Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 08-01-2023 , and ending 07-31-2024
Name of foundation
RIDGEWAY EM-CHARITTUW
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 919798
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ORLANDO, FL328919798
A Employer identification number

54-6202908
B Telephone number (see instructions)

(540) 665-4345
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$1,755,640J 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 right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 40,907 40,907  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 36,561
b Gross sales price for all assets on line 6a 434,120
7 Capital gain net income (from Part IV, line 2)... 36,561
8 Net short-term capital gain......... 0
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........ 77,468 77,468  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 12,648 6,324   6,324
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,500 0 0 1,500
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,509 87   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,529 2   1,527
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 17,186 6,413 0 9,351
25 Contributions, gifts, grants paid....... 55,981 55,981
26 Total expenses and disbursements. Add lines 24 and 25 73,167 6,413 0 65,332
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 4,301
b Net investment income (if negative, enter -0-) 71,055
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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......... 47,762 68,989 68,989
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow0      
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)....... 494,560 Click to see attachment
List of Attached Documents:
// Content
455,130 		698,749
c Investments—corporate bonds (attach schedule)....... 551,134 Click to see attachment
List of Attached Documents:
// Content
539,955 		537,508
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 376,894 Click to see attachment
List of Attached Documents:
// Content
415,970 		450,394
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,470,350 1,480,044 1,755,640
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 right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 1,470,350 1,480,044
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)..... 1,470,350 1,480,044
30 Total liabilities and net assets/fund balances (see instructions). 1,470,350 1,480,044
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
1,470,350
2
Enter amount from Part I, line 27a .....................
2
4,301
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
6,658
4
Add lines 1, 2, and 3 ..........................
4
1,481,309
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
1,265
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,480,044
Form 990-PF (2023)
Form 990-PF (2023)
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 12. APPLE COMPUTER CORPORATION COMMON   2023-06-12 2023-08-03
b 43. APPLE COMPUTER CORPORATION COMMON   2022-03-22 2023-08-03
c 11. THERMO ELECTRON COMMON   2021-01-29 2023-08-03
d 67. APPLE COMPUTER CORPORATION COMMON   2022-03-22 2023-08-10
e 11. ULTA BEAUTY INC     2023-08-24
5. ALPHABET INC CL C   2021-10-29 2023-08-28
