Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
WILLIAMSBURG COMMUNITY HEALTH FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)4801 COURTHOUSE STREET NO 200
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WILLIAMSBURG, VA23188
A Employer identification number

54-1822359
B Telephone number (see instructions)

(757) 345-0912
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$137,872,232J Accounting method:
 
(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)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 36,686 36,686  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 9,347,260
b Gross sales price for all assets on line 6a 72,315,248
7 Capital gain net income (from Part IV, line 2)... 9,335,137
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)....... Click to see attachment 1,504,617 1,323,026  
12 Total. Add lines 1 through 11........ 10,888,563 10,694,849  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 199,269 0   199,269
14 Other employee salaries and wages...... 707,641 0   707,641
15 Pension plans, employee benefits....... 269,656 0   269,656
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 32,420 0   30,845
c Other professional fees (attach schedule).... Click to see attachment 159,097 120,463   38,634
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 76,451 0   0
19 Depreciation (attach schedule) and depletion... 4,561 0  
20 Occupancy.............. 165,102 16,510   148,592
21 Travel, conferences, and meetings....... 7,205 0   7,205
22 Printing and publications.......... 9,856 0   9,856
23 Other expenses (attach schedule)....... Click to see attachment 1,704,189 1,085,689   329,723
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,335,447 1,222,662   1,741,421
25 Contributions, gifts, grants paid....... 5,500,143 5,579,313
26 Total expenses and disbursements. Add lines 24 and 25 8,835,590 1,222,662   7,320,734
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,052,973
b Net investment income (if negative, enter -0-) 9,472,187
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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
Assets 1 Cash—non-interest-bearing............. 395,975 299,582 299,582
2 Savings and temporary cash investments......... 4,001,444 4,419,544 4,419,544
3 Accounts receivable bullet1,990,029
Less: allowance for doubtful accounts bullet     1,990,029 1,990,029
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
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) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 56,259 76,179 76,179
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 111,773,996 Click to see attachment131,079,240 131,079,240
14 Land, buildings, and equipment: basis bullet112,647
Less: accumulated depreciation (attach schedule) bullet104,989 9,918 Click to see attachment7,658 7,658
15 Other assets (describe bullet) Click to see attachment12,244,871 Click to see attachment0 Click to see attachment0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 128,482,463 137,872,232 137,872,232
Liabilities 17 Accounts payable and accrued expenses.......... 163,286 164,165
18 Grants payable................. 385,602 261,805
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 bullet) Click to see attachment181,418 Click to see attachment190,271
23 Total liabilities (add lines 17 through 22)......... 730,306 616,241
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 127,752,157 137,255,991
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
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)..... 127,752,157 137,255,991
30 Total liabilities and net assets/fund balances (see instructions). 128,482,463 137,872,232
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
127,752,157
2
Enter amount from Part I, line 27a .....................
2
2,052,973
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
7,450,861
4
Add lines 1, 2, and 3 ..........................
4
137,255,991
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
137,255,991
Form 990-PF (2020)
Form 990-PF (2020)
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 PUBLICLY-TRADED SECURITIES      
b PASSTHROUGH K-1 CAPITAL GAIN P    
c TIFF PARTNERS V-INTERNATIONAL, LLC P    
d TIFF PARTNERS V-US, LLC P    
e TIFF PRIVATE EQUITY PARTNERS 2007, LLC P    
TIFF PRIVATE EQUITY PARTNERS 2008, LLC P    
TIFF PRIVATE EQUITY PARTNERS 2012, LLC P    
TIFF PRIVATE EQUITY PARTNERS 2013, LLC P    
TIFF PRIVATE EQUITY PARTNERS 2014, LLC P    
TIFF PRIVATE EQUITY PARTNERS 2015, LP P    
TIFF PRIVATE EQUITY PARTNERS 2016, LP P    
TIFF PRIVATE EQUITY PARTNERS 2017, LP P    
TIFF PRIVATE EQUITY PARTNERS 2018, LP P    
TIFF REAL ESTATE PARTNERS II, LLC P    
TIFF REALTY AND RESOURCES IV, LLC P    
TIFF SECONDARY PARTNERS II, LLC P    
TIFF SPECIAL OPPORTUNITIES FUND, LLC P    
TIFF SPECIAL OPPORTUNITIES FUND II, LP P    
TIFF PRIVATE EQUITY PARTNERS 2019, LP P    
TIFF PRIVATE EQUITY PARTNERS 2020, LP P    
(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 49,651,014   49,393,341 257,673
b 8,590,991     8,590,991
c 38,313     38,313
d 84,039   107,190 -23,151
e 788,511   774,641 13,870
473,380   1,049,700 -576,320
1,288,270   1,372,656 -84,386
3,220,244   3,522,434 -302,190
1,339,551   1,043,208 296,343
1,165,150   743,101 422,049
708,570   588,020 120,550
253,585   216,841 36,744
526,580   459,914 66,666
204,400   147,049 57,351
401,900   407,187 -5,287
211,750   370,106 -158,356
2,587,163   2,239,834 347,329
673,400   422,672 250,728
88,313   102,418 -14,105
8,001   7,676 325
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       257,673
b       8,590,991
c       38,313
d       -23,151
e       13,870
      -576,320
      -84,386
      -302,190
      296,343
      422,049
      120,550
      36,744
      66,666
      57,351
      -5,287
      -158,356
      347,329
      250,728
      -14,105
      325
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 9,335,137
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 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 131,663
c All other domestic foundations enter 1.39% 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........................... 3 131,663
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- ..... 5 131,663
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 58,720
b Exempt foreign organizations—tax withheld at source...... 6b 0
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 58,720
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 452
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 73,395
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet   RefundedBullet 11  
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 the instructions
for the 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. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 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)
    bulletVA
    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 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    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 addressbulletWWW.WILLIAMSBURGHEALTHFOUNDATION.ORG
    14
    The books are in care ofbulletSOLA MONIZ Telephone no.bullet (757) 345-0912

