Totals
- Total revenue
- $910,978
- Total expenses
- $1,246,462
- Contributions and grants received
- $9,145
- Grants paid
- $1,132,981
- Program service revenue
- $0
- Investment income
- $901,833
- Other revenue
- $0
- Total assets, end of year
- $25,841,199
- Total liabilities, end of year
- $43,629
- Net assets or fund balances, end of year
- $25,797,570
- Program services expenses (Part IX)
- $1,132,981
- Management and general expenses
- $113,481
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $1,132,981
Program services were 90.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$9,145
-
3 · Investment income
total $606,635 · excluded $606,635
-
7a · Gross sales of assets other than inventory
securities $4,830,803
-
7b · Less cost or other basis and sales expenses
securities $4,535,605
-
7c · Gain or loss
securities $295,198
-
7d · Net gain or loss
total $295,198 · excluded $295,198
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $1,132,981 · program services $1,132,981
-
11c · Fees: accounting
total $18,100 · management and general $18,100
-
11f · Fees: investment management
total $82,564 · management and general $82,564
-
23 · Insurance
total $12,792 · management and general $12,792
-
24a · Other expenses: MISCELLANEOUS
total $25 · management and general $25
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $683,200 · end of year $490,524
-
11 · Investments: publicly traded securities
beginning of year $1,764,371 · end of year $2,178,801
-
12 · Investments: other securities
beginning of year $21,565,978 · end of year $23,171,874
-
25 · Other liabilities
beginning of year $46,056 · end of year $43,629
-
27 · Net assets without donor restrictions
beginning of year $22,742,745 · end of year $24,504,209
-
28 · Net assets with donor restrictions
beginning of year $1,224,748 · end of year $1,293,361
Mission and programs · 2023
Mission
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.
-
THE ST. JOSEPH'S VILLA FOUNDATION FOCUSES ON RAISING AWARENESS AMONG DONORS AND PROSPECTIVE DONORS ABOUT THE BENEFITS OF GROWING ITS INVESTED FUNDS CORPUS THROUGH OUTRIGHT AND PLANNED GIFTS. TO SUPPORT THIS GOAL, THE FOUNDATION PROMOTED PLANNED GIVING THROUGH MULTIPLE CHANNELS, INCLUDING FEATURES IN ITS SEMI-ANNUAL PRINT NEWSLETTERS (REACHING 3,883 HOUSEHOLDS), A DEDICATED SECTION IN THE ANNUAL DONOR IMPACT REPORT (DISTRIBUTED TO 687 HOUSEHOLDS), AND TWO TARGETED MAILINGS (SENT TO 594 HOUSEHOLDS). ADDITIONALLY, THE FOUNDATION CONTRACTS WITH THE STELTER COMPANY TO DEVELOP, MAINTAIN, AND REGULARLY UPDATE THE ESTATE PLANNING SECTION OF THE ST. JOSEPH'S VILLA WEBSITE TO PROVIDE DONORS WITH ACCESSIBLE AND UP-TO-DATE INFORMATION.
Expenses $1,132,981 · Grants $1,132,981
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
JOHN ACKERLY IV
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JOHN B CATLETT JR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
KATHLEEN C DUKE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
CHRISTOPHER M LAYNE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JEANMARIE MCGOWAN
DIRECTOR/CHAIR - STARTED 3-2024
- Total calculated
- $0
- Hours/week
- 1
-
J SARGEANT REYNOLDS JR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
DAVID D REDMOND
CHAIR - ENDED 3-2024
- Total calculated
- $0
- Hours/week
- 1
-
KAREN ML WHELAN
VICE-CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
SUZANNE HINTON
TREASURER
- Total calculated
- $180,372
- From this org
- $0
- From related orgs
- $162,482
- Other
- $17,890
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $162,482 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $8,216 related
- Nontaxable benefits
- $0 + $9,674 related
- Filer's total
- $0 + $180,372 related
-
JENNIFER FRIAR
CHIEF EXECUTIVE OFFICER
- Total calculated
- $213,712
- From this org
- $0
- From related orgs
- $190,302
- Other
- $23,410
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $177,413 related
- Bonus
- $0 + $10,000 related
- Other
- $0 + $2,889 related
- Deferred
- $0 + $9,577 related
- Nontaxable benefits
- $0 + $13,833 related
- Filer's total
- $0 + $213,712 related
-
KATHLEEN BURKE BARRETT
CEO-FORMER
- Total calculated
- $490,897
- From this org
- $0
- From related orgs
- $476,934
- Other
- $13,963
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $0 + $464,442 related
- Bonus
- $0 + $10,000 related
- Other
- $0 + $2,492 related
- Deferred
- $0 + $8,191 related
- Nontaxable benefits
- $0 + $5,772 related
- Filer's total
- $0 + $490,897 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
$1,132,981
TO SUPPORT PROGRAMS
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(C)(3) · PROVIDE CHILDREN WITH SPECIAL NEEDS EFFECTIVE AND INNOVATIVE PROGRAMS · VA
Directly controlled by VILLA CORPORATION
-
501(C)(3) · HOLDING COMPANY FOR 501(C)(3)S · VA
-
ST JOSEPH'S VILLA HOUSING CORP
501(C)(3) · PROVIDE LOW-INCOME HOUSING FOR PHYSICALLY DISABLED · VA
Directly controlled by ST JOSEPH'S VILLA
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 14 May 2025
- IRS schema version
- 2023v6.0
- Source object
- 202501349349310790
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