2026-08-07T09:48:34-05:00 2025-12-31 541631262 KEITER STEPHENS HURST GARY & SHREAVES 4401 DOMINION BLVD GLEN ALLEN VA 23060 990 2025-01-01 923220399 THE SHOCKOE FOUNDATION SHOC 8046598998 1500 EAST MAIN STREET 1ST FLOOR RICHMOND VA 23219 MARLAND BUCKNER CEO 8046598998 2026-08-06 1 JAYME MIKA P00852731 8047470000 2026-08-06 2025 2025-03-06 01:10:19Z X SHOCKOE INSTITUTE MARLAND BUCKNER 1500 EAST MAIN STREET 1ST FLOOR RICHMOND VA 23219 194116 0 X N/A X 2023 VA THE SHOCKOE INSTITUTE IS A NATIONAL ORGANIZATION DEDICATED TO REVEALING THE EVOLUTION OF AMERICAN RACIAL SLAVERY, ITS ENDURING IMPACT, AND USING THE LESSONS OF THAT HISTORY TO IMPROVE OUR CIVIC LIFE. 6 6 5 6 0 0 2933935 86687 0 0 184525 107402 0 0 3118460 194089 0 0 0 0 469184 478891 0 0 81000 287149 507593 756333 986484 2362127 -792395 5369832 4608624 38500 70008 5331332 4538616 THE SHOCKOE INSTITUTE IS A NATIONAL ORGANIZATION DEDICATED TO REVEALING THE EVOLUTION OF AMERICAN RACIAL SLAVERY, ITS ENDURING IMPACT, AND USING THE LESSONS OF THAT HISTORY TO IMPROVE OUR CIVIC LIFE. 0 0 249329 SHOCKOE INSTITUTE HELD A CEREMONIAL GROUNDBREAKING IN HISTORIC MAIN STREET STATION ON APRIL 3 FEATURING LOCAL ELECTED OFFICIALS AND PARTNERS. THE INTERACTIVE LAB PROTOTYPE EXPERIENCES WERE HELD IN ALEXANDRIA AND CHARLOTTESVILLE IN THE EARLY SUMMER AND FALL. CONSTRUCTION ON THE EXHIBIT AND OFFICE SPACE AS WELL AS THE EXHIBIT FABRICATION WAS COMPLETED BETWEEN JANUARY AND DECEMBER. 249329 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 18 0 1 5 1 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 1 0 VA X FORWARD FINANCIAL INTELLIGENCE 4342140772 PO BOX 1248 CHARLOTTESVILLE VA 22902 JUSTIN GRAY CHAIR 0.00 X X 0 0 0 JOHN KEITT VICE CHAIR AND TREASURER 0.00 X X 0 0 0 MARLAND BUCKNER PRESIDENT, CEO AND SECRETARY 40.00 X X 180000 0 0 DR LAURENT DUBOIS DIRECTOR 0.00 X 0 0 0 JUSTENE HILL EDWARDS DIRECTOR 0.00 X 0 0 0 DR BETTY NEAL CRUTCHER DIRECTOR 0.00 X 0 0 0 MAYOR DR DANNY AVULA EX-OFFICIO DIRECTOR 0.00 X 0 0 0 ODIE DONALD II EX-OFFICIO DIRECTOR 0.00 X 0 0 0 DR CYNTHIA NEWBILLE EX-OFFICIO DIRECTOR 0.00 X 0 0 0 TODD WALDO CHIEF OPERATING OFFICER 40.00 X 170000 0 0 350000 0 0 2 0 1 0 0 86687 86687 107429 107429 27 -27 -27 -27 194089 0 0 107402 X 445097 445097 33794 33794 13280 13280 398738 186425 131313 81000 14602 14602 3186 3186 30696 30696 PROGRAM DEVELOPMENT 32208 32208 MISCELLANEOUS 10627 10627 BANK CHARGES 3188 3188 ADMINISTRATIVE 1068 1068 986484 249329 656155 81000 2880413 2155027 2460321 6564 2453597 0 2453597 22534 0 5369832 4608624 18500 70008 20000 0 38500 70008 X 5331332 4538616 5331332 4538616 5369832 4608624 -792395 -321 0 X 0 1 X 0 0 X 3000000 2933935 86687 6020622 3000000 2933935 86687 6020622 6020622 2384 184525 107429 294338 6314960 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2453597 2453597 2453597 X 193768 -321 -321 194089 0 194089 986484 0 986484 0 986484 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 DECEMBER 31, 2025 AND 2024. THE FOUNDATION IS NOT CURRENTLY UNDER AUDIT BY ANY TAX JURISDICTION. 0 0 0 0 0 0 0 0 0 MARLAND BUCKNER PRESIDENT, CEO AND SECRETARY 180000 0 0 0 0 0 0 0 0 0 180000 0 0 0 TODD WALDO CHIEF OPERATING OFFICER 170000 0 0 0 0 0 0 0 0 0 170000 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS SHARED WITH THE BOARD USING OUR SECURE BOARD GOVERNACE PORTAL. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, BOARD MEMBERS ARE ASKED TO REVIEW AND UPDATE CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 CEO POSITION AND COMPENSATION IS DETERMINED BY THE BOARD FOLLOWING THE TERMS OF THE AGREEMENT WITH CITY OF RICHMOND AND THE MELLON FOUNDATION. STAFF POSITIONS AND COMPENSATION IS DETERMINED BY REVIEWING COMPARABLE POSITIONS AND COMPENSATION IN THE MARKET. FORM 990, PART VI, SECTION C, LINE 18 AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 186,425. MANAGEMENT AND GENERAL EXPENSES 131,313. FUNDRAISING EXPENSES 81,000. TOTAL EXPENSES 398,738.