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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 07-01-2024 , and ending 06-30-2025
Name of foundation
RICHMOND MEMORIAL HEALTH FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)2235 STAPLES MILL RD 401
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
RICHMOND, VA23230
A Employer identification number

51-0211020
B Telephone number (see instructions)

(804) 282-6282
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$120,552,888J 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) 10,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 2,849,015 2,849,015  
5a Gross rents............ 16,679 16,679  
b Net rental income or (loss) 16,679
6a Net gain or (loss) from sale of assets not on line 10 6,011,736
b Gross sales price for all assets on line 6a 6,011,736
7 Capital gain net income (from Part IV, line 2)... 6,011,736
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).......      
12 Total. Add lines 1 through 11........ 8,887,430 8,877,430  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 309,375 0   0
14 Other employee salaries and wages...... 601,376 0   910,751
15 Pension plans, employee benefits....... 159,594 7,980   148,422
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
14,421 0   14,421
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
33,029 0   33,029
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
731,406 337,406   394,000
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
150,053 3,136   60,120
19 Depreciation (attach schedule) and depletion... 2,426 0  
20 Occupancy.............. 255,446 22,352   166,473
21 Travel, conferences, and meetings....... 163,944 0   163,944
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
512,453 6,177   506,276
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,933,523 377,051   2,397,436
25 Contributions, gifts, grants paid....... 3,842,965 3,842,965
26 Total expenses and disbursements. Add lines 24 and 25 6,776,488 377,051   6,240,401
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,110,942
b Net investment income (if negative, enter -0-) 8,500,379
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 100,419 541,168 541,168
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 55,092 61,714 61,714
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 67,316,837 Click to see attachment
List of Attached Documents:
// Content
74,785,432 		74,785,432
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow7,854
Less: accumulated depreciation (attach schedule) right arrow7,854 2,425    
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 46,288,771 Click to see attachment
List of Attached Documents:
// Content
44,024,011 		44,024,011
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
116,039 		Click to see attachment
List of Attached Documents:
// Content
1,140,563 		Click to see attachment
List of Attached Documents:
// Content
1,140,563
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 113,879,583 120,552,888 120,552,888
Liabilities 17 Accounts payable and accrued expenses.......... 163,113 272,151
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 right arrow) Click to see attachment
List of Attached Documents:
// Content
136,602 		Click to see attachment
List of Attached Documents:
// Content
1,165,937
23 Total liabilities (add lines 17 through 22)......... 299,715 1,438,088
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........... 108,228,166 114,089,911
25 Net assets with donor restrictions............ 5,351,702 5,024,889
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)..... 113,579,868 119,114,800
30 Total liabilities and net assets/fund balances (see instructions). 113,879,583 120,552,888
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
113,579,868
2
Enter amount from Part I, line 27a .....................
2
2,110,942
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
3,423,990
4
Add lines 1, 2, and 3 ..........................
4
119,114,800
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
119,114,800
Form 990-PF (2024)
Form 990-PF (2024)
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 SALE OF SECURITIES P    
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 6,011,736     6,011,736
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       6,011,736
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 6,011,736
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
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) 1 118,155
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........................... 3 118,155
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- ..... 5 118,155
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 77,773
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 80,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 157,773
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 3,825
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 35,793
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow35,793 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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
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)
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 2024 or the taxable year beginning in 2024? 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 arrowN/A
14
The books are in care ofright arrowTHE ORGANIZATION Telephone no.right arrow (804) 282-6282

Located atright arrow2235 STAPLES MILL RD SUITE 401RICHMONDVA ZIP+4right arrow23230
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
 
16 At any time during calendar year 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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
 
