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 01-01-2020 , and ending 12-31-2020
Name of foundation
THE CLAUDE MOORE CHARITABLE FOUNDATION
 
% J HAMILTON LAMBERT
Number and street (or P.O. box number if mail is not delivered to street address)11350 RANDOM HILLS ROAD SUITE 730
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
FAIRFAX, VA22030
A Employer identification number

52-1558571
B Telephone number (see instructions)

(703) 934-1147
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$239,864,552J 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) 0
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 3,611,593 3,611,593  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 21,057,522
b Gross sales price for all assets on line 6a 51,977,747
7 Capital gain net income (from Part IV, line 2)... 21,057,522
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)....... Click to see attachment 738 738  
12 Total. Add lines 1 through 11........ 24,669,853 24,669,853  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 1,027,425 833,542   193,883
14 Other employee salaries and wages...... 1,136,738 657,657   479,081
15 Pension plans, employee benefits....... 90,953 54,971   35,983
16a Legal fees (attach schedule)......... Click to see attachment 58,336 23,918 0 34,418
b Accounting fees (attach schedule)....... Click to see attachment 196,702 83,598 0 113,104
c Other professional fees (attach schedule).... Click to see attachment 869,205 568,781   300,424
17 Interest............... 2,051 2,051    
18 Taxes (attach schedule) (see instructions)... Click to see attachment 2,907,550 2,312,636   468,113
19 Depreciation (attach schedule) and depletion... Click to see attachment 23,120 23,120  
20 Occupancy.............. 219,066 59,784   159,282
21 Travel, conferences, and meetings....... 29,169 11,959   17,210
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 735,421 209,073   526,348
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 7,295,736 4,841,090 0 2,327,846
25 Contributions, gifts, grants paid....... 6,531,562 6,531,562
26 Total expenses and disbursements. Add lines 24 and 25 13,827,298 4,841,090 0 8,859,408
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 10,842,555
b Net investment income (if negative, enter -0-) 19,828,763
c Adjusted net income (if negative, enter -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.............      
2 Savings and temporary cash investments......... 16,665,141 8,214,630 8,214,630
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) bullet25,109,028
Less: allowance for doubtful accounts bullet   49,624,775 Click to see attachment25,109,028 25,109,028
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)....... 48,970,278 Click to see attachment58,593,401 58,593,401
c Investments—corporate bonds (attach schedule)....... 11,620,268 Click to see attachment23,558,227 23,558,227
11 Investments—land, buildings, and equipment: basis bullet103,840,106
Less: accumulated depreciation (attach schedule) bullet   87,600,706 103,840,106 103,840,106
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 13,277,180 Click to see attachment19,836,030 19,836,030
14 Land, buildings, and equipment: basis bullet719,341
Less: accumulated depreciation (attach schedule) bullet237,362 246,938 Click to see attachment481,979 481,979
15 Other assets (describe bullet) Click to see attachment638,931 Click to see attachment231,151 Click to see attachment231,151
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 228,644,217 239,864,552 239,864,552
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue................. 40,912,639 20,700,878
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment4,876 Click to see attachment6,133
23 Total liabilities (add lines 17 through 22)......... 40,917,515 20,707,011
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........... 187,726,702 219,157,541
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)..... 187,726,702 219,157,541
30 Total liabilities and net assets/fund balances (see instructions). 228,644,217 239,864,552
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
187,726,702
2
Enter amount from Part I, line 27a .....................
2
10,842,555
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
20,588,284
4
Add lines 1, 2, and 3 ..........................
4
219,157,541
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
219,157,541
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.)
1 a PUB TRADED SECURITIES P    
b PUB TRADED SECURITIES P    
c PUB TRADED SECURITIES P    
d PUB TRADED SECURITIES P    
e PUB TRADED SECURITIES P    
PUB TRADED SECURITIES P    
PUB TRADED SECURITIES P    
PUB TRADED SECURITIES P    
PUB TRADED SECURITIES P    
PUB TRADED SECURITIES P    
PUB TRADED SECURITIES P    
2ND OF 3 INSTALLMENTS ON SALE OF 68.6167 ACRES D   2020-05-02
PUB TRADED SECURITIES      
PUB TRADED SECURITIES P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN 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 16,459,212   16,457,307 1,905
b 615,719   616,527 -808
c 500,000   500,000  
d 275,925   258,004 17,921
e 2,292,045   1,380,113 911,932
353,525   362,216 -8,691
2,669,202   2,770,907 -101,705
1,766,829   1,753,201 13,628
129,997   165,391 -35,394
991,872   954,562 37,310
1,277,965   1,277,388 577
24,515,747   4,323,020 20,192,727
71   0 71
114,060   101,589 12,471
      15,578
      15,578
      15,578
      15,578
      15,578
      15,578
      15,578
      15,578
      15,578
      15,578
      15,578
      15,578
      15,578
      15,578
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       1,905
b       -808
c        
d       17,921
e       911,932
      -8,691
      -101,705
      13,628
      -35,394
      37,310
      577
      20,192,727
      71
      12,471
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 21,057,522
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
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................................ 1 275,620
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........................... 3 275,620
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- ..... 5 275,620
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 356,366
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 200,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 556,366
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 280,746
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet280,746 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? Click to see list of attachments....................
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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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 changesClick to see list of attachments....
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.Click to see list of attachments
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 addressbulletWWW.CLAUDEMOOREFOUNDATION.ORG
    14
    The books are in care ofbulletJ HAMILTON LAMBERT Telephone no.bullet (703) 934-1147

