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
2019
Open to Public Inspection
For calendar year 2019, or tax year beginning 06-01-2019 , and ending 05-31-2020
Name of foundation
DOUG AND TAMRA ADAMS FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)1665 BROAD STREET ROAD
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MAIDENS, VA23102
A Employer identification number

26-3862362
B Telephone number (see instructions)

(804) 784-4908
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$512,629
J 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)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 11,755 11,755  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -2,041
b Gross sales price for all assets on line 6a 253,163
7 Capital gain net income (from Part IV, line 2)... 0
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........ 9,714 11,755  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 2,500 2,500   0
c Other professional fees (attach schedule).... 500 500   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 321 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 6,195 6,195   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 9,516 9,195   0
25 Contributions, gifts, grants paid....... 25,460 25,460
26 Total expenses and disbursements. Add lines 24 and 25 34,976 9,195   25,460
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -25,262
b Net investment income (if negative, enter -0-) 2,560
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2019)
Form 990-PF (2019)
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............. 39,938 23,845 23,845
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).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 366,781 Click to see attachment365,878 391,738
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 102,227 Click to see attachment93,961 97,046
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 508,946 483,684 512,629
Liabilities 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 bullet)    
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...........    
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 508,946 483,684
29 Total net assets or fund balances (see instructions)..... 508,946 483,684
30 Total liabilities and net assets/fund balances (see instructions). 508,946 483,684
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
508,946
2
Enter amount from Part I, line 27a .....................
2
-25,262
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
483,684
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
483,684
Form 990-PF (2019)
Form 990-PF (2019)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a 18.929 UNITS 22.7196 DELAWARE SMALL CAP CORE F P   2019-07-01
b 1,140.415 UNITS 7.9500 DOMINI INTL SOCIAL EQUITY P   2019-07-01
c 584.966 UNITS 15.6599 HARTFORD MUT FDS II INC S P   2019-07-01
d 1 SHR 41.1250 JOHNSON CONTROLS INTL PLC P   2019-07-02
e 5 SHR 83.3100 ABBOTT LABS GOLDMAN, SACH P   2019-07-02
1 SHR 71.6400 ABBVIE INC GOLDMAN, SACHS P   2019-07-02
1 SHR 294.0500 ADOBE INC BERNSTEIN, SANF P   2019-07-02
1 SHR 73.8650 AGILENT TECHNOLOGIES INC P   2019-07-02
1 SHR 101.3500 ALLSTATE CORP BARCLAYS CA P   2019-07-02
1 SHR 45.2550 APPLIED MATLS INC BARCLAY P   2019-07-02
2 SHR 164.8000 AUTOMATIC DATA PROCESSING P   2019-07-02
11 SHR 51.1400 CBRE GROUP INC CL A COM B P   2019-07-02
1 SHR 54.8800 CVS HEALTH CORP UBS SECUR P   2019-07-02
9 SHR 92.2400 CELGENE CORP BERNSTEIN, S P   2019-07-02
1 SHR 54.8100 CISCO SYS INC CREDIT SUIS P   2019-07-02
1 SHR 70.0100 CITIGROUP INC NEW COM CRE P   2019-07-02
1 SHR 71.8700 COLGATE PALMOLIVE CO GOLD P   2019-07-02
1 SHR 61.0200 CONOCOPHILLIPS BERNSTEIN, P   2019-07-02
1 SHR 87.4500 CONSOLIDATED EDISON INC B P   2019-07-02
5 SHR 138.6500 DISNEY WALT CO COM DISNEY P   2019-07-02
2 SHR 193.5100 ECOLAB INC UBS SECURITIES P   2019-07-02
1 SHR 501.2250 EQUINIX INC REITS BERNSTE P   2019-07-02
1 SHR 52.5950 GENERAL MLS INC UBS SECUR P   2019-07-02
