2023-11-08T13:57:10-06:00 2022-12-31 910189318 MOSS ADAMS LLP 101 SECOND STREET SUITE 900 SAN FRANCISCO CA 94105 990 2022-01-01 472639018 ANN K KIRBY FOUNDATION ANNK 8043307400 3409 MOORE STREET RICHMOND VA 23230 MICHELLE A NELSON SECRETARY 8043307400 2023-11-04 1 MICHELLE NELSON 999009999 1 TRACY S PAGLIA P00366884 4159561500 2023-11-04 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z ROGER H W KIRBY 3409 MOORE STREET RICHMOND VA 23230 1479020 0 X WWW.CFRICHMOND.ORG X 2014 VA TO SUPPORT A WIDE RANGE OF CHARITABLE PURPOSES INCLUDING HEALTH, EDUCATION, ENVIRONMENTAL CAUSES, FINE AND PERFORMING ARTS, HISTORICAL PRESERVATION AND FAITH-BASED MINISTRIES IN COMMUNITIES WHERE THERE ARE STRONG FAMILY TIES, INCLUDING RICHMOND, VA. 7 4 0 7 -67057 0 0 0 0 0 4374112 1479020 0 0 4374112 1479020 2412934 2694555 0 0 0 0 0 0 0 288190 271576 2701124 2966131 1672988 -1487111 49508052 41299276 250000 1589921 49258052 39709355 TO SUPPORT A WIDE RANGE OF CHARITABLE PURPOSES INCLUDING HEALTH, EDUCATION, ENVIRONMENTAL CAUSES, FINE AND PERFORMING ARTS, HISTORICAL PRESERVATION AND FAITH-BASED MINISTRIES IN COMMUNITIES WHERE THERE ARE STRONG FAMILY TIES, INCLUDING RICHMOND, VA. 0 0 2694656 2694555 0 THE FOUNDATION SUPPORTS CHARITABLE ACTIVITIES THAT ADVANCE HEALTH, MEDICAL RESEARCH, EDUCATION, ENVIRONMENTAL CAUSES, FINE AND PERFORMING ARTS, HISTORICAL PRESERVATION, AND FAITH-BASED (CHRISTIAN) MINISTRIES. 2694656 1 0 0 0 0 0 0 0 0 1 0 1 0 0 0 1 0 1 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 1 1 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 7 4 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X MICHELLE A NELSON 8043307400 3409 MOORE STREET RICHMOND VA 23230 MICHELLE A NELSON NON-VOTING SECRETARY 0.50 X 0 187063 31842 ROGER H W KIRBY PRESIDENT 1.00 X X 0 0 0 WADE H O KIRBY TREASURER 0.50 X X 0 0 0 ANNETTE S KIRBY DIRECTOR 0.50 X 0 0 0 HUNTER A APPLEWHITE DIRECTOR 0.50 X 0 0 0 STEWARD L CUTLER DIRECTOR 0.50 X 0 0 0 H HITER HARRIS III DIRECTOR 0.50 X 0 0 0 ANN HUNTER MCCLEAN DIRECTOR 0.50 X 0 0 0 0 187063 31842 0 0 1 0 GUILFORD COMPANY 9030 STONY POINT PARKWAY SUITE 460 RICHMOND VA 23235 INVESTMENT MANAGEMENT 219459 1 177689 -67057 244746 1301331 0 1301331 1301331 1301331 1479020 0 -67057 1546077 2694555 2694555 4100 4100 267260 267260 166 101 65 TAXES, LICENSES, FEES 50 50 2966131 2694656 271475 0 35953 23002 21401328 18307642 28070771 22968632 49508052 41299276 0 31 250000 1589890 250000 1589921 X 49258052 39709355 49258052 39709355 49508052 41299276 -1487111 -8061586 0 X 0 1 X 1 0 X X X 1 THE COMMUNITY FOUNDATION INC 237009135 8 1 1548216 0 1 1548216 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 PART IV, SECTION A, LINE 6 THE ORGANIZATION PROVIDED SUPPORT (IN THE FORM OF GRANTS) TO ITS SUPPORTED ORGANIZATION (THE COMMUNITY FOUNDATION, INC.) AND TO OTHER ORGANIZATIONS THAT SUPPORT THE COMMUNITY FOUNDATION, INC.'S MISSION OF BRINGING PEOPLE TOGETHER TO TRANSFORM OUR COMMUNITY THROUGH INFORMED AND INSPIRED PHILANTHROPY. ALL GRANTS MUST BE APPROVED BY THE FILING ORGANIZATION'S SUPPORTED ORGANIZATION. PLEASE SEE SCHEDULE I, PART II FOR A LIST