1. ANALOG DEVICES INC   2023-03-03 2023-08-28
15.45 ARTISAN INTL VALUE FUND-INS   2023-02-21 2023-08-28
6. BERKLEY W R CORP   2023-02-21 2023-08-28
6. BRISTOL MYERS SQUIBB COMPANY   2022-07-12 2023-08-28
1. CADENCE DESIGN SYSTEMS INC   2023-03-03 2023-08-28
1. CHEVRON TEXACO CORP COMMON   2022-10-13 2023-08-28
2. CONOCOPHILLIPS COM   2023-02-21 2023-08-28
39.595 EATON VANCE-ATLANTA SMID-R6   2023-02-21 2023-08-28
4. EXELON CORPORATEION   2023-04-21 2023-08-28
1. HERSHEY FOODS   2023-04-21 2023-08-28
1. HONEYWELL INTERNATIONAL INC   2023-06-12 2023-08-28
1. INTUITIVE SURGICAL INC   2023-06-15 2023-08-28
45. ISHARES BARCLAYS CREDIT BOND ETF     2023-08-28
1047. ISHARES US TREASURY BOND ETF     2023-08-28
1. J P MORGAN CHASE & CO   2022-03-22 2023-08-28
4. KNIGHT-SWIFT TRANSN HLDGS INC   2023-06-12 2023-08-28
1. LPL FINANCIAL HOLDINGS INC   2023-03-03 2023-08-28
4. MERCK & CO INC     2023-08-28
6. MICROSOFT CORPORATION     2023-08-28
3. NEXTERA ENERGY INC   2022-03-22 2023-08-28
3. PEPSICO INCORPORATED   2023-06-12 2023-08-28
2. PHILLIPS 66   2023-08-10 2023-08-28
1331.555 PIMCO INVESTMENT GRADE CREDIT BD-I     2023-08-28
1. UNION PACIFIC CORP   2022-03-22 2023-08-28
1. UNITED HEALTH GROUP INC   2022-07-12 2023-08-28
3. VISA INC   2023-06-12 2023-08-28
5. VONTIER CORP   2023-03-03 2023-08-28
1. TRANE TECHNOLOGIES PLC   2023-02-21 2023-08-28
26. BRISTOL MYERS SQUIBB COMPANY     2023-09-13
83. BRISTOL MYERS SQUIBB COMPANY   2022-07-12 2023-09-13
54. NEXTERA ENERGY INC     2023-10-04
36. NEXTERA ENERGY INC   2022-03-22 2023-10-04
28. HERSHEY FOODS     2023-10-12
16. ARCH CAPITAL GROUP LTD   2023-02-21 2023-10-12
1. CHEVRON TEXACO CORP COMMON   2023-06-12 2023-12-08
62. CHEVRON TEXACO CORP COMMON     2023-12-08
2. HOME DEPOT INCORPORATED   2023-06-12 2023-12-08
15. HOME DEPOT INCORPORATED     2023-12-08
10. PEPSICO INCORPORATED   2023-02-21 2023-12-08
169. EXELON CORPORATEION     2023-12-18
8. O'REILLY AUTOMOTIVE INC   2021-01-29 2024-01-10
36. ORACLE SYSTEM CORPORATION   2023-06-15 2024-01-10
3. COSTCO WHOLESALE CORP     2024-02-12
3. COSTCO WHOLESALE CORP   2022-03-22 2024-02-12
11. FACEBOOK INC CL A   2023-08-03 2024-02-12
8. NETFLIX INC     2024-02-12
3. PEPSICO INCORPORATED   2023-02-21 2024-02-12
45. PEPSICO INCORPORATED     2024-02-12
6. VERTEX PHARMACEUTICALS INC   2023-08-10 2024-02-12
1. APPLIED MATERIALS   2023-08-28 2024-02-15
26. APPLIED MATERIALS   2022-03-22 2024-02-15
7651.16 FED HERMES TREASURY OBLIG PRM-I #576   2024-02-14 2024-02-15
1080.47 FED HERMES TREASURY OBLIG PRM-I #576   2024-02-14 2024-03-08
2. MORGAN STANLEY DEAN WITTER DIS CO   2023-03-27 2024-03-08
89. MORGAN STANLEY DEAN WITTER DIS CO     2024-03-08
1527.31 FED HERMES TREASURY OBLIG PRM-I #576   2024-02-14 2024-03-21
1. BOOKING HOLDINGS INC   2023-05-26 2024-04-03
1. CHIPOTLE MEXICAN GRILL INC   2023-02-21 2024-04-03
9. ECOLABS INC   2023-07-14 2024-04-03
37. HONEYWELL INTERNATIONAL INC     2024-04-03
5. MARTIN MARIETTA MATLS COMMON   2023-08-03 2024-04-03
1117.54 FED HERMES TREASURY OBLIG PRM-I #576   2024-02-14 2024-04-08
3. NETFLIX INC   2023-05-26 2024-04-15
14. UNITED HEALTH GROUP INC     2024-04-15
63975. FED HERMES TREASURY OBLIG PRM-I #576   2024-02-14 2024-04-18
25. ALPHABET INC CL C   2021-10-29 2024-04-29
