2024-05-09T09:29:40-05:00 2023-06-30 541631262 KEITER STEPHENS HURST GARY & SHREAVES 4401 DOMINION BLVD GLEN ALLEN VA 23060 990 2022-07-01 541909187 ST JOSEPH'S VILLA FOUNDATION STJO 8045533200 8000 BROOK ROAD RICHMOND VA 232271338 SUZANNE K HINTON TREASURER 8045533200 2024-05-06 1 SUZANNE HINTON 999009999 1 JAYME MIKA P00852731 8047470000 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DAVID D REDMOND 8000 BROOK ROAD RICHMOND VA 232271338 4814638 0 X N/A X 1998 VA ST. JOSEPH'S VILLA FOUNDATION WAS ORGANIZED EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC, LITERARY AND EDUCATIONAL PURPOSES, AND PARTICULARLY: *TO SOLICIT, RECEIVE AND ADMINISTER GIFTS, GRANTS, CONTRIBUTIONS AND DONATIONS FOR ST. JOSEPH'S VILLA, AND *TO DISTRIBUTE FUNDS TO ST. JOSEPH'S VILLA AND ITS THREE RELATED ORGANIZATIONS IN SUPPORT OF THEIR VARIOUS PROGRAMS AND ACTIVITIES. THESE DISTRIBUTIONS FORM AN INTEGRAL PART OF THE ON-GOING OPERATING BUDGET OF ST. JOSEPH'S VILLA. 8 8 0 8 0 0 0 1000 0 0 972717 437996 0 0 972717 438996 1231657 1186744 0 0 0 0 0 0 0 104900 107052 1336557 1293796 -363840 -854800 22923124 24013549 0 46056 22923124 23967493 X ST. JOSEPH'S VILLA FOUNDATION WAS ORGANIZED EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC, LITERARY AND EDUCATIONAL PURPOSES, AND PARTICULARLY: *TO SOLICIT, RECEIVE AND ADMINISTER GIFTS, GRANTS, CONTRIBUTIONS AND DONATIONS FOR ST. JOSEPH'S VILLA, AND *TO DISTRIBUTE FUNDS TO ST. JOSEPH'S VILLA AND ITS THREE RELATED ORGANIZATIONS IN SUPPORT OF THEIR VARIOUS PROGRAMS AND ACTIVITIES. THESE DISTRIBUTIONS FORM AN INTEGRAL PART OF THE ON-GOING OPERATING BUDGET OF ST. JOSEPH'S VILLA. 0 0 1186744 1186744 THE ST. JOSEPH'S VILLA FOUNDATION'S FOCUS FOR THE YEAR HAS BEEN IN THE RAISING AWARENESS WITH DONORS AND PROSPECTIVE DONORS OF THE BENEFITS OF INCREASING ITS INVESTED FUNDS CORPUS THROUGH OUTRIGHT AND PLANNEDGIFTS. THE FOUNDATION MARKETED PLANNED GIVING THROUGH FEATURES IN THE SEMI-ANNUAL PRINT NEWSLETTERS (3,859 HOUSEHOLDS), A SECTION IN THE ANNUAL DONOR IMPACT REPORT (750 HOUSEHOLDS), THROUGH TWO TARGETED MAILINGS (555 HOUSEHOLDS). THE FOUNDATION CONTRACTED WITH THE STELTER COMPANY TO CREATE, MAINTAIN, AND REGULARLY UPDATE THE ESTATE PLANNING SECTION OF THE ST. JOSEPH'S VILLA WEBSITE. 1186744 1 0 0 0 0 0 0 0 0 1 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 EI 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 VA X X SUZANNE K HINTON 8045533200 8000 BROOK ROAD RICHMOND VA 232271338 JOHN ACKERLY IV DIRECTOR 1.00 X 0 0 0 JOHN B CATLETT JR DIRECTOR 1.00 X 0 0 0 KATHLEEN C DUKE DIRECTOR 1.00 X 0 0 0 CHRISTOPHER M LAYNE DIRECTOR 1.00 X 0 0 0 JEANMARIE MCGOWAN DIRECTOR 1.00 X 0 0 0 J SARGEANT REYNOLDS JR DIRECTOR 1.00 X 0 0 0 DAVID D REDMOND CHAIR 1.00 X X 0 0 0 KAREN ML WHELAN VICE-CHAIR 1.00 X X 0 0 0 SUZANNE HINTON TREASURER 1.00 