TY 2012 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Nonexempt Charitable Trust
Treated as a Private Foundation

Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements.

OMB No. 1545-0052

2012

Open to Public Inspection

For calendar year 2012, or tax year beginning 01-01-2012 , and ending 12-31-2012

Name of foundation
CLARENCE L ROBEY CHARITABLE TRUST

Number and street (or P.O. box number if mail is not delivered to street address)B B T PO BOX 5228 Room/suite

City or town, state, and ZIP code
MARTINSVILLE, VA24115

A Employer identification number

54-6138649

B Telephone number (see instructions)

(888) 575-4586

C If exemption application is pending, check here bullet

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address changeName change

D 1. Foreign organizations, check here ............. bullet

2. Foreign organizations meeting the 85% test,
check here and attach computation ........... bullet

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trustOther taxable private foundation

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) bullet

$1,377,096J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

E If private foundation status was terminated
under section 507(b)(1)(A), check here ......... bullet

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ......... bullet

	Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)	(a) Revenue and expenses per books		(b) Net investment income	(c) Adjusted net income	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check
3	Interest on savings and temporary cash investments	3,094		3,094
4	Dividends and interest from securities......	35,030		35,030
5a	Gross rents..............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		66,829
b	Gross sales price for all assets on line 6a 1,174,988
7	Capital gain net income (from Part IV, line 2)...			66,829
8	Net short-term capital gain.........				0
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......
12	Total. Add lines 1 through 11........	104,953		104,953
13	Compensation of officers, directors, trustees, etc.	3,353		2,381		972
14	Other employee salaries and wages......			0	0	0
15	Pension plans, employee benefits.......			0	0
16a	Legal fees (attach schedule).........					0
b	Accounting fees (attach schedule).......		650			650
c	Other professional fees (attach schedule)....		1,302			1,302
17	Interest...............					0
18	Taxes (attach schedule) (see instructions)		2,016	447		0
19	Depreciation (attach schedule) and depletion...		0	0
20	Occupancy..............
21	Travel, conferences, and meetings.......			0	0
22	Printing and publications..........	151		0	0	151
23	Other expenses (attach schedule).......		42	42
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	7,514		2,870	0	3,075
25	Contributions, gifts, grants paid........	66,100				66,100
26	Total expenses and disbursements. Add lines 24 and 25	73,614		2,870	0	69,175
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	31,339
b	Net investment income (if negative, enter -0-)			102,083
c	Adjusted net income (if negative, enter -0-)...				0

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2012)

Form 990-PF (2012)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing...............	18,133	15,701	15,701
	2	Savings and temporary cash investments..........	101,589	36,383	36,383
	3	Accounts receivable
		Less: allowance for doubtful accounts		0	0
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see page 15 of the
		instructions)....................
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts 0
	8	Inventories for sale or use...............
	9	Prepaid expenses and deferred charges...........
	10a	Investments—U.S. and state government obligations (attach schedule)	125,788	149,010	161,176
	b	Investments—corporate stock (attach schedule)........	664,842	612,956	665,233
	c	Investments—corporate bonds (attach schedule)........	357,780	424,265	434,184
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans..............
	13	Investments—other (attach schedule)...........			0
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )		60,284	64,419
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	1,268,132	1,298,599	1,377,096
	17	Accounts payable and accrued expenses..........
	18	Grants payable...................
	19	Deferred revenue..................
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )
	23	Total liabilities (add lines 17 through 22)..........		0
		Foundations that follow SFAS 117, check here
		and complete lines 24 through 26 and lines 30 and 31.
	24	Unrestricted....................
	25	Temporarily restricted................
	26	Permanently restricted................
		Foundations that do not follow SFAS 117, check here
		and complete lines 27 through 31.
	27	Capital stock, trust principal, or current funds.........	1,268,132	1,298,599
	28	Paid-in or capital surplus, or land, bldg., and equipment fund
	29	Retained earnings, accumulated income, endowment, or other funds
	30	Total net assets or fund balances (see page 17 of the
		instructions)....................	1,268,132	1,298,599
	31	Total liabilities and net assets/fund balances (see page 17 of
		the instructions)..................	1,268,132	1,298,599

Part III	Analysis of Changes in Net Assets or Fund Balances
1	Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
	with end-of-year figure reported on prior year’s return)...............	1	1,268,132
2	Enter amount from Part I, line 27a.....................	2	31,339
3	Other increases not included in line 2 (itemize)	3	5
4	Add lines 1, 2, and 3..........................	4	1,299,476
5	Decreases not included in line 2 (itemize)	5	877
6	Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30.	6	1,298,599

Form 990-PF (2012)