1. ALPHABET INC CL A   2023-08-28 2024-04-29
14. ALPHABET INC CL A   2022-10-13 2024-04-29
13. AMAZON INC COMMON   2024-01-10 2024-04-29
6. ANALOG DEVICES INC   2023-03-03 2024-04-29
4. APPLE COMPUTER CORPORATION COMMON   2023-08-28 2024-04-29
25. APPLE COMPUTER CORPORATION COMMON     2024-04-29
2. APPLIED MATERIALS   2022-03-22 2024-04-29
9. BANK OF NEW YORK MELLON CORP   2023-03-03 2024-04-29
1. BLACKROCK INC   2023-02-21 2024-04-29
1. BROADCOM INC   2023-05-26 2024-04-29
1. CADENCE DESIGN SYSTEMS INC   2023-03-03 2024-04-29
3. CARLISLE COS INC   2022-10-13 2024-04-29
516.628 DOUBLELINE TTL RTRN BND-R6   2019-01-18 2024-04-29
29.198 EATON VANCE-ATLANTA SMID-R6   2023-02-21 2024-04-29
1. HCA HOLDINGS INC   2023-03-27 2024-04-29
2. HOME DEPOT INCORPORATED   2019-04-29 2024-04-29
2. IQVIA HOLDINGS INC   2022-07-12 2024-04-29
5. ISHARES BARCLAYS 1-3 YR TREASURY BD   2023-06-12 2024-04-29
34. ISHARES BARCLAYS 1-3 YR TREASURY BD   2023-02-21 2024-04-29
6. CEF ISHARES TR S&P   2023-02-21 2024-04-29
13. ISHARES 10-20 YEAR TREASURY BOND ETF   2023-06-12 2024-04-29
12. ISHARES 10-20 YEAR TREASURY BOND ETF   2023-02-21 2024-04-29
944. ISHARES US TREASURY BOND ETF   2023-02-21 2024-04-29
8. J P MORGAN CHASE & CO   2022-03-22 2024-04-29
10. MICROSOFT CORPORATION     2024-04-29
7. MOHAWK IND INC COMMON   2024-01-10 2024-04-29
6. NVIDIA CORP COMMON     2024-04-29
6. PNC BK CORP   2022-03-22 2024-04-29
1. PALO ALTO NETWORKS INC   2023-10-04 2024-04-29
5. PULTE GROUP INC   2024-01-10 2024-04-29
3. QUANTA SERVICES INC COMMON     2024-04-29
6. QUANTA SERVICES INC COMMON   2022-10-13 2024-04-29
12. RTX CORPORATION   2023-02-21 2024-04-29
7. TARGA RESOURCES   2023-08-10 2024-04-29
4. TESLA INC   2023-06-15 2024-04-29
3. UNION PACIFIC CORP   2022-03-22 2024-04-29
117.354 VANGUARD M/B SEC INDEX-ADM   2023-06-12 2024-04-29
107.646 VANGUARD M/B SEC INDEX-ADM   2023-02-21 2024-04-29
9. VONTIER CORP   2023-03-03 2024-04-29
8. WAL MART STORES INCORPORATED   2022-03-22 2024-04-29
2. TRANE TECHNOLOGIES PLC   2023-02-21 2024-04-29
1050.99 FED HERMES TREASURY OBLIG PRM-I #576   2024-02-14 2024-05-08
108. CVS CORP COMMON     2024-05-10
6. CARLISLE COS INC   2022-10-13 2024-05-10
4. KNIGHT-SWIFT TRANSN HLDGS INC   2023-06-12 2024-05-10
110. KNIGHT-SWIFT TRANSN HLDGS INC     2024-05-10
17. HOME DEPOT INCORPORATED   2019-04-29 2024-05-29
21. MOLINA HEALTHCARE INC     2024-05-29
1064.64 FED HERMES TREASURY OBLIG PRM-I #576   2024-02-14 2024-06-10
1301.12 FED HERMES TREASURY OBLIG PRM-I #576   2024-02-14 2024-06-17
13. APPLIED MATERIALS     2024-06-26
2. BROADCOM INC   2023-05-26 2024-06-26
6. CADENCE DESIGN SYSTEMS INC     2024-06-26
1993.6 FED HERMES TREASURY OBLIG PRM-I #576   2024-02-14 2024-06-27
48. PULTE GROUP INC     2024-07-02
49.14 FED HERMES TREASURY OBLIG PRM-I #576   2024-02-14 2024-07-03
1034.74 FED HERMES TREASURY OBLIG PRM-I #576   2024-02-14 2024-07-09
17. ALPHABET INC CL A   2022-10-13 2024-07-12
10. APPLIED MATERIALS   2022-10-13 2024-07-12
12. CADENCE DESIGN SYSTEMS INC   2023-02-21 2024-07-12
15. FACEBOOK INC CL A     2024-07-12
124. HALLIBURTON COMPANY     2024-07-12
156. HALLIBURTON COMPANY     2024-07-12
14. MICROSOFT CORPORATION   2022-07-12 2024-07-12
2. VERTEX PHARMACEUTICALS INC   2023-08-10 2024-07-12