No
b
If "Yes," did it have excess business holdings in 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
REGINALD E GORDON ESQUIRE PRESIDENT & CEO
40.00 		309,375 48,789 0
2235 STAPLES MILL RD SUITE 401
RICHMOND,VA23230
VANESSA WALKER HARRIS MD CHAIR
2.00 		0 0 0
2235 STAPLES MILL RD SUITE 401
RICHMOND,VA23230
ROSALYN HOBSON HARGRAVES PHD VICE CHAIR
2.00 		0 0 0
2235 STAPLES MILL RD SUITE 401
RICHMOND,VA23230
AMY STRITE SECRETARY
2.00 		0 0 0
2235 STAPLES MILL RD SUITE 401
RICHMOND,VA23230
ABRAHAM SEGRES IMMEDIATE PAST CHAIR
2.00 		0 0 0
2235 STAPLES MILL RD SUITE 401
RICHMOND,VA23230
ROSALIE CORONA PHD TRUSTEE
2.00 		0 0 0
2235 STAPLES MILL RD SUITE 401
RICHMOND,VA23230
TANYA GONZALEZ TRUSTEE
1.00 		0 0 0
2235 STAPLES MILL RD SUITE 401
RICHMOND,VA23230
RUDENE MERCER HAYNES ESQ TRUSTEE
1.00 		0 0 0
2235 STAPLES MILL RD SUITE 401
RICHMOND,VA23230
JR HIPPLE TRUSTEE
1.00 		0 0 0
2235 STAPLES MILL RD SUITE 401
RICHMOND,VA23230
AMY HOWARD PHD TRUSTEE
1.00 		0 0 0
2235 STAPLES MILL RD SUITE 401
RICHMOND,VA23230
ROBERTA KELLER TRUSTEE
1.00 		0 0 0
2235 STAPLES MILL RD SUITE 401
RICHMOND,VA23230
DESSIE B NASH PHD TRUSTEE
1.00 		0 0 0
2235 STAPLES MILL RD SUITE 401
RICHMOND,VA23230
JOSEPH SCHILLING TRUSTEE
1.00 		0 0 0
2235 STAPLES MILL RD SUITE 401
RICHMOND,VA23230
CARL WOODSON TRUSTEE
1.00 		0 0 0
2235 STAPLES MILL RD SUITE 401
RICHMOND,VA23230
JONATHAN ZUR TRUSTEE
1.00 		0 0 0
2235 STAPLES MILL RD SUITE 401
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
ALBERT WALKER LEAD PROGRAM & STRAT
40.00 		145,488 32,563 0
2235 STAPLES MILL RD SUITE 401
RICHMOND,VA23230
KENDRA JONES SPECIAL PROJECTS OFF
40.00 		123,940 25,067 0
2235 STAPLES MILL RD SUITE 401
RICHMOND,VA23230
LISA BENDER LEARNING & GRANTS MA
40.00 		132,151 6,913 0
2235 STAPLES MILL RD SUITE 401
RICHMOND,VA23230
NATISHA KNIGHT PROGRAM & STRATEGY O
40.00 		102,500 17,881 0
2235 STAPLES MILL RD SUITE 401
RICHMOND,VA23230
GAYE RYAN EXECUTIVE ASSIST & B
40.00 		85,037 20,022 0
2235 STAPLES MILL RD SUITE 401
RICHMOND,VA23230
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
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
WARREN WHITNEY ACCOUNTING AND PROFESSIONAL SERVICES 236,713
7231 FOREST AVE STE 203
RICHMOND,VA23226
WYTHE AVE CONSULTING LLC COMMUNICATION CONSULTING 108,000
11251 BUCKHEAD TERRACE
MIDLOTHIAN,VA23113
PORTABELLA ADVISORS PROFESSIONAL SERVICES 52,442
548 W 142ND STREET
NEW YORK,NY10031
Total number of others receiving over $50,000 for professional services.............right arrow0
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   0
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.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
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
113,246,450
b
Average of monthly cash balances.......................
1b
2,119,330
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
115,365,780
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
115,365,780
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,730,487
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
113,635,293
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
5,681,765
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
5,681,765
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
118,155
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
118,155
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
5,563,610
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
5,563,610
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
5,563,610
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
6,240,401
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
 
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
6,240,401
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 5,563,610
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 582,759
b From 2020...... 524,530
c From 2021...... 1,328,605
d From 2022...... 4,157,299
e From 2023...... 272,538
f Total of lines 3a through e ........ 6,865,731
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 6,240,401
a Applied to 2023, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 5,563,610
e Remaining amount distributed out of corpus 676,791
5 Excess distributions carryover applied to 2024. 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 7,542,522
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		582,759
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		6,959,763
10 Analysis of line 9:
a Excess from 2020.... 524,530
b Excess from 2021.... 1,328,605
c Excess from 2022.... 4,157,299
d Excess from 2023.... 272,538
e Excess from 2024.... 676,791
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
REGINALD E GORDON PRESIDENT CEO RIC
2235 STAPLES MILL RD SUITE 401
RICHMOND,VA23230
(804) 282-6282
bThe form in which applications should be submitted and information and materials they should include:
GRANT OPPORTUNITIES WILL BE POSTED ON THE RMHF WEBSITE (HTTPS://RMHFOUNDATION.ORG). RMHF IS COMMITTED TO MAKING OUR APPLICATION PROCESS ACCESSIBLE TO ALL AND WILL PROVIDE SPECIFIC GUIDELINES. AS PART OF THE APPLICATION PROCESS, A DUE DILIGENCE MEETING MAY BE SCHEDULED. FUNDING RECOMMENDATIONS ARE PRESENTED TO THE FOUNDATION'S PROGRAM & EVALUATION COMMITTEE AND THE BOARD OF TRUSTEES, OR IN SOME INSTANCES TO THE CEO. A DECISION WILL BE MADE TO AWARD ALL, PARTIAL OR NONE OF THE REQUEST. RMHF CAN BE CONTACTED AT ANY TIME DURING THE APPLICATION PROCESS WITH QUESTIONS OR TO LEARN ABOUT THE STATUS OF A REQUEST.
cAny submission deadlines:
RMHF ACCEPTS APPLICATIONS UNTIL A DETERMINED THRESHOLD HAS BEEN REACHED.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
TO BE ELIGIBLE FOR FUNDING FROM RMHF, ORGANIZATIONS MUST MEET THE FOLLOWING REQUIREMENTS: * BE MISSION-ALIGNED WITH RMHF - ADVANCING HEALTH AND RACIAL/ETHNIC EQUITY - EMBODYING AN UNDERSTANDING OF THE SDOH - IMPACTING THOSE MOST AFFECTED BY INEQUITIES * BE A 501(C)(3) NONPROFIT TAX-EXEMPT PUBLIC CHARITY ORGANIZATION * BE LOCATED WITHIN OR HAVING PROGRAMS FOCUSED WITHIN CHESTERFIELD COUNTY, GOOCHLAND COUNTY, HANOVER COUNTY, HENRICO COUNTY, POWHATAN COUNTY AND RICHMOND CITY * OPEN TO CONSIDERING REGIONAL, STATEWIDE, OR NATIONAL INVESTMENTS THAT ALIGN WITH AND ADVANCE OUR MISSION. * HAVE A MINIMUM OF 3 BOARD MEMBER GOVERNING THE ORGANIZATION * ACTIVE STATUS WITH THE STATE CORPORATION COMMISSION OF VIRGINIA
Form 990-PF (2024)
Form 990-PF (2024)
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

