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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 12-01-2021 , and ending 11-30-2022
Name of foundation
MASSEY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)MASSEY BUILDING - 5002 MONUMENT AVE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
RICHMOND, VA23230
A Employer identification number

54-6049049
B Telephone number (see instructions)

(804) 648-1611
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$90,993,558J 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 637,903 630,990  
4 Dividends and interest from securities... 672,262 672,127  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 5,381,150
b Gross sales price for all assets on line 6a 9,340,119
7 Capital gain net income (from Part IV, line 2)... 5,381,150
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 8,076,393 6,678,209 0
12 Total. Add lines 1 through 11........ 14,767,708 13,362,476 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 1,705 1,705 0 0
b Accounting fees (attach schedule)....... Click to see attachment 15,500 15,500 0 0
c Other professional fees (attach schedule).... Click to see attachment 294,545 294,545 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 381,801 48,307 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 394,656 379,330 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,088,207 739,387 0 0
25 Contributions, gifts, grants paid....... 4,560,000 4,560,000
26 Total expenses and disbursements. Add lines 24 and 25 5,648,207 739,387 0 4,560,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 9,119,501
b Net investment income (if negative, enter -0-) 12,623,089
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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............. 89,276 67,258 67,257
2 Savings and temporary cash investments......... 6,027,931 1,512,300 1,512,300
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
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..........      
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).......... 62,273,471 Click to see attachment70,238,820 89,414,001
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 68,390,678 71,818,378 90,993,558
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
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)    
23 Total liabilities (add lines 17 through 22)......... 0 0
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...........    
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 47,245,717 47,245,717
28 Retained earnings, accumulated income, endowment, or other funds 21,144,961 24,572,661
29 Total net assets or fund balances (see instructions)..... 68,390,678 71,818,378
30 Total liabilities and net assets/fund balances (see instructions). 68,390,678 71,818,378
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
68,390,678
2
Enter amount from Part I, line 27a .....................
2
9,119,501
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
77,510,179
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
5,691,801
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
71,818,378
Form 990-PF (2021)
Form 990-PF (2021)
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 MATTHEWS ASIA DIV INSTR P    
b AIA GROUP LTD ADR P    
c AIA GROUP LTD ADR P    
d ASML HOLDING N V ADR P    
e ASML HOLDING N V ADR P    
ATLAS COPCO AB A ADR P    
ATLAS COPCO AB A ADR P    
ATLAS COPCO AB A ADR P    
C S L LIMITED ADR P    
C S L LIMITED ADR P    
C S L LIMITED ADR P    
DSV A/S ADR P    
DSV A/S ADR P    
DSV A/S ADR P    
DSV A/S ADR P    
LONZA GROUP AG ADR P    
LONZA GROUP AG ADR P    
MERCADOLIBRE INC P    
MERCADOLIBRE INC P    
MERCADOLIBRE INC P    
MERCADOLIBRE INC P    
METTLER TOLEDO INTL P    
METTLER TOLEDO INTL P    
RESMED INC P    
RESMED INC P    
SHOPIFY INC A P    
SHOPIFY INC A P    
SHOPIFY INC A P    
SHENZHOU INTERNTNL G ADR P    
SHENZHOU INTERNTNL G ADR P    
TAIWAN SEMICONDUCTR ADR P    
TAIWAN SEMICONDUCTR ADR P    
TAIWAN SEMICONDUCTR ADR P    
TAIWAN SEMICONDUCTR ADR P    
WUXI BIOLOGICS CAYMA ADR P    
WUXI BIOLOGICS CAYMA ADR P    
WUXI BIOLOGICS CAYMA ADR P    
ABBOTT LABORATORIES P    
ABBOTT LABORATORIES P    
ABBOTT LABORATORIES P    
AMERIPRISE FINL P    
AMERIPRISE FINL P    
AMERIPRISE FINL P    
BROADCOM INC P    
BROADCOM INC P    
BROADCOM INC P    
AMERICAN WATER WORKS P    
AMERICAN WATER WORKS P    
AMERICAN WATER WORKS P    
BRUNSWICK CORP P    
BRUNSWICK CORP P    
BRUNSWICK CORP P    
BRUNSWICK CORP P    
BLACKROCK INC P    
BLACKROCK INC P    
BLACKROCK INC P    
BLACKROCK INC P    
CDW CORP P    
CDW CORP P    
COMCAST CORP A P    
COMCAST CORP A P    
COMCAST CORP A P    
COMCAST CORP A P    
CVS HEALTH CORP P    
EASTGROUP PROPERTIES REIT P    
EASTGROUP PROPERTIES REIT P    
EASTGROUP PROPERTIES REIT P    
FIRST HORIZON CORP P    
FIRST HORIZON CORP P    
FIRST HORIZON CORP P    
FIRST HORIZON CORP P    
FIRST HORIZON CORP P    
FIRST HORIZON CORP P    
FIRST HORIZON CORP P    
FIRST HORIZON CORP P    
FIRST HORIZON CORP P    
FIRST HORIZON CORP P    
FIRST HORIZON CORP P    
FIRST HORIZON CORP P    
FIRST HORIZON CORP P    
F M C CORP P    
FIDELITY NATL FINL P    
FIDELITY NATL FINL P    
FIDELITY NATL FINL P    
FIDELITY NATL FINL P    
FIDELITY NATL FINL P    
FIDELITY NATL FINL P    
FIDELITY NATL FINL P    
FIDELITY NATL FINL P    
FIDELITY NATL FINL P    
FIDELITY NATL FINL P    
FIDELITY NATL FINL P    
FIDELITY NATL FINL P    
FIDELITY NATL FINL P    
GENERAL MILLS INC P    
GENERAL MILLS INC P    
HORACE MANN EDUCATOR P    
HORACE MANN EDUCATOR P    
HORACE MANN EDUCATOR P    
HORACE MANN EDUCATOR P    
HORACE MANN EDUCATOR P    
HORACE MANN EDUCATOR P    
HORACE MANN EDUCATOR P    
KYNDRYL HLDGS INC P    
KYNDRYL HLDGS INC P    
KYNDRYL HLDGS INC P    
KYNDRYL HLDGS INC P    
KYNDRYL HLDGS INC P    