    Located atbullet4801 COURTHOUSE STREET NO 200WILLIAMSBURGVA ZIP+4bullet23188
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    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 bullet
    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?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (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)?...............
    (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.).......
    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
     
    No
    ........bullet
    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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 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.
    bullet20, 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?......................
    b
    If "Yes," did it have excess business holdings in 2020 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 2020.)..................
    3b
     
    No
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    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
     
     
    .........bullet
    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?..........
    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?.....................
    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?
    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? .................
    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
    LOUIS F ROSSITER CHAIR
    1.00     		0 0 0
    4801 COURTHOUSE STREET SUITE 200
    WILLIAMSBURG,VA23188
    JACKSON C TUTTLE II VICE CHAIR
    1.00     		0 0 0
    4801 COURTHOUSE STREET SUITE 200
    WILLIAMSBURG,VA23188
    MARSHALL N WARNE TREASURER
    1.00     		0 0 0
    4801 COURTHOUSE STREET SUITE 200
    WILLIAMSBURG,VA23188
    M ANDERSON BRADSHAW TRUSTEE
    1.00     		0 0 0
    4801 COURTHOUSE STREET SUITE 200
    WILLIAMSBURG,VA23188
    DAVID E BUSH TRUSTEE
    1.00     		0 0 0
    4801 COURTHOUSE STREET SUITE 200
    WILLIAMSBURG,VA23188
    BETH F DAVIS TRUSTEE
    1.00     		0 0 0
    4801 COURTHOUSE STREET SUITE 200
    WILLIAMSBURG,VA23188
    PAUL W GERHARDT TRUSTEE
    1.00     		0 0 0
    4801 COURTHOUSE STREET SUITE 200
    WILLIAMSBURG,VA23188
    EARL T GRANGER III TRUSTEE
    1.00     		0 0 0
    4801 COURTHOUSE STREET SUITE 200
    WILLIAMSBURG,VA23188
    KELLI MANSEL-ARBUCKLE TRUSTEE
    1.00     		0 0 0
    4801 COURTHOUSE STREET SUITE 200
    WILLIAMSBURG,VA23188
    DOUGLAS J MYERS TRUSTEE
    1.00     		0 0 0
    4801 COURTHOUSE STREET SUITE 200
    WILLIAMSBURG,VA23188
    MARIBEL O SAIMRE TRUSTEE
    1.00     		0 0 0
    4801 COURTHOUSE STREET SUITE 200
    WILLIAMSBURG,VA23188
    ROBERT J SINGLEY TRUSTEE
    1.00     		0 0 0
    4801 COURTHOUSE STREET SUITE 200
    WILLIAMSBURG,VA23188
    STEVEN R STAPLES TRUSTEE
    1.00     		0 0 0
    4801 COURTHOUSE STREET SUITE 200
    WILLIAMSBURG,VA23188
    ROBERT B TAYLOR TRUSTEE
    1.00     		0 0 0
    4801 COURTHOUSE STREET SUITE 200
    WILLIAMSBURG,VA23188
    THOMAS G TINGLE TRUSTEE
    1.00     		0 0 0
    4801 COURTHOUSE STREET SUITE 200
    WILLIAMSBURG,VA23188
    GLENDA H TURNER TRUSTEE
    1.00     		0 0 0
    4801 COURTHOUSE STREET SUITE 200
    WILLIAMSBURG,VA23188
    ADRIA VANHOOZIER TRUSTEE
    1.00     		0 0 0
    4801 COURTHOUSE STREET SUITE 200
    WILLIAMSBURG,VA23188
    ALFRED L WOODS TRUSTEE
    1.00     		0 0 0
    4801 COURTHOUSE STREET SUITE 200
    WILLIAMSBURG,VA23188
    CAROL L SALE PRESIDENT & CEO, SECRETARY
    40.00     		181,154 13,881 0
    4801 COURTHOUSE STREET SUITE 200
    WILLIAMSBURG,VA23188
    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
    SOLA MONIZ CFO
    40.00     		154,457 11,724 0