A BETTER DAY THAN YESTERDAY INITIATIVE PROGRAM

1600 PRESSON BOULEVARD
RICHMOND,VA23224 		NONE PC PROGRAM SUPPORT, CAPACITY BUILDING 7,500

AMERICA RED CROSS CAPITAL VA CHAPTER

2825 EMERYWOOD PARKWAY
RICHMOND,VA23294 		NONE PC PROGRAM SUPPORT, GENERAL OPERATING SUPPORT 1,000

AREA CONGREGATIONS TOGETHER IN SERVICE

1518 WILLOW LAWN DRIVE SUITE 201
RICHMOND,VA23230 		NONE PC PROGRAM SUPPORT, CAPACITY BUILDING 15,000

BARESOUL WELLNESS

PO BOX 1116
RICHMOND,VA23218 		NONE PC PROGRAM SUPPORT, GENERAL OPERATING SUPPORT 5,000

BIRTH IN COLOR RVA FOUNDATION

115 EAST BROAD STREET 1A
RICHMOND,VA23219 		NONE PC PROGRAM SUPPORT, GENERAL OPERATING SUPPORT 5,000

BLACK HISTORY MUSEUM & CULTURAL CENTER OF VIRGINIA

PO BOX 61052
RICHMOND,VA23261 		NONE PC PROGRAM SUPPORT, COLLABORATIVE INVESTMENTS - CEO INITIATED 5,000

CHAMBERRVA

PO BOX 1598
RICHMOND,VA23218 		NONE PC PROGRAM SUPPORT, COLLABORATIVE INVESTMENTS - CEO INITIATED 2,500

CHILDSAVERS

200 NORTH 22ND STREET
RICHMOND,VA23223 		NONE PC PROGRAM SUPPORT, GENERAL OPERATING SUPPORT 125,000

COMING TOGETHER VIRGINIA

3601 SEMINARY ROAD
RICHMOND,VA23237 		NONE PC PROGRAM SUPPORT, COLLABORATIVE INVESTMENTS - CEO INITIATED 2,500

COMMONWEALTH CATHOLIC CHARITIES

1601 ROLLING HILLS DRIVE
RICHMOND,VA23229 		NONE PC PROGRAM SUPPORT, GENERAL OPERATING SUPPORT 2,000

COMMONWEALTH CATHOLIC CHARITIES

1601 ROLLING HILLS DRIVE
RICHMOND,VA23229 		NONE PC PROGRAM SUPPORT, CAPACITY BUILDING 7,500

COUNTY OF HENRICO

PO BOX 90775
HENRICO,VA23273 		NONE PC PROGRAM SUPPORT, COLLABORATIVE INVESTMENTS - CEO INITIATED 10,000

CULTURE ENCOUNTERS

1806 SUMMIT AVENUE SUITE 300 106
RICHMOND,VA23230 		NONE PC PROGRAM SUPPORT, OPPORTUNITY INVESTMENT 7,500

DAILY PLANET

517 WEST GRACE STREET
RICHMOND,VA23220 		NONE PC PROGRAM SUPPORT, GENERAL OPERATING SUPPORT 2,000

ELK HILL FARM INC

PO BOX 99
GOOCHLAND,VA23063 		NONE PC PROGRAM SUPPORT, GENERAL OPERATING SUPPORT 2,000

FAMILY LIFELINE

2325 WEST BROAD STREET
RICHMOND,VA23220 		NONE PC PROGRAM SUPPORT, GENERAL OPERATING SUPPORT 100,000

FEED MORE

8020 VILLA PARK DRIVE
RICHMOND,VA23228 		NONE PC PROGRAM SUPPORT, GENERAL OPERATING SUPPORT 2,500

FEELINGS TO FIGHT

PO BOX 202
PETERSBURG,VA23803 		NONE PC PROGRAM SUPPORT, GENERAL OPERATING SUPPORT 2,500

GIRLS FOR A CHANGE

100 BUFORD ROAD
NORTH CHESTERFIELD,VA23235 		NONE PC PROGRAM SUPPORT, GENERAL OPERATING SUPPORT 125,000

GIRLS FOR A CHANGE

100 BUFORD ROAD
NORTH CHESTERFIELD,VA23235 		NONE PC PROGRAM SUPPORT, COLLABORATIVE INVESTMENTS - CEO INITIATED 10,000

GIRLS ON THE RUN GREATER RICHMOND

5806 GROVE AVENUE SUITE 114
RICHMOND,VA23226 		NONE PC PROGRAM SUPPORT, GENERAL OPERATING SUPPORT 2,500

GOOCHLANDCARES

2999 RIVER ROAD WEST
GOOCHLAND,VA23063 		NONE PC PROGRAM SUPPORT, GENERAL OPERATING SUPPORT 50,000

GREATER RICHMOND AQUATICS PARTNERSHIP

5050 RIDGEDALE PARKWAY
RICHMOND,VA23234 		NONE PC PROGRAM SUPPORT, GENERAL OPERATING SUPPORT 2,500