LEGGETT & PLATT INC P    
LEGGETT & PLATT INC P    
LEGGETT & PLATT INC P    
LEGGETT & PLATT INC P    
LEGGETT & PLATT INC P    
LEGGETT & PLATT INC P    
LEGGETT & PLATT INC P    
LEGGETT & PLATT INC P    
LEGGETT & PLATT INC P    
L3HARRIS TECHNOLOGIE P    
L3HARRIS TECHNOLOGIE P    
L3HARRIS TECHNOLOGIE P    
L3HARRIS TECHNOLOGIE P    
L3HARRIS TECHNOLOGIE P    
L3HARRIS TECHNOLOGIE P    
L3HARRIS TECHNOLOGIE P    
L3HARRIS TECHNOLOGIE P    
L3HARRIS TECHNOLOGIE P    
MICROSOFT CORP P    
MICROSOFT CORP P    
PROCTER & GAMBLE P    
PROCTER & GAMBLE P    
PROCTER & GAMBLE P    
PROCTER & GAMBLE P    
PROCTER & GAMBLE P    
PROCTER & GAMBLE P    
PROCTER & GAMBLE P    
WILEY & SONS INC JOH A P    
WILEY & SONS INC JOH A P    
WILEY & SONS INC JOH A P    
WILEY & SONS INC JOH A P    
WILLIAMS COS INC P    
ASBURY AUTOMOTIVE GP P    
ASBURY AUTOMOTIVE GP P    
ALTRA INDUSTRIAL MOT P    
ALTRA INDUSTRIAL MOT P    
AMN HEALTHCARE SRVCS P    
AMN HEALTHCARE SRVCS P    
AMN HEALTHCARE SRVCS P    
BRINKS CO P    
PHYSICIANS REALTY TR REIT P    
PHYSICIANS REALTY TR REIT P    
PHYSICIANS REALTY TR REIT P    
PHYSICIANS REALTY TR REIT P    
PHYSICIANS REALTY TR REIT P    
PHYSICIANS REALTY TR REIT P    
US ECOLOGY INC P    
US ECOLOGY INC P    
US ECOLOGY INC P    
US ECOLOGY INC P    
US ECOLOGY INC P    
US ECOLOGY INC P    
ELEMENT SOLUTIONS IN P    
1 800 FLOWERS.COM A P    
KAISER ALUMINUM CORP P    
KAISER ALUMINUM CORP P    
METHODE ELECTRONICS P    
METHODE ELECTRONICS P    
METHODE ELECTRONICS P    
METHODE ELECTRONICS P    
METHODE ELECTRONICS P    
METHODE ELECTRONICS P    
METHODE ELECTRONICS P    
METHODE ELECTRONICS P    
METHODE ELECTRONICS P    
MAGNOLIA OIL & GAS C A P    
MAGNOLIA OIL & GAS C A P    
MAGNOLIA OIL & GAS C A P    
MATADOR RESOURCES CO P    
MATADOR RESOURCES CO P    
MATADOR RESOURCES CO P    
MATADOR RESOURCES CO P    
MATADOR RESOURCES CO P    
MATADOR RESOURCES CO P    
MATADOR RESOURCES CO P    
MATADOR RESOURCES CO P    
ENVISTA HOLDINGS COR P    
ENVISTA HOLDINGS COR P    
ENVISTA HOLDINGS COR P    
ENVISTA HOLDINGS COR P    
ENVISTA HOLDINGS COR P    
ENVISTA HOLDINGS COR P    
ENVISTA HOLDINGS COR P    
ENVISTA HOLDINGS COR P    
ROGERS CORP P    
ROGERS CORP P    
ROGERS CORP P    
ROGERS CORP P    
ROGERS CORP P    
STIFEL FINL CO P    
STIFEL FINL CO P    
STIFEL FINL CO P    
STIFEL FINL CO P    
SELECTIVE INS GROUP P    
SELECTIVE INS GROUP P    
SELECTIVE INS GROUP P    
SELECTIVE INS GROUP P    
SELECTIVE INS GROUP P    
SELECTIVE INS GROUP P    
SELECTQUOTE INC P    
SEMTECH CORP P    
WILLSCOT MOBILE MINI A P    
WILLSCOT MOBILE MINI A P    
WILLSCOT MOBILE MINI A P    
WILLSCOT MOBILE MINI A P    
WILLSCOT MOBILE MINI A P    
WILLSCOT MOBILE MINI A P    
WILLSCOT MOBILE MINI A P    
WILLSCOT MOBILE MINI A P    
WILLSCOT MOBILE MINI A P    
WILLSCOT MOBILE MINI A P    
WOLVERINE WORLD WIDE P    
WOLVERINE WORLD WIDE P    
WOLVERINE WORLD WIDE P    
WOLVERINE WORLD WIDE P    
WOLVERINE WORLD WIDE P    
WOLVERINE WORLD WIDE P    
FROM PARTNERSHIP K-1S P    
  P    
CAPITAL GAINS DIVIDENDS 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 835,084   828,453 6,631
b 35,349   44,790 -9,441
c 11,783   13,837 -2,054
d 28,064   20,771 7,293
e 14,032   22,481 -8,449
12,367   7,796 4,571
19,400   16,200 3,200
8,972   12,012 -3,040
4,197   3,519 678
27,979   29,217 -1,238
12,591   13,248 -657
28,792   18,668 10,124
12,846   15,649 -2,803
33,025   19,989 13,036
7,652   5,457 2,195
35,447   39,225 -3,778
8,721   12,570 -3,849
58,743   36,896 21,847
46,994   18,474 28,520
5,874   3,025 2,849
35,246   27,698 7,548
35,093   24,741 10,352
5,849   7,885 -2,036
27,323   20,246 7,077
13,115   15,314 -2,199
43,644   33,341 10,303
2,119   3,940 -1,821
4,237   13,333 -9,096
39,392   112,886 -73,494
2,310   5,066 -2,756
60,151   25,068 35,083
42,105   23,400 18,705
15,539   18,069 -2,530
70,578   34,510 36,068
10,906   19,144 -8,238
4,431   7,038 -2,607
41,670   74,821 -33,151
11,392   4,188 7,204
9,287   9,560 -273
8,668   9,679 -1,011
7,020   3,211 3,809
13,162   13,807 -645
13,162   13,367 -205
29,421   17,179 12,242
33,803   21,667 12,136
21,909   22,254 -345
48,818   20,747 28,071
5,345   5,118 227
4,454   4,594 -140
23,512   30,169 -6,657
7,585   9,646 -2,061
13,273   15,909 -2,636
2,275   2,685 -410
11,117   4,617 6,500
9,264   9,669 -405
45,582   21,547 24,035
4,070   4,799 -729
7,979   8,098 -119
8,350   8,567 -217
13,070   20,229 -7,159
7,688   10,741 -3,053
7,112   9,058 -1,946
3,075   3,151 -76
30,795   19,149 11,646
6,036   2,434 3,602
6,214   7,035 -821
6,214   7,617 -1,403
69,077   52,185 16,892
35,548   27,007 8,541
10,746   7,999 2,747
21,692   16,004 5,688
882   646 236
4   3 1
9,200   6,348 2,852
22,203   12,977 9,226
1,252   918 334
36,139   27,620 8,519
13,930   10,513 3,417
36,030   25,527 10,503
17,556   12,160 5,396
45,527   26,394 19,133
6,508   6,159 349
420   458 -38
11,967   14,491 -2,524
11,337   13,672 -2,335
396   296 100
19,410   16,979 2,431
5,150   5,166 -16
15,845   12,908 2,937
28,091   20,244 7,847
12,978   9,605 3,373
10,383   5,310 5,073
22,762   14,752 8,010
9,384   8,668 716
6,402   4,532 1,870
6,402   6,476 -74
7,109   8,392 -1,283
5,425   5,940 -515
3,554   4,200 -646
10,704   12,000 -1,296
2,066   2,429 -363
38,299   42,737 -4,438
755   735 20
261   422 -161
304   580 -276
1,499   3,639 -2,140
8   17 -9
182   310 -128
14,786   21,985 -7,199
6,921   9,287 -2,366
7,865   10,976 -3,111
9,123   13,443 -4,320
9,752   13,754 -4,002
12,269   18,614 -6,345
5,505   7,687 -2,182
5,348   6,818 -1,470
6,134   6,965 -831
27,455   21,548 5,907
30,856   23,836 7,020
6,171   4,762 1,409
15,442   11,670 3,772
12,951   9,906 3,045
22,416   15,582 6,834
13,699   12,071 1,628
11,208   9,383 1,825
6,227   5,904 323
14,242   14,968 -726
8,229   8,813 -584
18,911   10,759 8,152
7,249   8,061 -812
16,079   19,160 -3,081
