TY 2020 Form 990PF

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	614,646	1,310,970	1,310,970
	2	Savings and temporary cash investments.........
	3	Accounts receivable 67,232
		Less: allowance for doubtful accounts	186,391	67,232	67,232
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......	3,481,472	3,637,604	4,509,668
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............	5,141,448	5,269,091	5,269,091
	13	Investments—other (attach schedule)..........
	14	Land, buildings, and equipment: basis 2,729,038
		Less: accumulated depreciation (attach schedule) 473,231	2,218,618	2,255,807	2,992,500
	15	Other assets (describe )	32,238
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	11,674,813	12,540,704	14,149,461
	17	Accounts payable and accrued expenses..........	3,835	3,835
	18	Grants payable.................	278,157	288,750
	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 )	29,498	28,548
	23	Total liabilities (add lines 17 through 22).........	311,490	321,133
		Foundations that follow FASB ASC 958, check here
		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
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	11,363,323	12,219,571
	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).....	11,363,323	12,219,571
	30	Total liabilities and net assets/fund balances (see instructions).	11,674,813	12,540,704

(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.)
1 a	EDWARD JONES 20990 SHORT	P
b	EDWARD JONES 20433 SHORT	P
c	EDWARD JONES 20433 LONG	P
d	UBS 6568 LONG	P
e	202 LYDE AVENUE LOUISA	P	2020-01-24
	THACKER HOME LOT 3	P	2020-06-04
	UBS 6568 SHORT	P

(e) Gross sales price	(f) Depreciation allowed (or allowable)	(h) Gain or (loss) (e) plus (f) minus (g)
a	400,000	397,203	2,797
b	24,265	24,381	-116
c	159,644	144,852	14,792
d	543,717	450,667	93,050
e	157,000	128,572	28,428
	32,000	32,238	-238
	270,382	263,238	7,144

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7		2	145,857
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 ...................	3	9,825

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)
b	Reserved................................	1	6,659
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	6,659
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	6,659
6	Credits/Payments:

a	2020 estimated tax payments and 2019 overpayment credited to 2020	6a	9,044
b	Exempt foreign organizations—tax withheld at source......	6b
c	Tax paid with application for extension of time to file (Form 8868)...	6c	5,000
d	Backup withholding erroneously withheld ...........	6d

7	Total credits and payments. Add lines 6a through 6d..............	7	14,044
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.	8
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......	9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...	10	7,385
11	Enter the amount of line 10 to be: Credited to 2021 estimated tax7,385	Refunded	11

(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
RANDALL L TINGLER	CHAIRMAN 000.00	0	0	0
PO BOX 462 LOUISA,VA23093
REBECCA B CAVANAUGH	V.PRESIDENT/ 000.00	0	0	0
PO BOX 462 LOUISA,VA23093
LINDA PARKER	DIRECTOR 000.00	1,100	0	0
PO BOX 462 LOUISA,VA23093
J DOUGLAS STRALEY	DIRECTOR 000.00	1,000	0	0
PO BOX 462 LOUISA,VA23093
GEORGE D YANCEY	DIRECTOR 000.00	800	0	0
PO BOX 462 LOUISA,VA23093
DEBORAH PETTIT	DIRECTOR 000.00	900	0	0
PO BOX 462 LOUISA,VA23093

		(a) Corpus	(d) 2020
1 Distributable amount for 2020 from Part XI, line 7			653,092
2 Undistributed income, if any, as of the end of 2020:
a Enter amount for 2019 only.......
b Total for prior years:20, 20, 20
3 Excess distributions carryover, if any, to 2020:
a From 2015......
b From 2016......
c From 2017......	235,140
d From 2018......	122,461
e From 2019......	94,618
fTotal of lines 3a through e........		452,219
4Qualifying distributions for 2020 from Part
XII, line 4: $ 625,426
a Applied to 2019, but not more than line 2a
b Applied to undistributed income of prior years (Election required—see instructions).....
c Treated as distributions out of corpus (Election required—see instructions)........
d Applied to 2020 distributable amount.....			625,426
e Remaining amount distributed out of corpus
5 Excess distributions carryover applied to 2020.		27,666	27,666
(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		424,553
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........
e Undistributed income for 2019. Subtract line 4a from line 2a. Taxable amount—see instructions .............
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) .......
8 Excess distributions carryover from 2015 not applied on line 5 or line 7 (see instructions) ...
9Excess distributions carryover to 2021. Subtract lines 7 and 8 from line 6a ......		424,553
10 Analysis of line 9:
a Excess from 2016....
b Excess from 2017....	207,474
c Excess from 2018....	122,461
d Excess from 2019....	94,618
e Excess from 2020....