Page 3

Part IV

Capital Gains and Losses for Tax on Investment Income

(a) List and describe the kind(s) of property sold (e.g., real estate, 2-story brick warehouse; or common stock, 200 shs. MLC Co.)		(b) How acquired P—Purchase D—Donation	(c) Date acquired (mo., day, yr.)	(d) Date sold (mo., day, yr.)
1 a	.723 LIBERTY MEDIA CORP -LIBERTY CAPITAL COMM		2011-11-18	2012-01-09
b	360. ABB LTD SPONSORED ADR		2008-11-03	2012-02-07
c	195. AT&T INC		2008-11-03	2012-02-07
d	120. AMGEN INCORPORATED		2011-11-18	2012-02-07
e	330. BARCLAYS PLC ADR		2010-03-10	2012-02-07
	150. BERKSHIRE HATHAWAY INC DEL CL B COMMON		2009-09-14	2012-02-07
	75. BIO-RAD LABS CLASS A		2009-09-14	2012-02-07
	100. BORGWARNER AUTOMOTIVE INC COMMON		2011-11-18	2012-02-07
	220. CENOVUS ENERGY INC.		2011-04-12	2012-02-07
	110. EQT CORPORATION COMMON		2011-11-18	2012-02-07
	230. FANUC LTD ADR		2011-07-25	2012-02-07
	80. FEDEX CORPORATION		2011-11-18	2012-02-07
	150. HEWLETT PACKARD COMPANY		2009-09-14	2012-02-07
	180. HONEYWELL INTERNATIONAL INC		2011-11-18	2012-02-07
	150. J. B. HUNT		2011-11-18	2012-02-07
	450. INDUSTRIAL AND COMMERCIAL BANK OF CHINA		2010-09-24	2012-02-07
	300. INTEL CORPORATION		1996-02-02	2012-02-07
	90. ITC HOLDINGS CORP COMMON		2011-11-18	2012-02-07
	120. KOHLS CORP COMMON		2011-11-18	2012-02-07
	100. KRAFT FOODS INC-A COMMON			2012-02-07
	344.819 LAZARD EMERGING MKTS PORTFOLIO INST CLAS		2008-03-25	2012-02-07
	83. LIBERTY MEDIA CORP -LIBERTY CAPITAL COMM		2011-11-18	2012-02-07
	340. MANULIFE FINANCIAL CORPORATION - DEMUTUALIZATION BENEFIT		2009-09-14	2012-02-07
	420. MICROSEMI CORP		2011-08-19	2012-02-07
	270. MORGAN STANLEY DEAN WITTER DIS CO		2011-04-12	2012-02-07
	100. OIL STATES INTERNATIONAL INC COM		2011-04-12	2012-02-07
	120. PROASSURANCE CORP COMMON		2010-05-11	2012-02-07
	100. PROCTOR AND GAMBLE COMPANY		2011-11-18	2012-02-07
	480. SLM CORPORATION COMMON		2011-11-18	2012-02-07
	150. TARGET CORP COM		2011-04-12	2012-02-07
	180. TECK RESOURCES LTD COMMON		2010-03-10	2012-02-07
	110. THERMO ELECTRON COMMON		2011-07-25	2012-02-07
	120. TRIPADVISOR INC. COMMON		2011-07-25	2012-02-07
	200. UNILEVER N V NY SHS NEW F		2011-11-18	2012-02-07
	110. WHITING PETROLEUM CORP COMMON		2009-09-14	2012-02-07
	260. WOLVERINE WORLD WIDE INC COMMON		2009-09-14	2012-02-07
	210. WYNDHAM WORLDWIDE CORP		2011-11-18	2012-02-07
	25000. US TREASURY NOTE 4.875% DUE 2/15/12		2006-06-13	2012-02-15
	180. AMPHENOL CORP CL A		2009-09-14	2012-04-19
	11. APPLE COMPUTER CORPORATION COMMON		2011-04-12	2012-04-19
	380. ASCENA RETAIL GROUP INC COMMON		2012-02-07	2012-04-19
	190. AVNET INCORPORATED		2012-02-07	2012-04-19
	140. BARRICK GOLD CORP. EFF. 1-18-95		2012-02-07	2012-04-19
	80. DAVITA INC		2012-02-07	2012-04-19
	260. DISH NETWORK CORP A COMMON		2011-11-18	2012-04-19
	130. DU PONT E I DE NEMOURS & COMPANY		2012-02-07	2012-04-19
	120. EXPEDIA INC COMMON		2011-07-25	2012-04-19
	150. EXPRESS SCRIPTS HOLDING CO COMMON		2011-11-18	2012-04-19
	5. GOOGLE INC CL A		2009-02-12	2012-04-19
	1470. GRAPHIC PACKAGING HOLDING CO COMMON		2011-11-18	2012-04-19
	260. HEXCEL CORPORATION		2012-02-07	2012-04-19
	160. IAC/INTERACTIVE CORP COMMON		2011-11-18	2012-04-19
	65. INTERCONTINENTALEXCHANGE INC COMMON		2009-12-02	2012-04-19
	320. ITAU UNIBANCO BANCO MULTIPLO SA		2012-02-07	2012-04-19
	150. KB FINANCIAL GROUP INC COMMON		2010-03-10	2012-04-19
	95. MEDNAX INC COMMON		2012-02-07	2012-04-19
	210. MERCK & CO INC		2009-09-14	2012-04-19
	430. MONOTYPE IMAGING HOLDINGS INC COMMON		2012-02-07	2012-04-19
	280. NIDEC CORPORATION		2012-02-07	2012-04-19
	130. ROSETTA RESOURCES INC COMMON		2012-02-07	2012-04-19
	180. ST JUDE MEDICAL INC COMMON		2010-03-10	2012-04-19
	130. SAP AKTIENGESELLSCHAFT		2009-09-14	2012-04-19
	540. SBERBANK OF RUSSIA		2012-02-07	2012-04-19
	230. UNITED RENTALS INC		2011-04-12	2012-04-19
	160. VAIL RESORTS COMMON		2012-02-07	2012-04-19
	330. WEYERHAEUSER COMPANY		2012-02-07	2012-04-19
	230. TE CONNECTIVITY LTD		2010-05-11	2012-04-19
	120. CHECKPOINT SOFTWARE TECHNOLOGY COMMON		2012-02-07	2012-04-19
	25000. GENERAL ELEC CAP CORP DTD 11/09/2010 2.2		2011-03-02	2012-05-11
	25000. IBM CORP DTD 11/06/09 2.1% 05/06/2013		2010-06-03	2012-05-11
	25000. JPMORGAN CHASE & CO DTD 05/18/09 4.65% 0		2010-08-25	2012-05-11
	25000. WAL-MART STORES INC DTD 4/15/2008 4.25%		2010-05-06	2012-05-11
	.5 PHILLIPS 66 COMMON		2004-01-06	2012-05-15
	72. ACCO BRANDS CORP COMMON		2012-04-19	2012-05-18
	150. AGCO CORPORATION COMMON		2012-04-19	2012-05-18
	360. ASPEN TECH COMMON		2011-11-18	2012-05-18