    Located atbullet11350 RANDOM HILLS ROAD 730FAIRFAXVA ZIP+4bullet22030
    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
     
    No
    ........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
     
    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 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
     
     
    .........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
    LEIGH B MIDDLEDITCH JRClick to see attachment TRUSTEE
    0     		60,000 0 0
    11350 RANDOM HILLS ROAD
    SUITE 730
    FAIRFAX,VA22030
    PETER ARNTSONClick to see attachment TRUSTEE
    0     		66,000 0 0
    11350 RANDOM HILLS ROAD
    SUITE 730
    FAIRFAX,VA22030
    J HAMILTON LAMBERTClick to see attachment TRUSTEE / EXEC DIR
    0     		540,800 0 0
    11350 RANDOM HILLS ROAD
    SUITE 730
    FAIRFAX,VA22030
    GUY GRAVETTClick to see attachment TRUSTEE
    0     		60,000 0 0
    11350 RANDOM HILLS ROAD
    SUITE 730
    FAIRFAX,VA22030
    RANDOLPH A SUTLIFFClick to see attachment TRUSTEE / DEP EXEC DIRECTOR
    0     		300,625 0 0
    11350 RANDOM HILLS ROAD
    SUITE 730
    FAIRFAX,VA22030
    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
    ANNE JONES CHIEF COUNSEL
    40.0     		312,189 10,036  
    11350 RANDOM HILLS ROAD
    FAIRFAX,VA22030
    WILLIAM HAZEL SR DEP EXEC DIRECTOR
    40.0     		185,577 2,308  
    11350 RANDOM HILLS ROAD
    FAIRFAX,VA22030
    KAREN L TADLOCK DEP EX DIR OF GIVING
    40.0     		161,785 5,227  
    11350 RANDOM HILLS ROAD
    FAIRFAX,VA22030
    MARC BROWN ASST GEN COUNSEL
    40.0     		156,000 5,040  
    11350 RANDOM HILLS ROAD
    FAIRFAX,VA22030
    GALE MORGAN DIRECTOR OF FINANCE
    40.0     		147,663 4,512  
    11350 RANDOM HILLS ROAD
    FAIRFAX,VA22030
    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
    THE CARE OF THE TREES TREE SERVICE 272,731
    25245 PLEASANT VALLEY ROAD
    CHANTILLY,VA20152
    GENE ADAMS & SONS INC LANDSCAPING 213,912
    27 SHURGEN LANE
    AMISSVILLE,VA20106
    DEWBERRY ENGINEERS INC ENGINEERING 865,923
    8401 ARLINGTON BOULEVARD
    FAIRFAX,VA22031
    TOTAL DEVELOPMENT SOLUTIONS LLC PROFFER MAINTENANCE 461,374
    8031 INDUSTRIAL PARK CT
    BRISTOW,VA20136
    RUSSELL EVANS & THOMPSON PLLC TAX & ACCTING SVCS 197,472
    299 HERNDON PARKWAY 206
    HERNDON,VA20170
    Total number of others receiving over $50,000 for professional services.............bullet9
    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.........................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
    87,989,978
    b
    Average of monthly cash balances.......................
    1b
    10,930,699
    c
    Fair market value of all other assets (see instructions)................
    1c
    112,780,525
    d
    Total (add lines 1a, b, and c).........................
    1d
    211,701,202
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    211,701,202
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    3,175,518
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    208,525,684
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    10,426,284
    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
    10,426,284
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    275,620
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    275,620
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    10,150,664
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    10,150,664
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    10,150,664
    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
    8,859,408
    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
    8,859,408
    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
    8,859,408
    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 10,150,664
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 7,882,697
    b Total for prior years:2018, 2017, 2016  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 8,859,408
    a Applied to 2019, but not more than line 2a 7,882,697
    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..... 976,711
    e Remaining amount distributed out of corpus 0
    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 0
    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 ..........     		9,173,953
    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 ......     		0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020.... 0
    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).)
    NON
    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.
    NON
    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
    SEE ATTACHMENT 20A
    PO BOX 1472
    MIDDLEBURG,VA20118     		NONE PC SEE ATTACHMENT 20A. 6,531,562
    Total .................................bullet 3a 6,531,562
    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
    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 3,611,593  
    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 21,057,522  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aMISCELLANEOUS INCOME     		523000   14 738  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   24,669,853  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    24,669,853
    (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:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    THE CLAUDE MOORE CHARITABLE FOUNDATION
    EIN:
    52-1558571
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    AUDIT AND TAX SERVICES 196,702 83,598   113,104