3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient	If recipient is an individual, show any relationship to any foundation manager or substantial contributor	Foundation status of recipient	Purpose of grant or contribution	Amount
Name and address (home or business)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
ABIGAL RENEE OSBORNE PO BOX 462 LOUISA,VA23093	NONE	N\A	SCHOLARSHIP	1,250
ALLY COLLEEN ADCOCK PO BOX 462 LOUISA,VA23093	NONE	N\A	SCHOLARSHIP	2,500
MONAI GRACE CAREY PO BOX 462 LOUISA,VA23093	NONE	N\A	SCHOLARSHIP	1,250
DEREK JAMES HALL PO BOX 462 LOUISA,VA23093	NONE	N\A	SCHOLARSHIP	1,250
DAQUAN MALIK HEMBRY PO BOX 462 LOUISA,VA23093	NONE	N\A	SCHOLARSHIP	2,500
ANNA GRACE AGEE PO BOX 462 LOUISA,VA23093	NONE	N\A	SCHOLARSHIP	6,938
IKEA M BURKETT PO BOX 462 LOUISA,VA23093	NONE	N\A	SCHOLARSHIP	2,500
LAUREN NICOLE ALSTON PO BOX 462 LOUISA,VA23093	NONE	N\A	SCHOLARSHIP	2,500
MICHELLE MARIE COMER PO BOX 462 LOUISA,VA23093	NONE	N\A	SCHOLARSHIP	1,000
KAITLYN NICOLE FLECKER PO BOX 462 LOUISA,VA23093	NONE	N\A	SCHOLARSHIP	2,500
GRAHAM ANSON GORDON PO BOX 462 LOUISA,VA23093	NONE	N\A	SCHOLARSHIP	2,500
ELIZABETH MARIE GRANDSTAFF PO BOX 462 LOUISA,VA23093	NONE	N\A	SCHOLARSHIP	2,500
ASHLYN TALYOR HALL PO BOX 462 LOUISA,VA23093	NONE	N\A	SCHOLARSHIP	2,500
SALLY C PLACIDO PO BOX 462 LOUISA,VA23093	NONE	N\A	SCHOLARSHIP	2,500
DYLAN MICHAEL ROWE PO BOX 462 LOUISA,VA23093	NONE	N\A	SCHOLARSHIP	2,500
ZAIN THOMAS SCHWARTZ PO BOX 462 LOUISA,VA23093	NONE	N\A	SCHOLARSHIP	1,250
NADIA MARIE ANDERSON PO BOX 462 LOUISA,VA23093	NONE	N\A	SCHOLARSHIP	1,250
SYDNEY LOGAN BOTTINO PO BOX 462 LOUISA,VA23093	NONE	N\A	SCHOLARSHIP	500
ANYIA LEE BROWN PO BOX 462 LOUISA,VA23093	NONE	N\A	SCHOLARSHIP	2,500
KYRON DEVONTE BUTLER PO BOX 462 LOUISA,VA23093	NONE	N\A	SCHOLARSHIP	1,000
COLLIN ALEXANDER CARPENTER PO BOX 462 LOUISA,VA23093	NONE	N\A	SCHOLARSHIP	3,750
TYLER D ELFORD PO BOX 462 LOUISA,VA23093	NONE	N\A	SCHOLARSHIP	2,500
KRYSLYN MARIE FEHR PO BOX 462 LOUISA,VA23093	NONE	N/A	SCHOLARSHIP	1,250
TYLER LORENZE HAYWOOD PO BOX 462 LOUISA,VA23093	NONE	N\A	SCHOLARSHIP	1,250
CRAY DAIVON JONES PO BOX 462 LOUISA,VA23093	NONE	N\A	SCHOLARSHIP	1,250
BROOKLYN RENEE JUDY PO BOX 462 LOUISA,VA23093	NONE	N\A	SCHOLARSHIP	3,750
CARLEY RENEE DALLAS KNIGHT PO BOX 462 LOUISA,VA23093	NONE	N\A	SCHOLARSHIP	1,250
AVERY CLAIRE MCNAMEE PO BOX 462 LOUISA,VA23093	NONE	N\A	SCHOLARSHIP	2,500
ELIZABETH MARIE MULVANEY PO BOX 462 LOUISA,VA23093	NONE	N\A	SCHOLARSHIP	2,500
SARAH ELIZABETH PROCTOR PO BOX 462 LOUISA,VA23093	NONE	N\A	SCHOLARSHIP	2,500
VANESSA MARIE PROCTOR PO BOX 462 LOUISA,VA23093	NONE	N\A	SCHOLARSHIP	2,500