2. VERTEX PHARMACEUTICALS INC   2023-06-12 2024-07-12
.5 BERKLEY W R CORP   2023-02-21 2024-07-23
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(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 2,304   2,175 129
b 8,256   7,269 987
c 6,056   5,618 438
d 11,983   11,327 656
e 4,702   5,597 -895
660   740 -80
180   185 -5
675   638 37
364   401 -37
372   451 -79
234   195 39
160   166 -6
234   210 24
1,448   1,406 42
162   173 -11
218   261 -43
188   198 -10
301   328 -27
2,210   2,231 -21
23,484   23,980 -496
148   143 5
219   223 -4
233   256 -23
441   438 3
1,952   1,923 29
205   248 -43
542   547 -5
227   231 -4
11,478   11,604 -126
225   266 -41
490   516 -26
730   673 57
153   137 16
203   180 23
1,565   1,815 -250
4,997   6,242 -1,245
2,776   3,966 -1,190
1,851   2,974 -1,123
5,259   7,301 -2,042
1,329   1,081 248
144   157 -13
8,914   10,244 -1,330
652   597 55
4,893   3,060 1,833
1,655   1,769 -114
5,814   7,268 -1,454
7,464   3,425 4,039
3,730   4,542 -812
2,153   1,521 632
2,153   1,673 480
5,239   3,461 1,778
4,496   3,422 1,074
503   531 -28
7,547   3,402 4,145
2,508   2,096 412
188   145 43
4,888   3,500 1,388
7,651   7,651  
1,080   1,080  
175   172 3
7,793   7,320 473
1,527   1,527  
3,625   2,654 971
2,881   1,571 1,310
2,049   1,691 358
7,361   4,356 3,005
3,049   2,249 800
1,118   1,118  
1,862   1,110 752
6,256   7,176 -920
63,975   63,975  
4,266   3,701 565
169   131 38
2,366   1,392 974
2,374   1,997 377
1,205   1,110 95
693   720 -27
4,334   3,839 495
407   269 138
516   462 54
763   697 66
1,344   795 549
284   195 89
1,200   881 319
4,412   5,373 -961
1,165   1,037 128
309   258 51
670   404 266
473   432 41
406   407 -1
2,762   2,757 5
636   614 22
1,294   1,438 -144
1,195   1,313 -118
20,933   21,481 -548
1,548   1,145 403
4,054   2,621 1,433
809   744 65
5,256   3,173 2,083
937   1,188 -251
298   237 61
572   524 48
792   572 220
1,584   782 802
1,222   1,206 16
817   590 227
753   1,029 -276
730   797 -67
2,084   2,164 -80
1,912   1,966 -54
371   246 125
481   383 98
609   360 249
1,051   1,051  
6,071   8,293 -2,222
2,494   1,763 731
198   223 -25
5,436   5,771 -335
5,518   3,435 2,083
6,447   6,849 -402
1,065   1,065  
1,301   1,301  
3,016   1,256 1,760
3,171   1,591 1,580
1,859   1,166 693
1,994   1,994  
4,995   4,691 304
49   49  
1,035   1,035  
3,147   1,690 1,457
2,455   798 1,657
3,774   2,311 1,463
7,536   5,677 1,859
4,193   4,721 -528
5,274   5,625 -351
6,340   3,605 2,735
981   699 282
981   672 309
26   22 4
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
      2,151
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       129
b       987
c       438
d       656
e       -895
      -80
      -5
      37
      -37
      -79
      39
      -6
      24
      42
      -11
      -43
      -10
      -27
      -21
      -496
      5
      -4
      -23
      3
      29
      -43
      -5
      -4
      -126
      -41
      -26
      57
      16
      23
      -250
      -1,245
      -1,190
      -1,123
      -2,042
      248
      -13
      -1,330
      55
      1,833
      -114
      -1,454
      4,039
      -812
      632
      480
      1,778
      1,074
      -28
      4,145
      412
      43
      1,388
       