40.00 X 0 153998 17168 KATHLEEN BURKE BARRETT FORMER CEO 1.00 40.00 X 0 320290 32616 0 474288 49784 0 0 1 0 0 1000 1000 579836 579836 4233802 4375642 -141840 -141840 -141840 438996 0 0 437996 1186744 1186744 17250 17250 76731 76731 13046 13046 MISCELLANEOUS 25 25 1293796 1186744 107052 0 689766 683200 600624 1582052 1764371 20050682 21565978 22923124 24013549 0 46056 0 46056 X 21735409 22742745 1187715 1224748 22923124 23967493 22923124 24013549 -854800 1899169 0 X X 0 1 X 1 0 X X 1 ST JOSEPH'S VILLA 540505950 2 1 1186744 0 1 1186744 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 FORM 990, SCHEDULE A, SECTION C, LINE 1: THE MANAGEMENT GROUP, INCLUDING THE EXECUTIVE DIRECTOR AND FINANCIAL MANAGERS, THAT CONTROLS AND SUPERVISES THE SUPPORTING ORGANIZATION ALSO CONTROLS AND SUPERVISES THE SUPPORTED ORGANIZATION TO ENSURE THAT THE SUPPORTING ORGANIZATION WILL BE RESPONSIVE TO THE NEEDS AND REQUIREMENTS OF THE SUPPORTED ORGANIZATION. 785715 1000 64068 28035 822748 924395 20629 -121878 37431 785715 678858 104600 172440 31503 924395 684786 11600 12753 30281 678858 649353 36355 28565 29487 684786 0.66060 0.33940 0.00000 0 0 0 HEDGE FUNDS 5621 F CORPORATE OBLIGATIONS 349872 F GOVERNMENT OBLIGATIONS 2007393 F ASSET BACKED SECURITIES 26272 F FIXED INCOME MUTUAL FUNDS 4470727 F EQUITY MUTUAL FUNDS 14275205 F EXCHANGE TRADED FUNDS 430888 F 21565978 DUE TO ST. JOSEPH'S VILLA 46056 46056 X 2261434 1899169 -76731 1822438 438996 0 438996 1217065 0 1217065 76731 76731 1293796 PART V, LINE 4: IN ACCORDANCE WITH ITS EXEMPT PURPOSE, THE ORGANIZATION INTENDS TO DISTRIBUTE FUNDS TO ST. JOSEPH'S VILLA IN SUPPORT OF ITS VARIOUS PROGRAMS AND ACTIVITIES. PART X, LINE 2: MANAGEMENT HAS EVALUATED THE EFFECTS OF ACCOUNTING GUIDANCE RELATED TO UNCERTAIN INCOME TAX POSITIONS AND CONCLUDED THAT THE FOUNDATION HAD NO SIGNIFICANT FINANCIAL STATEMENT EXPOSURE TO UNCERTAIN INCOME TAX POSITIONS AT JUNE 30, 2023 AND 2022. THE FOUNDATION IS NOT CURRENTLY UNDER AUDIT BY ANY TAX JURISDICTION. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT FEES NETTED WITH INVESTMENT INCOME -76,731. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES AND GRANTS NETTED WITH INVESTMENT INCOME 76,731. 1 ST JOSEPH'S VILLA 8000 BROOK ROAD RICHMOND VA 23227 540505950 501(C)(3) 1186744 0 TO SUPPORT PROGRAMS 1 PART I, LINE 2: AN APPLICATION FROM ST. JOSEPH'S VILLA IS SUBMITTED TO ST. JOSEPH'S VILLA FOUNDATION ANNUALLY FOR A GRANT TO SUBSIDIZE THE ST. JOSEPH'S VILLA OPERATING BUDGET. THIS APPLICATION IS REVIEWED AND APPROVED BY THE ST. JOSEPH'S VILLA FOUNDATION BOARD MEMBERS. THE ST. JOSEPH'S VILLA FOUNDATION SPENDING POLICY IS BASED ON A TARGET RATE OF 4.0% SET AS A PERCENTAGE OF THE AVERAGE MARKET VALUE OF THE PORTFOLIO OVER THE TRAILING 12 CALENDAR QUARTER END PERIODS. THE TIMING OF THE GRANT PAYOUT IS BASED ON THE OPERATING CASHFLOW NEEDS OF ST. JOSEPH'S VILLA. THE AMOUNTS PAID OUT ARE REPORTED BY THE CHIEF FINANCIAL OFFICER TO THE ST. JOSEPH'S VILLA FINANCE COMMITTEE THROUGHOUT THE YEAR AND ALSO TO THE ST. JOSEPH'S VILLA FOUNDATION BOARD MEMBERS AT THEIR REGULARLY SCHEDULED MEETINGS. 