BRANDON WADE STANLEY PO BOX 462 LOUISA,VA23093	NONE	N\A	SCHOLARSHIP	2,500
SHELBY ANN TIDWELL-ROWLANDS POBOX 462 LOUISA,VA23903	NONE	N/A	SCHOLARSHIP	2,500
CATHRYNN REBECC WITHERS POBOX 462 LOUISA,VA23903	NONE	N/A	SCHOLARSHIP	1,250
DAVID WILLIAM AARON PO BOX 462 LOUISA,VA23093	NONE	N\A	SCHOLARSHIP	2,500
JANELLE MADELINE BROADDUS PO BOX 462 LOUISA,VA23093	NONE	N\A	SCHOLARSHIP	2,500
SARAH ELYSE CANNING PO BOX 462 LOUISA,VA23093	NONE	N\A	SCHOLARSHIP	5,000
JAYDEN GRACE CAWTHORNE PO BOX 462 LOUISA,VA23093	NONE	N\A	SCHOLARSHIP	1,250
JOHN CALEB COLEMAN CUTRIGHT PO BOX 462 LOUISA,VA23093	NONE	N\A	SCHOLARSHIP	2,500
PIPER ELIZABETH FEHR PO BOX 462 LOUISA,VA23093	NONE	N\A	SCHOLARSHIP	1,250
INDUSTRIAL DEV AUTHORITY OF LOUISA 355 INDUSTRIAL DRIVE LOUISA,VA23093	NONE	PC	2017 ECONOMIC DEVELOPMENT GRANT	359,003
GENE NORMAN FLECKER PO BOX 462 LOUISA,VA23903	NONE	N/A	SCHOLARSHIP	5,000
DIANA FOMIN PO BOX 462 LOUISA,VA23093	NONE	N\A	SCHOLARSHIP	1,000
DILLON THOMAS NELSON PO BOX 462 LOUISA,VA23093	NONE	N\A	SCHOLARSHIP	1,250
JULIA FRANCES O'REILLY PO BOX 462 LOUISA,VA23093	NONE	N\A	SCHOLARSHIP	3,750
ABIGAIL RENEE OSBORNE PO BOX 462 LOUISA,VA23093	NONE	N\A	SCHOLARSHIP	1,250
NATALIA PLACIDO PO BOX 462 LOUISA,VA23093	NONE	N\A	SCHOLARSHIP	2,500
AMETHYST FAE NICOLE RALLS PO BOX 462 LOUISA,VA23093	NONE	N\A	SCHOLARSHIP	3,750
CHARLES JOSEPH ROSSON PO BOX 462 LOUISA,VA23093	NONE	N\A	SCHOLARSHIP	2,500
LESLEY A SANCHEZ-MORALES PO BOX 462 LOUISA,VA23093	NONE	N\A	SCHOLARSHIP	500
SARAH REBECCA SEAY PO BOX 462 LOUISA,VA23093	NONE	N\A	SCHOLARSHIP	2,500
TAYLOR ANN SEAY PO BOX 462 LOUISA,VA23093	NONE	N\A	SCHOLARSHIP	1,250
WILLIAM TAYLOR WATKINS PO BOX 462 LOUISA,VA23093	NONE	N\A	SCHOLARSHIP	2,500
EMILY ANN WEDDLE PO BOX 462 LOUISA,VA23093	NONE	N\A	SCHOLARSHIP	1,250
KHADIJAH NICOLE WILLIAMS PO BOX 462 LOUISA,VA23903	NONE	N/A	SCHOLARSHIP	2,500
ERICA DANIELLE AARON PO BOX 462 LOUISA,VA23903	NONE	N/A	SCHOLARSHIP	500
AARON MICHAEL APONTE PO BOX 462 LOUISA,VA23093	NONE	N\A	SCHOLARSHIP	1,000
MIYANNA L'DAIJA BELL PO BOX 462 LOUISA,VA23093	NONE	N\A	SCHOLARSHIP	1,000
JASON AIDAN BROOKS PO BOX 462 LOUISA,VA23093	NONE	N\A	SCHOLARSHIP	2,500
LOUISA COUNTY PUBLIC SCHOOLS 953 DAVIS HIGHWAY MINERAL,VA23117	NONE	PC	OUR TEAM CPS MVP AWARDS	10,000
JACOB JAMES BURCH PO BOX 462 LOUISA,VA23093	NONE	N\A	SCHOLARSHIP	1,000
ALAYNA ROSE CAMPBELL PO BOX 462 LOUISA,VA23093	NONE	N\A	SCHOLARSHIP	2,500
RILEY EILEEN CANNING PO BOX 462 LOUISA,VA23093	NONE	N\A	SCHOLARSHIP	500
SYDNEY GRACE CHERRY PO BOX 462 LOUISA,VA23093	NONE	N\A	SCHOLARSHIP	500
GRACE WYNTER COOPER PO BOX 462 LOUISA,VA23093	NONE	N\A	SCHOLARSHIP	2,500