    TY 2020 CompensationExplanation
    Name:
    THE CLAUDE MOORE CHARITABLE FOUNDATION
    EIN:
    52-1558571
    Person Name Explanation
    PETER ARNTSON PETER ARNTSON IS ASSOCIATED WITH THE FIRM OF MCCANDLISH & LILLARD. THE FIRM PROVIDES LEGAL AND CONSULTING SERVICES TO THE FOUNDATION. FEES CHARGED ARE CONSIDERED COMMENSURATE WITH THE SERVICES PROVIDED.
    GUY GRAVETT GUY GRAVETT IS ASSOCIATED WITH THE FIRM OF FARMS & ACREAGE INC. FEES CHARGED ARE CONSIDERED COMMENSURATE WITH THE SERVICES PROVIDED.

    TY 2020 ContractorCompensationExpln
    Name:
    THE CLAUDE MOORE CHARITABLE FOUNDATION
    EIN:
    52-1558571
    Contractor Explanation
    THE CARE OF THE TREES FEES CHARGED ARE COMMENSURATE WITH THE SERVICES PROVIDED. THIS COST WAS CAPITALIZED TO LAND.
    GENE ADAMS SONS INC FEES CHARGED ARE COMMENSURATE WITH THE SERVICES PROVIDED.
    DEWBERRY ENGINEERS INC FEES CHARGED ARE COMMENSURATE WITH THE SERVICES PROVIDED. THIS COST WAS CAPITALIZED TO LAND.
    TOTAL DEVELOPMENT SOLUTIONS LLC FEES CHARGED ARE COMMENSURATE WITH THE SERVICES PROVIDED. THIS COST WAS CAPITALIZED TO LAND.
    RUSSELL EVANS THOMPSON PLLC FEES CHARGED ARE COMMENSURATE WITH THE SERVICES PROVIDED.

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

    TY 2020 DepreciationSchedule
    Name:
    THE CLAUDE MOORE CHARITABLE FOUNDATION
    EIN:
    52-1558571
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    FURNITURE 2003-10-09 12,270 12,270 SL 7        
    STORAGE ROOM FILES 2003-09-11 1,048 1,048 SL 7        
    2 DELL 380 COMPUTE 2006-03-17 4,000 4,000 SL 5        
    24 " MONITOR 2006-03-17 761 761 SL 5        
    HP 5550 N PRINTER 2006-03-08 4,619 4,619 SL 5        
    CARPET - STORAGE 2006-02-15 1,689 1,689 SL 7        
    SYS FURN - TITUS 2006-04-28 11,719 11,719 SL 7        
    SHELVING STORAGE 2006-02-16 713 713 SL 7        
    PINFILE # 600 2006-04-28 2,082 2,082 SL 7        
    DATA TABLE 2006-12-31 1,250 1,250 SL 7        
    WEBSITE DESIGN 2008-05-19 2,625 2,625 SL 3        
    OFFICE FURNITURE 2008-01-18 2,618 2,618 SL 7        
    DISH EQUIPMENT 2008-01-21 1,291 1,291 SL 5        
    OFFICE FURNITURE 2008-03-31 39,135 39,135 SL 7        
    DELL PWREDGE 2950 2008-04-09 13,190 13,190 SL 5        
    WEBSITE DESIGN 2008-06-06 2,625 2,625 SL 3        
    MACBK PRO W881146 2008-08-01 2,799 2,799 SL 5        
    DELL E6410 (KATHY) 2010-12-01 2,650 2,650 SL 5        
    DELL E6410 ( GALE) 2010-12-01 2,650 2,650 SL 5        
    IPAD WI-FI 32 GB 2011-04-06 678 678 SL 5        
    IPAD WI-FI 64 GB 2011-04-06 908 908 SL 5        
    SERVER AND WORKSTA 2012-07-20 7,309 7,309 SL 5        
    SERVER 2013-02-01 5,500 5,500 SL 5        
    IPADS (2) 2013-11-22 1,593 1,593 SL 5        
    APPLE LAPTOP 2013-09-23 735 735 SL 5        
    SHELVING 2014-08-12 7,615 5,893 SL 7 1,088      
    COMPUTER IMAC 2014-08-01 1,373 1,373 SL 5        
    IPAD WI-FI 16GB 2015-04-29 653 611 SL 5 42      
    PAVILLION 2015-07-10 90,407 10,431 SL 39 2,318      
    FENCE 2015-08-24 26,800 7,744 SL 15 1,787      
    ROAD ENTRANCE 2015-04-10 24,580 7,785 SL 15 1,639      
    TRAILER 2015-06-19 79,446 9,167 SL 39 2,037      
    CUSTOM WEBSITE 2019-06-26 22,710 3,785 SL 3 7,570      
    SERVER 2019-02-07 4,688 859 SL 5 938      
    11" IPAD PRO 2019-02-08 3,521 646 SL 5 704      
    MACBOOK & PERIPHER 2019-11-01 11,341 378 SL 5 2,268      
    COPIER 2019-11-20 22,857 381 SL 5 4,571      
    OFFICE FURNITURE 2020-01-20 200,041   SL 7 26,196      
    9 APPLE MACBOOK PR 2020-03-31 11,338   SL 5 1,701      
    VIBE BOARD 2020-05-06 3,029   SL 5 404      
    UCAAS IMPLEMENT. 2020-05-11 9,450   SL 5 1,260      
    ARCHITECTURAL FEES 2020-01-20 34,733   SL 10 3,184      
    CABLING COSTS 2020-01-20 22,170   SL 10 2,032      
    CARPET-NEW OFFICE 2020-01-20 16,132   SL 7 2,113      