7,908   9,530 -1,622
395   423 -28
55,855   39,418 16,437
6,662   7,332 -670
45,701   53,151 -7,450
3,808   5,451 -1,643
3,999   5,539 -1,540
4,570   5,845 -1,275
36,375   29,015 7,360
57,989   77,563 -19,574
4,768   6,321 -1,553
46,723   36,122 10,601
11,252   15,915 -4,663
34,058   17,149 16,909
10,931   3,428 7,503
10,931   5,512 5,419
14,101   13,386 715
19,248   17,654 1,594
4,627   4,710 -83
25,425   26,311 -886
13,040   13,283 -243
6,807   7,505 -698
18,125   19,875 -1,750
11,453   16,868 -5,415
9,074   13,879 -4,805
7,399   10,038 -2,639
4,895   5,153 -258
408   568 -160
10,742   13,951 -3,209
12,618   18,854 -6,236
33,174   82,306 -49,132
21,323   29,087 -7,764
58,276   85,996 -27,720
1,752   2,322 -570
6,659   8,009 -1,350
4,205   4,760 -555
22,429   18,589 3,840
7,710   5,440 2,270
11,214   7,227 3,987
701   919 -218
13,668   14,547 -879
3,855   3,935 -80
11,002   6,555 4,447
8,305   8,600 -295
15,575   9,833 5,742
10,703   4,002 6,701
9,759   3,634 6,125
2,204   1,067 1,137
11,814   5,744 6,070
7,956   8,172 -216
933   459 474
7,461   3,716 3,745
8,393   4,220 4,173
14,788   10,576 4,212
849   553 296
14,868   10,046 4,822
8,457   5,074 3,383
13,642   9,347 4,295
876   535 341
10,008   4,340 5,668
10,842   3,151 7,691
39,747   17,115 22,632
37,854   15,960 21,894
18,927   6,788 12,139
7,030   3,201 3,829
9,463   4,705 4,758
3,226   2,761 465
19,757   17,508 2,249
15,827   16,910 -1,083
9,515   11,734 -2,219
2,118   1,403 715
6,779   4,557 2,222
34,316   24,128 10,188
2,732   1,747 985
5,304   3,385 1,919
9,242   6,452 2,790
17,285   76,102 -58,817
10,329   7,727 2,602
1,319   708 611
13,756   7,764 5,992
21,394   11,836 9,558
5,545   3,146 2,399
4,077   4,178 -101
1,337   685 652
9,692   5,367 4,325
21,961   10,445 11,516
16,997   7,020 9,977
35,451   14,229 21,222
23,255   40,264 -17,009
2,448   5,145 -2,697
3,305   6,045 -2,740
6,732   14,938 -8,206
5,385   16,818 -11,433
1,775   3,050 -1,275
3,896,897     3,896,897
      0
1,198,557     1,198,557
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       6,631
b       -9,441
c       -2,054
d       7,293
e       -8,449
      4,571
      3,200
      -3,040
      678
      -1,238
      -657
      10,124
      -2,803
      13,036
      2,195
      -3,778
      -3,849
      21,847
      28,520
      2,849
      7,548
      10,352
      -2,036
      7,077
      -2,199
      10,303
      -1,821
      -9,096
      -73,494
      -2,756
      35,083
      18,705
      -2,530
      36,068
      -8,238
      -2,607
      -33,151
      7,204
      -273
      -1,011
      3,809
      -645
      -205
      12,242
      12,136
      -345
      28,071
      227
      -140
      -6,657
      -2,061
      -2,636
      -410
      6,500
      -405
      24,035
      -729
      -119
      -217
      -7,159
      -3,053
      -1,946
      -76
      11,646
      3,602
      -821
      -1,403
      16,892
      8,541
      2,747
      5,688
      236
      1
      2,852
      9,226
      334
      8,519
      3,417
      10,503
      5,396
      19,133
      349
      -38
      -2,524
      -2,335
      100
      2,431
      -16
      2,937
      7,847
      3,373
      5,073
      8,010
      716
      1,870
      -74
      -1,283
      -515
      -646
      -1,296
      -363
      -4,438
      20
      -161
      -276
      -2,140
      -9
      -128
      -7,199
      -2,366
      -3,111
      -4,320
      -4,002
      -6,345
      -2,182
      -1,470
      -831
      5,907
      7,020
      1,409
      3,772
      3,045
      6,834
      1,628
      1,825
      323
      -726
      -584
      8,152
      -812
      -3,081
      -1,622
      -28
      16,437
      -670
      -7,450
      -1,643
      -1,540
      -1,275
      7,360
      -19,574
      -1,553
      10,601
      -4,663
      16,909
      7,503
      5,419
      715
      1,594
      -83
      -886
      -243
      -698
      -1,750
      -5,415
      -4,805
      -2,639
      -258
      -160
      -3,209
      -6,236
      -49,132
      -7,764
      -27,720
      -570
      -1,350
      -555
      3,840
      2,270
      3,987
      -218
      -879
      -80
      4,447
      -295
      5,742
      6,701
      6,125
      1,137
      6,070
      -216
      474
      3,745
      4,173
      4,212
      296
      4,822
      3,383
      4,295
      341
      5,668
      7,691
      22,632
      21,894
      12,139
      3,829
      4,758
      465
      2,249
      -1,083
      -2,219
      715
      2,222
      10,188
      985
      1,919
      2,790
      -58,817
      2,602
      611
      5,992
      9,558
      2,399
      -101
      652
      4,325
      11,516
      9,977
      21,222
      -17,009
      -2,697
      -2,740
      -8,206
      -11,433
      -1,275
      3,896,897
      0
      1,198,557
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 5,381,150
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 4,182,593
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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........................... 3 175,461
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- ..... 5 175,461
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 111,280
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.............. 7 111,280
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 257
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 64,438
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 2022 estimated taxBullet   RefundedBullet 11  
Part VI-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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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 XIV..................................
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 addressbulletN/A
    14
    The books are in care ofbulletJOSE MENDOZA Telephone no.bullet (804) 648-1611