ANNA GERTRUDE FILIPKOWSKI PO BOX 462 LOUISA,VA23093	NONE	N\A	SCHOLARSHIP	1,000
MARGARET FLOYD POBOX 462 LOUISA,VA23093	NONE	N/A	SCHOLARSHIPS	1,000
LYNSEY TAYLOR GENTRY PO BOX 462 LOUISA,VA23093	NONE	N\A	SCHOLARSHIP	2,500
ANNA HALEY GROFF PO BOX 462 LOUISA,VA23093	NONE	N\A	SCHOLARSHIP	2,500
ABIGAIL MARIE GROVE PO BOX 462 LOUISA,VA23093	NONE	N\A	SCHOLARSHIP	1,000
OLIVIA AUTUMN GRUBBS PO BOX 462 LOUISA,VA23093	NONE	N/A	SCHOLARSHIP	1,000
MEGAN LEE HALL PO BOX 462 LOUISA,VA23093	NONE	N\A	SCHOLARSHIP	2,500
JAMORI LEE HARRIS PO BOX 462 LOUISA,VA23093	NONE	N\A	SCHOLARSHIP	5,000
SHRINERS HOSPITAL FOR CHILDREN 950 WEST FARIS ROAD GREENVILLE,SC29605	NONE	PC	MEDICAL CARE FOR CHILDREN	25,000
GINNY XUAN HELMANDOLLAR PO BOX 462 LOUISA,VA23093	NONE	N\A	SCHOLARSHIP	1,000
SANIYA NAOMI JONES PO BOX 462 LOUISA,VA23093	NONE	N\A	SCHOLARSHIP	1,000
ALEXIS OLIVIA LAGON PO BOX 462 LOUISA,VA23093	NONE	N\A	SCHOLARSHIP	1,000
THE JOURNEY HOME INC POBOX 482 MINERAL,VA23117	NONE	P/C	THE NEXT STEP PROGRAM	5,000
NICHOLAS CHRISTOPHER LILES PO BOX 462 LOUISA,VA23093	NONE	N\A	SCHOLARSHIP	1,000
SYDNEY LYNN MADISON PO BOX 462 LOUISA,VA23093	NONE	N\A	SCHOLARSHIP	1,000
SULVANITH CRUZ OLIVO PO BOX 462 LOUISA,VA23093	NONE	N\A	SCHOLARSHIP	500
ALEX WAYNE POMEROY PO BOX 462 LOUISA,VA23093	NONE	N\A	SCHOLARSHIP	1,000
MCKENZIE RENEE PROFFIT PO BOX 462 LOUISA,VA23093	NONE	N\A	SCHOLARSHIP	1,000
MAKENNA ELLEN RITENOUR PO BOX 462 LOUISA,VA23903	NONE	N/A	SCHOLARSHIP	1,000
ETHAN PAUL SNYDER PO BOX 462 LOUISA,VA23903	NONE	N/A	SCHOLARSHIP	1,000
KYLER SCOTT SORIANO PO BOX 462 LOUISA,VA23903	NONE	N/A	SCHOLARSHIP	1,000
TAYLOR MARIE TALLEY PO BOX 462 LOUISA,VA23903	NONE	N/A	SCHOLARSHIP	1,000
KYRA RENE WASHINGTON PO BOX 462 LOUISA,VA23903	NONE	N/A	SCHOLARSHIP	2,500
KATHERINE BRIANNA WEBSTER PO BOX 462 LOUISA,VA22903	NONE	N/A	SCHOLARSHIP	1,000
KENNETH CAOEB WESBEY PO BOX 462 LOUISA,VA23093	NONE	N/C	SCHOLARSHIP	1,000
ASHTON MARIE WOLFREY PO BOX 462 LOUISA,VA23093	NONE	N/C	SCHOLARSHIP	1,000
TYLER REID YEATTS PO BOX 462 LOUISA,VA23093	NONE	N/C	SCHOLARSHIP	1,000
ADULT COMMUNITY EDUCATION PO BOX 872 LOUISA,VA23093	NONE	N/C	IMPROVE/EXPAND SERVICES ED GOALS	1,500
SANTA COUNCIL PO BOX 392 LOUISA,VA23093			2020 GRANT AWARDS	5,000
LOUISA COMMUNITY EMERG FUND PO BOX 295 LOUISA,VA23093			ASSIST RESIDENTS W/BASIC NEEDS	5,000
LAKE ANNA EMERGENCY SERVIC FOUNDATI PO BOX 1021 LOUISA,VA23092			2020 GRANT AWARD	5,000
ORANGE COUNTY CHILDRENS TOY BOX PO BOX 1117 ORANGE,VA22960			DONATIONS TO ORGANIZATION	10,000
SCHOLARSHIPS TERMINATED PO BOX 462 LOUISA,VA23093	NONE	N/A	REFUNDED SCHOLARSHIPS	-10,219
Total ................................. 3a				582,722

