,
VA
23834
NONE
PUBLIC CHARITY
EDUCATION:PROGRAM SUPPORT
25,000
SWIFT CREEK MILL THEATRE INC
PO BOX 41
COLONIAL HEIGHTS
,
VA
23834
NONE
PUBLIC CHARITY
UNRESTRICTED:MATCHING GIFT PROGRAM
7,750
THE LITERACY LAB
2920 WEST BROAD STREET STE 111
RICHMOND
,
VA
22230
NONE
PUBLIC CHARITY
EDUCATION:PROGRAM SUPPORT
22,500
THE LITERACY LAB
2920 WEST BROAD STREET STE 111
RICHMOND
,
VA
22230
NONE
PUBLIC CHARITY
UNRESTRICTED:MATCHING GIFT PROGRAM
500
THE SOUTHSIDE HIGH SCHOOL ALUMNI ASSOCIAT
16026 FLATFOOT RD
DINWIDDIE
,
VA
23841
NONE
PUBLIC CHARITY
HISTORIC PRESERVATION & CNSRVTN:PROGRAM SUPPORT
4,000
VCU SCHOOL OF EDUCATION
3600 WEST BROAD STREET SUITE 300
RICHMOND
,
VA
22230
NONE
PUBLIC CHARITY
EDUCATION:PROGRAM SUPPORT
3,820
VIRGINIA DENTAL ASSOCIATION FOUNDATION
3460 MAYLAND COURT STE 110
RICHMOND
,
VA
23233
NONE
SO I
HEALTH:PROGRAM SUPPORT
13,000
VIRGINIA TECH FOUNDATION
902 PRICES FORK ROAD
BLACKSBURG
,
VA
24061
NONE
PUBLIC CHARITY
UNRESTRICTED:MATCHING GIFT PROGRAM
1,000
VIRGINIA'S GATEWAY REGION
256 E ELLERSLIE AVENUE STE D
COLONIAL HEIGHTS
,
VA
23834
NONE
PUBLIC CHARITY
COMMUNITY & ECONOMIC DEVELOPMNT:PROGRAM SUPPORT
200,591
VIRGINIA'S GATEWAY REGION
256 E ELLERSLIE AVENUE STE D
COLONIAL HEIGHTS
,
VA
23834
NONE
PUBLIC CHARITY
UNRESTRICTED:MATCHING GIFT PROGRAM
2,000
XZONE
6851 COURTHOUSE RD
CHESTERFIELD
,
VA
23832
NONE
PUBLIC CHARITY
UNRESTRICTED:MATCHING GIFT PROGRAM
700
YMCA OF GREATER RICHMOND
2 WEST FRANKLIN
RICHMOND
,
VA
23220
NONE
PUBLIC CHARITY
HUMAN SERVICES:CAPITAL
145,000
Total
.................................