GREATER RICHMOND STOP CHILD ABUSE NOW

103 EAST GRACE STREET
RICHMOND,VA23219 		NONE PC PROGRAM SUPPORT, GENERAL OPERATING SUPPORT 100,000

GROUNDWORK RVA

3001 MEADOWBRIDGE ROAD
RICHMOND,VA23222 		NONE PC PROGRAM SUPPORT, GENERAL OPERATING SUPPORT 200,000

HEALTH BRIGADE

1010 NORTH THOMPSON STREET
RICHMOND,VA23230 		NONE PC PROGRAM SUPPORT, GENERAL OPERATING SUPPORT 250,000

HOMEWARD

9211 FOREST HILL AVENUE SUITE 110
RICHMOND,VA23235 		NONE PC PROGRAM SUPPORT, GENERAL OPERATING SUPPORT 1,500

HOUSING OPPORTUNITIES MADE EQUAL OF VA

PO BOX 26120
RICHMOND,VA23260 		NONE PC PROGRAM SUPPORT, CAPACITY BUILDING 15,000

J SARGEANT REYNOLDS COMMUNITY COLLEGE EDUCATIONAL FOUNDATION

PO BOX 26924
RICHMOND,VA23261 		NONE PC PROGRAM SUPPORT, GENERAL OPERATING SUPPORT 3,000

JEWISH FAMILY SERVICES

6718 PATTERSON AVENUE
RICHMOND,VA23226 		NONE PC PROGRAM SUPPORT, GENERAL OPERATING SUPPORT 100,000

KR SCHOLARS

12220 CHATTANOOGA PLAZA 262
MIDLOTHIAN,VA23112 		NONE PC PROGRAM SUPPORT, CAPACITY BUILDING 15,000

LATINOS IN VIRGINIA EMPOWERMENT CENTER

9513 HULL STREET SUITE B
NORTH CHESTERFIELD,VA23236 		NONE PC PROGRAM SUPPORT, GENERAL OPERATING SUPPORT 125,000

LEADINGAGE

2519 CONNECTICUT AVENUE NW
WASHINGTON,DC20008 		NONE PC PROGRAM SUPPORT, GENERAL OPERATING SUPPORT 17,965

LEGAL AID JUSTICE CENTER

1000 PRESTON AVENUE SUITE A
CHARLOTTESVILLE,VA22903 		NONE PC PROGRAM SUPPORT, GENERAL OPERATING SUPPORT 125,000

MAGGIE WALKER COMMUNITY LAND TRUST

2114 DABNEY RD SUITE B
RICHMOND,VA23230 		NONE PC PROGRAM SUPPORT, GENERAL OPERATING SUPPORT 100,000

MENTAL HEALTH VIRGINIA

2008 BREMO ROAD SUITE 101
RICHMOND,VA23226 		NONE PC PROGRAM SUPPORT, OPPORTUNITY INVESTMENT 5,000

NATIONAL KOREAN AMERICAN SERVICE AND EDUCATIN CONSORTIUM

4300 N CALIFORNIA AVENUE
CHICAGO,IL60618 		NONE PC PROGRAM SUPPORT, OPPORTUNITY INVESTMENT 5,000

NATIONZ FOUNDATION

1603 SANTA ROSA RDSUITE 203
HENRICO,VA23229 		NONE PC PROGRAM SUPPORT, GENERAL OPERATING SUPPORT 2,500

PARTNERSHIP FOR HOUSING AFFORDABILITY

6802 PARAGON PL SUITE 410
RICHMOND,VA23230 		NONE PC PROGRAM SUPPORT, CAPACITY BUILDING 13,000

PARTNERSHIP FOR HOUSING AFFORDABILITY

6802 PARAGON PL SUITE 410
RICHMOND,VA23230 		NONE PC PROGRAM SUPPORT, OPPORTUNITY INVESTMENT 7,500

PARTNERSHIP FOR THE FUTURE

4600 COX RD SUITE 375
GLEN ALLEN,VA23060 		NONE PC PROGRAM SUPPORT, GENERAL OPERATING SUPPORT 250,000

PATH PARTNERSHIPS FOR SUPPORT OF VFN

321 WALKER DRIVE 301
WARRENTON,VA20186 		NONE PC PROGRAM SUPPORT, COLLABORATIVE INVESTMENTS RVA HEALTH RACIAL & ETHNIC FUNDERS GROUP 50,000

PATH PARTNERSHIPS FOR SUPPORT OF VFN

321 WALKER DRIVE 301
WARRENTON,VA20186 		NONE PC PROGRAM SUPPORT, COLLABORATIVE INVESTMENTS - CEO INITIATED 5,000

PHILANTHROPY SOUTHEAST

100 PEACHTREE STREET NW SUITE 2080
ATLANTIC,GA30303 		NONE PC PROGRAM SUPPORT, COLLABORATIVE INVESTMENTS - CEO INITIATED 5,000

