Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$147,724,940J 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 right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 371,892 371,892  
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
List of Attached Documents:
// Content
1,661,240
b Gross sales price for all assets on line 6a 1,569,834
7 Capital gain net income (from Part IV, line 2)... 1,569,834
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances 0
b Less: Cost of goods sold.... 0
c Gross profit or (loss) (attach schedule)..... 0  
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
4,325,425 4,351,361 0
12 Total. Add lines 1 through 11........ 6,358,557 6,293,087 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 183,092     183,092
14 Other employee salaries and wages...... 629,944     629,944
15 Pension plans, employee benefits....... 107,823     107,823
16a Legal fees (attach schedule)......... 0 0 0 0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
39,394 19,697 0 19,697
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
85,552 60,683 0 24,869
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
212,677 0 0 63,932
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
16,291 0 0
20 Occupancy.............. 132,489 13,249   119,240
21 Travel, conferences, and meetings....... 13,758     13,758
22 Printing and publications.......... 9,123     9,123
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,469,385 1,962,060 0 347,364
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,899,528 2,055,689 0 1,518,842
25 Contributions, gifts, grants paid....... 5,676,500 5,373,850
26 Total expenses and disbursements. Add lines 24 and 25 9,576,028 2,055,689 0 6,892,692
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -3,217,471
b Net investment income (if negative, enter -0-) 4,237,398
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 328,395 327,268 327,268
2 Savings and temporary cash investments......... 8,758,457 5,324,081 5,324,081
3 Accounts receivable right arrow67,706
Less: allowance for doubtful accounts right arrow   112,842 67,706 67,706
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)..... 0 0 0
7 Other notes and loans receivable (attach schedule) right arrow0
Less: allowance for doubtful accounts right arrow0 0 0 0
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 66,698 83,424 83,424
10a Investments—U.S. and state government obligations (attach schedule) 0 0 0
b Investments—corporate stock (attach schedule)....... 0 Click to see attachment
List of Attached Documents:
// Content
0 		0
c Investments—corporate bonds (attach schedule)....... 0   0
11 Investments—land, buildings, and equipment: basis right arrow0
Less: accumulated depreciation (attach schedule) right arrow0 0   0
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 126,875,032 Click to see attachment
List of Attached Documents:
// Content
141,327,188 		141,327,188
14 Land, buildings, and equipment: basis right arrow169,071
Less: accumulated depreciation (attach schedule) right arrow114,979 62,711 Click to see attachment
List of Attached Documents:
// Content
54,092 		54,092
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
671,480 		Click to see attachment
List of Attached Documents:
// Content
541,181 		Click to see attachment
List of Attached Documents:
// Content
541,181
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 136,875,615 147,724,940 147,724,940
Liabilities 17 Accounts payable and accrued expenses.......... 61,082 48,447
18 Grants payable................. 372,555 591,939
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons 0 0
21 Mortgages and other notes payable (attach schedule)...... 0 0
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
945,039 		Click to see attachment
List of Attached Documents:
// Content
849,193
23 Total liabilities (add lines 17 through 22)......... 1,378,676 1,489,579
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 135,496,939 146,235,361
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
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)..... 135,496,939 146,235,361
30 Total liabilities and net assets/fund balances (see instructions). 136,875,615 147,724,940
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
135,496,939
2
Enter amount from Part I, line 27a .....................
2
-3,217,471
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
14,687,409
4
Add lines 1, 2, and 3 ..........................
4
146,966,877
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
731,516
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
146,235,361
Form 990-PF (2023)
Form 990-PF (2023)
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 passthrough k-1 capital gain P   2023-12-31
b
c
d
e
(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 1,569,834 0 0 1,569,834
b
c
d
e
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 0 0 0 1,569,834
b
c
d
e
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 1,569,834
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 0
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 right arrow 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) 1 58,900
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-) Click to see attachment
List of Attached Documents:
// Content
2 0
3 Add lines 1 and 2........................... 3 58,900
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 58,900
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 210,808
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.............. 7 210,808
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 151,908
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow151,908 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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
 
No
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)
right arrowVA
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 2023 or the taxable year beginning in 2023? 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
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 addressright arrowWWW.WILLIAMSBURGHEALTHFOUNDATION.ORG
14
The books are in care ofright arrowKAREN BURDEN Telephone no.right arrow (757) 345-0912