    Located atbullet5002 MONUMENT AVENUERICHMONDVA ZIP+4bullet23230
    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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    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)? ......................
    1a(5)
     
    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.) ...............
    1a(6)
     
    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
     
     
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    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? .............
    5a(5)
     
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    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?
    7a
     
    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? .........................
    8
     
    No
    Part VII
    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
    WILLIAM E MASSEY JR PRESIDENT/DIRECTOR
    1.00     		0 0 0
    5002 MONUMENT AVENUE
    RICHMOND,VA23230
    A TRAVIS MASSEY DIRECTOR
    1.00     		0 0 0
    5002 MONUMENT AVENUE
    RICHMOND,VA23230
    E MORGAN MASSEY VP & SECR/DIRECTOR
    1.00     		0 0 0
    5002 MONUMENT AVENUE
    RICHMOND,VA23230
    CRAIG L MASSEY DIRECTOR
    1.00     		0 0 0
    5002 MONUMENT AVENUE
    RICHMOND,VA23230
    WILLIAM BLAIR MASSEY JR TREASURER/DIRECTOR
    1.00     		0 0 0
    5002 MONUMENT AVENUE
    RICHMOND,VA23230
    REBECCA MASSEY DIRECTOR
    1.00     		0 0 0
    5002 MONUMENT AVENUE
    RICHMOND,VA23230
    GENERAL JAMES HENRY BINFORD PEAY II DIRECTOR
    1.00     		0 0 0
    5002 MONUMENT AVENUE
    RICHMOND,VA23230
    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
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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
    SILVERCREST ASSET MANAGEMENT GROUP LLC INVESTMENT ADVISORY 0
    9030 STONY POINT PARKWAY SUITE 570
    RICHMOND,VA23235
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-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 VIII-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 (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    94,764,560
    b
    Average of monthly cash balances.......................
    1b
    3,527,564
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    98,292,124
    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
    98,292,124
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    1,474,382
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    96,817,742
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    4,840,887
    Part X
    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 IX, line 6..................
    1
    4,840,887
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    175,461
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
    294,918
    c
    Add lines 2a and 2b............................
    2c
    470,379
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    4,370,508
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    4,370,508
    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 XII, line 1 ...
    7
    4,370,508
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 4,370,508
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 4,545,367
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 4,560,000
    a Applied to 2020, but not more than line 2a 4,545,367
    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 2021 distributable amount..... 14,633
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 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 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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		4,355,875
    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 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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:
    WILLIAM E MASSEY JR
    5002 MONUMENT AVENUE
    RICHMOND,VA23230
    (804) 648-1611
    bThe form in which applications should be submitted and information and materials they should include:
    LETTER STATING REASON FOR REQUEST
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    MUST BE A QUALIFYING CHARITABLE ORGANIZATION
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    UVA DARDEN SCHOOL FOUNDATION
    PO BOX 7726
    CHARLOTTESVILLE,VA22906     		NONE PC UNRESTRICTED 25,000
    ACTIVE SOUTHERN WEST VIRGINIA
    116 N HEBER STREET
    BECKLEY,WV25801     		NONE PC UNRESTRICTED 100,000
