Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 02-01-2020 , and ending 01-31-2021
Name of foundation
WILLIAMS MULLEN FOUNDATION
 
% John L Walker III
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1320
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
RICHMOND, VA232181320
A Employer identification number

54-1700227
B Telephone number (see instructions)

C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$224,559J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I 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)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 251,600
2 Check bullet.............
3 Interest on savings and temporary cash investments 0 0 0
4 Dividends and interest from securities... 0 0 0
5a Gross rents............ 0 0 0
b Net rental income or (loss) 0
6a Net gain or (loss) from sale of assets not on line 10 0
b Gross sales price for all assets on line 6a 0
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications........... 0
10a Gross sales less returns and allowances 0
b Less: Cost of goods sold.... 0
c Gross profit or (loss) (attach schedule)..... 0 0
11 Other income (attach schedule)....... 0 0 0
12 Total. Add lines 1 through 11........ 251,600 0 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages...... 0 0 0 0
15 Pension plans, employee benefits....... 0 0 0 0
16a Legal fees (attach schedule)......... 0 0 0 0
b Accounting fees (attach schedule)....... 0 0 0 0
c Other professional fees (attach schedule).... 0 0 0 0
17 Interest............... 0 0 0 0
18 Taxes (attach schedule) (see instructions)... 0 0 0 0
19 Depreciation (attach schedule) and depletion... 0 0 0
20 Occupancy.............. 0 0 0 0
21 Travel, conferences, and meetings....... 0 0 0 0
22 Printing and publications.......... 0 0 0 0
23 Other expenses (attach schedule)....... Click to see list of attachments 575 0 0 575
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 575 0 0 575
25 Contributions, gifts, grants paid....... 215,558 215,558
26 Total expenses and disbursements. Add lines 24 and 25 216,133 0 0 216,133
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 35,467
b Net investment income (if negative, enter -0-) 0
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 186,842 224,559 224,559
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)..... 0 0  
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet   0 0  
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)   0  
b Investments—corporate stock (attach schedule).......   0  
c Investments—corporate bonds (attach schedule).......   0  
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet     0  
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........   0  
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet     0  
15 Other assets (describe bullet) 0 0 0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 186,842 224,559 224,559
Liabilities 17 Accounts payable and accrued expenses.......... 0 0
18 Grants payable................. 0 0
19 Deferred revenue................. 0 0
20 Loans from officers, directors, trustees, and other disqualified persons 0 0
21 Mortgages and other notes payable (attach schedule)......   0
22 Other liabilities (describe bullet) Click to see attachment0 Click to see attachment0
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 186,842 224,559
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 186,842 224,559
30 Total liabilities and net assets/fund balances (see instructions). 186,842 224,559
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
186,842
2
Enter amount from Part I, line 27a .....................
2
35,467
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
2,250
4
Add lines 1, 2, and 3 ..........................
4
224,559
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
224,559
Form 990-PF (2020)
Form 990-PF (2020)
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 (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
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 0
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 ................... 		Bracket 3 0
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 0
c All other domestic foundations enter 1.39% 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  
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  
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 0
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 0
7 Total credits and payments. Add lines 6a through 6d.............. Part VI Line 7 - Tax Paid with the Original Return: 0 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.......Bullet 9 0
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet0 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
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.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
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....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
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?................
    6
    Yes
     
    7
    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..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletVA
    b
    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 .
    8b
    Yes
     
    9
    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 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    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 .............
    11
     
    No
    12
    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.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletMargaret Cullen Telephone no.bullet (804) 420-6451

    Located atbulletPO BOX 1320RICHMONDVA ZIP+4bullet232181320
    15
    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
    15
     
    16 At any time during calendar year 2020, 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
    No
    1a
    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?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (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)?...............
    (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.).......
    b
    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 ........
    1b
     
     
    ........bullet
    c
    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 2020?.............
    1c
     
     
    2
    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)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    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.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 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 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    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 ......
    5b
     
    No
    .........bullet
    c
    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?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
     