PODIUM FOUNDATION

200 SOUTH 3RD STREET
RICHMOND,VA23219 		NONE PC PROGRAM SUPPORT, CAPACITY BUILDING 10,000

POSITIVEAGE

4201 DOMINION BOULEVARD SUITE 100
GLEN ALLEN,VA23233 		NONE PC PROGRAM SUPPORT, GENERAL OPERATING SUPPORT 2,500

PRETTY PURPOSED

PO BOX 1298
CHESTERFIELD,VA23832 		NONE PC PROGRAM SUPPORT, CAPACITY BUILDING 75,000

PRETTY PURPOSED

PO BOX 1298
CHESTERFIELD,VA23832 		NONE PC PROGRAM SUPPORT, OPPORTUNITY INVESTMENT 7,500

REAL LIFE

1111 N 25TH STREET
RICHMOND,VA23223 		NONE PC PROGRAM SUPPORT, CAPACITY BUILDING 15,000

REESTABLISH RICHMOND

PO BOX 14680
RICHMOND,VA23221 		NONE PC PROGRAM SUPPORT, CAPACITY BUILDING 15,000

RICHMOND AND HENRICO PUBLIC HEALTH FOUNDATION

400 E CARY STREET
RICHMOND,VA23219 		NONE PC PROGRAM SUPPORT, OPPORTUNITY INVESTMENT 7,500

RICHMOND PUBLIC LIBRARY FOUNDATION

101 E FRANKLIN STREET
RICHMOND,VA23219 		NONE PC PROGRAM SUPPORT, GENERAL OPERATING SUPPORT 1,250

RICHMOND PUBLIC SCHOOLS EDUCATION FOUNDATION

301 N 9TH STREET 17TH FL
RICHMOND,VA23219 		NONE PC PROGRAM SUPPORT, COLLABORATIVE INVESTMENTS - CEO INITIATED 500

RVA RAPID TRANSIT

2209 EAST GRACE STREET SUITE 20
RICHMOND,VA23223 		NONE PC PROGRAM SUPPORT, GENERAL OPERATING SUPPORT 3,500

RVA RAPID TRANSIT

2209 EAST GRACE STREET SUITE 20
RICHMOND,VA23223 		NONE PC PROGRAM SUPPORT, CAPACITY BUILDING 15,000

SACRED HEART CENTER

1400 PERRY STREET
RICHMOND,VA23224 		NONE PC PROGRAM SUPPORT, GENERAL OPERATING SUPPORT 125,000

SACRED HEART CENTER

1400 PERRY STREET
RICHMOND,VA23224 		NONE PC PROGRAM SUPPORT, GENERAL OPERATING SUPPORT 22,500

SAFE HARBOR

2006 BREMO ROAD SUITE 201
RICHMOND,VA23226 		NONE PC PROGRAM SUPPORT, CAPACITY BUILDING 7,500

SCORE IN COMMUNITIES

PO BOX 2338
GLEN ALLEN,VA23058 		NONE PC PROGRAM SUPPORT, GENERAL OPERATING SUPPORT 5,000

SCORE IN COMMUNITIES

PO BOX 2338
GLEN ALLEN,VA23058 		NONE PC PROGRAM SUPPORT, CAPACITY BUILDING 10,000

SHALOM FARMS

PO BOX 11043
RICHMOND,VA23230 		NONE PC PROGRAM SUPPORT, CAPACITY BUILDING 15,000

SOUTHSIDE COMMUNITY DEVELOPMENT & HOUSING CORPORATION

1624 HULL STREET
RICHMOND,VA23224 		NONE PC PROGRAM SUPPORT, GENERAL OPERATING SUPPORT 125,000

SUPPORTWORKS HOUSING

1900 COOL LANE SUITE B
RICHMOND,VA23223 		NONE PC PROGRAM SUPPORT, CAPACITY BUILDING 15,000

THE COMMONWEALTH INSTITUTE FOR FISCAL ANALYSIS

1329 E CARY STREET 200
RICHMOND,VA23219 		NONE PC PROGRAM SUPPORT, GENERAL OPERATING SUPPORT 125,000

THE COMMUNITY FOUNDATION FOR A GREATER RICHMOND

PO BOX 49044
BALTIMORE,MD21297 		NONE PC PROGRAM SUPPORT, GENERAL OPERATING SUPPORT 5,000

THE COMMUNITY FOUNDATION FOR A GREATER RICHMOND

PO BOX 49044
BALTIMORE,MD21297 		NONE PC PROGRAM SUPPORT, COLLABORATIVE INVESTMENTS RVA RISING 20,000

THE FOUNTAIN FUND

11 SOUTH 12TH STREET SUITE 101
RICHMOND,VA23219 		NONE PC PROGRAM SUPPORT, CAPACITY BUILDING 6,000

THE READ CENTER

5211 WEST BROAD STREET SUITE 102
RICHMOND,VA23230 		NONE PC PROGRAM SUPPORT, CAPACITY BUILDING 15,000

THE SAINT PAUL'S BAPTIST CHURCH

4247 CREIGHTON ROAD
HENRICO,VA23223 		NONE PC PROGRAM SUPPORT, GENERAL OPERATING SUPPORT 2,500

THE SPAN CENTER

1300 SEMMES AVENUE
RICHMOND,VA23224 		NONE PC PROGRAM SUPPORT, GENERAL OPERATING SUPPORT 100,000

UNITED WAY OF GREATER RICHMOND & PETERSBURG

7814 CAROUSEL LANE 400