    4801 COURTHOUSE STREET SUITE 200
    WILLIAMSBURG,VA23188
    ALLISON BRODY DIRECTOR, COMMUNITY
    40.00     		112,045 8,650 0
    4801 COURTHOUSE STREET SUITE 200
    WILLIAMSBURG,VA23188
    KYRA COOK DIRECTOR, STRATEGY
    40.00     		112,045 8,589 0
    4801 COURTHOUSE STREET SUITE 200
    WILLIAMSBURG,VA23188
    PAULETTE A PARKER SENIOR PROGRAM OFFIC
    40.00     		112,045 8,411 0
    4801 COURTHOUSE STREET SUITE 200
    WILLIAMSBURG,VA23188
    WILLIAM D PRIBBLE PROGRAM OFFICER/GRAN
    40.00     		79,920 6,243 0
    4801 COURTHOUSE STREET SUITE 200
    WILLIAMSBURG,VA23188
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    COMMUNITY HEALTH SOLUTIONS INC DCA 91,610
    9603 GAYTON ROAD STE 200
    RICHMOND,VA23238
    CATCHAFIRE WEB PLATFORM 80,000
    31 E 32ND ST
    NEW YORK,NY10016
    JAMES CITY COUNTY CONSULTANT 72,000
    101-D MOUNTS BAY ROAD
    WILLIAMSBURG,VA23188
    TIFF INVESTMENT MGMT INVESTMENT MANAGEMENT 65,278
    170 N RADNOR CHESTER RD STE 300
    RADNOR,PA19087
    NORTHERN TRUST INVESTMENT MANAGEMENT 54,888
    770 WEST NORTHWEST HIGHWAY
    BARRINGTON,IL60010
    Total number of others receiving over $50,000 for professional services.............bullet0
    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 BEHAVIORAL HEALTH COLLABORATIVE - A COLLABORATIVE WITH JAMES CITY COUNCIL TO STUDY BEHAVIORAL HEALTH TO IMPROVE MEDICAL SERVICES TO TREAT MENTAL HEALTH ILLNESSES, INTELLECTUAL DISABILITIES, AND SUBSTANCE ABUSE DISORDERS TO INDIVIDUALS AND FAMILIES LIVING IN JAMES CITY COUNTY. 72,000
    2 CHRONIC CARE INITIATIVE- A COLLABORATIVE WITH HEALTHCARE ORGANIZATIONS THAT PROVIDE DIRECT SERVICES TO UNINSURED AND UNDER-INSURED, CHRONICALLY ILL INDIVIDUALS IN THE GREATER WILLIAMSBURG AREA. THE GOAL IS TO IMPROVE THE HEALTH OF THE UNDERSERVED COMMUNITY BY IMPROVING THE ORGANIZATIONS' INDIVIDUAL AND COLLECTIVE CAPACITY TO SERVE THIS POPULATION. 47,971
    3 CHILD HEALTH INITIATIVE- A COLLABORATIVE OF HUMAN SERVICE AND HEALTHCARE PROVIDERS DESIGNED TO IMPROVE LONG-TERM HEALTH OUTCOMES FOR CHILDREN LIVING IN POVERTY IN THE COMMUNITY. THE COLLABORATIVE EMPLOYS A MULTI-DISCIPLINARY, HOME-BASED SERVICE DELIVERY APPROACH TO WORK IN PARTNERSHIP WITH FAMILIES. 35,088
    4 CHILDREN BEHAVIOR HEALTH INITIATIVE- A COLLABORATIVE WITH HEALTHCARE ORGANIZATIONS THAT PROVIDE DIRECT SERVICES TO CHILDREN IN THE GREATER WILLIAMSBURG AREA. THE GOAL IS TO IMPROVE THE BEHAVIORAL HEALTH OF CHILDREN IN THE COMMUNITY. 9,750
    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.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    0
    b
    Average of monthly cash balances.......................
    1b
    6,943,393
    c
    Fair market value of all other assets (see instructions)................
    1c
    118,724,813
    d
    Total (add lines 1a, b, and c).........................
    1d
    125,668,206
    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
    125,668,206
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    1,885,023
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    123,783,183
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    6,189,159
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    6,189,159
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    131,663
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    131,663
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    6,057,496
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    46,830
    5
    Add lines 3 and 4............................
    5
    6,104,326
    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
    6,104,326
    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