       
      3
      473
       
      971
      1,310
      358
      3,005
      800
       
      752
      -920
       
      565
      38
      974
      377
      95
      -27
      495
      138
      54
      66
      549
      89
      319
      -961
      128
      51
      266
      41
      -1
      5
      22
      -144
      -118
      -548
      403
      1,433
      65
      2,083
      -251
      61
      48
      220
      802
      16
      227
      -276
      -67
      -80
      -54
      125
      98
      249
       
      -2,222
      731
      -25
      -335
      2,083
      -402
       
       
      1,760
      1,580
      693
       
      304
       
       
      1,457
      1,657
      1,463
      1,859
      -528
      -351
      2,735
      282
      309
      4
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 36,561
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
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 right arrow 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) 1 988
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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........................... 3 988
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- ..... 5 988
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 1,400
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,400
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.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 412
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow412 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowVA
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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
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 addressright arrow  
14
The books are in care ofright arrowTRUIST BANK Telephone no.right arrow (540) 665-4345

Located atright arrowPO BOX 919798ORLANDOFL ZIP+4right arrow32891
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2023? .............
1d
 
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
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? .........................
8
 
No
Part VII
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
TRUIST BANK TRUSTEE
12 		12,648    
PO BOX 919798
ORLANDO,FL32891
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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
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.............right arrow0
Part VIII-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 VIII-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.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
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
1,587,027
b
Average of monthly cash balances.......................
1b
57,949
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,644,976
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
1,644,976
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
24,675
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,620,301
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
81,015
Part X
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 IX, line 6..................
1
81,015
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
988
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
988
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
80,027
4
Recoveries of amounts treated as qualifying distributions................
4
5,573
5
Add lines 3 and 4............................
5
85,600
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 XII, line 1 ...
7
85,600
Part XI
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
65,332
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
65,332
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 85,600
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 63,973
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 0
b From 2019...... 0
c From 2020...... 0
d From 2021...... 0
e From 2022...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 65,332
a Applied to 2022, but not more than line 2a 63,973
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 2023 distributable amount..... 1,359
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		84,241
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 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019.... 0
b Excess from 2020.... 0
c Excess from 2021.... 0
d Excess from 2022.... 0
e Excess from 2023.... 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
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).)
NONE
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.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
MARTIN KEESECKER
115 N CAMERON ST FL 2
WINCHESTER,VA226014738
(540) 665-4345
bThe form in which applications should be submitted and information and materials they should include:
WRITTEN REQUEST - MUST DEMONSTRATE NEED AND QUALIFICATIONS WITHIN PARAMETERS OF FOUNDATION PURPOSE.
cAny submission deadlines:
MAY 31, ANNUALLY
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
CHARITIES MUST BE IN WINCHESTER AND SURROUNDING AREAS. EMPHASIS IS PLACED ON PERSONAL SERVICES.
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
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

ADULT CARE CENTER OF THE NORTHERN
SHENANDOAH VALLEY INC
411 NORTH CAMERON ST
WINCHESTER,VA22601 		NONE PC GENERAL OPERATING 1,333

BILLY GRAHAM EVANGELISTIC
ASSOCIATION
1 BILLY GRAHAM PARKWAY
CHARLOTTE,NC28201 		NONE PC GENERAL OPERATING 7,997

BLUE RIDGE AREA FOOD BANK

P O BOX 937
VERONA,VA24482 		NONE PC GENERAL OPERATING 1,333

BLUE RIDGE HOSPICE INC

333 WEST CORK ST
WINCHESTER,VA22604 		NONE PC GENERAL OPERATING 1,333

C-CAP OF WINCHESTER

PO BOX 2112
WINCHESTER,VA22604 		NONE PC GENERAL OPERATING 1,333

CONCERN HOTLINE

301 NORTH CAMERON ST 201
WINCHESTER,VA22601 		NONE PC GENERAL OPERATING 1,333

EVANS HOME INC

330 E LEICESTER ST
Winchester,VA22601 		NONE PC GENERAL OPERATING 1,333

FERRUM COLLEGE

PO BOX 1000
FERRUM,VA24088 		NONE PC GENERAL OPERATING 7,997

GENERAL BOARD OF GLOBAL MINISTRIES OF
THE UNITED METHODIST CHURCH
458 PONCE DE LEON AVE NE
ATLANTA,GA30308 		NONE PC GENERAL OPERATING 7,997

HEALTHY FAMILIES OF THE NORTHERN
SHENANDOAH VALLEY
PO BOX 2367
WINCHESTER,VA22604 		NONE PC GENERAL OPERATING 1,333

NATIONAL SOCIETY DAUGHTERS OF THE
AMERICAN REVOLUTION
1776 D STREET NW
WASHINGTON,DC200065303 		NONE PC GENERAL OPERATING 7,997