    AMERICAN RED CROSS - VIRGINIA CAPITAL CHAPTER
    2825 EMERYWOOD PKWY
    RICHMOND,VA23294     		NONE PC UNRESTRICTED 50,000
    BECKLEY AREA FOUNDATION
    129 MAIN STREET
    BECKLEY,WV25801     		NONE PC UNRESTRICTED 25,000
    BEREA COLLEGE
    101 CHESTNUT STREET
    BEREA,KY40404     		NONE PC UNRESTRICTED 20,000
    BLUE RIDGE SCHOOL
    273 MAYO DRIVE
    DYKE,VA22935     		NONE PC UNRESTRICTED 25,000
    BLUEFIELD COLLEGE
    3000 COLLEGE AVENUE
    BLUEFIELD,VA24605     		NONE PC UNRESTRICTED 20,000
    BLUEFIELD STATE FOUNDATION
    219 ROCK STREET
    BLUEFIELD,VA24605     		NONE PC UNRESTRICTED 20,000
    BOY SCOUTS OF AMERICA - HEART OF VIRGINIA COUNCIL
    4015 FITZHUGH AVE
    RICHMOND,VA23230     		NONE PC UNRESTRICTED 50,000
    BOYS AND GIRLS CLUBS OF METRO RICHMOND
    5511 STAPLES MILL ROAD
    RICHMOND,VA23228     		NONE PC UNRESTRICTED 20,000
    CANCERLINC
    200 SOUTH 3RD ST
    RICHMOND,VA23219     		NONE PC UNRESTRICTED 20,000
    CHILD SAVERS
    200 N 22ND STREET
    RICHMOND,VA23223     		NONE PC UNRESTRICTED 100,000
    CHILDREN'S HOSPITAL FOUNDATION
    PO BOX 980693
    RICHMOND,VA232980693     		NONE PC UNRESTRICTED 25,000
    COLLEGIATE SCHOOL
    103 N MOORELAND ROAD
    HENRICO,VA23229     		NONE PC UNRESTRICTED 25,000
    COMMUNITIES IN SCHOOLS OF RICHMOND
    PO BOX 17830
    RICHMOND,VA23226     		NONE PC UNRESTRICTED 35,000
    CRISTO REY HIGH SCHOOL
    304 N SHEPPARD ST
    RICHMOND,VA23221     		NONE PC UNRESTRICTED 20,000
    CROSS OVER MINISTRY
    8600 QUIOCCASIN ROAD SUITE 101
    RICHMOND,VA23229     		NONE PC UNRESTRICTED 50,000
    ELIJAH HOUSE ACADEMY
    6627-B JAHNKE ROAD
    RICHMOND,VA23225     		NONE PC UNRESTRICTED 40,000
    ELK HILL FARM INC
    PO BOX 99
    GOOCHLAND,VA23063     		NONE PC UNRESTRICTED 25,000
    FEEDMORE
    1415 RHOADMILLER STREET
    RICHMOND,VA23220     		NONE PC UNRESTRICTED 50,000
    GOOCHLAND CARES
    2999 RIVER ROAD WEST
    GOOCHLAND,VA23063     		NONE PC UNRESTRICTED 20,000
    HAMPTON UNIVERSITY
    100 CEMETERY ROAD
    HAMPTON,VA23668     		NONE PC UNRESTRICTED 50,000
    LEWIS GINTER BOTANICAL GARDEN
    1800 LAKESIDE AVENUE
    HENRICO,VA23228     		NONE PC UNRESTRICTED 100,000
    MASSEY CANCER CENTER
    1000 CLAY ST
    RICHMOND,VA23298     		NONE PC UNRESTRICTED 1,000,000
    MAYMONT FOUNDATION
    1700 HAMPTON STREET
    RICHMOND,VA23220     		NONE PC UNRESTRICTED 50,000
    MCV FOUNDATION
    PO BOX 843042
    RICHMOND,VA23284     		NONE PC MASSEY CANCER CENTER 25,000
    NATIONAL COAL HERITAGE AREA AUTHORITY
    PO BOX 15
    OAK HILL,WV25901     		NONE PC UNRESTRICTED 20,000
    NEEDLE'S EYE MINISTRIES INC
    104 BERRINGTON COURT
    RICHMOND,VA23221     		NONE PC UNRESTRICTED 30,000
    NEW COMMUNITY SCHOOL
    4211 HERMITAGE ROAD
    RICHMOND,VA23227     		NONE PC UNRESTRICTED 160,000
    NEW LIFE FOR YOUTH
    PO BOX 13526
    RICHMOND,VA23225     		NONE PC UNRESTRICTED 30,000
    PATRICK COUNTY EDUCATIONAL FOUNDATION
    645 PATRIOT AVENUE
    MARTINSVILLE,VA24112     		NONE PC UNRESTRICTED 25,000
    PETER PAUL DEVELOPMENT CENTER
    1708 N 22ND ST
    RICHMOND,VA23223     		NONE PC UNRESTRICTED 40,000
    REYNOLDS COMMUNITY COLLEGE EDUCATIONAL FOUNDATION
    PO BOX 26924
    RICHMOND,VA232616924     		NONE PC UNRESTRICTED 20,000
    RICHMOND BALLET
    407 EAST CANAL STREET
    RICHMOND,VA23219     		NONE PC UNRESTRICTED 35,000
    RICHMOND FISHER HOUSE FOUNDATION - MCGUIRE VETERANS HOSPITAL
    5012 MONUMENT AVE SUITE 300
    RICHMOND,VA23230     		NONE PC UNRESTRICTED 25,000
    RICHMOND MONTESSORI SCHOOL
    499 N PARHAM ROAD
    HENRICO,VA23229     		NONE PC UNRESTRICTED 20,000
    RICHMOND SPORTS BACKERS
    100 AVENUE OF CHAMPIONS
    RICHMOND,VA23230     		NONE PC UNRESTRICTED 30,000
    RICHMOND SYMPHONY
    612 EAST GRACE STREET
    RICHMOND,VA23219     		NONE PC UNRESTRICTED 20,000
    RIVERSIDE SCHOOL
    2110 MCRAE ROAD
    RICHMOND,VA23235     		NONE PC UNRESTRICTED 20,000
    SCIENCE MUSEUM OF VIRGINIA FOUNDATION
    2500 W BROAD STREET
    RICHMOND,VA23220     		NONE PC UNRESTRICTED 35,000
    ST ANDREWS SCHOOL
    227 S CHERRY STREET
    RICHMOND,VA23220     		NONE PC UNRESTRICTED 25,000
    ST CATHERINE'S FOUNDATION
    6001 GROVE AVENUE
    RICHMOND,VA23226     		NONE PC UNRESTRICTED 25,000
    ST CHRISTOPHER'S FOUNDATION
    711 ST CHRISTOPHERS ROAD
    RICHMOND,VA23226     		NONE PC UNRESTRICTED 25,000
    STARTUP VIRGINIA
    1717 E CARY STREET