    7,320,734
    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
    7,320,734
    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
    7,320,734
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 6,104,326
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 213,947
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 7,320,734
    a Applied to 2019, but not more than line 2a 213,947
    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 2020 distributable amount..... 6,104,326
    e Remaining amount distributed out of corpus 1,002,461
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 1,002,461
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    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 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		1,002,461
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020.... 1,002,461
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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.)
    1Information Regarding Foundation Managers:
    aList 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).)
    bList 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.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    CAROL SALE
    4801 COURTHOUSE STREET 200
    WILLIAMSBURG,VA23188
    (757) 345-0912
    bThe form in which applications should be submitted and information and materials they should include:
    WCHF APPLICATION SHOULD INCLUDE THE BOARD ROSTER, ANNUAL REPORT, IRS FORM 990 AND ANNUAL AUDIT IN ACCORDANCE WITH WCHF POLICIES, PLUS ALLOWABLE COSTS AS OUTLINED IN GRANT APPLICATION.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    CONDITIONS FOR GRANT AWARDS DO NOT ALLOW EXPENDITURES FOR ANNUAL APPEALS AND FUNDRAISING, ENDOWMENTS, REAL ESTATE ACQUISITIONS, RESTORATION OF FUNDS CUT BY GOVERNMENTS OR OTHER ORGANIZATIONS, AND LOBBYING.
    Form 990-PF (2020)
    Form 990-PF (2020)
    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)
    aPaid during the year
    ANGELS OF MERCY MEDICAL MISSION
    7151 RICHMOND RD STE 401
    WILLIAMSBURG,VA231887234     		N/A PC CHRONIC CARE COLLABORATIVE 42,500
    BACON STREET YOUTH AND FAMILY SERVICES
    247 MCLAWS CIRCLE
    WILLIAMSBURG,VA23185     		N/A PC THE BRIDGES PROJECT 31,500
    CENTER FOR CHILD AND FAMILY SERVICES INC
    2021 CUNNINGHAM DR STE 400
    HAMPTON,VA236663301     		N/A PC MULTICULTURAL COUNSELING AND OUTREACH PROGRAM 40,000
    CENTER FOR CHILD AND FAMILY SERVICES INC
    2021 CUNNINGHAM DR STE 400
    HAMPTON,VA236663301     		N/A PC NEUROFEEDBACK COUNSELING PROGRAM 6,500
    CENTER FOR CHILD AND FAMILY SERVICES INC
    2021 CUNNINGHAM DR STE 400
    HAMPTON,VA236663301     		N/A PC THE REBOOT PROGRAM 103,000
    CHILD DEVELOPMENT RESOURCES
    PO BOX 280
    NORGE,VA23127     		N/A PC BASIC OPERATING SUPPORT 200,000
    CITY OF WILLIAMSBURG
    401 LAFAYETTE STREET
    WILLIAMSBURG,VA23185     		N/A GOV CHILD HEALTH INITIATIVE 250,000
    CITY OF WILLIAMSBURG
    401 LAFAYETTE STREET
    WILLIAMSBURG,VA23185     		N/A GOV WALKING WORKS 500
    CITY OF WILLIAMSBURG
    401 LAFAYETTE STREET
    WILLIAMSBURG,VA23185     		N/A GOV COVID-19 EVICTION PREVENTION PROGRAM 270,000
    COLONIAL BEHAVIORAL HEALTH
    473 MCLAWS CIRCLE
    WILLIAMSBURG,VA23185     		N/A PC GREATER WILLIAMSBURG CHILD ASSESSMENT CENTER (GWCAC) 271,000
    COLONIAL BEHAVIORAL HEALTH
    473 MCLAWS CIRCLE
    WILLIAMSBURG,VA23185     		N/A PC CHRONIC CARE COLLABORATIVE 140,000
    COLONIAL BEHAVIORAL HEALTH
    473 MCLAWS CIRCLE
    WILLIAMSBURG,VA23185     		N/A PC INTENSIVE OUTPATIENT PROGRAM (IOP) 50,000
    COLONIAL BEHAVIORAL HEALTH
    473 MCLAWS CIRCLE
    WILLIAMSBURG,VA23185     		N/A PC GREATER WILLIAMSBURG NETWORK OF CARE (NOC) 37,000