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    THE CLAUDE MOORE CHARITABLE FOUNDATION
    EIN:
    52-1558571
    Name of Bond End of Year Book Value End of Year Fair Market Value
    SEE THE ATTACHED INVESTMENT    
    SUMMARY SCHEDULE 23,558,227 23,558,227

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    THE CLAUDE MOORE CHARITABLE FOUNDATION
    EIN:
    52-1558571
    Name of Stock End of Year Book Value End of Year Fair Market Value
    SEE THE ATTACHED INVESTMENT    
    SUMMARY SCHEDULE 58,593,401 58,593,401

    TY 2020 InvestmentsOtherSchedule2
    Name:
    THE CLAUDE MOORE CHARITABLE FOUNDATION
    EIN:
    52-1558571
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    SEE THE ATTACHED INVESTMENT FMV    
    SUMMARY SCHEDULE: FMV    
    PREFERRED STOCK FMV 9,914,367 9,914,367
    MUTUAL FUNDS FMV 9,921,663 9,921,663

    TY 2020 LandEtcSchedule2
    Name:
    THE CLAUDE MOORE CHARITABLE FOUNDATION
    EIN:
    52-1558571
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    FURNITURE 12,270 12,270    
    STORAGE ROOM FILES 1,048 1,048    
    2 DELL 380 COMPUTE 4,000 4,000    
    24 " MONITOR 761 761    
    HP 5550 N PRINTER 4,619 4,619    
    CARPET - STORAGE 1,689 1,689    
    SYS FURN - TITUS 11,719 11,719    
    SHELVING STORAGE 713 713    
    PINFILE # 600 2,082 2,082    
    DATA TABLE 1,250 1,250    
    WEBSITE DESIGN 2,625 2,625    
    OFFICE FURNITURE 2,618 2,618    
    DISH EQUIPMENT 1,291 1,291    
    OFFICE FURNITURE 39,135 39,135    
    DELL PWREDGE 2950 13,190 13,190    
    WEBSITE DESIGN 2,625 2,625    
    MACBK PRO W881146 2,799 2,799    
    DELL E6410 (KATHY) 2,650 2,650    
    DELL E6410 ( GALE) 2,650 2,650    
    IPAD WI-FI 32 GB 678 678    
    IPAD WI-FI 64 GB 908 908    
    SERVER AND WORKSTA 7,309 7,309    
    SERVER 5,500 5,500    
    IPADS (2) 1,593 1,593    
    APPLE LAPTOP 735 735    
    SHELVING 7,615 6,981 634  
    COMPUTER IMAC 1,373 1,373    
    IPAD WI-FI 16GB 653 653    
    PAVILLION 90,407 12,749 77,658  
    FENCE 26,800 9,531 17,269  
    ROAD ENTRANCE 24,580 9,424 15,156  
    TRAILER 79,446 11,204 68,242  
    CUSTOM WEBSITE 22,710 11,355 11,355  
    SERVER 4,688 1,797 2,891  
    11" IPAD PRO 3,521 1,350 2,171  
    MACBOOK & PERIPHER 11,341 2,646 8,695  
    COPIER 22,857 4,952 17,905  
    OFFICE FURNITURE 200,041 26,196 173,845  
    9 APPLE MACBOOK PR 11,338 1,701 9,637  
    VIBE BOARD 3,029 404 2,625  
    UCAAS IMPLEMENT. 9,450 1,260 8,190  
    ARCHITECTURAL FEES 34,733 3,184 31,549  
    CABLING COSTS 22,170 2,032 20,138  
    CARPET-NEW OFFICE 16,132 2,113 14,019  