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


1	Contributions, gifts, grants, etc., received (attach schedule)	1,025,000
2	Check .............
3	Interest on savings and temporary cash investments	366,268		366,268
4	Dividends and interest from securities...	72,945		72,945
5a	Gross rents............	258,827		258,827
b	Net rental income or (loss) -19,759
6a	Net gain or (loss) from sale of assets not on line 10		145,857
b	Gross sales price for all assets on line 6a 1,587,008
7	Capital gain net income (from Part IV, line 2)...			145,857
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........	1,868,897		843,897
13	Compensation of officers, directors, trustees, etc.	3,800
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......		5,640		5,640
c	Other professional fees (attach schedule)....
17	Interest...............
18	Taxes (attach schedule) (see instructions)...		13,288	13,288
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......		388,637	351,574	37,064
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	411,365		364,862	42,704
25	Contributions, gifts, grants paid.......	601,284			582,722
26	Total expenses and disbursements. Add lines 24 and 25	1,012,649		364,862	625,426
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	856,248
b	Net investment income (if negative, enter -0-)			479,035
c	Adjusted net income (if negative, enter -0-)...

(a) Reserved	(b) Reserved	(c) Reserved	(d) Reserved

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

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	PROVIDE SCHOLARSHIPS TO ATTEND COLLEGE FOR QUALIFIED GRADUATING HIGH SCHOOL STUDENTS FROM LOUISA AND ORANGE COUNTIES, VIRGINIA. 36 SCHOLARSHIPS AWARDED IN 2020	175,781
2


3


4

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	(e) Total

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

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			2,797
b			-116
c			14,792
d			93,050
e			28,428
			-238
			7,144


(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...................