    COMMUNITY HOUSING PARTNERS
    448 DEPOT STREET
    CHRISTIANSBURG,VA24073     		N/A PC MOBILE FOOD PANTRY 5,000
    ELK HILL FARM INC
    PO BOX 991975 ELK HILL RD
    GOOCHLAND,VA23063     		N/A PC ELK HILL'S YORK COUNTY SCHOOL-BASED MENTAL HEALTH PROGRAM 10,000
    FREE FOUNDATION FOR REHABILITATION EQUIPMENT & ENDOWMENT
    PO BOX 8873
    ROANOKE,VA240140752     		N/A PC F.R.E.E. OF WILLIAMSBURG 26,000
    GLOUCESTER MATHEWS CARE CLINIC
    PO BOX 684
    GLOUCESTER,VA23061     		N/A PC CHRONIC CARE COLLABORATIVE 200,000
    GREATER WILLIAMSBURG HEARTSAFE ALLIANCE
    421 NORTH BOUNDARY STREET
    WILLIAMSBURG,VA23185     		N/A PC GREATER WILLIAMSBURG HEARTSAFE ALLIANCE 35,000
    GROVE CHRISTIAN OUTREACH CENTER
    8800 POCAHONTAS TRAIL
    WILLIAMSBURG,VA23185     		N/A PC CHILDREN'S MEAL DELIVERY 20,000
    JAMES CITY COUNTY
    101-D MOUNTS BAY ROAD
    WILLIAMSBURG,VA23188     		N/A GOV JAMES CITY COUNTY CHILD HEALTH INITIATIVE 270,000
    JAMES CITY COUNTY
    101-D MOUNTS BAY ROAD
    WILLIAMSBURG,VA23188     		N/A GOV COVID-19 EVICTION PREVENTION PROGRAM 430,000
    LITERACY FOR LIFE AT THE RITA WELSH ADULT LEARNING CENTER
    PO BOX 8795
    WILLIAMSBURG,VA23187     		N/A GOV HEAL PROGRAM IN WILLIAMSBURG 50,000
    NETWORK PENINSULA
    2 BERNARDINE DRIVE
    NEWPORT NEWS,VA23602     		N/A PC NONPROFIT MANAGEMENT INSTITUTE 37,500
    OLDE TOWNE MEDICAL & DENTAL CENTER
    5249 OLDE TOWNE ROAD
    WILLIAMSBURG,VA23188     		N/A PC SUPPORT FOR CLINIC OPERATIONS 393,750
    OLDE TOWNE MEDICAL & DENTAL CENTER
    5249 OLDE TOWNE ROAD
    WILLIAMSBURG,VA23188     		N/A PC CHRONIC CARE COLLABORATIVE (CCC) 250,000
    OLIVET MEDICAL MINISTRY INC DBA LACKEY CLINIC
    1620 OLD WILLIAMSBURG ROAD
    YORKTOWN,VA23690     		N/A PC CHRONIC CARE COLLABORATIVE 400,000
    ONE CHILD CENTER FOR AUTISM
    201 BULIFANTS BLVD STE A
    WILLIAMSBURG,VA23188     		N/A PC ONE CHILD CENTER FOR AUTISM CAPACITY BUILDING 15,000
    ONE CHILD CENTER FOR AUTISM
    201 BULIFANTS BLVD STE A
    WILLIAMSBURG,VA23188     		N/A PC KIDS' NIGHT 7,500
    PENINSULA AGENCY ON AGING
    739 THIMBLE SHOALS BLVD STE 1006
    NEWPORT NEWS,VA23606     		N/A PC RIDES 120,000
    PENINSULA AGENCY ON AGING
    739 THIMBLE SHOALS BLVD STE 1006
    NEWPORT NEWS,VA23606     		N/A PC GREATER WILLIAMSBURG AGING AND DISABILITY RESOURCE CENTER (ADRC) 70,000
    PENINSULA AGENCY ON AGING
    739 THIMBLE SHOALS BLVD STE 1006
    NEWPORT NEWS,VA23606     		N/A PC NUTRITIOUS NOONTIME MEALS 65,000
    PENINSULA AGENCY ON AGING
    739 THIMBLE SHOALS BLVD STE 1006
    NEWPORT NEWS,VA23606     		N/A PC LOCAL MATCH FUNDS FOR A REPLACEMENT VAN FOR THE RIDES PROGRAM 11,713
    POSTPARTUM SUPPORT VIRGINIA INC
    PO BOX 7521
    ARLINGTON,VA22207     		N/A PC HEALTHY MOTHERS, HEALTHY BABIES 15,000
    RX PARTNERSHIP
    1500 FOREST AVE SUITE 201
    RICHMOND,VA23229     		N/A PC CHRONIC CARE COLLABORATIVE 46,000
    RX PARTNERSHIP
    1500 FOREST AVE SUITE 201
    RICHMOND,VA23229     		N/A PC ACCESS TO MEDICATION PROGRAM (AMP) 25,000
    RX PARTNERSHIP
    1500 FOREST AVE SUITE 201
    RICHMOND,VA23229     		N/A PC RXP COVID-19 RESPONSE PROGRAM 9,000
    THE ARC OF GREATER WILLIAMSBURG
    150 STRAWBERRY PLAINS ROAD SUITE D
    WILLIAMSBURG,VA23188     		N/A PC FITNESS PROGRAM 30,000
    THE COLLEGE OF WILLIAM & MARY NEW HORIZONS FAMILY COUNSELING CENTER
    301 MONTICELLO AVENUE PO BOX 8795
    WILLIAMSBURG,VA23185     		N/A GOV YOUTH AND FAMILY COUNSELING PROGRAM 95,000
    THE DOORWAYS
    612 E MARSHALL STREET
    RICHMOND,VA23219     		N/A PC BASIC OPERATING SUPPORT 15,000
    UNITED WAY OF THE VIRGINIA PENINSULA
    11820 FOUNTAIN WAY SUITE 206