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    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? .................
    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
    John L Walker IIIClick to see attachment President and Director
    3.00     		0 0 0
    PO Box 1320
    Richmond,VA23218
    Calvin W Fowler JrClick to see attachment VP and Director
    3.00     		0 0 0
    PO Box 1320
    Richmond,VA23218
    Craig L RascoeClick to see attachment Treasurer and Director
    3.00     		0 0 0
    PO Box 1320
    Richmond,VA23218
    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
     
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
     
    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 Contributions to 501(C)3 organization 194,308
    2 Student Education Grants 21,250
    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  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    0
    b
    Average of monthly cash balances.......................
    1b
    126,823
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    126,823
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    126,823
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    1,902
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    124,921
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    6,246
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    6,246
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    0
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
    0
    c
    Add lines 2a and 2b............................
    2c
    0
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    6,246
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    6,246
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    6,246
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    216,133
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    216,133
    5
    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.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    216,133
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 6,246
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 283,859
    b From 2016...... 264,413
    c From 2017...... 253,798
    d From 2018...... 255,365
    e From 2019...... 267,394
    fTotal of lines 3a through e........ 1,324,829
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 216,133
    a Applied to 2019, 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 2020 distributable amount..... 6,246
    e Remaining amount distributed out of corpus 209,887
    5 Excess distributions carryover applied to 2020. 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 1,534,716
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		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) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		283,859
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		1,250,857
    10 Analysis of line 9:
    a Excess from 2016.... 264,413
    b Excess from 2017.... 253,798
    c Excess from 2018.... 255,365
    d Excess from 2019.... 267,394
    e Excess from 2020.... 209,887
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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
    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 (2020)
    Form 990-PF (2020)
    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)
    aPaid during the year
    CARITAS
    PO Box 25790
    Richmond,VA23260     		No Relationship PC Sponsorship of event 4,500
    American Heart Association
    Eastern States AR
    PO Box 4002012
    Des Moines,IA50340     		No Relationship PC Sponsorship of event 3,800
    Child and Family Services of E VA
    dba The Up Center
    150 Bouch St Suite 1500
    Norfolk,VA23510     		No Relationship PC Sponsorship of event 1,000
    American Heart Association
    4217 Park Place Court
    Glen Allen,VA23060     		No Relationship PC Sponsorship of event 2,500
    Richmond SPCA
    2519 Hermitage Rd
    Richmond,VA23220     		No Relationship PC Sponsorship of event 2,000
    Ronald McDonald House Charities of
    2330 Monument Ave
    Richmond,VA23220     		No Relationship PC Sponsorship of event 500
    Startup Virginia Inc
    1717 E Cary St
    Richmond,VA23223     		No Relationship PC Contribution 5,000
    The Valentine Museum
    Development Office
    1015 E Clay St
    Richmond,VA23219     		No Relationship PC Sponsorship of event 2,200
    Greater Charlottesville Habitat for
    919 W Main St
    Charlottesville,VA22903     		No Relationship PC Contribution 1,000
    George Mason University Foundation
    4400 University Dr
    MSN 4C1