Located atright arrow4801 COURTHOUSE STREET NO 200WILLIAMSBURGVA ZIP+4right arrow23188
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
0
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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)
Yes
 
(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
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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
Yes
 
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
Deanna Van Hersh President & CEO/Board Secretary
40.000 		165,034 18,058 0
4801 Courthouse Street No 200
Williamsburg,VA23188
M Anderson Bradshaw Governance Nominating Chair
1.000 		0 0 0
4801 Courthouse Street No 200
Williamsburg,VA23188
Beth Davis Chair
1.000 		0 0 0
4801 Courthouse Street No 200
Williamsburg,VA23188
Elizabeth De Falcon Trustee
1.000 		0 0 0
4801 Courthouse Street No 200
Williamsburg,VA23188
andrea donnor trustee
1.000 		0 0 0
4801 Courthouse Street No 200
williamsburg,VA23188
Earl T Granger III Vice Chair
1.000 		0 0 0
4801 Courthouse Street No 200
Williamsburg,VA23188
cheri green trustee
1.000 		0 0 0
4801 Courthouse Street No 200
williamsburg,VA23188
Kelli Mansel-Arbuckle Trustee
1.000 		0 0 0
4801 Courthouse Street No 200
Williamsburg,VA23188
Douglas Myers Investment/Finance Chair
1.000 		0 0 0
4801 Courthouse Street No 200
Williamsburg,VA23188
Juanita Parks Treasurer
1.000 		0 0 0
4801 Courthouse Street No 200
Williamsburg,VA23188
Steven Staples Audit Committee Chair
1.000 		0 0 0
4801 Courthouse Street No 200
Williamsburg,VA23188
Felicia Stovall Trustee
1.000 		0 0 0
4801 Courthouse Street No 200
Williamsburg,VA23188
Thomas Tingle Trustee
1.000 		0 0 0
4801 Courthouse Street No 200
Williamsburg,VA23188
Philip Tuning Trustee
1.000 		0 0 0
4801 Courthouse Street No 200
Williamsburg,VA23188
Glenda Turner External Affairs Chair
1.000 		0 0 0
4801 Courthouse Street No 200
Williamsburg,VA23188
Jackson C Tuttle II Immediate Past Chair
1.000 		0 0 0
4801 Courthouse Street No 200
Williamsburg,VA23188
Adria Vanhoozier Trustee
1.000 		0 0 0
4801 Courthouse Street No 200
Williamsburg,VA23188
Alfred L Woods Treasurer
1.000 		0 0 0
4801 Courthouse Street No 200
Williamsburg,VA23188
robert a Whitehead Sr trustee
1.000 		0 0 0
4801 Courthouse Street No 200
williamsburg,VA23188
Nathan R Green Trustee
1.000 		0 0 0
4801 Courthouse Street No 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
Karen Burden VP of Finance
40.000 		126,894 10,875 0
4801 Courthouse Street No 200
Williamsburg,VA23188
Bill Pribble VP of Programs
40.000 		114,135 11,346 0
4801 Courthouse Street No 200
Williamsburg,VA23188
Shelby Boltz Grants Administrator
40.000 		79,237 8,198 0
4801 Courthouse Street No 200
Williamsburg,VA23188
Valerie Marshall Analytics & Tech Mgr
40.000 		60,000 5,742 0
4801 Courthouse Street No 200
Williamsburg,VA23188
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
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
Community Health Solutions Grant Consulting Services 66,480
9603 Gayton Road Suite 201
Richmond,VA23238
Catchafire Capacity Building Services for Grantees 57,500
31 East 32nd Street 3rd Floor
New York,NY10016
Total number of others receiving over $50,000 for professional services.............right arrow2
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 Catchafire 2023-2024 - uniting to build strong communities with operational support to deliver on our mission. 57,500
2 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. 33,344
3 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. 23,386
4 Jumpstart Fundraising Services for WHF Grantees 15,000
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.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
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
0
b
Average of monthly cash balances.......................
1b
7,113,143
c
Fair market value of all other assets (see instructions)................
1c
130,358,151
d
Total (add lines 1a, b, and c).........................
1d
137,471,294
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
137,471,294
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
2,062,069
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
135,409,225
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
6,770,461
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
6,770,461
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
58,900
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
58,900
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
6,711,561
4
Recoveries of amounts treated as qualifying distributions................
4
235,253
5
Add lines 3 and 4............................
5
6,946,814
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
6,946,814
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
6,892,692
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
6,892,692
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 6,946,814
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 939,408
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 0
b From 2019...... 0
c From 2020...... 0
d From 2021...... 0
e From 2022...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 6,892,692
a Applied to 2022, but not more than line 2a 939,408
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 2023 distributable amount..... 5,953,284
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		993,530
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 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019.... 0
b Excess from 2020.... 0
c Excess from 2021.... 0
d Excess from 2022.... 0
e Excess from 2023.... 0
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
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 right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
Deanna Van Hersh
4801 courthouse street no 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:
grant application deadlines can be found on the foundation's website.
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. WHF invests in organizations and programs serving residents of Greater Williamsburg, defined as the City of Williamsburg, James City County, and York County. Please note, WHF occasionally funds, by invitation, outside the service area to advance our mission.
Form 990-PF (2023)
Form 990-PF (2023)
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