20 SHR 20.8000 HP INC CREDIT SUISSE SEC P   2019-07-02
11 SHR 55.7000 HARTFORD FINL SVCS GROUP P   2019-07-02
2 SHR 47.9900 INTEL CORP BARCLAYS CAPIT P   2019-07-02
1 SHR 111.9100 J P MORGAN CHASE & CO GOL P   2019-07-02
1 SHR 100.2300 LOWES COS INC CREDIT SUIS P   2019-07-02
1 SHR 55.1000 MARATHON PETE CORP CREDIT P   2019-07-02
1 SHR 83.6400 MERCK & CO INC NEW COMBA P   2019-07-02
2 SHR 133.4750 MICROSOFT CORP BERNSTEIN P   2019-07-02
21 SHR 56.6850 ORACLE CORP BARCLAYS CAPI P   2019-07-02
1 SHR 94.4221 PVH CORP UBS SECURITIES L P   2019-07-02
1 SHR 131.1150 PEPSICO INC BARCLAYS CAPI P   2019-07-02
1 SHR 100.2400 PRUDENTIAL FINL INC BERNS P   2019-07-02
1 SHR 163.1100 ROCKWELL AUTOMATION INC U P   2019-07-02
1 SHR 228.2600 S&P GLOBAL INC BARCLAYS C P   2019-07-02
1 SHR 150.4900 SALESFORCE COM INC UBS SE P   2019-07-02
11 SHR 50.9300 SOUTHWEST AIRLS CO BERNST P   2019-07-02
7 SHR 129.9300 UNITED TECHNOLOGIES CORP P   2019-07-02
1 SHR 85.2300 VALERO ENERGY CORP NEW CR P   2019-07-02
1.00 SHR 1077.75000 ALPHABET INC CL C COM CRE P   2019-07-02
8.00 SHR 55.7374000 ISHARES RUSSELL MID-CAP E P   2019-07-02
1.00 SHR 136.640000 PNC FINL SVCS GROUP INC C P   2019-07-02
1.00 SHR 52.9100000 TJX COS INC NEW GOLDMAN, P   2019-07-02
181.603 UNITS 10.7499 TIAA-CREF SOCIAL CHOICE B P   2019-09-06
1.00 SHR 81.8100000 EATON CORP PLC IRELAND BA P   2019-09-09
2.00 SHR 121.100000 INGERSOLL-RAND CO LTD IRE P   2019-09-09
1.00 SHR 107.915000 MEDTRONIC PLC IRELAND GOL P   2019-09-09
4.00 SHR 73.0900000 AGILENT TECHNOLOGIES INC P   2019-09-09
5.00 SHR 104.664100 ALLSTATE CORP BERNSTEIN, P   2019-09-09
1.00 SHR 212.230000 APPLE INC J.P. MORGAN SEC P   2019-09-09
3.00 SHR 147.103100 AUTODESK INC BERNSTEIN, S P   2019-09-09
2.00 SHR 223.920000 BIOGEN IDEC INC BERNSTEIN P   2019-09-09
10.00 SHR 48.5719000 BRISTOL MYERS SQUIBB CO J P   2019-09-09
1.00 SHR 123.050000 CATERPILLAR INC J.P. MORG P   2019-09-09
1.00 SHR 48.4600000 CISCO SYS INC BARCLAYS CA P   2019-09-09
18.00 SHR 60.1174000 HARTFORD FINL SVCS GROUP P   2019-09-09
3.00 SHR 227.800000 HOME DEPOT INC BERNSTEIN, P   2019-09-09
2.00 SHR 55.9000000 ISHARES RUSSELL MID-CAP E P   2019-09-09
4.00 SHR 123.242100 ISHARES MSCI USA ESG SELE P   2019-09-09
1.00 SHR 113.160000 J P MORGAN CHASE & CO J.P P   2019-09-09
8.00 SHR 114.783500 LILLY ELI & CO GOLDMAN, S P   2019-09-09
6.00 SHR 87.9551000 NIKE INC CL B BARCLAYS CA P   2019-09-09
1.00 SHR 114.290000 PRICE T ROWE GROUP INC BA P   2019-09-09
1.00 SHR 123.060000 PROCTER & GAMBLE CO GOLDM P   2019-09-09
1.00 SHR 153.010000 SALESFORCE COM INC BARCLA P   2019-09-09
1.00 SHR 108.890000 TARGET CORP MORGAN STANLE P   2019-09-09
7.00 SHR 164.507200 3M CO MORGAN STANLEY & CO P   2019-09-09
12.00 SHR 58.7940000 VANGUARD TOTAL INTL BOND P   2019-09-09
152.073 UNITS 24.1500 DELAWARE SMALL CAP CORE F P   2019-12-19
367.548 UNITS 7.9999 DOMINI INTL SOCIAL EQUITY P   2019-12-19
86.738 UNITS 16.8600 HARTFORD MUT FDS II INC S P   2019-12-19
7.00 SHR 109.310900 ALLSTATE CORP GOLDMAN, SA P   2019-12-19
1.00 SHR 330.165000 GRAINGER W W INC BARCLAYS P   2019-12-19
23.00 SHR 58.8849000 ISHARES RUSSELL MID-CAP E P   2019-12-19
15.00 SHR 132.360200 ISHARES MSCI USA ESG SELE P   2019-12-19
2.00 SHR 154.620000 MICROSOFT CORP MORGAN STA P   2019-12-19
4.00 SHR 100.065700 NIKE INC CL B UBS SECURIT P   2019-12-19
18.00 SHR 39.3811000 SCHLUMBERGER LTD CURACAO P   2019-12-19
3.00 SHR 128.240000 TARGET CORP MORGAN STANLE P   2019-12-19
4.00 SHR 133.650000 TIFFANY & CO NEW UBS SECU P   2019-12-19
674.483 UNITS 7.8000 BLACKROCK HIGH YIELD BOND P   2020-01-21
2,644.670 UNITS 24.2800 DELAWARE SMALL CAP CORE F P   2020-01-21
7,067.368 UNITS 8.1000 DOMINI INTL SOCIAL EQUITY P   2020-01-21
1.00 SHR 209.680000 ACCENTURE PLC CL A COM IR P   2020-01-21
1.00 SHR 94.8232000 EATON CORP PLC IRELAND UB P   2020-01-21
1.00 SHR 40.8500000 JOHNSON CONTROLS INTL PLC P   2020-01-21
1.00 SHR 118.950000 MEDTRONIC PLC IRELAND CRE P   2020-01-21
1.00 SHR 90.8900000 APTIV PLC JERSEY UBS SECU P   2020-01-21