	150. BP AMOCO PLC ADS L C		2012-02-07	2012-05-18
	150. BAKER HUGHES INCORPORATED		2012-02-07	2012-05-18
	420. BANCO SANTANDER CENT HISPANO SA ADR		2009-10-06	2012-05-18
	100. BHP BILLITON LIMITED		2009-09-14	2012-05-18
	300. BROADRIDGE FINANCIAL SOLUTIONS LLC COMMO		2012-04-19	2012-05-18
	90. CANADIAN NATL RY CO		2012-02-07	2012-05-18
	150. EXPEDITORS INTERNATIONAL		2012-04-19	2012-05-18
	926.194 FORWARD INTERNATIONAL SMALL COMPANIES FD		2011-07-25	2012-05-18
	200. HDFC BANK LTD ADR		2012-02-07	2012-05-18
	240. INTEL CORPORATION		2012-04-19	2012-05-18
	180. J P MORGAN CHASE & CO		2012-02-07	2012-05-18
	250. LOWES COMPANIES INCORPORATED		2012-02-07	2012-05-18
	100. MEDTRONIC INC		2000-06-23	2012-05-18
	130. NORDSON CORP		2012-04-19	2012-05-18
	607.105 PIMCO LOW DURATION INSTITUTIONAL		2010-03-15	2012-05-18
	52. PHILLIPS 66 COMMON		2004-01-06	2012-05-18
	270. SUBSEA 7 SA		2012-04-19	2012-05-18
	440. TESCO PLC SPONS ADR		2012-02-07	2012-05-18
	150. TEVA PHARMACEUTICAL INDS LTD ADR		2012-04-19	2012-05-18
	210. TEXAS INSTRUMENTS INCORPORATED		2011-11-18	2012-05-18
	200. WELLS FARGO & CO NEW		2003-09-25	2012-05-18
	200. JOHN WILEY & SONS INC. CLASS A		2009-09-14	2012-05-18
	110. ALLIED WORLD ASSURANCE COMPANY HOLDINGS		2011-11-18	2012-05-18
	.444 KINDER MORGAN MANAGEMENT LLC		2012-04-19	2012-05-24
	.57 ACCO BRANDS CORP COMMON		2012-04-19	2012-06-18
	25000. FEDERAL HOME LOAN BANK DTD 05/29/09 1.87		2010-01-28	2012-06-20
	65. AFFILIATED MANAGERS GROUP INC		2012-05-18	2012-06-29
	36. AMAZON INC COMMON		2012-04-19	2012-06-29
	140. AMETEK INC COMMON		2012-02-07	2012-06-29
	90. ANHEUSER-BUSCH INBEV NV SPN ADR		2011-11-18	2012-06-29
	220. ARCHER DANIELS MIDLAND COMPANY		2012-04-19	2012-06-29
	230. CARMAX INC. COMMON		2012-05-18	2012-06-29
	160. CHICAGO BRIDGE & IRON CO NV		2012-04-19	2012-06-29
	275. CISCO SYSTEMS		1998-03-23	2012-06-29
	255. COMCAST CORP NEW CL A		2008-11-03	2012-06-29
	105. CONOCOPHILLIPS COM		2004-01-06	2012-06-29
	80. COSTCO WHOLESALE CORP		2012-05-18	2012-06-29
	130. CREDIT SUISSE GROUP SPONS ADR		2009-09-14	2012-06-29
	110. EXXON MOBIL CORPORATION		2010-05-11	2012-06-29
	75. FLOWSERVE CORP COM		2012-04-19	2012-06-29
	309.582 FORWARD INTERNATIONAL SMALL COMPANIES FD		2011-07-25	2012-06-29
	229.224 FORWARD INTERNATIONAL SMALL COMPANIES FD		2012-02-07	2012-06-29
	410. GENERAL ELECTRIC COMPANY		2011-11-18	2012-06-29
	235. GENERAL ELECTRIC COMPANY			2012-06-29
	170. IDEX CORP		2012-05-18	2012-06-29
	260. KAMATSU LTD		2012-05-18	2012-06-29
	70. MCDONALDS CORPORATION		2012-04-19	2012-06-29
	220. MEADWESTVACO CORP.		2012-04-19	2012-06-29
	305. MICROSOFT CORPORATION			2012-06-29
	290. NATURAL RESOURCE PARTNERS LP		2012-04-19	2012-06-29
	130. OMNICOM GROUP INCORPORATED		2012-05-18	2012-06-29
	1863.254 PIMCO LOW DURATION INSTITUTIONAL		2010-03-15	2012-06-29
	160. PENTAIR INC COMMON		2012-04-19	2012-06-29
	75. PEPSICO INCORPORATED		2009-02-12	2012-06-29
	430. PING AN INSURANCE GROUP COMPANY OF CHINA		2012-05-18	2012-06-29
	290. PRUDENTIAL PLC		2012-02-07	2012-06-29
	190. ROGERS COMMUNICATIONS INC		2012-05-18	2012-06-29
	120. SOCIEDAD QUIMICA MINERA DE CHILE S A SPONSORED ADR REPSTG SER B S		2012-05-18	2012-06-29
	369.903 STERLING CAPITAL SPECIAL OPPORTUNITIES FUND INST CL FUND # 321		2011-04-12	2012-06-29
	440. TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR		2012-04-19	2012-06-29
	120. TARGET CORP COM		2012-05-18	2012-06-29
	220. TENCENT HOLDINGS LIMITED LTD UNSPONS ADR		2012-05-18	2012-06-29
	130. UNITED HEALTH GROUP INC		2012-02-07	2012-06-29
	190. WASTE MANAGEMENT INC NEW		2012-04-19	2012-06-29
	100. ANHEUSER-BUSCH INBEV NV SPN ADR		2011-11-18	2012-07-27
	180. CIT GROUP INC COMMON		2011-04-12	2012-07-27
	175. DISNEY WALT COMPANY		2007-07-30	2012-07-27
	490. GRIFOLS S.A.		2012-02-07	2012-07-27
	290. LASALLE HOTEL PPTYS COM SH BEN INT		2011-11-18	2012-07-27
	345. ORACLE SYSTEM CORPORATION		2008-11-03	2012-07-27
	510. AMEX FINANCIAL SELECT SPDR		2011-11-18	2012-07-27
	200. UTILITIES SELECT SECTOR SPDR FUND		2012-02-07	2012-07-27
	377.824 STERLING CAPITAL SPECIAL OPPORTUNITIES FUND INST CL FUND # 321		2011-04-12	2012-07-27
	350. SUBSEA 7 SA		2012-06-29	2012-07-27
	270. AVAGO TECHNOLOGIES LTD		2012-02-07	2012-07-27
	25000. CITIGROUP INC DTD 08/26/2002 5.625% 08/2		2005-07-27	2012-08-27
	.414 KINDER MORGAN MANAGEMENT LLC		2012-04-19	2012-08-29
	25000. GOLDMAN SACHS GROUP INC. DTD 08/27/2002		2004-12-03	2012-09-01
	.496 KINDER MORGAN MANAGEMENT LLC		2012-04-19	2012-12-04
	CAPITAL GAIN DIVIDENDS	P