    TY 2020 LegalFeesSchedule
    Name:
    THE CLAUDE MOORE CHARITABLE FOUNDATION
    EIN:
    52-1558571
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 58,336 23,918   34,418


    TY 2020 OtherAssetsSchedule
    Name:
    THE CLAUDE MOORE CHARITABLE FOUNDATION
    EIN:
    52-1558571
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    DEPOSITS 176,467 16,667 16,667
    DUE FROM BROKERS 35,482 10,302 10,302
    REIMBURSABLE BONDS 426,982 204,182 204,182


    TY 2020 OtherExpensesSchedule
    Name:
    THE CLAUDE MOORE CHARITABLE FOUNDATION
    EIN:
    52-1558571
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OFFICE EXPENSE 210,070 86,128   123,942
    MEMBERSHIPS & SUBSCRIPTIONS 10,509 4,309   6,200
    PAYROLL SERVICE FEES 6,414 2,630   3,784
    INSURANCE 59,613 24,441   35,172
    PROPERTY MANAGEMENT 172,330 60,315   112,015
    REAL ESTATE LAND MAINT. 95,533     95,533
    DEPREC, CHARITABLE FURN& EQUIP 38,732     38,732
    ADMINISTRATIVE CONTRACTOR 66,000     66,000
    TELEPHONE AND INTERNET 76,220 31,250   44,970


    TY 2020 OtherIncomeSchedule2
    Name:
    THE CLAUDE MOORE CHARITABLE FOUNDATION
    EIN:
    52-1558571
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INCOME 738 738  


    TY 2020 OtherIncreasesSchedule
    Name:
    THE CLAUDE MOORE CHARITABLE FOUNDATION
    EIN:
    52-1558571
    Description Amount
    UNREALIZED GAIN ON INVESTMENTS 11,664,565
    ADJUSTMENT TO UNREALIZED GAIN ON LAND 0
    RESULTING FROM ADDITIONAL CAPITALIZED 0
    COSTS 8,923,719


    TY 2020 OtherLiabilitiesSchedule
    Name:
    THE CLAUDE MOORE CHARITABLE FOUNDATION
    EIN:
    52-1558571
    Description Beginning of Year - Book Value End of Year - Book Value
    PAYROLL WITHHOLDINGS 4,876 6,133


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    TY 2020 OtherNotesLoansRcvblLongSch
    Name:
    THE CLAUDE MOORE CHARITABLE FOUNDATION
    EIN:
    52-1558571

    Borrower's Name Relationship to Insider Original Amount of Loan Balance Due Date of Note Maturity Date Repayment Terms Interest Rate Security Provided by Borrower Purpose of Loan Description of Lender Consideration Consideration FMV
    TOLL VA VIII LP NONE 49,624,775 25,109,028 2019-05 2021-05 $24,716,667 DUE 5/2/2020; $24,908,108 DUE 5/2/2021 242 % DEED OF TRUST PURCHASE OF 68.6167 ACRES OF LAND    

    TY 2020 OtherProfessionalFeesSchedule
    Name:
    THE CLAUDE MOORE CHARITABLE FOUNDATION
    EIN:
    52-1558571
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT ADVISORY FEES 558,161 558,161    
    ADVISORY COMMITTEE-CM SCHOLARS 293,044     293,044
    REAL ESTATE CONSULTANTS 18,000 10,620   7,380


    TY 2020 TaxesSchedule
    Name:
    THE CLAUDE MOORE CHARITABLE FOUNDATION
    EIN:
    52-1558571
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    REAL ESTATE TAXES 2,680,764 2,240,724   440,039
    PAYROLL TAXES 98,609 70,535   28,074
    FOREIGN TAXES 1,377 1,377    
    FEDERAL EXCISE TAX 126,800