    NEWPORT NEWS,VA23606     		N/A PC GREATER WILLIAMSBURG TRAUMA-INFORMED COMMUNITY NETWORK 15,000
    VIRGINIA HEALTH CARE FOUNDATION
    707 EAST MAIN STREET SUITE 1350
    RICHMOND,VA23219     		N/A PC GREATER WILLIAMSBURG MEDICATION ACCESS PROGRAM BASIC PROGRAM SUPPORT 375,000
    VIRGINIA PENINSULA FOODBANK
    2401 ALUMINUM AVENUE
    HAMPTON,VA23661     		N/A PC MOBILE FOOD PANTRY: FRESH PRODUCE PROGRAM 35,000
    WILLIAMSBURG AREA FAITH IN ACTION
    354 MCLAWS CIRCLE SUITE 2
    WILLIAMSBURG,VA23185     		N/A PC MEDICAL TRANSPORTATION 32,750
    WILLIAMSBURG AREA FAITH IN ACTION
    354 MCLAWS CIRCLE SUITE 2
    WILLIAMSBURG,VA23185     		N/A PC SUPPORT FOR DEVELOPMENT DIRECTOR 14,000
    WILLIAMSBURG COMMUNITY FOUNDATION
    1323 JAMESTOWN ROAD SUITE 103
    WILLIAMSBURG,VA23185     		N/A PC WILLIAMSBURG COMMUNITY FOUNDATION COMMUNITY EMERGENCY RESPONSE FUND 20,000
    WILLIAMSBURG HOUSE OF MERCY INC
    10 HARRISON AVENUE
    WILLIAMSBURG,VA231853572     		N/A PC MONTHLY MOBILE FOOD PANTRY 9,000
    WILLIAMSBURG HOUSE OF MERCY INC
    10 HARRISON AVENUE
    WILLIAMSBURG,VA231853572     		N/A PC REFRIGERATOR PURCHASE FOR FRESH FOOD STORAGE 13,600
    WILLIAMSBURG REGIONAL LIBRARY
    7770 CROAKER ROAD
    WILLIAMSBURG,VA23188     		N/A PC 2020 CENSUS OUTREACH 500
    WILLIAMSBURG-JAMES CITY COUNTY PUBLIC SCHOOL DIVISION
    117 IRONBOUND ROAD
    WILLIAMSBURG,VA23187     		N/A GOV WJCC SCHOOL HEALTH INITIATIVE PROGRAM (SHIP) 670,000
    WILLIAMSBURG-JAMES CITY COUNTY PUBLIC SCHOOL DIVISION
    117 IRONBOUND ROAD
    WILLIAMSBURG,VA23187     		N/A GOV WALKING WORKS 500
    YORK COUNTY
    224 BALLARD ST
    YORKTOWN,VA23690     		N/A PC COVID-19 EVICTION PREVENTION PROGRAM 300,000
    AVALON A CENTER FOR WOMEN AND CHILDREN
    3204 IRONBOUND ROAD SUITE D
    WILLIAMSBURG,VA23188     		N/A PC WALKING WORKS 500
    Total .................................bullet 3a 5,579,313
    bApproved for future payment
    BACON STREET YOUTH AND FAMILY SERVICES
    247 MCLAWS CIRCLE
    WILLIAMSBURG,VA23185     		N/A PC THE BRIDGES PROJECT 13,500
    WILLIAMSBURG AREA FAITH IN ACTION
    354 MCLAWS CIRCLE SUITE 1
    WILLIAMSBURG,VA23185     		N/A PC MEDICAL TRANSPORTATION 18,750
    UNITED WAY OF THE VIRGINIA PENINSULA
    TWO CITY CENTER 11820 FOUNTAIN WAY
    STE 206
    NEWPORT NEWS,VA23606     		N/A PC GREATER WILLIAMSBURG TRAUMA-INFORMED COMMUNITY NETWORK 15,000
    OLDE TOWNE MEDICAL & DENTAL CENTER
    5249 OLDE TOWNE ROAD
    WILLIAMSBURG,VA23188     		N/A PC SUPPORT FOR CLINIC OPERATIONS 168,750
    Total .................................bullet 3b 216,000
    Form 990-PF (2020)
    Form 990-PF (2020)
    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.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 36,686  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		901101 12,123 18 9,335,137  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aPASSTHROUGH K-1 INCOME     		901101 181,500 14 1,323,026  
    bK-1 INCOME NOT INCLUDED IN INVESTMENT INCOME     14 91  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 193,623 10,694,940 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    10,888,563
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		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.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    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? ...........
    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.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    WILLIAMSBURG COMMUNITY HEALTH FOUNDATION
    EIN:
    54-1822359
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING & TAX RETURN PREPARATION FEES 32,420 0   30,845