2.00 SHR 88.5500000 ABBOTT LABS CREDIT SUISSE P   2020-01-21
1.00 SHR 89.9900000 AGILENT TECHNOLOGIES INC P   2020-01-21
1.00 SHR 131.190000 AMERICAN EXPRESS CO UBS S P   2020-01-21
1.00 SHR 128.830000 AMERICAN WTR WKS CO INC N P   2020-01-21
1.00 SHR 316.300000 APPLE INC MORGAN STANLEY P   2020-01-21
1.00 SHR 69.2700000 BALL CORP MORGAN STANLEY P   2020-01-21
1.00 SHR 89.4500000 BEST BUY INC MORGAN STANL P   2020-01-21
1.00 SHR 61.0900000 CBRE GROUP INC CL A COM C P   2020-01-21
1.00 SHR 76.1000000 CVS HEALTH CORP J.P. MORG P   2020-01-21
2.00 SHR 49.3100000 CISCO SYS INC J.P. MORGAN P   2020-01-21
2.00 SHR 81.1100000 CITIGROUP INC NEW COM UBS P   2020-01-21
3.00 SHR 47.6600000 COMCAST CORP NEW CL A COM P   2020-01-21
2.00 SHR 65.2029000 CONOCOPHILLIPS UBS SECURI P   2020-01-21
1.00 SHR 145.450000 DISNEY WALT CO COM DISNEY P   2020-01-21
1.00 SHR 222.030000 FACEBOOK INC CL A COM MOR P   2020-01-21
2.00 SHR 53.9500000 GENERAL MLS INC MORGAN ST P   2020-01-21
1.00 SHR 63.5000000 GILEAD SCIENCES INC MORGA P   2020-01-21
1.00 SHR 70.3900000 HESS CORP CREDIT SUISSE S P   2020-01-21
2.00 SHR 59.9800000 INTEL CORP MORGAN STANLEY P   2020-01-21
1.00 SHR 278.210000 INTUIT J.P. MORGAN SECURI P   2020-01-21
1.00 SHR 137.580000 J P MORGAN CHASE & CO J.P P   2020-01-21
1.00 SHR 143.520000 KIMBERLY CLARK CORP CREDI P   2020-01-21
1.00 SHR 57.5500000 MARATHON PETE CORP MORGAN P   2020-01-21
2.00 SHR 91.2300000 MERCK & CO INC NEW COM CR P   2020-01-21
2.00 SHR 56.2900000 MORGAN STANLEY J.P. MORGA P   2020-01-21
1.00 SHR 252.370000 NEXTERA ENERGY INC J.P. M P   2020-01-21
1.00 SHR 139.920000 PEPSICO INC UBS SECURITIE P   2020-01-21
1.00 SHR 103.763300 PHILLIPS 66 UBS SECURITIE P   2020-01-21
1.00 SHR 93.4983000 PROLOGIS INC REITS UBS SE P   2020-01-21
1.00 SHR 183.180000 SALESFORCE COM INC MORGAN P   2020-01-21
2.00 SHR 83.6189000 STATE STR CORP UBS SECURI P   2020-01-21
2.00 SHR 62.9800000 TJX COS INC NEW MORGAN ST P   2020-01-21
1.00 SHR 130.760000 TEXAS INSTRS INC CREDIT S P   2020-01-21
176.00 SHR 56.8241000 VANGUARD TOTAL INTL BOND P   2020-01-21
36.235 UNITS 6.1299 BLACKROCK HIGH YIELD BOND P   2020-03-23
762.498 UNITS 10.5499 CRA QUALIFIED INVESTMENT P   2020-03-23
2,401.809 UNITS 10.0700 TIAA-CREF SOCIAL CHOICE B P   2020-03-23
3.00 SHR 80.9700000 MEDTRONIC PLC IRELAND GOL P   2020-03-24
2.00 SHR 105.150000 ISHARES MSCI USA ESG SELE P   2020-03-24
21.00 SHR 86.2100000 J P MORGAN CHASE & CO MOR P   2020-03-24
VANGUARD TOTAL INTL BOND INDEX FUND ETF J.P. MORGAN SECURITIES INC. P   2020-03-24
4.00 SHR 20.2614000 INGERSOLL RAND INC J.P. M P   2020-03-27
5.00 SHR 39.1046000 PVH CORP UBS SECURITIES L P   2020-04-08
9.00 SHR 41.7967000 WELLTOWER INC REITS UBS S P   2020-04-08
26.0990 PER SHARE INGERSOLL RAND INC CASH I P   2020-04-13
1,034.985 SHR 13.6399947 HARTFORD MUT FDS II INC P   2020-04-20
MEDTRONIC PLC IRELAND SAL P   2020-04-21
1.00 SHR 282.560000 GRAINGER W W INC UBS SECU P   2020-04-21
1.00 SHR 263.000000 INTUIT CREDIT SUISSE SEC P   2020-04-21
CAPITAL GAINS DIVIDENDS P    
(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 430   503 -73
b 9,066   9,671 -605
c 9,161   8,638 523
d 41   35 6
e 416   244 172
72   113 -41
294   146 148
74   60 14
101   89 12
45   51 -6
330   206 124
562   391 171
55   78 -23
830   665 165
55   32 23
70   64 6
72   76 -4
61   46 15
87   81 6
693   521 172
387   268 119
501   414 87
53   50 3
416   469 -53
612   573 39
96   69 27
112   87 25
100   113 -13
55   72 -17
84   65 19
267   141 126
1,190   969 221
94   145 -51
131   118 13
100   97 3
163   192 -29
228   208 20
150   88 62
560   663 -103
909   892 17
85   96 -11
1,078   1,162 -84
1,560   1,352 208
137   143 -6
53   46 7
1,952   1,906 46
82   73 9
242   173 69
108   89 19
292   242 50
523   446 77
212   145 67
441   416 25
448   541 -93
486   662 -176
123   148 -25
48   32 16
1,082   937 145
683   475 208
112   96 16
493   486 7
113   87 26
918   660 258
528   498 30
114   110 4
123   90 33
153   88 65
109   51 58
1,151   1,493 -342
705   676 29