Bacon Street Youth and Family Services

247 McLaws Circle
Williamsburg,VA23185 		  PC Youth Mental Health and Substance Use Counseling 227,500

Center for Child and Family Services Inc

739 Thimble Shoals Blvd Suite 400
Newport News,VA23606 		  PC The Reboot Program 133,000

Center for Child and Family Services Inc

739 Thimble Shoals Blvd Suite 400
Newport News,VA23606 		  PC Multicultural Counseling and Outreach Program (MCOP) 70,000

Child Development Resources

PO Box 280
Williamsburg,VA23127 		  PC Basic Operating Support 237,000

Child Development Resources

PO Box 280
Williamsburg,VA23127 		  PC Walking Works 1,000

Child Development Resources

PO Box 280
Williamsburg,VA23127 		  PC Capacity Building: Conference Attendance 850

City of Williamsburg

401 Lafayette Street
Williamsburg,VA23185 		  GOV Child Health Initiative 283,500

City of Williamsburg

401 Lafayette Street
Williamsburg,VA23185 		  GOV Capacity Building: Conference Attendance 1,500

City of Williamsburg

401 Lafayette Street
Williamsburg,VA23185 		  GOV Walking Works 1,000

City of Williamsburg

401 Lafayette Street
Williamsburg,VA23185 		  GOV WHF Retiring Board Member Discretionary Grant 500

Colonial Behavioral Health

473 McLaws Circle
Williamsburg,VA23185 		  PC Greater Williamsburg Child Assessment Center (GWCAC) 284,500

Colonial Behavioral Health

473 McLaws Circle
Williamsburg,VA23185 		  PC Intensive Outpatient Program (IOP) 31,250

Colonial Behavioral Health

473 McLaws Circle
Williamsburg,VA23185 		  PC Integrated Care Technical Assistance & Facilitation 18,000

Colonial Behavioral Health

473 McLaws Circle
Williamsburg,VA23185 		  PC Greater Williamsburg Network of Care (NOC) 11,250

Colonial Behavioral Health

473 McLaws Circle
Williamsburg,VA23185 		  PC WHF Retiring Board Member Discretionary Grant 500

Colonial Court Appointed Special Advocate Program

3917 Midlands Road Suite 2A
Williamsburg,VA23188 		  PC Healthy Eating Active Living (HEAL) for Colonial CASA 26,500

FREE Foundation For Rehabilitation Equipment & Endowment

PO Box 8873
Roanoke,VA240140752 		  PC F.R.E.E. of Williamsburg 30,000

Gloucester Mathews Care Clinic

PO Box 684
Gloucester,VA23061 		  PC Chronic Care Collaborative 300,000

Gloucester Mathews Care Clinic

PO Box 684
Gloucester,VA23061 		  PC Walking Works 500

Grove Christian Outreach Center

8800 Pocahontas Trail
Williamsburg,VA23185 		  PC Refrigeration Units 25,000

Grove Christian Outreach Center

8800 Pocahontas Trail
Williamsburg,VA23185 		  PC Fresh Food Distribution 15,000

Grove Christian Outreach Center

8800 Pocahontas Trail
Williamsburg,VA23185 		  PC WHF President and CEO Retirement Discretionary Grant 500

Grove Christian Outreach Center

8800 Pocahontas Trail
Williamsburg,VA23185 		  PC Walking Works 1,000

HousingForward Virginia

203 N Robinson St
Richmond,VA23220 		  PC Housing Policy Advocacy 20,000

James City County

101-D Mounts Bay Road
Williamsburg,VA23188 		  GOV Child Health Initiative 283,500