    RICHMOND,VA23223     		NONE PC UNRESTRICTED 20,000
    THE DOORWAYS
    612 E MARSHALL STREET
    RICHMOND,VA23219     		NONE PC UNRESTRICTED 25,000
    THE HEALING PLACE
    PO BOX 25790
    RICHMOND,VA232605790     		NONE PC UNRESTRICTED 50,000
    THE MARSHALL UNIVERSITY FOUNDATION INC - HELP PROGRAM
    520 18TH STREET MYERS HALL
    HUNTINGTON,WV257552195     		NONE PC UNRESTRICTED 50,000
    THE VIRGINIA HOME
    1101 HAMPTON STREET
    RICHMOND,VA23220     		NONE PC UNRESTRICTED 25,000
    UNITED WAY OF SOUTHERN WEST VIRGINIA
    110 CROFT STREET
    BECKLEY,WV25801     		NONE PC UNRESTRICTED 25,000
    UNIVERSITY OF PIKEVILLE
    147 SYCAMORE STREET
    PIKEVILLE,KY41501     		NONE PC UNRESTRICTED 25,000
    UNIVERSITY OF RICHMOND
    28 WESTHAMPTON WAY
    RICHMOND,VA23173     		NONE PC UNRESTRICTED 50,000
    UNIVERSITY OF THE CUMBERLANDS
    6191 COLLEGE STATION DRIVE
    WILLIAMSBURG,KY40769     		NONE PC UNRESTRICTED 20,000
    UNIVERSITY OF VIRGINIA AT WISE
    1 COLLEGE AVENUE
    WISE,VA24293     		NONE PC UNRESTRICTED 20,000
    UVA ENGINEERING FOUNDATION
    PO BOX 400256
    CHARLOTTESVILLE,VA22904     		NONE PC UNRESTRICTED 100,000
    UVA MCINTIRE SCHOOL OF COMMERCE
    PO BOX 400807
    CHARLOTTESVILLE,VA22904     		NONE PC UNRESTRICTED 75,000
    VALENTINE RICHMOND HISTORY CENTER
    1015 EAST CLAY STREET
    RICHMOND,VA23219     		NONE PC UNRESTRICTED 20,000
    VCU ENGINEERING SCHOOL FOUNDATION
    PO BOX 843068
    RICHMOND,VA23284     		NONE PC UNRESTRICTED 50,000
    VIRGINIA COLLEGE FUND
    4900 AUGUSTA AVENUE
    RICHMOND,VA23230     		NONE PC UNRESTRICTED 20,000
    VIRGINIA FOUNDATION FOR INDEPENDENT COLLEGES
    901 EAST BYRD STREET
    RICHMOND,VA23219     		NONE PC UNRESTRICTED 40,000
    VIRGINIA HOME FOR BOYS & GIRLS
    8716 W BROAD STREET
    HENRICO,VA23294     		NONE PC UNRESTRICTED 25,000
    VIRGINIA INSTITUTE FOR MARINE SCIENCE
    PO BOX 1346
    GLOUCESTER POINT,VA23062     		NONE PC UNRESTRICTED 100,000
    VIRGINIA MILITARY INSTITUTE
    PO BOX 932
    LEXINGTON,VA24450     		NONE PC UNRESTRICTED 50,000
    VIRGINIA MUSEUM OF FINE ARTS
    200 N BOULEVARD
    RICHMOND,VA23220     		NONE PC UNRESTRICTED 50,000
    VIRGINIA MUSEUM OF HISTORY AND CULTURE
    428 NORTH BOULEVARD
    RICHMOND,VA23220     		NONE PC UNRESTRICTED 20,000
    VIRGINIA TECH FOUNDATION INC
    620 DRILLFIELD DRIVE
    BLACKSBURG,VA24061     		NONE PC UNRESTRICTED 50,000
    VIRGINIA UNION UNIVERSITY
    1500 N LOMBARDY STREET
    RICHMOND,VA23220     		NONE PC UNRESTRICTED 25,000
    WEST VIRGINIA UNIVERSITY FOUNDATION
    PO BOX 1650
    MORGANTOWN,WV265071650     		NONE PC UNRESTRICTED 50,000
    WV HIVEFORWARD SOUTHERN WEST VIRGINIA
    205 S KANAWHA ST
    BECKLEY,WV25801     		NONE PC NEW RIVER GORGE REGIONAL BUSINESS ACCELERATOR 50,000
    YMCA OF RICHMOND
    2 WEST FRANKLIN STREET
    RICHMOND,VA23220     		NONE PC UNRESTRICTED 25,000
    YMCA OF SOUTHERN WEST VIRGINIA
    121 E MAIN STREET
    BECKLEY,WV25801     		NONE PC UNRESTRICTED 25,000
    YWCA OF RICHMOND
    6 N 5TH ST
    RICHMOND,VA23219     		NONE PC UNRESTRICTED 25,000
    RICHMOND MOUNTED POLICE
    200 WEST GRACE STREET
    RICHMOND,VA23220     		NONE PC UNRESTRICTED 15,000
    SEMPER FI FUND - WOUNDED WARRIERS
    715 BROADWAY STREET
    QUANTICO,VA22134     		NONE PC UNRESTRICTED 20,000
    SHALOM FARMS
    1010 W LABURNUM AVENUE
    RICHMOND,VA23227     		NONE PC UNRESTRICTED 20,000
    UNOS
    700 N 4TH STREET
    RICHMOND,VA23219     		NONE PC UNRESTRICTED 20,000
    VIRGINIA WAR MEMORIAL
    621 S BELVIDERE STREET
    RICHMOND,VA23220     		NONE PC UNRESTRICTED 20,000
    MORGAN MEMORIALS VA TECH MINERALS LAB
    445 OLD TURNER STREET
    BLACKSBURG,VA24061     		NONE PC UNRESTRICTED 265,000
    MORGAN MEMORIALS MEDICINES 4 ALL VCU ENG
    601 W MAIN STREET
    RICHMOND,VA23220     		NONE PC UNRESTRICTED 515,000
    Total .................................bullet 3a 4,560,000
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 ...........     		    14 637,903  
    4 Dividends and interest from securities ....          
    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 ............     		    18 5,381,150  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 14,767,708 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    14,767,708
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    MASSEY FOUNDATION
    EIN:
    54-6049049
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 15,500 15,500 0 0