3,673   4,046 -373
2,940   3,117 -177
1,462   1,283 179
765   625 140
330   277 53
1,354   1,107 247
1,985   1,822 163
309   141 168
400   332 68
708   1,242 -534
385   154 231
535   370 165
5,261   5,179 82
64,213   65,767 -1,554
57,246   58,972 -1,726
210   152 58
95   73 22
41   35 6
119   89 30
91   97 -6
177   98 79
90   60 30
131   121 10
129   81 48
316   145 171
69   42 27
89   61 28
61   36 25
76   78 -2
99   63 36
162   127 35
143   126 17
130   91 39
145   104 41
222   192 30
108   100 8
63   68 -5
70   42 28
120   69 51
278   260 18
138   87 51
144   133 11
58   72 -14
182   130 52
113   85 28
252   142 110
140   118 22
104   112 -8
93   80 13
183   88 95
167   178 -11
126   70 56
131   80 51
9,998   9,727 271
222   278 -56
8,044   8,128 -84
24,186   25,439 -1,253
243   267 -24
210   277 -67
1,810   1,827 -17
2,372   2,359 13
81   88 -7
195   709 -514
376   720 -344
11   9 2
14,117   15,539 -1,422
243   259 -16
283   277 6
263   260 3
1,001     1,001
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       -73
b       -605
c       523
d       6
e       172
      -41
      148
      14
      12
      -6
      124
      171
      -23
      165
      23
      6
      -4
      15
      6
      172
      119
      87
      3
      -53
      39
      27
      25
      -13
      -17
      19
      126
      221
      -51
      13
      3
      -29
      20
      62
      -103
      17
      -11
      -84
      208
      -6
      7
      46
      9
      69
      19
      50
      77
      67
      25
      -93
      -176
      -25
      16
      145
      208
      16
      7
      26
      258
      30
      4
      33
      65
      58
      -342
      29
      -373
      -177
      179
      140
      53
      247
      163
      168
      68
      -534
      231
      165
      82
      -1,554
      -1,726
      58
      22
      6
      30
      -6
      79
      30
      10
      48
      171
      27
      28
      25
      -2
      36
      35
      17
      39
      41
      30
      8
      -5
      28
      51
      18
      51
      11
      -14
      52
      28
      110
      22
      -8
      13
      95
      -11
      56
      51
      271
      -56
      -84
      -1,253
      -24
      -67
      -17
      13
      -7
      -514
      -344
      2
      -1,422
      -16
      6
      3
      1,001
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 -2,041
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  
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?
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))
2018 32,231 540,869 0.059591
2017 21,895 553,881 0.039530
2016 27,779 522,427 0.053173
2015 22,716 518,578 0.043804
2014 19,025 453,472 0.041954
2
Total of line 1, column (d) .....................
2
0.238052
3
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 ......
3
0.047610
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5......
4
523,731
5
Multiply line 4 by line 3......................
5
24,935
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
26
7
Add lines 5 and 6........................
7
24,961
8
Enter qualifying distributions from Part XII, line 4,.............
8
25,460
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 (2019)
Form 990-PF (2019)
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 includes lines 1a and 1b
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 26
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 26
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 26
6 Credits/Payments:
a 2019 estimated tax payments and 2018 overpayment credited to 2019 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.............. 7 0
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 26
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 2020 estimated taxBullet   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 Instructions
for 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
     
    No