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	56	57	-1
b	7,747	4,687	3,060
c	5,836	5,398	438
d	8,253	6,698	1,555
e	4,907	6,810	-1,903
	11,964	9,782	2,182
	7,854	6,996	858
	7,840	6,406	1,434
	8,278	8,191	87
	5,549	6,574	-1,025
	6,475	7,142	-667
	7,574	6,520	1,054
	4,338	6,857	-2,519
	10,832	9,521	1,311
	7,879	6,531	1,348
	6,322	6,926	-604
	7,992	2,128	5,864
	6,784	6,629	155
	6,011	6,636	-625
	3,849	3,219	630
	6,679	7,772	-1,093
	6,967	6,559	408
	4,141	6,875	-2,734
	8,937	6,256	2,681
	5,485	7,196	-1,711
	8,460	7,298	1,162
	10,135	7,096	3,039
	6,382	6,340	42
	7,641	6,286	1,355
	7,870	7,519	351
	7,553	7,299	254
	6,096	7,093	-997
	4,217	3,624	593
	6,712	6,568	144
	5,589	3,115	2,474
	10,517	6,729	3,788
	8,618	7,151	1,467
	25,000	24,954	46
	10,553	6,912	3,641
	6,620	3,642	2,978
	8,124	6,836	1,288
	6,792	6,793	-1
	5,762	6,947	-1,185
	6,953	6,689	264
	8,083	6,534	1,549
	6,891	6,721	170
	3,826	3,624	202
	8,808	6,632	2,176
	3,072	1,796	1,276
	8,072	6,487	1,585
	6,900	6,861	39
	7,859	6,645	1,214
	8,523	7,060	1,463
	5,364	6,726	-1,362
	5,485	6,855	-1,370
	6,746	6,822	-76
	8,061	6,915	1,146
	6,233	6,823	-590
	6,423	6,888	-465
	6,159	6,700	-541
	6,936	6,844	92
	8,490	6,728	1,762
	6,912	6,890	22
	10,676	7,261	3,415
	6,608	6,998	-390
	6,913	6,722	191
	8,131	6,950	1,181
	7,763	6,977	786
	25,581	24,284	1,297
	25,389	25,383	6
	26,598	27,274	-676
	25,856	26,832	-976
	16	8	8
	710	812	-102
	5,848	6,798	-950
	7,588	6,178	1,410
	5,576	6,984	-1,408
	6,101	7,669	-1,568
	2,394	6,938	-4,544
	6,256	6,600	-344
	6,145	6,930	-785
	7,174	6,965	209
	5,604	7,006	-1,402
	10,994	13,902	-2,908
	5,804	6,650	-846
	6,271	6,739	-468
	6,025	6,856	-831
	7,100	6,767	333
	3,697	4,778	-1,081
	6,344	6,951	-607
	6,350	6,326	24
	1,636	795	841
	5,546	6,955	-1,409
	6,578	6,983	-405
	5,830	6,885	-1,055
	6,073	6,364	-291
	6,214	5,118	1,096
	8,714	6,926	1,788
	8,310	6,599	1,711
	31	33	-2
	5	6	-1
	25,000	25,364	-364
	7,069	6,565	504
	8,167	6,960	1,207
	6,935	6,784	151
	6,991	5,216	1,775
	6,439	6,813	-374
	5,956	6,465	-509
	6,034	7,037	-1,003
	4,648	2,936	1,712
	8,091	4,241	3,850
	5,820	2,700	3,120
	7,565	6,633	932
	2,369	7,144	-4,775
	9,323	7,108	2,215
	8,581	8,549	32
	3,783	4,647	-864
	2,801	2,962	-161
	8,434	6,461	1,973
	4,834	298	4,536
	6,592	6,628	-36
	6,132	6,196	-64
	6,187	6,791	-604
	6,291	6,092	199
	9,305	7,711	1,594
	6,393	7,023	-630
	6,254	6,328	-74
	19,527	19,415	112
	6,155	7,149	-994
	5,272	3,822	1,450
	6,802	6,394	408
	6,691	6,724	-33
	6,840	6,701	139
	6,607	6,384	223
	6,547	6,799	-252
	6,112	6,802	-690
	6,920	6,668	252
	6,402	6,314	88
	7,806	6,735	1,071
	6,314	6,869	-555
	8,145	5,795	2,350
	6,249	7,207	-958
	8,811	5,900	2,911
	10,690	6,880	3,810
	7,530	6,619	911
	10,593	6,358	4,235
	7,520	6,408	1,112
	7,623	6,998	625
	6,824	6,944	-120
	7,497	7,116	381
	9,801	9,242	559
	25,000	26,296	-1,296
	30	30
	25,000	26,485	-1,485
	37	36	1
			58

Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69			(l) Gains (Col. (h) gain minus col. (k), but not less than -0-) or Losses (from col.(h))
(i) F.M.V. as of 12/31/69	(j) Adjusted basis as of 12/31/69	(k) Excess of col. (i) over col. (j), if any
a			-1
b			3,060
c			438
d			1,555
e			-1,903
			2,182
			858
			1,434
			87
			-1,025
			-667
			1,054
			-2,519
			1,311
			1,348
			-604
			5,864
			155
			-625
			630
			-1,093
			408
			-2,734
			2,681
			-1,711
			1,162
			3,039
			42
			1,355
			351
			254
			-997
			593
			144
			2,474
			3,788
			1,467
			46
			3,641
			2,978
			1,288
			-1
			-1,185
			264
			1,549
			170
			202
			2,176
			1,276
			1,585
			39
			1,214
			1,463
			-1,362
			-1,370
			-76
			1,146
			-590
			-465
			-541
			92
			1,762
			22
			3,415
			-390
			191
			1,181
			786
			1,297
			6
			-676
			-976
			8
			-102
			-950
			1,410
			-1,408
			-1,568
			-4,544
			-344
			-785
			209
			-1,402
			-2,908
			-846
			-468
			-831
			333
			-1,081
			-607
			24
			841
			-1,409
			-405
			-1,055
			-291
			1,096
			1,788
			1,711
			-2
			-1
			-364
			504
			1,207
			151
			1,775
			-374
			-509
			-1,003
			1,712
			3,850
			3,120
			932
			-4,775
			2,215
			32
			-864
			-161
			1,973
			4,536
			-36
			-64
			-604
			199
			1,594
			-630
			-74
			112
			-994
			1,450
			408
			-33
			139
			223
			-252
			-690
			252
			88
			1,071
			-555
			2,350
			-958
			2,911
			3,810
			911
			4,235
			1,112
			625
			-120
			381
			559
			-1,296

			-1,485
			1

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	66,829
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 . . . . . . . . . . . . . . . .		3

Part V

Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income

(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.

Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period? Yes No

If “Yes,” the foundation does not qualify under section 4940(e). Do not complete this part.

1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a) Base period years Calendar year (or tax year beginning in)	(b) Adjusted qualifying distributions	(c) Net value of noncharitable-use assets	(d) Distribution ratio (col. (b) divided by col. (c))
2011	67,210	1,347,188	0.049889
2010	69,969	1,330,814	0.052576
2009	61,011	1,220,957	0.04997
2008	69,632	1,350,428	0.051563
2007	40,799	828,547	0.049242

2	Total of line 1, column (d) ......................	2	0.25324
3	Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by the number of years the foundation has been in existence if less than 5 years. . .	3	0.050648
4	Enter the net value of noncharitable-use assets for 2012 from Part X, line 5.....	4	1,323,718
5	Multiply line 4 by line 3.......................	5	67,044
6	Enter 1% of net investment income (1% of Part I, line 27b)...........	6	1,021
7	Add lines 5 and 6.........................	7	68,065
8	Enter qualifying distributions from Part XII, line 4..............	8	69,175
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.

Form 990-PF (2012)

Page 4

Part VI

Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)

1a	Exempt operating foundations described in section 4940(d)(2), check hereand enter “N/A” on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)
b	Domestic foundations that meet the section 4940(e) requirements in Part V, check	1	1,021
	hereand enter 1% of Part I, line 27b...................
c	All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2	Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	2	0
3	Add lines 1 and 2............................	3	1,021
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-).	4	0
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	1,021
6	Credits/Payments:

a	2012 estimated tax payments and 2011 overpayment credited to 2012	6a	1,376
b	Exempt foreign organizations—tax withheld at source.......	6b
c	Tax paid with application for extension of time to file (Form 8868)	6c	0
d	Backup withholding erroneously withheld ...........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	1,376
8	Enter any penalty for underpayment of estimated tax. Check hereif Form 2220 is attached.		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	355
11	Enter the amount of line 10 to be: Credited to 2013 estimated tax355	Refunded	11	0

Part VII-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of

the instructions for definition)?............................

If the answer is “Yes” to 1a or 1b, attach a detailed description of the activities and copies of any materials

published or distributed by the foundation in connection with the activities.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. bullet

$ (2) On foundation managers. bullet

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. bullet

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If “Yes,” attach a detailed description of the activities.

Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles

of incorporation, or bylaws, or other similar instruments? If “Yes,” attach a conformed copy of the changes....

Did the foundation have unrelated business gross income of $1,000 or more during the year?........

If “Yes,” has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If “Yes,” attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

By state legislation that effectively amends the governing instrument so that no mandatory directions

that conflict with the state law remain in the governing instrument?................

Yes

Did the foundation have at least $5,000 in assets at any time during the year? If “Yes,” complete Part II, col. (c), and Part XV.