James City County

101-D Mounts Bay Road
Williamsburg,VA23188 		  GOV Capacity Building: Conference Attendance 1,500

Lackey Clinic

1620 Old Williamsburg Road
Yorktown,VA23690 		  PC Chronic Care Collaborative 500,000

Literacy for Life at the Rita Welsh Adult Learning Center

301 Monticello Ave POBox 8795
Williamsburg,VA23187 		  PC HEAL Program 35,000

Mental Health America of Virginia

2008 Bremo Rd
Richmond,VA23226 		  PC Behavioral Health Policy Advocacy 20,000

Olde Towne Medical & Dental Center

5249 Olde Towne Road
Williamsburg,VA23188 		  PC Basic Operating Support 500,000

Olde Towne Medical & Dental Center

5249 Olde Towne Road
Williamsburg,VA23188 		  PC Chronic Care Collaborative 400,000

Olde Towne Medical & Dental Center

5249 Olde Towne Road
Williamsburg,VA23188 		  PC WHF Retiring Board Member Discretionary Grant 1,000

Peninsula Agency on Aging

739 Thimble Shoals Boulevard
Newport News,VA23606 		  PC PAA RIDES 130,000

Peninsula Agency on Aging

739 Thimble Shoals Boulevard
Newport News,VA23606 		  PC PAA Williamsburg 84,000

Peninsula Agency on Aging

739 Thimble Shoals Boulevard
Newport News,VA23606 		  PC Nutritious Noontime Meals 75,000

Postpartum Support Virginia Inc

PO Box 7521
Arlington,VA22207 		  PC Healthy Moms, Healthy Babies 20,000

Rx Partnership

1500 Forest Ave Suite 201
Richmond,VA23229 		  PC Basic Operating Support 66,000

The Arc of Greater Williamsburg

150-D Strawberry Plains Rd
Williamsburg,VA23188 		  PC Fitness Program 37,500

The Doorways

612 E Marshall Street
Richmond,VA23219 		  PC Support for Operations 7,500

United Way of the Virginia Peninsula

101 York Crossing Rd
Yorktown,VA23692 		  PC Greater Williamsburg Trauma Informed Community Network (GW-TICN) 7,500

Virginia Early Childhood Foundation

1703 North Parham Road Suite 110
Richmond,VA23229 		  PC Child Policy Advocacy 20,000

Virginia Health Care Foundation

707 E Main Street
Richmond,VA23219 		  PC Greater Williamsburg Medication Assistance Program 47,000

Virginia Health Catalyst

4200 Innslake Drive Suite 202
Richmond,VA23060 		  PC Health Policy Advocacy 20,000

Virginia Legacy Soccer Club

109 Bulifants Blvd - Suite A
Williamsburg,VA23188 		  PC Virginia Legacy W-JCC Recreational Soccer Program 40,000

Virginia Legacy Soccer Club

109 Bulifants Blvd - Suite A
Williamsburg,VA23188 		  PC Virginia Legacy W-JCC Fall Recreational Soccer Program 30,000

Virginia Peninsula Foodbank

2401 Aluminum Avenue
Hampton,VA23661 		  PC Mobile Food Pantry 60,000

Voices for Virginia's Children

1606 Santa Rosa Rd Suite 109
Richmond,VA23229 		  PC Child Policy Advocacy 20,000

Williamsburg Area Faith in Action

354 McLaws Circle Suite 1
Williamsburg,VA23185 		  PC Medical Transportation 50,000

Williamsburg Area Faith in Action

354 McLaws Circle Suite 1
Williamsburg,VA23185 		  PC In-Home Support Services 26,250

Williamsburg Community Growers

PO Box 622
Lightfoot,VA23090 		  PC Increase Our Impact 46,000

Williamsburg House of Mercy Inc

10 Harrison Avenue
Williamsburg,VA23185 		  PC Food Distribution Program 40,000

Williamsburg House of Mercy Inc

10 Harrison Avenue
Williamsburg,VA23185 		  PC Walking Works 500

Williamsburg-James City County Public School Division

117 Ironbound Road
Williamsburg,VA23187 		  GOV Healthy Educational Appetizing Tasteful (HEAT) Summer Food Service Program 50,000