    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 2019 or the taxable year beginning in 2019? 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 (2019)
    Form 990-PF (2019)
    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 addressbulletN/A
    14
    The books are in care ofbulletTAMRA ADAMS Telephone no.bullet (804) 784-4908

    Located atbullet1665 BROAD STREET ROADMAIDENSVA ZIP+4bullet23102
    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 2019, 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 2019?.............
    1c
     
    No
    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 2019, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2019?.............
    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 2019 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 2019.)..................
    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 2019?
    4b
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    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
     
     
    .........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
     
    No
    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
    DOUG ADAMS PRESIDENT
    0.00
    0 0 0
    1665 BROAD STREET ROAD
    MAIDENS,VA23102
    TAMRA ADAMS SECRETARY/TREASURER
    0.00
    0 0 0
    1665 BROAD STREET ROAD
    MAIDENS,VA23102
    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...................bullet 0
    Form 990-PF (2019)
    Form 990-PF (2019)
    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.............bullet0
    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  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2019)
    Form 990-PF (2019)
    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
    486,645
    b
    Average of monthly cash balances.......................
    1b
    45,062
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    531,707
    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
    531,707
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    7,976
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    523,731
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    26,187
    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
    26,187
    2a
    Tax on investment income for 2019 from Part VI, line 5......
    2a
    26
    b
    Income tax for 2019. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    26
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    26,161
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    26,161
    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
    26,161
    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
    25,460
    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
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    25,460
    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
    26
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    25,434
    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 (2019)
    Form 990-PF (2019)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2018
    (c)
    2018
    (d)
    2019
    1 Distributable amount for 2019 from Part XI, line 7 26,161
    2 Undistributed income, if any, as of the end of 2019:
    a Enter amount for 2018 only....... 20,605
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2019:
    a From 2014......  
    b From 2015......  
    c From 2016......  
    d From 2017......  
    e From 2018......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2019 from Part
    XII, line 4: bullet$ 25,460
    a Applied to 2018, but not more than line 2a 20,605
    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 2019 distributable amount..... 4,855
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2019. 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 0
    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 2018. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2019. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2020 ..........
