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← DONOR ADVISED FUND OF THE VIRGINIA BAPTIST FOUNDATION

Form 990 for tax year 2023

Filed by DONOR ADVISED FUND OF THE VIRGINIA BAPTIST FOUNDATION.

Totals

Total revenue
$949,785
Total expenses
$1,378,254
Contributions and grants received
$927,154
Grants paid
$1,257,795
Program service revenue
$0
Investment income
$22,631
Other revenue
$0
Total assets, end of year
$17,281,220
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$17,281,220
Program services expenses (Part IX)
$1,257,795
Management and general expenses
$120,459
Fundraising expenses
$0
Program service expenses (Part III)
$1,257,795

Program services were 91.3% 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

    $927,154

  • 1g · Noncash contributions included above

    $507,238

  • 3 · Investment income

    total $461,728 · excluded $461,728

  • 7a · Gross sales of assets other than inventory

    securities $6,356,269

  • 7b · Less cost or other basis and sales expenses

    securities $6,795,366

  • 7c · Gain or loss

    securities -$439,097

  • 7d · Net gain or loss

    total -$439,097 · excluded -$439,097

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,257,795 · program services $1,257,795

  • 11f · Fees: investment management

    total $112,845 · management and general $112,845

  • 24a · Other expenses: FOREIGN TAXES

    total $7,345 · management and general $7,345

  • 24b · Other expenses: WIRE AND OTHER FEES

    total $269 · management and general $269

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $177,397 · end of year $8,074

  • 11 · Investments: publicly traded securities

    beginning of year $17,373,356 · end of year $17,114,210

  • 15 · Other assets

    beginning of year $158,936 · end of year $158,936

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $17,709,689 · end of year $17,281,220

Mission and programs · 2023

Mission

THE ORGANIZATION WAS FORMED TO BE OPERATED IN PERPETUITY EXCLUSIVELY FOR CHARITABLE PURPOSES.

Activities or mission (Part I)

THE ORGANIZATION MANAGES INDIVIDUALS' IRREVOCABLE CONTRIBUTIONS TO A DONOR ADVISED FUND BY DIRECTING DISTRIBUTIONS OF THE FUNDS TO THE INDIVIDUALS' CHARITY OF CHOICE.

  • THE PURPOSE OF THE TRUST IS TO BE ORGANIZED AND OPERATED AT ALL TIMES EXCLUSIVELY TO RECEIVE CONTRIBUTIONS AND TO PERIODICALLY MAKE DISTRIBUTIONS TO QUALIFIED BENEFICIARIES.

    Expenses $1,257,795 · Grants $1,257,795

As filed on the 2023 return.

Listed in Part VII

  • Ron C Hall

    CEO

    Total calculated
    $0
    Hours/week
    2

  • John G Beck

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    0.3

  • Ann F Brown

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3

  • Jo Lynne Demary

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3

  • David J Fairchild

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3

  • Charles G Key

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3

  • Stuart K Lane

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3

  • Steven R Lohr

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3

  • Lawrence L Peacock

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3

  • Mark S Ross

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3

  • Robert A Whitehead

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3

  • James L Wilkerson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3

  • Janet C Garret

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3

  • Libby M Grammer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3

  • Britton L Glisson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3

  • Leah S Hopper

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3

  • Robert L Smythers

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3

  • Todd Fuller

    TREASURER

    Total calculated
    $0
    Hours/week
    2

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.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • EVERBLESS FOUNDATION FINANCIAL SERVICES CORPORATION

    C · TRUSTEE OF THE DONOR ADVISED FUND · VA

Provenance

Return type
form_990
Tax year
2023
Filed
14 November 2024
IRS schema version
2023v5.1
Source object
202413199349309346

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