0 0 0 0 0 0 0 0 0 KATHLEEN BURKE BARRETT FORMER CEO 0 268914 0 15000 0 36376 0 20500 0 12116 0 352906 0 0 SUZANNE HINTON TREASURER 0 153998 0 0 0 0 0 7790 0 9378 0 171166 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE CORPORATION SHALL HAVE ONE MEMBER, AND THE SOLE MEMBER OF THE CORPORATION SHALL BE VILLA CORPORATION. SUCH MEMBER SHALL HAVE THE EXCLUSIVE RIGHT AND POWER TO VOTE ON THE ELECTION, APPOINTMENT, RECALL OR REMOVAL OF THIS CORPORATION'S TRUSTEES. SUCH MEMBER MAY RECALL OR REMOVE ANY TRUSTEE WITH OR WITHOUT CAUSE BY A MAJORITY VOTE OF THE MEMBER'S BOARD OR EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBER SHALL HAVE THE EXCLUSIVE RIGHT AND POWER TO VOTE ON THE ELECTION, APPOINTMENT, RECALL OR REMOVAL OF THIS CORPORATION'S TRUSTEES. SUCH MEMBER MAY RECALL OR REMOVE ANY TRUSTEE WITH OR WITHOUT CAUSE BY A MAJORITY VOTE OF THE MEMBER'S BOARD OR EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO SUBMISSION, THE COMPLETED FORM 990 WAS REVIEWED IN DETAIL BY THE ST. JOSEPH'S VILLA FINANCE COMMITTEE. IN ADDITION, THE FORMS WERE DISTRIBUTED ELECTRONICALLY TO ALL MEMBERS OF THE ST. JOSEPH'S VILLA FOUNDATION BOARD AND THE VILLA CORPORATION BOARD FOR THEIR REVIEW PRIOR TO FILING THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C THROUGH COORDINATION BETWEEN THE EXECUTIVE OFFICES AND THE FINANCE OFFICE AND CLOSE OVERSIGHT OF ALL TRUSTEE ACTIVITIES WITH ST. JOSEPH'S VILLA FOUNDATION, WE MONITOR OUR CONFLICT OF INTEREST POLICY ON A REGULAR BASIS. TRUSTEES ARE ASKED TO SIGN THE POLICY STATEMENT ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 THE ST. JOSEPH'S VILLA FOUNDATION MAKES ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AND ST. JOSEPH'S VILLA'S WEBSITE. FORM 990, PART XII, LINE 2C THE ST. JOSEPH'S VILLA BOARD OF TRUSTEES OVERSEES ALL OF THE AUDITS OF THE RELATED ENTITIES AND THE SELECTION OF THE INDEPENDENT ACCOUNTANT. PART VI, SECTION B, LINES 15A AND 15B: COMPENSATION OF OFFICERS AND OTHER EMPLOYEES: ST. JOSEPH'S VILLA FOUNDATION HAS NO EMPLOYEES. ST JOSEPH'S VILLA 8000 BROOK ROAD RICHMOND VA 23227 540505950 PROVIDE CHILDREN WITH SPECIAL NEEDS EFFECTIVE AND INNOVATIVE PROGRAMS VA 501(C)(3) LINE 2 VILLA CORPORATION 0 VILLA CORPORATION 8000 BROOK ROAD RICHMOND VA 23227 541909189 HOLDING COMPANY FOR 501(C)(3)S VA 501(C)(3) LINE 7 N/A 0 ST JOSEPH'S VILLA HOUSING CORP 8000 BROOK ROAD RICHMOND VA 23227 541204810 PROVIDE LOW-INCOME HOUSING FOR PHYSICALLY DISABLED VA 501(C)(3) LINE 7 ST JOSEPH'S VILLA 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0