3a
2,812,092
b
Approved for future payment
CHERRYFIELD - NARRAGUAGUS HISTORICAL SOC
88 RIVER ROAD
CHERRYFIELD
,
ME
04622
NONE
PUBLIC CHARITY
UNRESTRICTED:MATCHING GIFT PROGRAM
1,300
COLONIAL HEIGHTS FOOD PANTRY INC
530 SOUTHPARK BOULEVARD
COLONIAL HEIGHTS
,
VA
23834
NONE
PUBLIC CHARITY
UNRESTRICTED:MATCHING GIFT PROGRAM
400
HAMPDEN-SYDNEY COLLEGE
PO BOX 637
HAMPDENSYDNEY
,
VA
23943
NONE
PUBLIC CHARITY
UNRESTRICTED:MATCHING GIFT PROGRAM
4,000
HISTORIC BLANDFORD CEMETERY FOUNDATION
250 S SYCAMORE STREET
PETERSBURG
,
VA
23803
NONE
PUBLIC CHARITY
UNRESTRICTED:MATCHING GIFT PROGRAM
1,500
OCRAN UNITED METHODIST CHURCH
PO BOX 309
SUTHERLAND
,
VA
23885
NONE
PUBLIC CHARITY
UNRESTRICTED:MATCHING GIFT PROGRAM
3,000
PETERSBURG SYMPHONY ORCHESTRA
19 GOODRICH AVE
PETERSBURG
,
VA
23805
NONE
PUBLIC CHARITY
UNRESTRICTED:MATCHING GIFT PROGRAM
19,882
PROJECT HOMES
88 CARNATION STREET
RICHMOND
,
VA
23225
NONE
PUBLIC CHARITY
UNRESTRICTED:MATCHING GIFT PROGRAM
1,200
SPCA OF PETERSBURGCOLONIAL HEIGHTS
PO BOX 1174
PETERSBURG
,
VA
23804
NONE
PUBLIC CHARITY
UNRESTRICTED:MATCHING GIFT PROGRAM
400
ST JOHN CHILD DEVELOPMENT CENTER
9402 SUSSEX DRIVE
STONY CREEK
,
VA
23882
NONE
PUBLIC CHARITY
UNRESTRICTED:MATCHING GIFT PROGRAM
1,400
ST PAUL'S EPISCOPAL CHURCH BRISTOL PARIS
110 NORTH UNION ST
PETERSBURG
,
VA
23803
NONE
PUBLIC CHARITY
HISTORIC PRESERVATION & CNSRVTN:SACRED LANDMARKS
25,000
VIRGINIA DENTAL ASSOCIATION FOUNDATION
3460 MAYLAND COURT STE 110
RICHMOND
,
VA
23233
NONE
PUBLIC CHARITY
UNRESTRICTED:MATCHING GIFT PROGRAM
800
VIRGINIA HEALTH CARE FOUNDATION
707 EAST MAIN STREET SUITE 1350
RICHMOND
,
VA
23219
NONE
PUBLIC CHARITY
HEALTH:PROGRAM SUPPORT
3,900
YMCA OF GREATER RICHMOND
2 WEST FRANKLIN
RICHMOND
,
VA
23220
NONE
PUBLIC CHARITY
UNRESTRICTED:MATCHING GIFT PROGRAM
18,000
Total
.................................
3b
80,782
Form
990-PF
(2019)
Form 990-PF (2019)
Page
12
Part XVI-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(e)
Related or exempt
function income
(See instructions.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
14
619,438
4
Dividends and interest from securities
....
14
1,967,802
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
6
Net rental income or (loss) from personal property
7
Other investment income
.....
14
8
Gain or (loss) from sales of assets other than
inventory
............
18
3,530,762
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
GAIN ON DISPOSAL OF P&E
200
b
OTHER INCOME
20,430
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
0
6,118,002
20,630
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
6,138,632
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
11A
REFUNDS FROM GRANTS WHERE GRANTEE WAS NOT ABLE TO USE THE FUNDS.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
13
Part XVII
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1)
Cash
...................................
1a(1)
No
(2)
Other assets
.................................
1a(2)
No
b
Other transactions:
(1)
Sales of assets to a noncharitable exempt organization
....................
1b(1)
No
(2)
Purchases of assets from a noncharitable exempt organization
..................
1b(2)
No
(3)
Rental of facilities, equipment, or other assets
.......................
1b(3)
No
(4)
Reimbursement arrangements
...........................
1b(4)
No
(5)
Loans or loan guarantees
.............................
1b(5)
No
(6)
Performance of services or membership or fundraising solicitations
................
1b(6)
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees
..............
1c
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column
(b)
should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column
(d)
the value of the goods, other assets, or services received.
(a)
Line No.
(b)
Amount involved
(c)
Name of noncharitable exempt organization
(d)
Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527?
...........
Yes
No
b
If "Yes," complete the following schedule.
(a)
Name of organization
(b)
Type of organization
(c)
Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below
(see instr.)
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2019)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description