OF GRANTEES RECEIVING FUNDS DURING THE 2022 TAX YEAR. 49258052 -6849826 2694555 4316 39709355 45093631 6581316 2412934 3961 49258052 39993978 5497826 388513 9660 45093631 33631551 7092392 727440 2525 39993978 36533695 -2250543 651326 275 33631551 1.00000 0.00000 0.00000 0 0 0 ALTERNATIVE INVESTMENTS 22968632 F 22968632 X PART V, LINE 4: ANN K. KIRBY FOUNDATION'S ENDOWMENT FUNDS ARE UTILIZED FOR GRANTMAKING TO ORGANIZATIONS THAT SUPPORT THE COMMUNITY FOUNDATION, INC.'S MISSION OF BRINGING PEOPLE TOGETHER TO TRANSFORM OUR COMMUNITY THROUGH INFORMED AND INSPIRED PHILANTHROPY. PART X, LINE 2: THE FOUNDATION FOLLOWS THE FINANCIAL ACCOUNTING STANDARDS BOARD ("FASB") GUIDANCE RELATED TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH CLARIFIES THE ACCOUNTING FOR INCOME TAXES BY PRESCRIBING THE MINIMUM RECOGNITION THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FOUNDATION'S CONSOLIDATED FINANCIAL STATEMENTS. THE INTERPRETATION ALSO PROVIDES GUIDANCE ON DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, DISCLOSURE, AND TRANSITION. IN ACCORDANCE WITH THE INTERPRETATION, THE FOUNDATION DISCLOSES THE EXPECTED FUTURE TAX CONSEQUENCES OF UNCERTAIN TAX POSITIONS PRESUMING THE TAXING AUTHORITIES' FULL KNOWLEDGE OF THE FACTS OF THE FOUNDATION'S POSITION AND RECORDS UNRECOGNIZED TAX BENEFITS OR LIABILITIES FOR KNOWN, OR ANTICIPATED TAX ISSUES BASED ON THE FOUNDATION'S ANALYSIS OF WHETHER ADDITIONAL TAXES WOULD BE DUE TO THE AUTHORITY GIVEN ITS FULL KNOWLEDGE OF THE TAX POSITION. THE FOUNDATION HAS COMPLETED ITS ASSESSMENT AND DETERMINED THAT THERE WERE NO TAX POSITIONS WHICH WOULD REQUIRE RECOGNITION UNDER THE INTERPRETATION. THE FOUNDATION IS NOT CURRENTLY UNDER AUDIT BY ANY TAX JURISDICTION. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 8101516 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 INVESTMENTS 2810334 0 0 0 0 0 0 10911850 0 10911850 0 0 1 1 1 0 PART III ACCOUNTING METHOD: 1 CHILDSAVERS 200 NORTH 22ND STREET RICHMOND VA 23223 540505927 501(C)(3) 50000 0 TO SUPPORT CHILDRENS MENTAL HEALTH SERVICES AND CHILD DEVELOPMENT SERVICES CITY OF WILKES-BARRE RM 23 CITY HALL 40 EAST MARKET ST WILKESBARRE PA 18711 CITY OF WILKES-BARRE 500000 0 TO SUPPORT THE RENOVATION OF THE MAINTENANCE BUILDING AND EXISTING BATHROOM, AND THE CONSTRUCTION OF THE NEW ADA ACCESSIBLE BATHROOM AT KIRBY PARK. THE COMMUNITY FOUNDATION INC 3409 MOORE STREET RICHMOND VA 23230 237009135 501(C)(3) 1548216 0 GRANTMAKING AND UNRESTRICTED SUPPORT FOUNDATION FOR MORRISTOWN MEDICAL CENTER 475 SOUTH STREET FIRST FLOOR MORRISTOWN NJ 07960 223392808 501(C)(3) 250000 0 TO SUPPORT THE TRAUMA CENTER ELEVATOR THE NATURE CONSERVANCY INC 4245 NORTH FAIRFAX DRIVE SUITE 100 ARLINGTON VA 222031606 530242652 501(C)(3) 346339 0 TO SUPPORT THE CLINCH VALLEY PROGRAM. 5 0 PART I, LINE 2: THE BOARD OF THE ANN K. KIRBY FOUNDATION WORKS CLOSELY WITH THE COMMUNITY FOUNDATION, INC. STAFF TO CONSIDER POTENTIAL GRANTEES. THE COMMUNITY FOUNDATION STAFF COLLECTS AND REVIEWS DUE DILIGENCE DOCUMENTATION ON PROSPECTIVE GRANTEES AND SHARES INFORMATION WITH THE BOARD OF THE ANN K. KIRBY FOUNDATION. THE COMMUNITY FOUNDATION STAFF MEMBERS FOLLOW UP WITH THE GRANTEES TO RECEIVE PROGRESS REPORTS AND SHARE FOLLOW-UP INFORMATION WITH THE BOARD. 