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
No grants recorded for .
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
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Similar funders by location and focus area
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The Roth Family Foundation
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Assets
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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