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

If the answer is “Yes” to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney

General (or designate) of each state as required by General Instruction G? If “No,” attach explanation .

Yes

Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)

or 4942(j)(5) for calendar year 2012 or the taxable year beginning in 2012 (see instructions for Part XIV)?

If “Yes,” complete Part XIV.............................

Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their names and addresses.

At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the

meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............

Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had

advisory privileges? If "Yes," attach statement (see instructions).................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address bullet

The books are in care of bullet

BRANCH BANKING & TRUST COMPANY Telephone no. bullet

(888) 575-4586

Located at bullet

300 SUMMERS ST FL 5CHARLESTONWV ZIP+4 bullet

253011624

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —Check here......... bullet

and enter the amount of tax-exempt interest received or accrued during the year ...... bullet

At any time during calendar year 2012, did the foundation have an interest in or a signature or other authority over

a bank, securities, or other financial account in a foreign country? .................

See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the foreign country bullet

Form 990-PF (2012)

Page 5

Part VII-B

Statements Regarding Activities for Which Form 4720 May Be Required

File Form 4720 if any item is checked in the “Yes” column, unless an exception applies.

Yes

During the year did the foundation (either directly or indirectly):

(1) Engage in the sale or exchange, or leasing of property with a disqualified person? YesNo

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person?.........................YesNo

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? YesNo

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? YesNo

(5) Transfer any income or assets to a disqualified person (or make any of either available

for the benefit or use of a disqualified person)?.................YesNo

(6) Agree to pay money or property to a government official? (Exception. Check “No”

if the foundation agreed to make a grant to or to employ the official for a period

after termination of government service, if terminating within 90 days.).........YesNo

If any answer is “Yes” to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations

section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...

Organizations relying on a current notice regarding disaster assistance check here......... bullet

Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,

that were not corrected before the first day of the tax year beginning in 2012?.............

Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private

operating foundation defined in section 4942(j)(3) or 4942(j)(5)):

At the end of tax year 2012, did the foundation have any undistributed income (lines 6d

and 6e, Part XIII) for tax year(s) beginning before 2012?...............YesNo

If “Yes,” list the years bullet

20, 20, 20, 20

Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)

(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)

to all years listed, answer “No” and attach statement—see instructions.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year?.........................YesNo

If “Yes,” did it have excess business holdings in 2012 as a result of (1) any purchase by the foundation

or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved

by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)

the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine

if the foundation had excess business holdings in 2012.)....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its

charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2012?

During the year did the foundation pay or incur any amount to:

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? YesNo

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive?...............YesNo

(3) Provide a grant to an individual for travel, study, or other similar purposes? YesNo

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........YesNo

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals?........YesNo

If any answer is “Yes” to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in

Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......

Organizations relying on a current notice regarding disaster assistance check here......... bullet

If the answer is “Yes” to question 5a(4), does the foundation claim exemption from the

tax because it maintained expenditure responsibility for the grant?............YesNo

If “Yes,” attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract?........................YesNo

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....

If “Yes” to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction? YesNo

If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....

Form 990-PF (2012)

Page 6

Part VIII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors

1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
KEITH BROWER	DIRECTOR 1	200
39320 RICKARD ROAD LOVETTSVILLE,VA22132	DIRECTOR 1	200
A MIKE PEERY	VICE-CHAIRMAN 1	200
PO BOX 181 PURCELLVILLE,VA22132	VICE-CHAIRMAN 1	200
DORIS L WHITMAN	DIRECTOR 1	200
PO BOX 663 PURCELLVILLE,VA22132	DIRECTOR 1	200
WILLIAM L WHITMORE JR	DIRECTOR 1	200
PO BOX 595 PURCELLVILLE,VA20134	DIRECTOR 1	200
MARGARET VAUGHN	DIRECTOR 1	200
PO BOX 581 PURCELLVILLE,VA22132	DIRECTOR 1	200
BRANCH BANKING AND TRUST COMPANY	TRUSTEE 1	2,253
300 SUMMERS ST FL 5 CHARLESTON,WV253011624	TRUSTEE 1	2,253
TERRI MCCONNELL	DIRECTOR 1	100
17451 ALDERSHOT PLACE PURCELLVILLE,VA20132	DIRECTOR 1	100

2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE.”
(a) Name and address of each employee paid more than $50,000	(b) Title, and average hours per week devoted to position	(c) Compensation	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
NONE









Total number of other employees paid over $50,000...................				0

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation
NONE

Total number of others receiving over $50,000 for professional services............. bullet

Part IX-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.		Expenses
1


2


3


4

Form 990-PF (2012)

Page 7

Part IX-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.		Amount
1


2


All other program-related investments. See page 24 of the instructions.
3

Total. Add lines 1 through 3.......................... bullet

Part X

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

1,279,495

Average of monthly cash balances.......................

64,381

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

1,343,876

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

1,343,876

Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see

instructions) .............................

20,158

Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4

1,323,718

Minimum investment return. Enter 5% of line 5..................

66,186

Part XI

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet

and do not complete this part.)

Minimum investment return from Part X, line 6....................

66,186

Tax on investment income for 2012 from Part VI, line 5......

1,021

Income tax for 2012. (This does not include the tax from Part VI.)...

Add lines 2a and 2b............................

1,021

Distributable amount before adjustments. Subtract line 2c from line 1............

65,165

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

65,165

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,

line 1................................

65,165

Part XII

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

69,175

Program-related investments—total from Part IX-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4

69,175

Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment

income. Enter 1% of Part I, line 27b (see instructions).................

1,021

Adjusted qualifying distributions. Subtract line 5 from line 4..............