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


All other program-related investments. See instructions.
3

bApproved for future payment
ERICA DANIELLE AARON PO BOX 462 LOUISA,VA23093	NONE	N\A	SCHOLARSHIP	1,500
JASON AIDAN BROOKS PO BOX 462 LOUISA,VA23093	NONE	N\A	SCHOLARSHIP	17,500
VJORIKA ISIA BROOKS PO BOX 462 LOUISA,VA23093	NONE	N\A	SCHOLARSHIP	2,000
CIERRA ISABEL CAICEDO POBOX 462 LOUISA,VA23093	NONE	N/A	SCHOLARSHIP	5,000
ALAYNA ROSE CAMPBELL PO BOX 462 LOUISA,VA23093	NONE	N\A	SCHOLARSHIP	17,500
RILEY EILEEN CANNING PO BOX 462 LOUISA,VA23093	NONE	N\A	SCHOLARSHIP	1,500
SYDNEY GRACE CHERRY PO BOX 462 LOUISA,VA23093	NONE	N\A	SCHOLARSHIP	1,500
GRACE WYNTER COOPER PO BOX 462 LOUISA,VA23093	NONE	N\A	SCHOLARSHIP	17,500
LYNSEY TAYLOR GENTRY PO BOX 462 LOUISA,VA23093	NONE	N\A	SCHOLARSHIP	17,500
ANNA HALEY GROFF PO BOX 462 LOUISA,VA23093	NONE	N\A	SCHOLARSHIP	17,500
MEGAN LEE HALL PO BOX 462 LOUISA,VA23093	NONE	N/A	SCHOLARSHIP	6,500
JAMORI LEE HARRIS PO BOX 462 LOUISA,VA23093	NONE	N\A	SCHOLARSHIP	15,000
SULVANITH CRUZ OLIVO PO BOX 462 LOUISA,VA23093	NONE	N\A	SCHOLARSHIP	1,500
KYRA RENE WASHINGTON PO BOX 462 LOUISA,VA23903	NONE	N/A	SCHOLARSHIP	17,500
Total ................................. 3b				139,500

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments....
3 Interest on savings and temporary cash investments ...........			14	366,268
4 Dividends and interest from securities....			14	72,945
5 Net rental income or (loss) from real estate:
aDebt-financed property......
bNot debt-financed property.....			16	-19,759
6 Net rental income or (loss) from personal property
7 Other investment income.....
8 Gain or (loss) from sales of assets other than inventory ............					145,857
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)..				419,454	145,857

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

Name of organization WILLIAM A COOKE FOUNDATION

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	WILLIAM A COOKE TRUST PO BOX 462 LOUISA, VA23093	$ 1,025,000	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2020)

Name of organization WILLIAM A COOKE FOUNDATION		Employer identification number 54-2012726

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
1	REAL ESTATE LOANS	$ 450,000
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
1	REAL ESTATE WESTERN AUTO BLDG	$ 225,000
(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)


Name of organization WILLIAM A COOKE FOUNDATION			Employer identification number 54-2012726
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.) $ Use duplicate copies of Part III if additional space is needed.

Description	Revenue and Expenses per Books	Net Investment Income	Disbursements for Charitable Purposes
WACF LLC
BOOKKEEPING	66,900	66,900
CLEANING OFFICE	11,700	11,700
GENERAL EXPENSES	1,390	1,390
INSURANCE	14,444	14,444
LEGAL
OFFICE SUPPLIES	84	84
REPAIRS	89,044	89,044
TAXES & LICENSES	16,714	16,714
UTILITIES	13,611	13,611
INVESTMENT DEPRECIATION	64,699	64,699
EXPENSES
BOOKKEEPING	67,083	33,542	33,541
DUES & SUBSCRIPTIONS	765		765
INSURANCE	661		661
INVESTMENT EXPENSES	33,010	33,010
FOREIGN TAX	1,469	1,469
LICENSES AND TAXES	245	245
OFFICE EXPENSE	4,335	4,027	309
LEGAL	695	695
ADVERTISING	1,788		1,788

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