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Nonprofiteer
← ANN K KIRBY FOUNDATION

Form 990 for tax year 2022

Filed by ANN K KIRBY FOUNDATION.

Totals

Total revenue
$1,479,020
Total expenses
$2,966,131
Contributions and grants received
$0
Grants paid
$2,694,555
Program service revenue
$0
Investment income
$1,479,020
Other revenue
$0
Total assets, end of year
$41,299,276
Total liabilities, end of year
$1,589,921
Net assets or fund balances, end of year
$39,709,355
Program services expenses (Part IX)
$2,694,656
Management and general expenses
$271,475
Fundraising expenses
$0
Program service expenses (Part III)
$2,694,656

Program services were 90.8% 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.

  • 3 · Investment income

    total $177,689 · unrelated business -$67,057 · excluded $244,746

  • 7a · Gross sales of assets other than inventory

    securities $1,301,331

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

    securities $0

  • 7c · Gain or loss

    securities $1,301,331

  • 7d · Net gain or loss

    total $1,301,331 · excluded $1,301,331

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $2,694,555 · program services $2,694,555

  • 11c · Fees: accounting

    total $4,100 · management and general $4,100

  • 11f · Fees: investment management

    total $267,260 · management and general $267,260

  • 13 · Office expenses

    total $166 · program services $101 · management and general $65

  • 24a · Other expenses: TAXES, LICENSES, FEES

    total $50 · management and general $50

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $35,953 · end of year $23,002

  • 11 · Investments: publicly traded securities

    beginning of year $21,401,328 · end of year $18,307,642

  • 12 · Investments: other securities

    beginning of year $28,070,771 · end of year $22,968,632

  • 17 · Accounts payable and accrued expenses

    beginning of year $0 · end of year $31

  • 18 · Grants payable

    beginning of year $250,000 · end of year $1,589,890

  • 27 · Net assets without donor restrictions

    beginning of year $49,258,052 · end of year $39,709,355

Mission and programs · 2022

Mission

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.

  • THE FOUNDATION SUPPORTS CHARITABLE ACTIVITIES THAT ADVANCE HEALTH, MEDICAL RESEARCH, EDUCATION, ENVIRONMENTAL CAUSES, FINE AND PERFORMING ARTS, HISTORICAL PRESERVATION, AND FAITH-BASED (CHRISTIAN) MINISTRIES.

    Expenses $2,694,656 · Grants $2,694,555

As filed on the 2022 return.

Listed in Part VII

  • MICHELLE A NELSON

    NON-VOTING SECRETARY

    Total calculated
    $218,905
    From this org
    $0
    From related orgs
    $187,063
    Other
    $31,842
    Hours/week
    0.5

    Schedule J breakdown matched by us

    Base
    $0 + $186,688 related
    Bonus
    $0
    Other
    $0 + $375 related
    Deferred
    $0 + $9,292 related
    Nontaxable benefits
    $0 + $22,550 related
    Filer's total
    $0 + $218,905 related

  • ROGER H W KIRBY

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • WADE H O KIRBY

    TREASURER

    Total calculated
    $0
    Hours/week
    0.5

  • ANNETTE S KIRBY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • HUNTER A APPLEWHITE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • STEWARD L CUTLER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • H HITER HARRIS III

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • ANN HUNTER MCCLEAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

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

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.

Provenance

Return type
form_990
Tax year
2022
Filed
4 November 2023
IRS schema version
2022v5.0
Source object
202313129349303751

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