Williamsburg-James City County Public School Division

117 Ironbound Road
Williamsburg,VA23187 		  GOV Capacity Building: Conference Attendance 1,500

Williamsburg-James City County Public School Division

117 Ironbound Road
Williamsburg,VA23187 		  GOV School Health Initiative Program (SHIP) 770,000

The College of William & Mary The Flanagan Counselor Education Clinic

301 Monticello Avenue PO Box 8795
Williamsburg,VA23185 		  GOV Play to Thrive 95,000

Virginia Down Syndrome Association

1504 Santa Rosa Rd Rm 124
Richmond,VA232295109 		  PC Williamsburg Community Coordinator 23,400

Medical Society of Virginia Foundation

2924 Emerywood Parkway Suite 200
Henrico,VA23294 		  PC VMAP Education for PCPs on Pediatric Mental Health 20,000

Virginia Association of Free & Charitable Clinics

1801 Libbie Ave Ste 104
Richmond,VA23226 		  PC Health Policy Advocacy 40,000

Williamsburg Community Foundation

1323 Jamestown Road Suite 103
Williamsburg,VA23185 		  PC Technical Assistance 20,000

The Salvation Army of Greater Williamsburg

216 Ironbound Rd
Williamsburg,VA23188 		  PC Food Distribution Program 20,000

Virginia Peninsula Foodbank

2401 Aluminum Ave
Hampton,VA236611237 		  PC Food For Kids BackPack Program at WJCC Schools 20,000

YMCA of the Virginia Peninsulas

41 Old Oyster Point Rd Ste C
Newport News,VA236027177 		  PC Active Older Adults @ the R.F. Wilkinson Family YMCA 15,000

Williamsburg-James City County Community Action Agency

Po Box 515
Norge,VA231270515 		  PC Child Health Initiative Meeting Participation 10,000

Williamsburg-James City County Community Action Agency

Po Box 515
Norge,VA231270515 		  PC Capacity Building: Conference Attendance 850
Total .................................right arrow 3a 5,373,850
bApproved for future payment

Colonial Behavioral Health
1657 Merrimac Trail
Williamsburg,VA23185 		  PC Intensive Outpatient Program (IOP) 12,500

FISH Inc
312 Second St
Williamsburg,VA23185 		  PC Food Distribution Program 20,000

Grove Christian Outreach Center
8800 Pocahontas Trail
Williamsburg,VA23185 		  PC Food Distribution Program 20,000

Bacon Street Youth and Family Services
247 McLaws Circle
Williamsburg,VA23185 		  PC Support for Operations 175,000

Grove Christian Outreach Center
8800 Pocahontas Trail
Williamsburg,VA23185 		  PC Refrigeration Units 25,000

James City County
101-D Mounts Bay Road
Williamsburg,VA23188 		  GOV Community Fitness Court 150,000

Virginia Down Syndrome Association
1504 Santa Rosa Road Suite 124
Richmond,VA23229 		  PC Williamsburg Community Coordinator 23,400

Virginia Legacy Soccer Club
109 Bulifants Blvd - Suite A
Williamsburg,VA23188 		  PC Virginia Legacy W-JCC Recreational Soccer Program 30,000

Williamsburg Community Growers
PO Box 622
Lightfoot,VA23090 		  PC Increase Our Impact 46,000
Total ................................. right arrow 3b 501,900
Form 990-PF (2023)
Form 990-PF (2023)
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 ........... 		         
4 Dividends and interest from securities ....   0 14 371,892 0
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 ............ 		525990 91,406 18 1,569,834 0
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aPassthrough K-1 Income 		525990 -31,085 14 4,351,361 0
bPassthrough K-1 Tax Exempt Income   0 14 5,149 0
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 60,321 6,298,236 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
6,358,557
(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 (2023)
Form 990-PF (2023)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID: 23017437
Software Version: 2023v5.1