    21,306
    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 2014 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2020.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2015....  
    b Excess from 2016....  
    c Excess from 2017....  
    d Excess from 2018....  
    e Excess from 2019....  
    Form 990-PF (2019)
    Form 990-PF (2019)
    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 2019, 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) 2019 (b) 2018 (c) 2017 (d) 2016
             
    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).)
    DOUG ADAMS
    TAMRA ADAMS
    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 (2019)
    Form 990-PF (2019)
    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
    AMERICAN CANCER SOCIETY
    4240 PARK PLACE COURT
    GLEN ALLEN,VA23060
    NONE PUBLIC CHARITY GENERAL PURPOSE 500
    CENTREVILLE VA FIRE & RESCUE
    52 BROADSTREET RD
    MANAKINSABOT,VA23103
    NONE PUBLIC CHARITY GENERAL PURPOSE 500
    COURTHOUSE VOL FIRE & RESCUE
    2710 FAIRGROUND ROAD
    GOOCHLAND,VA23063
    NONE PUBLIC CHARITY GENERAL PURPOSE 500
    GOOCHLAND CASA
    PO BOX 910
    GOOCHLAND,VA23063
    NONE PUBLIC CHARITY GENERAL PURPOSE 1,000
    GOOCHLAND EDUCATION FOUNDATION
    2938-1 RIVER ROAD WEST
    GOOCHLAND,VA23063
    NONE PUBLIC CHARITY GENERAL PURPOSE 2,500
    GOOCHLAND HS PTSA
    3250 RIVER ROAD W
    GOOCHLAND,VA23063
    NONE PUBLIC CHARITY GENERAL PURPOSE 1,000
    KHAN ACADEMY
    PO BOX 1630
    MOUNTAIN VIEW,CA94042
    NONE PUBLIC CHARITY GENERAL PURPOSE 365
    LITTLE SISTERS OF THE POOR
    1503 MICHAEL ROAD
    RICHMOND,VA23229
    NONE PUBLIC CHARITY GENERAL PURPOSE 1,000
    MAGGIE L WALKER GOVERNOR'S SCHOOL FOUNDATION
    1000 NORTH LOMBARDY STREET
    RICHMOND,VA23220
    NONE PUBLIC CHARITY GENERAL PURPOSE 10,000
    NATIONAL PUBLIC RADOP
    1111 NORTH CAPITOL ST NE
    WASHINGTON,DC20002
    NONE PUBLIC CHARITY GENERAL PURPOSE 365
    PBS FOUNDATION
    2100 CRYSTAL DRIVE
    ARLINGTON,VA22202
    NONE PUBLIC CHARITY GENERAL PURPOSE 365
    PROJECT ENGAGE RVA
    2205 PARKERS HILL DR
    MAIDENS,VA23102
    NONE PUBLIC CHARITY GENERAL PURPOSE 1,500
    RANDOLPH ELEMENTARY PTSA
    1552 SHEPPARD TOWN RD
    CROZIER,VA23039
    NONE PUBLIC CHARITY GENERAL PURPOSE 3,000
    ST MATTHEWS UMC
    1706 ST MATTHEWS LANE
    RICHMOND,VA23233
    NONE PUBLIC CHARITY GENERAL PURPOSE 1,000
    VA HOLOCAUST MUSEUM
    2000 E CARY ST
    RICHMOND,VA23223
    NONE PUBLIC CHARITY GENERAL PURPOSE 1,000
    YMCA OF GREATER RICHMOND
    2 W FRANKLIN ST
    RICHMOND,VA23220
    NONE PUBLIC CHARITY GENERAL PURPOSE 500
    VIRGINIA MUSEUM OF FINE ARTS
    2000 N ARTHUR ASHE BLVD
    RICHMOND,VA23220
    NONE PUBLIC CHARITY GENERAL PURPOSE 365
    Total .................................bullet 3a 25,460
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2019)
    Form 990-PF (2019)
    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
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........
             
    4 Dividends and interest from securities....     14 11,755  
    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 -2,041  
    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).. 0 9,714 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    9,714
    (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 (2019)
    Form 990-PF (2019)
    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 instr.)
    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


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    Form 990-PF (2019)
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