    TY 2021 InvestmentsOtherSchedule2
    Name:
    MASSEY FOUNDATION
    EIN:
    54-6049049
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    14,862.1799 SHS STEADFAST INTERNATIONAL LTD, CLASSES I & K AT COST 2,000,964 194,427
    66,065 SHS ARISAIG ASIA CONSUMER FUND LTD AT COST 5,116,898 4,801,481
    ACCOLADE PARTNERS GROWTH I LP AT COST 1,119,932 1,982,137
    ACCOLADE PARTNERS V LP AT COST 2,006,824 4,770,250
    ADAPT HEALTH CORP AT COST 119,391 97,829
    AMN HEALTHCARE AT COST 44,540 126,421
    ARCOSA INC AT COST 47,413 70,571
    ARTISAN INTL VALUE FUND AT COST 4,700,149 4,892,238
    ASBURY AUTOMOTIVE AT COST 89,450 96,812
    AVIENT CORP AT COST 120,404 91,197
    AXIOM ASIA PRIVATE CAPITAL FUND II, LP AT COST 2,932,826 2,782,174
    BIOINNOVATION AT COST 1,251,643 1,885,264
    BRINKER INT AT COST 97,134 58,705
    BRINKS AT COST 72,554 80,364
    BROWN CAP MGMT SMALL CO AT COST 3,312,486 2,965,336
    CADENCE BANK AT COST 158,611 170,589
    CASELLA WASTE SYSTEMS AT COST 76,379 148,936
    CROSS CREEK PARTNERS VI AT COST 313,892 672,653
    CROSS LAKE REAL ESTATE III AT COST 788,562 1,213,513
    CVB FINANCIAL CORP AT COST 161,644 229,153
    EDGEWOOD GROWTH FUND AT COST 3,860,074 2,803,511
    ELEMENT SOLUTIONS AT COST 126,654 103,961
    ESCO TECHNOLOGIES AT COST 96,195 131,050
    FOWARD AIR CORP AT COST 105,975 178,106
    FULLER H B CO AT COST 83,726 141,827
    GILBRALTAR INDUSTRIES AT COST 143,491 134,876
    GLACIER BANCORP AT COST 143,214 176,595
    GOLDEN TREE AT COST 2,000,000 3,112,298
    HORACE MANN EDUCATOR AT COST 100,222 103,421
    HRE RETAIL FUND II, LP AT COST 1,515,958 1,971,436
    HRE RETAIL FUND III AT COST 809,079 1,936,137
    HRE RETAIL INCOME FUND I, LP AT COST 76,860 0
    I C U MEDICAL INC AT COST 69,550 67,195
    ICF INTERNATIONAL AT COST 126,239 169,057
    INDEPENDENT BANK CO AT COST 156,083 213,627
    INSTALLED BUILDNG PRDSB AT COST 164,825 116,184
    INTEGER HOLDINGS CORP AT COST 120,890 127,459
    INVESTMENTS SCHWAB #0082 AT COST 3,680,688 4,065,463
    INVESTMENTS SCHWAB #2379 AT COST 5,644,900 7,016,712
    LANCASTER COLONY CO AT COST 102,368 138,577
    LA-Z-BOY INC AT COST 108,800 108,648
    LOCUST POINT AT COST 2,933,984 2,556,468
    MAGNOLIA OIL & GAS AT COST 50,888 150,742
    MATADOR RESOURCES CO AT COST 47,354 176,186
    MGE ENERGY INC AT COST 54,747 62,649
    MILLENIUM INTERNATIONAL LTD AT COST 3,000,000 7,265,342
    MISSION BIOCAPITAL V AT COST 230,398 303,650
    ONE GAS INC AT COST 78,833 92,602
    OXFORD INDUSTRIES INC AT COST 113,433 191,862
    PARNASSUS CORE EQUITY FUND AT COST 4,960,124 4,460,774
    PAULSON REAL ESTATE (OFFSHORE) II, LP AT COST 2,565,830 1,687,894
    PAULSON REAL ESTATE RECOVERY FUND AT COST 1,952,901 1,348,539
    PEBBLEBROOK HOTEL TR AT COST 110,726 79,337
    POTLATCH CORP AT COST 176,882 167,504
    RCAF VI AIV II AT COST 191,858 0
    RIVERSIDE ACCELERATION CAPITAL FUND II AT COST 479,103 643,635
    RIVERSIDE CAPITAL APPRECIATION FUND VI LP AT COST 554,203 532,149
    RIVERSIDE MICRO CAP IV AIV AT COST 374,551 0
    RIVERSIDE MICRO CAP V FUND AT COST 430,890 1,719,053
    RIVERSIDE MICRO-CAP FUND III, LP AT COST 1,859,747 3,672,077
    RIVERSIDE MICRO-CAP FUND IV, LP AT COST 378,502 3,344,515
    SELECTIVE INS GROUP AT COST 72,503 133,607
    SEMTECH CORP AT COST 55,255 35,966
    SIMPLY GOOD FOODS AT COST 96,670 145,914
    SOUTHSTATE CORP AT COST 117,552 122,990
    STIFEL FINANCIAL AT COST 85,583 81,276
    SYNEOS HEALTH AT COST 148,447 54,860
    WHITMAN PETERSON IV AT COST 29,596 604,632
    RIVERSIDE MICRO CAP V AIV AT COST 418,005 0
    ADDUS HOMECARE CORP AT COST 87,662 113,588
    US TREASURY BILL AT COST 1,391,950 1,393,871
    VANGUARD GROWTH ETF AT COST 497,530 512,688
    BELDEN AT COST 92,934 131,922
    FORMFACTOR INC AT COST 83,899 48,908
    FRANCHISE GROUP AT COST 82,185 51,449
    PERFICIENT AT COST 105,344 84,550
    SKYLINE CORP AT COST 91,643 75,905
    VIKING LONG FUND AT COST 0 4,423,561
    COOPER CREEK PARTNERS LLC AT COST 2,000,000 2,211,443
    RAC OPPORTUNITY FUND II AT COST 150,362 266,444
    RIVERSIDE MICRO CAP FUND VI LP AT COST 199,259 199,259
    LEGACY VENTURE AT COST 120,000 120,000