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 GainLossSaleOtherAssetsSch
    Name:
    WILLIAMSBURG COMMUNITY HEALTH FOUNDATION
    EIN:
    54-1822359
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    PASSTHROUGH K-1 CAPITAL GAIN UBI   PURCHASED     12,123   COST 0 12,123  

    TY 2020 InvestmentsOtherSchedule2
    Name:
    WILLIAMSBURG COMMUNITY HEALTH FOUNDATION
    EIN:
    54-1822359
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MIT PRIVATE EQUITY II FUND FMV 82,305 82,305
    MA INVESTORS FUND 1, LLC FMV 1,292,036 1,292,036
    PRIVATE ADVISORS SMALL COMPANY BUYOUT FUND FMV 281,448 281,448
    METROPOLITAN REAL ESTATE PARTNERS 2008 DISTRESSED CO-INVESTMENT FUND, LP FMV 15,597 15,597
    TIFF KEYSTONE FUND FMV 111,952,162 111,952,162
    THE CENTERSTONE FUND FMV 17,446,237 17,446,237
    GMO FORESTRY FUND 7 FMV 9,455 9,455

    TY 2020 LandEtcSchedule2
    Name:
    WILLIAMSBURG COMMUNITY HEALTH FOUNDATION
    EIN:
    54-1822359
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    FURNITURE, FIXTURES, & EQUIPMENT 78,174 75,119 3,055 3,055
    COMPUTERS & SOFTWARE 34,473 29,870 4,603 4,603