68,154

Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
the section 4940(e) reduction of tax in those years.

Form 990-PF (2012)

Page 8

Part XIII

Undistributed Income (see instructions)

		(a) Corpus	(b) Years prior to 2011	(c) 2011	(d) 2012
1 Distributable amount for 2012 from Part XI, line 7					65,165
2 Undistributed income, if any, as of the end of 2012:
a Enter amount for 2011 only.......				0
b Total for prior years:2010, 20, 20			0
3 Excess distributions carryover, if any, to 2012:
a From 2007.......	505
b From 2008.......	3,012
c From 2009.......	0
d From 2010.......	4,605
e From 2011.......	224
fTotal of lines 3a through e.........		8,346
4Qualifying distributions for 2012 from Part
XII, line 4: $ 69,175
a Applied to 2011, but not more than line 2a				0
b Applied to undistributed income of prior years (Election required—see instructions)......			0
c Treated as distributions out of corpus (Election required—see instructions).........		0
d Applied to 2012 distributable amount.....					65,165
e Remaining amount distributed out of corpus		4,010
5 Excess distributions carryover applied to 2012.		0			0
(If an amount appears in column (d), the same amount must be shown in column (a).)
6Enter the net total of each column as indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5		12,356
b Prior years’ undistributed income. Subtract line 4b from line 2b ...........			0
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......			0
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........			0
e Undistributed income for 2011. Subtract line 4a from line 2a. Taxable amount—see instructions .............				0
f Undistributed income for 2012. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2013 ..........					0
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (see instructions) .............		0
8Excess distributions carryover from 2007 not applied on line 5 or line 7 (see instructions) ...		505
9Excess distributions carryover to 2013. Subtract lines 7 and 8 from line 6a ......		11,851
10 Analysis of line 9:
a Excess from 2008....	3,012
b Excess from 2009....	0
c Excess from 2010....	4,605
d Excess from 2011....	224
e Excess from 2012....	4,010

Form 990-PF (2012)

Page 9

Part XIV

Private Operating Foundations (see instructions and Part VII-A, question 9)

1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2012, enter the date of the ruling....... bullet

b Check box to indicate whether the organization is a private operating foundation described in section4942(j)(3) or4942(j)(5)

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part X for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2012	(b) 2011	(c) 2010	(d) 2009	(e) Total

b 85% of line 2a .........
c Qualifying distributions from Part XII, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ....
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets” alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment” alternative test— enter 2⁄3 of minimum investment return shown in Part X, line 6 for each year listed...
c “Support” alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

Part XV

Supplementary Information (Complete this part only if the organization had $5,000 or more in
assets at any time during the year—see instructions.)

1Information Regarding Foundation Managers:

aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)

NONE

bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.

NONE

2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here bullet

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. (see instructions) to individuals or organizations under
other conditions, complete items 2a, b, c, and d.

aThe name, address, and telephone number or e-mail of the person to whom applications should be addressed:

BOARD OF DIRECTORS CLARENCE ROBEY
PO BOX 181
PURCELLVILLE,VA22132
(540) 338-6621

bThe form in which applications should be submitted and information and materials they should include:

WRITTEN EXPLANATION OF WHAT THE DONATION WILL BE USED FOR AND A BRIEF DESCRIPTION OF THE CHARITABLE ORGANIZATION REQUESTING THE FUNDS

cAny submission deadlines:

NONE

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

NONE

Form 990-PF (2012)

Page 10

Part XV

Supplementary Information (continued)