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
Williamsburg Community Health Foundation
EIN:
54-1822359
Software ID:
23017437
Software Version:
2023v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Accounting Fees 39,394 19,697   19,697

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

TY 2023 DepreciationSchedule
Name:
Williamsburg Community Health Foundation
EIN:
54-1822359
Software ID:
23017437
Software Version:
2023v5.1
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
Depreciation Expense           16,291      

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

TY 2023 GainLossSaleOtherAssetsSch
Name:
Williamsburg Community Health Foundation
EIN:
54-1822359
Software ID:
23017437
Software Version:
2023v5.1
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   P     1,569,834       1,569,834  
passthrough k-1 capital gain - ubi   P     91,406       91,406  

TY 2023 InvestmentsOtherSchedule2
Name:
Williamsburg Community Health Foundation
EIN:
54-1822359
Software ID:
23017437
Software Version:
2023v5.1
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
MIT Private Equity II Fund FMV 25,230 25,230
MA Investors Fund 1, LLC FMV 1,183,942 1,183,942
Metropolitan Real Estate Partners 2008 Distressed Co-Investment Fund, LP FMV 0 0
Tiff Keystone Fund FMV 120,388,900 120,388,900
Tiff Centerstone Fund FMV 0 0
GMO Forestry Fund 7 FMV 0 0
Vanguard Int'l Equity Index FMV 19,729,116 19,729,116

TY 2023 LandEtcSchedule2
Name:
Williamsburg Community Health Foundation
EIN:
54-1822359
Software ID:
23017437
Software Version:
2023v5.1
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
Furniture and Fixtures 138,961 92,662 46,299 46,299
Computers and Software 30,110 22,317 7,793 7,793


TY 2023 OtherAssetsSchedule
Name:
Williamsburg Community Health Foundation
EIN:
54-1822359
Software ID:
23017437
Software Version:
2023v5.1
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
Operating Lease Right of Use Asset 671,480 541,181 541,181


TY 2023 OtherDecreasesSchedule
Name:
Williamsburg Community Health Foundation
EIN:
54-1822359
Software ID:
23017437
Software Version:
2023v5.1
Description Amount
Difference Between Book and Tax/K-1 Inc 731,516


TY 2023 OtherExpensesSchedule
Name:
Williamsburg Community Health Foundation
EIN:
54-1822359
Software ID:
23017437
Software Version:
2023v5.1
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
equipment rental/maintenance 43,504     43,504
insurance 14,623     14,623
bank charges 50     50
DCA Expense - Chronic Care 1,000     1,000
DCA Expense - Other 210,164     210,164
membership dues 34,817     34,817
postage & delivery 31     31
supplies 35,381     35,381
telecommunications 7,794     7,794
passthrough k-1 expenses 2,122,021 1,962,060    


TY 2023 OtherIncomeSchedule2
Name:
Williamsburg Community Health Foundation
EIN:
54-1822359
Software ID:
23017437
Software Version:
2023v5.1
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
Passthrough K-1 Income 4,325,425 4,351,361  
Passthrough K-1 tax exempt Income      


TY 2023 OtherIncreasesSchedule
Name:
Williamsburg Community Health Foundation
EIN:
54-1822359
Software ID:
23017437
Software Version:
2023v5.1
Description Amount
Unrealized Gain in Value of Assets 14,452,156
Returned Grants 235,253


TY 2023 OtherLiabilitiesSchedule
Name:
Williamsburg Community Health Foundation
EIN:
54-1822359
Software ID:
23017437
Software Version:
2023v5.1
Description Beginning of Year - Book Value End of Year - Book Value
Deferred Federal Excise Tax 190,271 234,136
Operating Lease Liabilities 754,768 615,057


TY 2023 OtherProfessionalFeesSchedule
Name:
Williamsburg Community Health Foundation
EIN:
54-1822359
Software ID:
23017437
Software Version:
2023v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management 60,683 60,683    
Other Professional Fees 24,869     24,869


TY 2023 TaxesSchedule
Name:
Williamsburg Community Health Foundation
EIN:
54-1822359
Software ID:
23017437
Software Version:
2023v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Excise Tax 148,745      
Payroll Taxes 63,932     63,932