    Fairfax,VA22030     		No Relationship POF Sponsorship of event 880
    Virginia Historical Society
    dba VA Museum of History and Cultur
    PO Box 7311
    Richmond,VA23221     		No Relationship PC Sponsorship of event 5,500
    The Virginia Voice
    PO Box 15546
    Richmond,VA23227     		No Relationship PC Sponsorship of service 1,000
    The Peabody School
    11232 Stoney Ridge Rd
    Charlottesville,VA22902     		No Relationship POF Sponsorship of event 900
    Legal Information Network for Cance
    PO Box 11566
    Richmond,VA23230     		No Relationship PC Sponsorship of event 1,250
    Better Housing Coalition
    PO Box 12117
    Richmond,VA23241     		No Relationship PC Sponsorship of event 1,250
    Jr Achievement of Greater Hampton R
    2600 International Parkway Suite100
    Virginia Beach,VA23452     		No Relationship PC Sponsorship of event 100
    Virginia Bar Association Foundation
    701 E Franklin St Suite 1120
    Richmond,VA23219     		No Relationship EOF Contribution 2,000
    Boy Scouts of America Occoneechee
    PO Box 412229
    Raleigh,NC27629     		No Relationship PC Sponsorship of event 2,500
    Childrens Hospital and Healthcare S
    Foundation Senior Board
    2924 Brook Rd
    Richmond,VA23220     		No Relationship EOF Sponsorship of event 2,340
    The First Tee of Richmond and Chest
    15521 Midlothian Turnpike 303
    Midlothian,VA23113     		No Relationship PC Sponsorship of event 2,000
    Portsmouth Museums Foundation
    521 Middle St
    Portsmouth,VA23704     		No Relationship EOF Sponsorship of event 1,000
    LifeNet Foundation
    1864 Concert Dr
    Virginia Beach,VA23453     		No Relationship EOF Sponsorship of event 1,800
    Catholic Charities of Eastern VA
    5361 Virginia Beach Blvd
    suite A
    Virginia Beach,VA23462     		No Relationship PC Contribution 1,000
    JDRF International Hampton Roads
    1400 K Street NW
    Suite 1200
    Washington,DC20005     		No Relationship PC Sponsorship of event 2,134
    Tidewater Friends of Foster Care
    999 Waterside Dr
    Suite 430
    Norfolk,VA23510     		No Relationship PC Contribution 5,000
    Albemarle County Police Foundation
    PO Box 5043
    Charlottesville,VA22905     		No Relationship EOF Sponsorship of event 500
    Back Bay Wildfowl Guild Inc
    1113 Atlantic Ave
    Virginia Beach,VA23451     		No Relationship PC Contribution 250
    Little League Baseball Inc
    PO Box 18331
    Richmond,VA23226     		No Relationship PC Contribution 500
    La Foundation du Lycee Francais Int
    9600 Forest Rd
    Bethesada,MD20814     		No Relationship PC Donation 500
    Power Over Parkinsons Disease Found
    7201 Glen Forest Dr
    Suite 205
    Richmond,VA23226     		No Relationship PC Sponsorship of event 500
    United Way of Greater Richmond and
    2001 Maywill St
    Suite 201
    Richmond,VA23230     		No Relationship PC Sponsorship of event 750
    World Pediatric Project
    7201 Glen Forest Dr
    Suite 304
    Richmond,VA23226     		No Relationship PC Sponsorship of event 2,100
    World Pediatric Project
    7201 Glen Forest Dr
    Suite 304
    Richmond,VA23226     		No Relationship PC Sponsorship of event 2,260
    Mid Atlantic Powerboat Association
    c/o Mary Kromer
    5232 Balboa Dr
    Virginia Beach,VA23464     		No Relationship PC Sponsorship of event 1,000
    VA Foundation for Independent Colle
    8010 Ridge Road
    Richmond,VA23229     		No Relationship PC Contribution 3,000
    Virginia Museum of Fine Arts
    200 N Arthur Ashe Blvd
    Richmond,VA23220     		No Relationship PC Corporate Fellow Society Member 2,350
    D Art Center
    740 Duke St
    Norfolk,VA23510     		No Relationship PC Exhibition sponsor 1,500
    ForKids Inc
    1001 Poindexter St
    Chesapeake,VA23324     		No Relationship PC Art auction sponsor 4,500
    Partnership for Housing Affordabili
    8975 Three Chopt Rd
    Richmond,VA23229     		No Relationship PC Contribution 500
    Business Consortium for Arts Suppor
    101 West Main St
    Suite 4500
    Norfolk,VA23510     		No Relationship PC Contribution 6,000
    Jr Achievement of Central Virginia
    1801 Libbie Ave
    Suite 203
    Richmond,VA23226     		No Relationship PC Sponsorship of event 3,800
    Metropolitan Richmond Sports Backer
    100 Avenue of Champions
    Suite 300
    Richmond,VA23230     		No Relationship PC Award sponsor 5,000
    Richmond Symphony
    612 E Grace St
    Suite 401
    Richmond,VA23219     		No Relationship PC guest artist sponsor 1,912
    The Miller Oil Foundation
    1000 City Hall Ave
    Box 1858
    Norfolk,VA23504     		No Relationship POF Sponsorship of event donation 2,912
