TY 2018 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

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

Do not enter social security numbers on this form as it may be made public.
bullet

Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0052

2018

Open to Public Inspection

For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018

Name of foundation
VIRGINIA T DASHIELL CHARITABLE
FOUNDATION

Number and street (or P.O. box number if mail is not delivered to street address)114 JACOBS RUN
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
YORKTOWN, VA23692

A Employer identification number

83-0511972

B Telephone number (see instructions)

(757) 898-0754

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 change Name change

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

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

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

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

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

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

$414,423J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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	(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	2,946		2,946
4	Dividends and interest from securities...	9,891		9,891
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		16,333
b	Gross sales price for all assets on line 6a 186,513
7	Capital gain net income (from Part IV, line 2)...			27
8	Net short-term capital gain.........
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........	29,170		12,864
13	Compensation of officers, directors, trustees, etc.
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......
c	Other professional fees (attach schedule)....		9,179	9,179
17	Interest...............
18	Taxes (attach schedule) (see instructions)...		261	261
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......		817
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	10,257		9,440	0
25	Contributions, gifts, grants paid.......	32,750			32,750
26	Total expenses and disbursements. Add lines 24 and 25	43,007		9,440	32,750
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-13,837
b	Net investment income (if negative, enter -0-)			3,424
c	Adjusted net income (if negative, enter -0-)...

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2018)

Form 990-PF (2018)

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.............
	2	Savings and temporary cash investments.........	21,199	26,115	26,115
	3	Accounts receivable
		Less: allowance for doubtful accounts
	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 instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)	68,778	52,756	51,588
	b	Investments—corporate stock (attach schedule).......	286,888	302,047	300,894
	c	Investments—corporate bonds (attach schedule).......	55,366	37,117	35,467
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )		359	359
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	432,231	418,394	414,423
	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........
	28	Paid-in or capital surplus, or land, bldg., and equipment fund
	29	Retained earnings, accumulated income, endowment, or other funds	432,231	418,394
	30	Total net assets or fund balances (see instructions).....	432,231	418,394
	31	Total liabilities and net assets/fund balances (see instructions).	432,231	418,394

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

432,231

Enter amount from Part I, line 27a .....................

-13,837

Other increases not included in line 2 (itemize) bullet

Add lines 1, 2, and 3 ..........................

418,394

Decreases not included in line 2 (itemize) bullet

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .

418,394

Form 990-PF (2018)

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.)
1a
b
c
d
e

(e) Gross sales price		(f) Depreciation allowed (or allowable)	(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a
b
c
d
e

Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(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
b
c
d
e

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	27
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 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))
2017	32,000	480,907	0.066541
2016	35,960	475,000	0.075705
2015	35,946	517,299	0.069488
2014	35,937	546,283	0.065785
2013	35,000	543,502	0.064397

Total of line 1, column (d) .....................

0.341916

Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......

0.068383

Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......

467,786

Multiply line 4 by line 3......................

31,989

Enter 1% of net investment income (1% of Part I, line 27b)...........

Add lines 5 and 6........................

32,023

Enter qualifying distributions from Part XII, line 4,.............

32,750

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 (2018)

Page 4

Part VI

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

1a	Exempt operating foundations described in section 4940(d)(2), check here and 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	34
	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
3	Add lines 1 and 2...........................	3	34
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	4
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	34
6	Credits/Payments:

a	2018 estimated tax payments and 2017 overpayment credited to 2018	6a
b	Exempt foreign organizations—tax withheld at source......	6b
c	Tax paid with application for extension of time to file (Form 8868)...	6c
d	Backup withholding erroneously withheld ...........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9	34
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2019 estimated tax	Refunded	11

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 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 .

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 2018 or the taxable year beginning in 2018? See the 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. ...............................

Form 990-PF (2018)

Page 5

Part VII-A

Statements Regarding Activities (continued)

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

N/A

The books are in care of bullet

CLIFTON L BRIGHAM CPA Telephone no. bullet

(757) 259-0432

Located at bullet

461 MCLAWS CIRCLE SUITE 4WILLIAMSBURGVA ZIP+4 bullet

23185

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

16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo

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

16 No

See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country bullet

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 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 2018?.............

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 2018, did the foundation have any undistributed income (lines 6d

and 6e, Part XIII) for tax year(s) beginning before 2018?.............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 2018 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 2018.)..................

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 2018?

Form 990-PF (2018)

Page 6

Part VII-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

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

Yes

(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 4945(d)(4)(A)? 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? ....

Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or

excess parachute payment during the year? .................YesNo

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
THOMAS M DASHIELL	TRUSTEE 000.00	0	0	0
114 JACOBS RUN YORKTOWN,VA236922863	TRUSTEE 000.00	0	0	0
NANCY H DASHIELL	TRUSTEE 000.00	0	0	0
114 JACOBS RUN YORKTOWN,VA236922863	TRUSTEE 000.00	0	0	0
TINA D ROTH	TRUSTEE 000.00	0	0	0
8505 TURKEY RUN DRIVE WARRENTON,VA201878801	TRUSTEE 000.00	0	0	0
CLIFTON L BRIGHAM	TRUSTEE 000.00	0	0	0
461 MCLAWS CIRCLE SUITE 4 WILLIAMSBURG,VA23185	TRUSTEE 000.00	0	0	0

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...................

Form 990-PF (2018)

Page 7

Part VIII

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

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

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	N/A
2


All other program-related investments. See instructions.
3

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

Form 990-PF (2018)

Page 8

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...................

458,481

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

16,429

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

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

474,910

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.........................

474,910

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

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

7,124

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

467,786

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

23,389

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....................

23,389

Tax on investment income for 2018 from Part VI, line 5......

Income tax for 2018. (This does not include the tax from Part VI.)...

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

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

23,355

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

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

23,355

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

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...

23,355

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 ..........

32,750

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

32,750

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.................

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

32,716

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 (2018)

Page 9

Part XIII

Undistributed Income (see instructions)

		(a) Corpus	(d) 2018
1 Distributable amount for 2018 from Part XI, line 7			23,355
2 Undistributed income, if any, as of the end of 2018:
a Enter amount for 2017 only.......
b Total for prior years:20, 20, 20
3 Excess distributions carryover, if any, to 2018:
a From 2013......	8,068
b From 2014......	8,749
c From 2015......	10,189
d From 2016......	12,290
e From 2017......	8,017
fTotal of lines 3a through e........		47,313
4Qualifying distributions for 2018 from Part
XII, line 4: $ 32,750
a Applied to 2017, but not more than line 2a
b Applied to undistributed income of prior years (Election required—see instructions).....
c Treated as distributions out of corpus (Election required—see instructions)........
d Applied to 2018 distributable amount.....			23,355
e Remaining amount distributed out of corpus		9,395
5 Excess distributions carryover applied to 2018.
(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		56,708
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........
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......
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........
e Undistributed income for 2017. Subtract line 4a from line 2a. Taxable amount—see instructions .............
f Undistributed income for 2018. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2019 ..........			0
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......
8 Excess distributions carryover from 2013 not applied on line 5 or line 7 (see instructions) ...		8,068
9Excess distributions carryover to 2019. Subtract lines 7 and 8 from line 6a ......		48,640
10 Analysis of line 9:
a Excess from 2014....	8,749
b Excess from 2015....	10,189
c Excess from 2016....	12,290
d Excess from 2017....	8,017
e Excess from 2018....	9,395

Form 990-PF (2018)

Page 10

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 2018, 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) 2018	(b) 2017	(c) 2016	(d) 2015	(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 foundation 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).)

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.

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. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

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

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

cAny submission deadlines:

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

Form 990-PF (2018)

Page 11

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
BRAIN INJURY ALLIANCE OF NJ 825 GEORGES RD NORTH BRUNSWICK,NJ08902			SUPPORT PEOPLE WITH BRAIN INJURIES.	13,000
BRAIN INJURY ASSOC OF VIRGINIA 1506 WILLOW LAWN DR SUITE 212 RICHMOND,VA23230			SUPPORT PEOPLE WITH BRAIN INJURIES.	9,750
MULTIPLE SCLEROSIS ASSOCIATION 706 HADDONFIELD ROAD CHERRY FIELD,NJ08002			SUPPORT MS RESEARCH.	10,000
Total ................................. 3a				32,750

bApproved for future payment

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

Form 990-PF (2018)

Page 12

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....
3 Interest on savings and temporary cash investments ...........			14	2,946
4 Dividends and interest from securities....			14	9,891
5 Net rental income or (loss) from real estate:
aDebt-financed property......
bNot debt-financed property.....
6 Net rental income or (loss) from personal property
7 Other investment income.....
8 Gain or (loss) from sales of assets other than inventory ............			18	27	16,306
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)..				12,864	16,306

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

29,170

(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 (2018)

Page 13

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

Yes

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) (other than section 501(c)(3)) or in section 527? ...........Yes No

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) 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 EIN
	Firm's address				Phone no.