THE KIDS CLUB OF NORTHERN SHENANDOAH

2400 ROOSEVELT BLVD
WINCHESTER,VA22601 		NONE PC GENERAL OPERATING 1,333

THE LAUREL CENTER

PO BOX 14
WINCHESTER,VA22604 		NONE PC GENERAL OPERATING 1,333

TIMBER RIDGE SCHOOL

PO BOX 3160
WINCHESTER,VA22604 		NONE PC GENERAL OPERATING 1,333

VIRGINIA UNITED METHODIST FAMILY
SERVICES METHODIST CHILDRENS HOME
3900 WEST BROAD ST
RICHMOND,VA23230 		NONE PC GENERAL OPERATING 7,997

WINCHESTER EDUCATION FOUNDATION

PO BOX 208
WINCHESTER,VA22601 		NONE PC GENERAL OPERATING 1,333

SINCLAIR HEALTH CLINIC

301 NORTH CAMERON ST STE 100
WINCHESTER,VA22601 		NONE PC GENERAL 1,333
Total .................................right arrow 3a 55,981
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-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 40,907  
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 36,561  
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) ..   77,468  
13Total. Add line 12, columns (b), (d), and (e)..................
13
77,468
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 (2023)
Form 990-PF (2023)
Page 13
Part XVI
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
RIDGEWAY EM-CHARITTUW
EIN:
54-6202908
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,500     1,500

TY 2023 InvestmentsCorpBondsSchedule
Name:
RIDGEWAY EM-CHARITTUW
EIN:
54-6202908
Name of Bond End of Year Book Value End of Year Fair Market Value
258620566 DOUBLELINE TOTAL RET 103,276 95,767
464288653 ISHARES 10-20 YEAR T 82,994 82,610
46429B267 ISHARES US TREASURY 295,747 299,061
722005816 PIMCO INVESTMENT GRA 57,938 60,070

TY 2023 InvestmentsCorpStockSchedule
Name:
RIDGEWAY EM-CHARITTUW
EIN:
54-6202908
Name of Stock End of Year Book Value End of Year Fair Market Value
02079K107 ALPHABET INC CL C 8,307 24,934
02079K305 ALPHABET INC CL A 1,287 7,719
023135106 AMAZON.COM INC 19,670 36,461
032654105 ANALOG DEVICES INC 2,433 9,487
30303M102 META PLATFORMS INC C 13,195 21,842
437076102 HOME DEPOT INC    
438516106 HONEYWELL INTERNATIO    
46120E602 INTUITIVE SURGICAL I 5,578 7,558
573284106 MARTIN MARIETTA MATL 5,192 7,120
58933Y105 MERCK & CO INC 10,665 12,444
594918104 MICROSOFT CORP 15,318 51,875
67066G104 NVIDIA CORP 16,058 45,638
67103H107 O'REILLY AUTOMOTIVE    
68389X105 ORACLE CORPORATION    
69343P105 LUKOIL PJSC 2,256 30
713448108 PEPSICO INC    
883556102 THERMO FISHER SCIENT    
92826C839 VISA INC CL A 3,186 13,549
G8994E103 TRANE TECHNOLOGIES P 6,290 11,700
N97284108 YANDEX NV SHS CL A 1,741  
037833100 APPLE INC 37,138 51,078
038222105 APPLIED MATERIALS IN 3,033 8,064
110122108 BRISTOL MYERS SQUIBB    
142339100 CARLISLE COS INC 6,910 10,883
166764100 CHEVRON CORP    
22160K105 COSTCO WHOLESALE COR 7,459 12,330
46266C105 IQVIA HOLDINGS INC 6,399 7,633
46625H100 JP MORGAN CHASE & CO 11,629 19,152
499049104 KNIGHT-SWIFT TRANSN    
617446448 MORGAN STANLEY    
65339F101 NEXTERA ENERGY INC    
693475105 PNC FINL SVCS GROUP 8,464 9,417
74762E102 QUANTA SERVICES INC 4,398 9,023
907818108 UNION PAC CORP 7,454 8,636
91324P102 UNITEDHEALTH GROUP I 8,018 9,219
931142103 WALMART INC 8,191 12,630
064058100 BANK OF NEW YORK MEL 6,161 7,808
084423102 WR BERKLEY CORP 8,076 9,979
09247X101 BLACKROCK INC 6,966 8,765
09857L108 BOOKING HOLDINGS INC 5,240 7,430
11135F101 BROADCOM INC 7,955 16,068
127387108 CADENCE DESIGN SYSTE 4,622 6,424
169656105 CHIPOTLE MEXICAN GRI 4,714 8,148
20825C104 CONOCOPHILLIPS 9,140 9,341
278865100 ECOLAB INC 6,236 7,613
30161N101 EXELON CORP    
40412C101 HCA HEALTHCARE INC 6,431 9,076
406216101 HALLIBURTON CO    
427866108 THE HERSHEY COMPANY    
50212V100 LPL FINANCIAL HOLDIN 6,605 5,760
64110L106 NETFLIX INC 6,480 10,682
718546104 PHILLIPS 66 5,756 8,147
75513E101 RTX CORPORATION 9,612 11,279
88160R101 TESLA INC 9,932 9,515
90384S303 ULTA BEAUTY INC    
92532F100 VERTEX PHARMACEUTICA 5,586 9,419
928881101 VONTIER CORP 5,120 7,336
G0450A105 ARCH CAPITAL GROUP L 7,905 11,206
125896100 CMS ENERGY CORP 7,187 7,582
277432100 EASTMAN CHEMICAL CO 8,421 8,576
459200101 INTL BUSINESS MACHIN 8,955 9,415
532457108 LILLY ELI & CO 13,767 16,085
608190104 MOHAWK INDUSTRIES IN 5,315 8,859
697435105 PALO ALTO NETWORKS I 6,610 9,092
701094104 PARKER HANNIFIN CORP 6,729 6,734
743315103 PROGRESSIVE CORP 9,139 9,850
03073E105 CENCORA INC 6,832 6,899
07831C103 BELLRING BRANDS INC 6,786 5,897
21874C102 CORE & MAIN INC CL A 6,402 5,775
29364G103 ENTERGY CORP 8,710 9,626
48020Q107 JONES LANG LASALLE I 5,400 6,022
64125C109 NEUROCRINE BIOSCIENC 5,330 5,097
87612G101 TARGA RESOURCES 6,741 10,822