    TY 2021 LegalFeesSchedule
    Name:
    MASSEY FOUNDATION
    EIN:
    54-6049049
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 1,705 1,705 0 0


    TY 2021 OtherDecreasesSchedule
    Name:
    MASSEY FOUNDATION
    EIN:
    54-6049049
    Description Amount
    ADJUST FOR PARTNERSHIP INVESTMENT ACTIVITY 5,691,801


    TY 2021 OtherExpensesSchedule
    Name:
    MASSEY FOUNDATION
    EIN:
    54-6049049
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOLADE PARTNERS V LP K-1 - OTHER DEDUCTIONS 58,053 55,300 0 0
    BIOINNOVATION CAPITAL K-1 - OTHER DEDUCTIONS 27,536 27,536 0 0
    PAULSON REAL ESTATE (OFFSHORE) K-1 - OTHER DEDUCTIONS 5,221 5,221 0 0
    PAULSON REAL ESTATE RECOVERY K-1 - OTHER DEDUCTIONS 3,352 3,352 0 0
    RIVERSIDE MICRO-CAP FUND III LP K-1 - OTHER DEDUCTIONS 54,810 54,810 0 0
    RIVERSIDE MICRO-CAP FUND IV AIV-I K-1 - OTHER DEDUCTIONS 1,082 0 0 0
    RIVERSIDE MICRO-CAP FUND IV K-1 - OTHER DEDUCTIONS 7,016 7,016 0 0
    RIVERSIDE MICRO-CAP FUND V LP K-1 - OTHER DEDUCTIONS 4,489 4,346 0 0
    ASIA AXIOM PRIVATE CAPITAL FUND II K-1 - OTHER DEDUCTIONS 58,895 58,895 0 0
    ACCOLADE PARTNERS GROWTH 1 LP K-1 - OTHER DEDUCTIONS 46,562 38,308 0 0
    INSURANCE 1,099 1,099 0 0
    MISCELLANEOUS 238 238 0 0
    HRE RETAIL INCOME FUND III - OTHER DEDUCTIONS 1,999 1,999 0 0
    CROSS CREEK PARTNERS - OTHER DEDUCTIONS 26,860 26,860 0 0
    CROSS LAKE REAL ESTATE FUND III - OTHER DEDUCTIONS 1,554 1,554 0 0
    MISSION BIOCAPITAL V - OTHER DEDUCTIONS 71,056 71,056 0 0
    WHITEMAN PETERSON PARTNERS - OTHER DEDUCTIONS 284 0 0 0
    RIVERSIDE CAPITAL APPRECIATION FUND VI - OTHER DEDUCTIONS 21,124 21,124 0 0
    RIVERSIDE MICRO-CAP FUND V-AIV LP - OTHER DEDUCTIONS 3,426 616 0 0


    TY 2021 OtherIncomeSchedule2
    Name:
    MASSEY FOUNDATION
    EIN:
    54-6049049
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    LOCUST POINT CAPITAL 264,279 230,760 0
    HRE RETAIL INCOME FUND I LP K-1 - INCOME 1,537,319 1,469,529 0
    HRE RETAIL FUND II K-1 - INCOME 655,634 514,374 0
    ACCOLADE PARTNERS K-1 - INCOME 24,433 2,708 0
    RIVERSIDE MICROCAP FUND IV AIV -100,450 -778 0
    RIVERSIDE ACCELERATION CAPITAL FUND 34,061 30,304 0
    RMCF V AIV FUND -54,961 0 0
    RIVERSIDE MICROCAP FUND III 5,908,861 5,908,861 0
    AXIOM ASIA PRIVATE CAPITAL 596 596 0
    RIVERSIDE CAPITAL APPRECIATION FUND VI 7,451 7,451 0
    HRE FUND III, LP -237,484 -73,730 0
    ACCOLADE PARTNERS GROWTH 1-A -10,925 -5,381 0
    CROSS CREEK PARTNERS VI -76 -76 0
    CROSS LAKE REAL ESTATE FUND III 56,662 23,801 0
    WHITMAN PETERSON PARTNERS IV -8,989 41 0
    SUNTRUST - STOCK SETTLEMENT -18 -18 0
    LINE 6A PARTNERSHIP GAIN REPORTE ON 990T 0 -1,430,233 0


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    MASSEY FOUNDATION
    EIN:
    54-6049049
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    SILVERCREST ASSET MANAGEMENT GROUP - INVESTMENT ADVISORY FEES 207,342 207,342 0 0
    OTHER INVESTMENT FEES 87,203 87,203 0 0


    TY 2021 TaxesSchedule
    Name:
    MASSEY FOUNDATION
    EIN:
    54-6049049
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES PAID ON DIVIDENDS 48,307 48,307 0 0
    EXCISE TAXES 333,494 0 0 0