    St Andrews School
    227 S Cherry St
    Richmond,VA23220     		No Relationship PC Sponsorship of event 1,000
    United Way Thomas Jefferson Area
    806 East High St
    Charlottesville,VA22902     		No Relationship PC Contribution 1,500
    VA Judges and Lawyers Assistance Pr
    1015 E Main St
    Ground floor
    Richmond,VA23219     		No Relationship PC Contribution 1,000
    Step Up Ministry
    1701 Oberlin Road
    Raleigh,NC27608     		No Relationship PC Sponsorship of event 1,500
    Venture Richmond
    200 South Third St
    Richmond,VA23219     		No Relationship PC Annual contribution 3,750
    Versability Resources Inc
    2520 58th St
    Hampton,VA23661     		No Relationship PC Contribution 1,000
    Beth Sholom Home of Eastern VA
    6401 Auburn Dr
    Virginia Beach,VA23464     		No Relationship PC Donation 1,000
    Virginia Arts Festival
    440 Bank Street
    Norfolk,VA23510     		No Relationship PC Arts festival sponsor 2,000
    Disability Law Center of VA Foundat
    1512 Willow Lawn Dr
    Suite 100
    Richmond,VA23230     		No Relationship PC event sponsor 250
    VCU Massey Cancer Center
    Attn Amy Smith
    1901 Channel View Terrace
    Chester,VA23831     		No Relationship PC event sponsor 1,880
    John Tyler Community College
    Moyar Hall Room 101
    13101 Jefferson Davis Highway
    Chester,VA23831     		none GOV Student education grants 1,250
    Virginia Commonwealth University
    PO Box 843036
    Richmond,VA23284     		none GOV Student education grants 2,500
    Treasurer of Virginia Tech
    Office of the University Bursar
    800 Washington St SW
    Blacksburg,VA24061     		none GOV Student Scholarship 2,500
    Old Dominion University
    5115 Hampton Blvd
    Norfolk,VA23529     		none PC Student education grants 2,500
    Roanoke College
    Attn Business Office
    221 College Lane
    Salem,VA24153     		none PC Student education grants 2,500
    Boston College
    Student Services Lyons Hall 103
    140 Commonwealth Ave
    Chestnut Hill,MA02467     		No Relationship PC Student education grants 2,500
    Treasurer of Virginia Tech
    Office of the University Bursar
    800 Washington St SW
    Blacksburg,VA24061     		No Relationship GOV Student education grants 2,500
    University of South Carolina
    1244 Blossom St
    Suite 128
    Columbia,SC29208     		No Relationship GOV Student education grants 2,500
    The Leukemia and Lymphoma Society
    5540 Falmouth St
    Richmond,VA23230     		No Relationship PC event sponsor 1,500
    Special Olympics Virginia Inc
    3212 Skipwith Rd
    Suite 100
    Richmond,VA23294     		No Relationship PC annual contribution 250
    Northeastern University
    PO Box 981085
    Boston,MA02298     		No Relationship PC Student scholarship 2,500
    Raleigh Civic Ventures
    120 S Wilmington St
    Suite 103
    Raleigh,NC27601     		No Relationship PC Downtown alliance sponsor 2,500
    NOVA of Virginia Aquatics
    12207 Gayton Rd
    Richmond,VA23238     		No Relationship PC event sponsor 1,000
    Virginia Day Fund Inc
    c/o Katherine Neal
    4517 W Seminary Ave
    Richmond,VA23227     		No Relationship PC contribution 1,500
    North Carolina Justice Center
    224 S Dawson St
    Raleigh,NC27601     		No Relationship PC award sponsor 450
    The Virginia Public Access Project
    1209 E Cary St
    Suite 200
    Richmond,VA23219     		No Relationship PC Annual fundraiser sponsor 1,500
    The Richmond Forum
    100 S 15th Street
    Suite B
    Richmond,VA23219     		No Relationship PC Patron level sponsor 5,000
    DC Central Kitchen
    Attn AP
    PO Box 417406
    Boston,MA02241     		No Relationship PC Friend of the kitchen sponsor 2,200
    Virginia Student Aid Foundation
    dba Virginia Athletics Foundation
    PO Box 400833
    Charlottesville,VA22904     		No Relationship EOF Annual pledge 5,000
    Boy Scouts of America
    PO Box 6809
    Richmond,VA23230     		No Relationship PC event sponsor 900
    Food Bank of Southeastern VA
    800 Tidewater Dr
    Norfolk,VA23504     		No Relationship PC Sponsor matching gift 1,000
    Charles Barker Champion for Kids
    4949 Virginia Beach Blvd
    Virginia Beach,VA23462     		No Relationship PC event sponsor 750
    The First Tee of Richmond and Chest
    15522 Midlothian Turnpike 303
    Midlothian,VA23113     		No Relationship PC Donation 500
    NC Free Enterprise Foundation
    PO Box 12406
    Raleigh,NC27605     		No Relationship EOF event sponsor 890
    NextUP RVA
    c/o NextUp
    3409 Moore St
    Richmond,VA23203     		No Relationship PC Donation 5,000
    Make a Wish Foundation of E NC
    3809 Computer Drive