RICHMOND,VA23294 		NONE PC PROGRAM SUPPORT, GENERAL OPERATING SUPPORT 1,250

UNITED WAY OF GREATER RICHMOND & PETERSBURG

7814 CAROUSEL LANE 400
RICHMOND,VA23294 		NONE PC PROGRAM SUPPORT, COLLABORATIVE INVESTMENTS 75,000

URBAN HOPE INC

PO BOX 23171
RICHMOND,VA23223 		NONE PC PROGRAM SUPPORT, GENERAL OPERATING SUPPORT 125,000

VIRGINIA CENTER FOR INCLUSIVE COMMUNITIES

5511 STAPLES MILL ROAD 202
RICHMOND,VA23228 		NONE PC PROGRAM SUPPORT, GENERAL OPERATING SUPPORT 5,000

VIRGINIA CENTER FOR INCLUSIVE COMMUNITIES

5511 STAPLES MILL ROAD 202
RICHMOND,VA23228 		NONE PC PROGRAM SUPPORT, CAPACITY BUILDING 9,000

VIRGINIA CENTER FOR INCLUSIVE COMMUNITIES

5511 STAPLES MILL ROAD 202
RICHMOND,VA23228 		NONE PC PROGRAM SUPPORT, COLLABORATIVE INVESTMENTS - CEO INITIATED 2,000

VIRGINIA COMMUNITY HEALTH WORKER ASSOCIATION

1717 E CARY STREET
RICHMOND,VA23223 		NONE PC PROGRAM SUPPORT, OPPORTUNITY INVESTMENT 1,000

VIRGINIA COMMUNITY HEALTH WORKER ASSOCIATION

1717 E CARY STREET
RICHMOND,VA23223 		NONE PC PROGRAM SUPPORT, COLLABORATIVE INVESTMENTS - CEO INITIATED 1,500

VIRGINIA COMMUNITY VOICE

PO BOX 26972
RICHMOND,VA23261 		NONE PC PROGRAM SUPPORT, GENERAL OPERATING SUPPORT 250,000

VIRGINIA COMMUNITY VOICE

PO BOX 26972
RICHMOND,VA23261 		NONE PC PROGRAM SUPPORT, CAPACITY BUILDING 50,000

VIRGINIA HEALTH CARE FOUNDATION

6806 PARAGON PL 250
RICHMOND,VA23230 		NONE PC PROGRAM SUPPORT, COLLABORATIVE INVESTMENTS 20,000

VIRGINIA HEALTH CATALYST

4200 INNSLAKE DRIVE SUITE 202
GLEN ALLEN,VA23060 		NONE PC PROGRAM SUPPORT, GENERAL OPERATING SUPPORT 60,000

VIRGINIA INTERFAITH CENTER FOR PUBLIC POLICY

1716 EAST FRANKLIN STREET
RICHMOND,VA23223 		NONE PC PROGRAM SUPPORT, GENERAL OPERATING SUPPORT 125,000

VIRGINIA INTERFAITH CENTER FOR PUBLIC POLICY

1716 EAST FRANKLIN STREET
RICHMOND,VA23223 		NONE PC PROGRAM SUPPORT, GENERAL OPERATING SUPPORT 1,500

VIRGINIA INTERFAITH CENTER FOR PUBLIC POLICY

1716 EAST FRANKLIN STREET
RICHMOND,VA23223 		NONE PC PROGRAM SUPPORT, OPPORTUNITY INVESTMENT 7,500

VIRGINIA LEAGUE FOR PLANNED PARENTHOOD

201 NORTH HAMILTON STREET
RICHMOND,VA23221 		NONE PC PROGRAM SUPPORT, GENERAL OPERATING SUPPORT 125,000

VIRGINIA UNION UNIVERSITY

1500 NORTH LOMBARDY STREET
RICHMOND,VA23220 		NONE PC PROGRAM SUPPORT, COLLABORATIVE INVESTMENTS - CEO INITIATED 2,000

WAYMAKERS FOUNDATION

7106 HULL STREET ROAD
CHESTERFIELD,VA23235 		NONE PC PROGRAM SUPPORT, GENERAL OPERATING SUPPORT 2,500

WAYMAKERS FOUNDATION

7106 HULL STREET ROAD
CHESTERFIELD,VA23235 		NONE PC PROGRAM SUPPORT, CAPACITY BUILDING 15,000

NOLEF TURNS

211 N 18TH STREET
RICHMOND,VA23223 		NONE PC PROGRAM SUPPORT, GENERAL OPERATING SUPPORT 20,000

HEBRON VA

1679 BRANDON AVENUE
PETERSBURG,VA23805 		NONE PC PROGRAM SUPPORT, GENERAL OPERATING SUPPORT 20,000

FAILSAFE-ERA

1972 WILLIAM STREET
FREDERICKSBURG,VA22401 		NONE PC PROGRAM SUPPORT, GENERAL OPERATING SUPPORT 20,000

FOUNDATION FOR ART & HEALTH INC

4990 SADLER PLACE 2594
GLEN ALLEN,VA23060 		NONE PC PROGRAM SUPPORT, GENERAL OPERATING SUPPORT 20,000

WE R ME FOUNDATION

3918 WEST CHATHAM DRIVE
RICHMOND,VA23222 		NONE PC PROGRAM SUPPORT, GENERAL OPERATING SUPPORT 20,000

COMITE SALVADORENO PAISANOS UNIDOS

PO BOX 923
HARRISONBURG,VA22803 		NONE PC PROGRAM SUPPORT, GENERAL OPERATING SUPPORT 20,000

LULAC PA'LANTE FAMILY TECHNOLOGY CENTER