3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient	If recipient is an individual, show any relationship to any foundation manager or substantial contributor	Foundation status of recipient	Purpose of grant or contribution	Amount
Name and address (home or business)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
EMERICK ELEMENTARY SCHOOL 440 SOUTH NURSERY AVE PURCELLVILLE,VA22132	NONE	PUBLIC	NEEDY STUDENTS	1,000
BLUE RIDGE MIDDLE SCHOOL 551 EAST A STREET PURCELLVILLE,VA20132	NONE	PUBLIC	GENERAL FUNDING	1,000
HARMONY MIDDLE SCHOOL 38174 WEST COLONIAL HIGHWAY HAMILTON,VA20158	NONE	PUBLIC	ASSIST WITH STUDENT NEEDS	1,000
KENNETH W CULBERT ELEMENTARY SCHOOL HAMILTON,VA20158	NONE	PUBLIC	ASSIST WITH STUDENT NEEDS	1,000
CHURCH OF CHRIST 604 YAXLEY DRIVE PURCELLVILLE,VA20132	NONE	EXEMPT	GENERAL FUNDS	1,000
LOUDOUN VALLEY HIGH SCHOOL PTO PO BOX 2007 PURCELLVILLE,VA20134	NONE	EXEMPT	GENERAL FUNDS	1,500
PURCELLVILLE SAFETY CENTER 500 NORTH MAPLE AVENUE PURCELLVILLE,VA20132	NONE	EXEMPT	ASSIST WITH PURCHASE OF	2,000
WOODGROVE HIGH SCHOOL 36811 ALLDER SCHOOL ROAD PURCELLVILLE,VA20132	NONE	EXEMPT	ASSIST NEED STUDENTS &	2,500
FRIENDS OF FRANKLIN PARK ART CENTER 36441 BLUERIDGE VIEW LANE PURCELLVILLE,VA20132	NONE	EXEMPT	COMMUNITY	2,000
LOVETTSVILLE UNION CEMETERY 12942 EVERHART RD LOUDOUN,VA20180	NONE	EXEMPT	COMMUNITY	1,000
UNIVERSITY OF MARY WASHINGTON 1301 COLLEGE AVENUE FREDERICKSBURG,VA22401	NONE	EXEMPT	SCHOLARSHIP	2,000
RADFORD UNIVERSITY 801 EAST MAIN STREET RADFORD,VA24142	NONE	EXMEPT	SCHOLARSHIP	2,000
JAMES MADISON UNIVERSITY 800 S MAIN STREET HARRISONBURG,VA22807	NONE	EXEMPT	SCHOLARSHIP	10,500
VIRGINIA TECH 210 BURRUSS HALL BLACKSBURG,VA24061	NONE	EXEMPT	SCHOLARSHIP	6,500
UNIVERSITY OF CHICAGO 5801 S ELLIS AVENUE CHICAGO,IL60637	NONE	EXEMPT	SCHOLARSHIP	1,500
WESTERN MICHIGAN UNIVERSITY CAMPUS DRIVE KALAMAZOO,MI49008	NONE	EXEMPT	SCHOLARSHIP	1,500
LONGWOOD UNIVERSITY 201 HIGH STREET FARMVILLE,VA23909	NONE	EXEMPT	SCHOLARSHIP	1,500
LYNCHBURG COLLEGE 1501 LAKESIDE DRIVE LYNCHBURG,VA24501	NONE	EXEMPT	SCHOLARSHIP	1,500
UNIVERSITY OF VIRGINIA PO BOX 400160 CHARLOTTESVILLE,VA22904	NONE	EXEMPT	SCHOLARSHIP	2,000
GROVE CITY COLLEGE 100 CAMPUS DRIVE GROVE CITY,PA16127	NONE	EXEMPT	SCHOLARSHIP	1,500
BRIDGEWATER COLLEGE 402 E COLLEGE STREET BRIDGEWATER,VA22812	NONE	EXEMPT	SCHOLARSHIP	1,500
BETHANY UNITED METHODIST CHURCH PO BOX 487 PURCELLVILLE,VA20132	NONE	PUBLIC	GENERAL FUNDING	1,000
LOUDOUN LYRIC OPERA 525 K EAST MARKET ST 226 LEESBURG,VA20176	NONE	EXEMPT	GENERAL FUNDS	1,000
GRACE ANNEX UNITED METHODIST CHURCH CHURCH PURCELLVILLE,VA20134	NONE	PUBLIC	GENERAL FUNDING	1,000
PURCELLVILLE PRESERVATION ASSOCIATION INC PURCELLVILLE,VA20132	NONE	PUBLIC	SUPPORT FOR HERITAGE DAY	2,000
LOUDOUN VALLEY HIGH SCHOOL 340 N MAPLE AVE PURCELLVILLE,VA20132	NONE	PUBLIC	PRIVIDE FUNDS FOR STUDENT	4,000
WATERFORD FOUNDATION INC PO BOX 275 WATERFORD,VA20197	NONE	PUBLIC	MAINTENANCE OF HISTORIC	600
ST PETERS EPISCOPAL CHURCH PO BOX 548 PURCELLVILLE,VA20134	NONE	PUBLIC	GENERAL FUNDING	1,000
PURCELLVILLE BAPTIST CHURCH 601 YAXLEY DRIVE PURCELLVILLE,VA20132	NONE	PUBLIC	GENERAL FUNDS	1,000
ST ANDREWS PRESBYTERIAN CHURCH 711 W MAIN STREET PURCELLVILLE,VA20132	NONE	PUBLIC	GENERAL FUNDING	1,000
LOUDOUN SYMPHONY PO BOX 4478 LEESBURG,VA201778552	NONE	PUBLIC	COMMUNITY CONCERTS	2,500
PURCELLVILLE LIBRARY ADVISORY BOARD PURCELLVILLE,VA201340613	NONE	PUBLIC	GENERAL FUNDING	4,000
MOUNTAIN VIEW ELEMENTARY SCHOOL 36803 ALLDER SCHOOL ROAD PURCELLVILLE,VA20132	NONE	EDUCATIONAL	GENERAL FUNDING	1,000
Total ................................. 3a				66,100

bApproved for future payment

Total ................................. 3b

Form 990-PF (2012)

Page 11

Part XVI-A

Analysis of Income-Producing Activities

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments....
3Interest on savings and temporary cash investments			14	3,094
4 Dividends and interest from securities....			14	35,030
5 Net rental income or (loss) from real estate:
aDebt-financed property......
bNot debt-financed property.....
6Net rental income or (loss) from personal property
7 Other investment income.....
8Gain or (loss) from sales of assets other than inventory			18	66,829
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory..
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e)..				104,953

13Total. Add line 12, columns (b), (d), and (e)..................

13104,953

(See worksheet in line 13 instructions to verify calculations.)

Part XVI-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See instructions.)

Form 990-PF (2012)

Page 12

Part XVII

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

Did the organization directly or indirectly engage in any of the following with any other organization described in section

Yes

501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

If the answer to any of the above is “Yes,” complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

(a) Line No.	(b) Amount involved	(c) Name of noncharitable exempt organization	(d) Description of transfers, transactions, and sharing arrangements

Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........YesNo

If “Yes,” complete the following schedule.

(a) Name of organization	(b) Type of organization	(c) Description of relationship

Sign Here

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
				May the IRS discuss this return with the preparer shown below (see instr.)? Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name Firm's address			Firm's EIN
				Phone no.

Form 990-PF (2012)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2012 OtherDecreasesSchedule

Name:

CLARENCE L ROBEY CHARITABLE TRUST

EIN: 54-6138649

Description	Amount
DIFF IN MUTUAL FDS REC/REPORTED	877

- TIN:

TY 2012 OtherIncreasesSchedule

Name:

CLARENCE L ROBEY CHARITABLE TRUST

EIN: 54-6138649

Description	Amount
ADJUSTMENT FOR ROUNDING	5