HOLDING TITLE TO CERTAIN INVESTMENTS AND PROPERTIES FOR THE BENEFIT OF KAPPA ALPHA ORDER
Financial Overview
From 2023 IRS Form 990-PF · View filing
Total Assets
$4.9M
+6.7% YoY
Annual Giving
$22K
+42.8% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$22K
+42.8% YoY
About Rockbridge County Holdings Ltd
Based on IRS filings
Rockbridge County Holdings Ltd is a nonprofit organization focused on Education, based in LEXINGTON, VA. IRS filing data is available from 2020 through 2023. As of 2023, the organization holds $4.9M in total assets. In 2023, it awarded 1 grants totaling $22K. Net investment income was $147K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2023 | 2022 | 2021 |
|---|---|---|---|
| Total Assets | $4,949,173 | $4,638,025 | $4,760,908 |
| Revenue | $154,684 | $552,860 | $271,356 |
| Expenses | $86,396 | $55,436 | $168,939 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $147,244 | $265,528 | $201,430 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2023
Grant Size Distribution
8 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2023 grants, the largest include Kappa Alpha Delta Lambda Chapter ($22,065).
| Recipient | Purpose | Amount |
|---|---|---|
| KAPPA ALPHA DELTA LAMBDA CHAPTER MURFREESBORO, TN | MAINTENANCE | $22,065 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2023 IRS filing
From 2023 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| C DOUGLAS SIMMONS III | PRESIDENT AND DIRECTOR | — | — |
| KING V AIKEN | VICE PRESIDENT AND DIRECTO | — | — |
| DAVID M WARREN | DIRECTOR | — | — |
| MALCOLM H LILES | DIRECTOR | — | — |
| LARRY STANTON WIESE | SECRETARY AND TREASURER | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Rockbridge County Holdings Ltd?
Rockbridge County Holdings Ltd is a nonprofit organization focused on Education, based in LEXINGTON, VA. It holds $4.9M in total assets as of 2023.
How large is Rockbridge County Holdings Ltd?
As of 2023, Rockbridge County Holdings Ltd holds $4.9M in total assets with $155K in annual revenue. It awarded 1 grants totaling $22K in 2023.
Where does Rockbridge County Holdings Ltd operate?
Rockbridge County Holdings Ltd has awarded grants in Arizona, North Carolina, Tennessee, Virginia.
What size grants does Rockbridge County Holdings Ltd award?
In 2023, Rockbridge County Holdings Ltd awarded 1 grants totaling $22K — an average of about $22K per grant, based on its IRS Form 990 filings.
What is Rockbridge County Holdings Ltd's EIN?
Rockbridge County Holdings Ltd's EIN (Employer Identification Number) is 84-3351187. IRS Form 990 filing data is available on this page for 2020–2023.
Explore Open Grants
Browse active grant opportunities in Rockbridge County Holdings Ltd's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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