    TY 2020 OtherAssetsSchedule
    Name:
    WILLIAMSBURG COMMUNITY HEALTH FOUNDATION
    EIN:
    54-1822359
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ADVANCED CAPITAL CONTRIBUTIONS 12,244,871    


    TY 2020 OtherExpensesSchedule
    Name:
    WILLIAMSBURG COMMUNITY HEALTH FOUNDATION
    EIN:
    54-1822359
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EQUIPMENT RENTAL/MAINTENANCE 30,111 0   30,111
    INSURANCE 11,774 0   11,774
    DCA EXPENSE - CHRONIC CARE 47,971 0   47,971
    DCA EXPENSE - OTHER 161,660 0   161,660
    MEMBERSHIP DUES 30,320 0   30,320
    PASSTHROUGH K-1 EXPENSES 1,374,466 1,085,689   0
    POSTAGE AND DELIVERY 833 0   833
    SUPPLIES 36,290 0   36,290
    TELECOMMUNICATIONS 10,764 0   10,764


    TY 2020 OtherIncomeSchedule2
    Name:
    WILLIAMSBURG COMMUNITY HEALTH FOUNDATION
    EIN:
    54-1822359
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    PASSTHROUGH K-1 INCOME 1,504,526 1,323,026 1,504,526
    K-1 INCOME NOT INCLUDED IN INVESTMENT INCOME 91   91


    TY 2020 OtherIncreasesSchedule
    Name:
    WILLIAMSBURG COMMUNITY HEALTH FOUNDATION
    EIN:
    54-1822359
    Description Amount
    UNREALIZED GAIN IN VALUE OF INVESTMENTS 7,404,031
    RETURNED GRANT 46,830


    TY 2020 OtherLiabilitiesSchedule
    Name:
    WILLIAMSBURG COMMUNITY HEALTH FOUNDATION
    EIN:
    54-1822359
    Description Beginning of Year - Book Value End of Year - Book Value
    DEFERRED FEDERAL EXCISE TAX LIABILITY 181,418 190,271


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    WILLIAMSBURG COMMUNITY HEALTH FOUNDATION
    EIN:
    54-1822359
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT 120,463 120,463   0
    OTHER PROFESSIONAL FEES 38,634 0   38,634


    TY 2020 TaxesSchedule
    Name:
    WILLIAMSBURG COMMUNITY HEALTH FOUNDATION
    EIN:
    54-1822359
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX 76,451 0   0