    Raleigh,NC27609     		No Relationship PC Donation 750
    Sportable Richmond Adoptive Sports
    1365 Overbrook Rd
    Room 2
    Richmond,VA23220     		No Relationship PC Donation 1,500
    Virginia Center for Inclusive Commu
    5511 Staples Mill Rd 202
    Richmond,VA23228     		No Relationship PC event sponsor 2,000
    National MS Society VA WVA Chapter
    4200 Innslake Drive
    Suite301
    Glen Allen,VA23060     		No Relationship PC Donation 2,000
    Hampton Roads Economic Dev Alliance
    500 E Main St
    Suite 1300
    Norfolk,VA23510     		No Relationship PC event sponsor 3,750
    ASK Childhood Cancer Foundation
    5211 W Broad St
    Richmond,VA23230     		No Relationship PC Donation 1,000
    Big Brothers and Big Sisters Servic
    1707 Summit Ave 200
    Richmond,VA23230     		No Relationship PC Donation 750
    Virginia Beach Neptune Festival
    565 Kings Grant Road
    Suite 102
    Virginia Beach,VA23452     		No Relationship PC Festival sponsor 10,000
    Sigma Phi Epsilon Educational Fnd
    310 S Arthur Ashe Blvd
    Richmond,VA23220     		No Relationship PC Donation 1,300
    TowneBank Foundation
    6001 Harbour View Blvd
    Suffolk,VA23435     		No Relationship PC Donation 5,000
    Virginia Aquarium and Marine Scienc
    717 General Booth Blvd
    Virginia Beach,VA23451     		No Relationship PC Donation 5,000
    Greater RIchmond Partnership Inc
    901 E Byrd St 801
    Richmond,VA23213     		No Relationship PC Sponsorship 5,000
    Team Marsh Athletics
    11407 Lyndenwood Ct
    Chesterfield,VA23838     		No Relationship PC Donation 1,000
    Shenandoah National Park Trust
    404 Eighth St NE
    Suite D
    Charlotteville,VA22902     		No Relationship PC Sponsorship 2,500
    Greater Raleigh Chamber of Commerce
    PO Box 2978
    Raleigh,VA27602     		No Relationship PC evert sponsor 2,500
    Oakleigh Veterans Park LLC
    949 Glenwood Station Lane 203
    Charlottesville,VA22901     		No Relationship PC Donation 2,500
    Organization for Autism Research
    2000 14th St N
    Suite 240
    Arlington,VA22201     		No Relationship PC Donation 1,000
    Community Tax Law Project
    PO Box 11322
    Richmond,VA23230     		No Relationship PC Contribution 1,000
    Lead Virginia
    6800 Paragon PL 450
    Richmond,VA23230     		No Relationship PC Donation 1,000
    The Collegiate School
    103 N Mooreland Road
    Richmond,VA23229     		No Relationship PC event sponsor 2,200
    Virginia Law Foundation
    105 Whitewood Rd
    Charlottesville,VA22901     		No Relationship PC sponsor fellows induction 750
    Commonwealth Cares Inc
    534 E Main St
    Suite B
    Charlottesville,VA22902     		No Relationship PC event sponsorship 2,000
    Benedictine Educational Foundation
    12829 River Road
    Richmond,VA23238     		No Relationship PC Annual fund donation 2,000
    Total .................................bullet 3a 215,558
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    a     0   0 0
    b     0   0 0
    c     0   0 0
    d     0   0 0
    e     0   0 0
    f     0   0 0
        0   0 0
    gFees and contracts from government agencies          
    2 Membership dues and assessments....   0   0 0
    3 Interest on savings and temporary cash
    investments ...........     		  0   0 0
    4 Dividends and interest from securities....   0   0 0
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......   0   0 0
    bNot debt-financed property.....   0   0 0
    6 Net rental income or (loss) from personal property   0   0 0
    7 Other investment income.....   0   0 0
    8 Gain or (loss) from sales of assets other than
    inventory ............     		  0   0 0
    9 Net income or (loss) from special events:   0   0 0
    10 Gross profit or (loss) from sales of inventory   0   0 0
    11 Other revenue:
    a       		  0   0 0
    b     0   0 0
    c     0   0 0
    d     0   0 0
    e     0   0 0
    12 Subtotal. Add columns (b), (d), and (e).. 0 0 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    0
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		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 (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    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
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    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
    2a
    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? ...........
    b
    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.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID: 20012075
    Software Version: V1.0
    Part VI Line 7 - Tax Paid with the Original Return: 0