TY 2023 InvestmentsOtherSchedule2
Name:
RIDGEWAY EM-CHARITTUW
EIN:
54-6202908
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
04314H857 ARTISAN INTERNATIONA AT COST 60,868 74,078
277902235 EATON VANCE ATLANTA AT COST 29,363 35,625
464287457 ISHARES BARCLAYS 1-3 AT COST 26,356 26,761
464287804 ISHARES CORE S&P SMA AT COST 31,546 36,804
464288620 ISHARES BROAD USD IN AT COST 79,031 81,866
46653M849 JOHCM INTERNATIONAL AT COST 43,506 48,759
92206C755 VANGUARD MORTGAGE-BA AT COST 106,808 108,018
464285204 ISHARES GOLD TRUST AT COST 16,417 17,224
29444U700 EQUINIX INC AT COST 5,610 5,532
46431W853 ISHARES GSCI COMMODI AT COST 16,465 15,727

TY 2023 OtherDecreasesSchedule
Name:
RIDGEWAY EM-CHARITTUW
EIN:
54-6202908
Description Amount
2023 TRANSACTION POSTED IN 2024 1,265


TY 2023 OtherExpensesSchedule
Name:
RIDGEWAY EM-CHARITTUW
EIN:
54-6202908
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER ALLOCABLE EXPENSE-PRINCI 1,527 0   1,527
OTHER EXPENSE (NON-DEDUCTIBLE 2 2   0


TY 2023 OtherIncreasesSchedule
Name:
RIDGEWAY EM-CHARITTUW
EIN:
54-6202908
Description Amount
2022 TRANSACTION POSTED IN 2023 1,074
RECOVERY OF PRIOR YEAR GRANTS 5,573
ROUNDING 11


TY 2023 TaxesSchedule
Name:
RIDGEWAY EM-CHARITTUW
EIN:
54-6202908
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAX PAYMENT - PRIOR YE 22 0   0
FEDERAL ESTIMATES - PRINCIPAL 1,400 0   0
FOREIGN TAXES ON QUALIFIED FOR 87 87   0