3000 E BELT BOULEVARD
RICHMOND,VA23234 		NONE PC PROGRAM SUPPORT, GENERAL OPERATING SUPPORT 20,000

THE FAMILY

801 MELODY COURT
LEESBURG,VA20175 		NONE PC PROGRAM SUPPORT, GENERAL OPERATING SUPPORT 20,000

HUMBLE HUSTLE COMPANY INC

601 11TH STREET NW SUITE 102
ROANOKE,VA24017 		NONE PC PROGRAM SUPPORT, GENERAL OPERATING SUPPORT 20,000

KUSP

2655 TIDEWATER DRIVE UNIT 7642
NORFOLK,VA23509 		NONE PC PROGRAM SUPPORT, GENERAL OPERATING SUPPORT 20,000

FAMILY LIFELINE

2325 WEST BROAD STREET
RICHMOND,VA23220 		NONE PC PROGRAM SUPPORT, GENERAL OPERATING SUPPORT 1,000

FAMILY LIFELINE

2325 WEST BROAD STREET
RICHMOND,VA23220 		NONE PC PROGRAM SUPPORT, GENERAL OPERATING SUPPORT 100,000

FAMILY LIFELINE

2325 WEST BROAD STREET
RICHMOND,VA23220 		NONE PC PROGRAM SUPPORT, CAPACITY BUILDING 15,000

FAMILY LIFELINE

2325 WEST BROAD STREET
RICHMOND,VA23220 		NONE PC PROGRAM SUPPORT, OPPORTUNITY INVESTMENT 7,500
Total .................................right arrow 3a 3,842,965
bApproved for future payment

CHILDSAVERS
200 NORTH 22ND STREET
RICHMOND,VA23223 		NONE PC PROGRAM SUPPORT, GENERAL OPERATING SUPPORT 125,000

FAMILY LIFELINE
2325 WEST BROAD STREET
RICHMOND,VA23220 		NONE PC PROGRAM SUPPORT, GENERAL OPERATING SUPPORT 100,000

GIRLS FOR A CHANGE
100 BUFORD ROAD
NORTH CHESTERFIELD,VA23235 		NONE PC PROGRAM SUPPORT, GENERAL OPERATING SUPPORT 125,000

GOOCHLANDCARES
2999 RIVER ROAD WEST
GOOCHLAND,VA23063 		NONE PC PROGRAM SUPPORT, GENERAL OPERATING SUPPORT 50,000

GREATER RICHMOND STOP CHILD ABUSE NOW
103 EAST GRACE STREET
RICHMOND,VA23219 		NONE PC PROGRAM SUPPORT, GENERAL OPERATING SUPPORT 100,000

GROUNDWORK RVA
3001 MEADOWBRIDGE ROAD
RICHMOND,VA23222 		NONE PC PROGRAM SUPPORT, GENERAL OPERATING SUPPORT 100,000

HEALTH BRIGADE
1010 NORTH THOMPSON STREET
RICHMOND,VA23230 		NONE PC PROGRAM SUPPORT, GENERAL OPERATING SUPPORT 125,000

LEGAL AID JUSTICE CENTER
1000 PRESTON AVENUE SUITE A
CHARLOTTESVILLE,VA22903 		NONE PC PROGRAM SUPPORT, GENERAL OPERATING SUPPORT 125,000

LATINOS IN VIRGINIA EMPOWERMENT CENTER
9513 HULL STREET SUITE B
NORTH CHESTERFIELD,VA23236 		NONE PC PROGRAM SUPPORT, GENERAL OPERATING SUPPORT 125,000

MAGGIE WALKER COMMUNITY LAND TRUST
2114 DABNEY RD SUITE B
RICHMOND,VA23230 		NONE PC PROGRAM SUPPORT, GENERAL OPERATING SUPPORT 100,000

PARTNERSHIP FOR THE FUTURE
4600 COX RD SUITE 375
GLEN ALLEN,VA23060 		NONE PC PROGRAM SUPPORT, GENERAL OPERATING SUPPORT 125,000

SACRED HEART CENTER
1400 PERRY STREET
RICHMOND,VA23224 		NONE PC PROGRAM SUPPORT, GENERAL OPERATING SUPPORT 125,000

THE SPAN CENTER
1300 SEMMES AVENUE
RICHMOND,VA23224 		NONE PC PROGRAM SUPPORT, GENERAL OPERATING SUPPORT 100,000

SOUTHSIDE COMMUNITY DEVELOPMENT & HOUSING CORPORATION
1624 HULL STREET
RICHMOND,VA23224 		NONE PC PROGRAM SUPPORT, GENERAL OPERATING SUPPORT 125,000

THE COMMONWEALTH INSTITUTE FOR FISCAL ANALYSIS
1329 E CARY STREET 200
RICHMOND,VA23219 		NONE PC PROGRAM SUPPORT, GENERAL OPERATING SUPPORT 125,000

URBAN HOPE INC
PO BOX 23171
RICHMOND,VA23223 		NONE PC PROGRAM SUPPORT, GENERAL OPERATING SUPPORT 125,000

VIRGINIA COMMUNITY VOICE
PO BOX 26972
RICHMOND,VA23261 		NONE PC PROGRAM SUPPORT, GENERAL OPERATING SUPPORT 125,000

VIRGINIA HEALTH CATALYST
4200 INNSLAKE DRIVE SUITE 202
GLEN ALLEN,VA23060 		NONE PC PROGRAM SUPPORT, GENERAL OPERATING SUPPORT 60,000