Form 990-PF (2018)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2018 GainLossSaleOtherAssetsSch

Name:

VIRGINIA T DASHIELL CHARITABLE

FOUNDATION

EIN:

83-0511972

Name	How Acquired	Gross Sales Price	Basis	Total (net)
WELLS FARGO - 8913 ST COVERED	PURCHASE	20,325	21,492	-1,167
WELLS FARGO - 8913 LT COVERED	PURCHASE	160,199	142,492	17,707
WELLS FARGO - 8913 LT NONCOVERED	PURCHASE	5,962	6,196	-234

- TIN:

TY 2018 InvestmentsCorpBondsSchedule

Name:

VIRGINIA T DASHIELL CHARITABLE

FOUNDATION

EIN:

83-0511972

Name of Bond	End of Year Book Value	End of Year Fair Market Value
3,000 APPLE INC 3.25% 2/26	3,109	2,930
4,000 CISCO SYSTEMS 2.5% 9/26	4,049	3,731
4,000 GILEAD SCIENCES 3.5% 2/25	4,013	3,949
3,000 GOLDMAN SACHS 3.85% 7/24	3,008	2,931
4,000 VERIZON COMMUN 3.5% 11/24	3,939	3,955
4,000 HOME DEPOT 2.125% 9/26	3,955	3,603
4,000 JP MORGAN CHASE 2.95% 10/26	4,005	3,696
4,000 BANK OF AMERICA 2.816% 7/23	4,011	3,869
4,000 ORACLE CORP	4,020	3,860
3,000 AT&T INC 3.00 % 2/22	3,008	2,943
4,000 VERIZON COMM. 3.500% 11/24
4,000 HOME DEPOT 2.125% 9/26
4,000 JPMORGAN CHASE 2.950% 10/26
4,000 GOLDMAN SACHS 3.850% 7/24
4,000 AT&T INC 3.00 % 2/22
4,000 GILEAD SCIENCES 3.500% 2/25
4,000 ACTAVIS FUNDING SCS
4,000 CISCO SYSTEMS 2.500% 9/26
4,000 EXPRESS SCRIPTS HOLDING
4,000 APPLE INC 3.250% 2/26
5,000 BANK OF AMERICA 2.816% 7/23
5,000 ORACLE CORP
5,000 PHILIP MORRIS INTL 5.65% 5/18

- TIN:

TY 2018 InvestmentsCorpStockSchedule

Name:

VIRGINIA T DASHIELL CHARITABLE

FOUNDATION

EIN:

83-0511972

Name of Stock	End of Year Book Value	End of Year Fair Market Value
12 SH AMGEN	1,626	2,336
3 SH ALPHABET INC	3,221	3,135
2 SH AMAZON	3,351	3,004
24 SH APPLE	2,430	3,786
32 SH APTIV	2,816	1,970
57 SH BOOZ ALLEN	2,041	2,569
27 SH CAPTIAL ONE	2,360	2,041
84 SH CBS CORP	4,760	3,672
24 SH CENTENE CORP	1,665	2,767
55 SH CISCO SYSTEMS	1,837	2,383
43 SH CITIGROUP	2,288	2,239
47 SH CORESITE REALTY	3,790	4,100
11 SH COSTCO WHOLESALE	2,064	2,241
76 SH DELTA AIRLINES	3,869	3,792
61 SH ENERGY SELECT	4,440	3,498
52 SH FIRST REPUBLIC BANK	3,417	4,519
30 SH FIRST TRUST DOW JONES	3,036	3,500
12 SH HOME DEPOT	1,094	2,062
107 SH HP INC	1,148	2,189
18 SH HUNTINGTON INGALLS	2,876	3,426
25 SH ICON	1,885	3,230
490 SH INVESCO OPTIMUM	8,956	7,384
301 SH INVESCO TR II	8,809	7,952
249 SH INVESCO TR II	3,634	3,354
55 SH INVESCO TR II	2,108	2,637
21 SH INVESCO TR II	2,540	2,258
27 SH ISHARES ETF	5,381	4,536
137 SH ISHARES RUSSELL	21,082	18,344
83 SH ISHARES RUSSELL	10,125	9,438
352 SH ISHARES CORE	18,308	16,597
134 SH IBOXX	11,032	10,867
287 SH ISHARS JP MORGAN	31,068	29,822
38 SH ISHARES MBS	3,934	3,977
76 SH ISHARES RUSSELL	3,748	3,532
30 SH JP MORGAN CHASE	1,783	2,929
66 SH MAXIM INTEGRATED	2,039	3,356
31 SH MEDTRONIC	2,621	2,820
69 SH METLIFE	3,359	2,833
44 SH MICROSOFT	2,305	4,469
44 SH NUTRIEN	2,111	2,068
116 SH PFIZER	3,828	5,063
49 SH QUALCOMM	3,640	2,789
37 SH QUEST DIAGNOSTICS	2,313	3,081
15 SH REINSURANCE	2,092	2,103
28 SH ROSS STORES	1,718	2,330
24 SH SPDR S&P	6,372	5,998
71 SH TRUSTMARK	2,006	2,019
33 SH UNITED TECHNOLOGY	3,624	3,514
9 SH UNITED HEALTH	2,496	2,242
77 SH VANGUARD	4,594	4,669
484 SH VANGUARD	18,838	17,956
71 SH VANGUARD GLOBAL	3,915	3,721
63 SH VANGUARD INDEX	5,236	4,698
485 SH VANGUARD INTL	19,203	18,479
47 SH VANGUARD SHORT TERM	3,796	3,663
130 SH VANGUARD TOTAL BOND	10,710	10,297
20 SH VISA INC	2,761	2,639
21 SH 3M CO	3,948	4,001
13 SH HOME DEPOT
17 SH INGREDION INC
13 SH AMGEN
61 SH PFIZER INC
32 SH JP MORGAN CHASE & CO
13 SH 3M CO
41 SH DELTA AIR
29 SH FIRST TRUST DOW JONES
77 SH TRUSTMARK
29 SH ICON PLC
9 SH SPDR S&P 500
29 SH CHECK POINT SOFTWARE
72 SH MAXIM INTEGRATED PRODS
16 SH REINSURANCE GROUP
57 SH INTERNATIONAL PAPER
63 SH BOOZ ALLEN
43 SH CITIGROUP
33 SH ENERGY SELECT
27 SH CAPITAL ONE FIANCIAL
20 SH JOHNSON & JOHNSON
48 SH BRUNSWICK
39 SH QUEST DIAGNOSTICS
50 SH MICROSOFT
48 SH CBS CORP
248 SH HP INC
16 SH ISHARES RUSSELL MIDCAP
39 SH MEDTRONIC
37 SH WALGREEN BOOTS
20 SH HUNTINGTON INGALLS
41 SH THOR INDUSTRIES
114 SH USG CORP
63 SH ROSS STORES INC
41 SH APTIV
73 SH METLIFE INC
57 SH FIRST REPUBLIC BANK
53 SH REGENCY
93 SH BIG LOTS
276 SH POWERSHARES PREFERRED
40 SH APPLE INC
37 SH UNITED TECHNOLOGIES
29 SH ISHARES RUSSELL 2000
55 SH QUALCOMM
62 SH PENTAIR
42 SH AGRIUM
64 SH CENTENE CORP
144 SH CISCO SYSTEMS
55 SH CORESITE REALTY CORP
85 SH VANGUARD PACIFIC
43 SH ISHARES IBOXX INVESTMENT
146 SH POWERSHARES S&P
77 SH VANGUARD SHORT TERM
339 SH POWERSHARES EM
205 SH VANGUARD GLOBAL
145 SH VANGUARD TOTAL BOND
108 SH ISHARES JP MORGAN
149 SH ISHARES IBOXX HIGH YIELD
532 SH VANGUARD DEVELOPED
529 SH VANGUARD INTERNATIONAL
361 SH VANGUARD VNQ

- TIN:

TY 2018 InvestmentsGovtObligationsSch

Name:

VIRGINIA T DASHIELL CHARITABLE

FOUNDATION

EIN:

83-0511972

US Government Securities - End of Year Book Value:

52,756

US Government Securities - End of Year Fair Market Value:

51,588

State & Local Government Securities - End of Year Book Value:

State & Local Government Securities - End of Year Fair Market Value:

- TIN:

TY 2018 OtherAssetsSchedule

Name:

VIRGINIA T DASHIELL CHARITABLE

FOUNDATION

EIN:

83-0511972

Description	End of Year - Book Value	End of Year - Fair Market Value
LT CAP GAIN REC	24	24
ST CAP GAIN REC	7	7
INTEREST	165	165
DIVIDENDS	163	163

- TIN:

TY 2018 OtherExpensesSchedule

Name:

VIRGINIA T DASHIELL CHARITABLE

FOUNDATION

EIN:

83-0511972

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
EXPENSES
OTHER EXPENSES-HOTEL	169
PY ADJUSTMENT	648

- TIN:

TY 2018 OtherProfessionalFeesSchedule

Name:

VIRGINIA T DASHIELL CHARITABLE

FOUNDATION

EIN:

83-0511972

Category	Amount	Net Investment Income
TRUSTEE FEE	2,000	2,000
WELLS FARGO ADVISORY FEES	7,159	7,159
WELLS FARGO ADVISORY FEES	20	20

- TIN:

TY 2018 TaxesSchedule

Name:

VIRGINIA T DASHIELL CHARITABLE

FOUNDATION

EIN:

83-0511972

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
PRIOR YEAR EXCISE TAX	62	62
FOREIGN TAXES	199	199