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    WILLIAMS MULLEN FOUNDATION
     
    Employer identification number

    54-1700227
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    WILLIAMS MULLEN FOUNDATION
          		Employer identification number
    54-1700227
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    John M Paris Jr
    410 49th St
     
    Virginia Beach, VA23451

    		$ 6,800


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    Calvin W Fowler Jr
    1 Windsor Way
     
    Richmond, VA23221

    		$ 6,500


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
    Phillip H Goodpasture
    3206 Seminary Ave
     
    Richmond, VA23227

    		$ 6,200


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    4
    Farhad Aghdami
    6603 Three Chopt Rd
     
    Richmond, VA23226

    		$ 5,900


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    5
    Jamie Baskerville Martin
    1645 Fox Downs Lane
     
    Oilville, VA23129

    		$ 5,900


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    6
    Gregory R Bishop
    9312 S Mooreland Rd
     
    Richmond, VA23229

    		$ 5,400


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    WILLIAMS MULLEN FOUNDATION
          		Employer identification number
    54-1700227
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    7
    David F Paulson Jr
    c/o Williams Mullen
    301 Fayetteville St Suite 1700
    Raleigh, NC27601

    		$ 5,200


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    WILLIAMS MULLEN FOUNDATION
          		Employer identification number

    54-1700227
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    WILLIAMS MULLEN FOUNDATION
          		Employer identification number

    54-1700227
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 OtherExpensesSchedule
    Name:
    WILLIAMS MULLEN FOUNDATION
    EIN:
    54-1700227
    Software ID:
    20012075
    Software Version:
    V1.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    State filing fees 225 0 0 225
    Purchase additional check stock 350 0 0 350


    TY 2020 OtherIncreasesSchedule
    Name:
    WILLIAMS MULLEN FOUNDATION
    EIN:
    54-1700227
    Software ID:
    20012075
    Software Version:
    V1.0
    Description Amount
    Prior period outstanding checks voided in 2020 2,250