VIRGINIA INTERFAITH CENTER FOR PUBLIC POLICY
1716 EAST FRANKLIN STREET
RICHMOND,VA23223 		NONE PC PROGRAM SUPPORT, GENERAL OPERATING SUPPORT 125,000

VIRGINIA LEAGUE FOR PLANNED PARENTHOOD
201 NORTH HAMILTON STREET
RICHMOND,VA23221 		NONE PC PROGRAM SUPPORT, GENERAL OPERATING SUPPORT 125,000
Total ................................. right arrow 3b 2,235,000
Form 990-PF (2024)
Form 990-PF (2024)
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 ....     14 2,849,015  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....     16 16,679  
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 6,011,736  
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 8,877,430 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
8,877,430
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
RICHMOND MEMORIAL HEALTH FOUNDATION
 
Employer identification number

51-0211020
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
RICHMOND MEMORIAL HEALTH FOUNDATION
  		Employer identification number
51-0211020
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
CONE HEALTH FOUNDATION
 
324 WEST WENDOVER SUITE 170
 
GREENSBORO, NC27408

$ 10,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
RICHMOND MEMORIAL HEALTH FOUNDATION
  		Employer identification number

51-0211020
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
RICHMOND MEMORIAL HEALTH FOUNDATION
  		Employer identification number

51-0211020
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
RICHMOND MEMORIAL HEALTH FOUNDATION
EIN:
51-0211020
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
AUDITING AND TAX COMPLIANCE 33,029 0   33,029

TY 2024 InvestmentsCorpStockSchedule
Name:
RICHMOND MEMORIAL HEALTH FOUNDATION
EIN:
51-0211020
Name of Stock End of Year Book Value End of Year Fair Market Value
STOCKS 74,785,432 74,785,432

TY 2024 InvestmentsOtherSchedule2
Name:
RICHMOND MEMORIAL HEALTH FOUNDATION
EIN:
51-0211020
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ALTERNATIVE INVESTMENTS AT COST 14,814,148 14,814,148
FIXED INCOME AT COST 22,139,767 22,139,767
OTHER INVESTMENTS AT COST 1,674,733 1,674,733
SHORT TERM INVESTMENTS AT COST 4,862,711 4,862,711
OTHER PROGRAM RELATED INVESTMENTS AT COST 532,652 532,652

TY 2024 LegalFeesSchedule
Name:
RICHMOND MEMORIAL HEALTH FOUNDATION
EIN:
51-0211020
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 14,421 0   14,421


TY 2024 OtherAssetsSchedule
Name:
RICHMOND MEMORIAL HEALTH FOUNDATION
EIN:
51-0211020
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
RIGHT-OF-USE OPERATING LEASE ASSET 116,039 1,140,563 1,140,563


TY 2024 OtherExpensesSchedule
Name:
RICHMOND MEMORIAL HEALTH FOUNDATION
EIN:
51-0211020
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK SERVICE FEES 1,495 0   1,495
FLUXX SUBSCRIPTION 26,076 0   26,076
EQUIP.LEASES, SVC CONTRACTS, MAINT. 4,739 0   4,739
PERSONNEL DEVELOPMENT 6,038 0   6,038
INSURANCE 7,887 0   7,887
INTERNET ACCESS & TELECOMMUNICATIONS 7,115 623   6,492
MEMBERSHIPS 52,871 0   52,871
MISCELLANEOUS 6,650 0   6,650
POSTAGE 872 0   872
SUBSCRIPTIONS 5,965 0   5,965
SUPPLIES AND MATERIALS 9,009 0   9,009
COMPUTER AND EQUIPMENT 63,475 5,554   57,921
COMMUNICATIONS OTHER EXPENSE 3,010 0   3,010
BOARD AND GOVERNANCE 9,525 0   9,525
GRANT EXPENSE 307,726 0   307,726


TY 2024 OtherIncreasesSchedule
Name:
RICHMOND MEMORIAL HEALTH FOUNDATION
EIN:
51-0211020
Description Amount
UNREALIZED LOSS ON INVESTMENTS 3,423,990


TY 2024 OtherLiabilitiesSchedule
Name:
RICHMOND MEMORIAL HEALTH FOUNDATION
EIN:
51-0211020
Description Beginning of Year - Book Value End of Year - Book Value
OPERATING LEASE LIABILITY 136,602 1,165,937


TY 2024 OtherProfessionalFeesSchedule
Name:
RICHMOND MEMORIAL HEALTH FOUNDATION
EIN:
51-0211020
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
COMMUNICATIONS CONSULTANT 108,000 0   108,000
INVESTMENT CONSULTANT 228,801 228,801   0
INVESTMENT MANAGEMENT 87,115 87,115   0
IT, DESIGN & ARCHITECTURE CONSULTANTS 46,469 0   46,469
OTHER PROFESSIONAL FEES 245,596 21,490   224,106
MOVING EXPENSES 15,425 0   15,425


TY 2024 TaxesSchedule
Name:
RICHMOND MEMORIAL HEALTH FOUNDATION
EIN:
51-0211020
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX 85,543 0   0
OTHER TAXES AND LICENSES 1,792 0   1,792
PAYROLL TAXES 62,718 3,136   58,328