0 0 0 0 0 0 0 0 0 MICHELLE A NELSON NON-VOTING SECRETARY 0 186688 0 0 0 375 0 9292 0 22550 0 218905 0 0 GUILFORD COMPANY 35% CONTROLLED ORG OF ROGER H.W. KIRBY & ANNETTE S. KIRBY 219459 INVESTMENT MANAGEMENT FEES 0 FORM 990, PART VI, SECTION A, LINE 2 ROGER H. W. KIRBY, WADE H. O. KIRBY, AND ANNETTE S. KIRBY HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION DOES NOT HAVE "MEMBERS" BY DEFINITION OF THE BYLAWS; HOWEVER, THE FORM 990 INSTRUCTIONS FURTHER DEFINE A "MEMBER" AS ANY PERSON (INCLUDING A CORPORATION OR OTHER LEGAL ENTITY) WITH THE POWER TO ELECT MEMBERS OF THE GOVERNING BODY. ACCORDINGLY, ANN K. KIRBY FOUNDATION HAS ONE MEMBER: THE COMMUNITY FOUNDATION, INC. FORM 990, PART VI, SECTION A, LINE 7A THE COMMUNITY FOUNDATION, INC. HAS THE POWER TO ELECT A MAJORITY OF THE MEMBERS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT TAX ACCOUNTANT; A DRAFT OF THE FORM 990 AND APPLICABLE SCHEDULES IS THEN REVIEWED BY THE COMMUNITY FOUNDATION'S CHIEF FINANCIAL OFFICER; ADJUSTMENTS ARE MADE, AS NECESSARY. A COMPLETE COPY OF THE FORM 990 AND ALL APPLICABLE SCHEDULES IS THEN PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY WHICH COVERS ALL DIRECTORS AND OFFICERS. UNDER THE POLICY, EACH DIRECTOR AND OFFICER ANNUALLY SIGNS A STATEMENT WHICH AFFIRMS THAT SUCH PERSON: (I) HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, (II) HAS READ AND UNDERSTANDS THE POLICY, (III) HAS AGREED TO COMPLY WITH THE POLICY, AND (IV) UNDERSTANDS THAT THE FOUNDATION IS A CHARITABLE ORGANIZATION AND THAT IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. IN ADDITION, EACH DIRECTOR AND OFFICER HAS AN ONGOING DUTY TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTERESTS. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, THE INTERESTED PERSON SHALL LEAVE THE BOARD OR COMMITTEE MEETING WHILE THE FINANCIAL PROPOSED TRANSACTION IS DISCUSSED AND VOTED UPON. THE DISCUSSION AND DELIBERATION IS RECORDED INTO THE MINUTES OF THE BOARD AND/OR COMMITTEE MEETING. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE COMMUNITY FOUNDATION INC 3409 MOORE STREET RICHMOND VA 23230 237009135 GRANTMAKING VA 501(C)(3) LINE 8 N/A 0 ANNABELLA R JENKINS FOUNDATION 3409 MOORE STREET RICHMOND VA 23230 541364974 GRANTMAKING VA 501(C)(3) LINE 12A, I THE COMMUNITY FOUNDATION INC 0 THE JANE AND ARTHUR FLIPPO ENDOWMENT FOUNDATION 3409 MOORE STREET RICHMOND VA 23230 462943706 GRANTMAKING VA 501(C)(3) LINE 12A, I THE COMMUNITY FOUNDATION INC 0 THE PAULEY FAMILY FOUNDATION 3409 MOORE STREET RICHMOND VA 23230 541685158 GRANTMAKING VA 501(C)(3) LINE 12A, I THE COMMUNITY FOUNDATION INC 0 REB FOUNDATION 3409 MOORE STREET RICHMOND VA 23230 521206536 GRANTMAKING VA 501(C)(3) LINE 12A, I THE COMMUNITY FOUNDATION INC 0 COMMONWEALTH FOUNDATION FOR CANCER RESEARCH 800 EAST CANAL STREET SUITE 1900 RICHMOND VA 23219 043632101 GRANTMAKING VA 501(C)(3) LINE 12A, I THE COMMUNITY FOUNDATION INC 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0