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 07-01-2023 , and ending 06-30-2024
Name of foundation
THE BARR FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)129 HANBURY ROAD WEST SUITE 201 2
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHESAPEAKE, VA23322
A Employer identification number

31-1518708
B Telephone number (see instructions)

(757) 627-0291
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$5,567,507J 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) 241,474
2 Check right arrow.............
3 Interest on savings and temporary cash investments 7,752 7,752  
4 Dividends and interest from securities... 98,004 98,004  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 173,256
b Gross sales price for all assets on line 6a 1,342,404
7 Capital gain net income (from Part IV, line 2)... 173,256
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 520,486 279,012 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 36,154 9,039 0 27,115
14 Other employee salaries and wages...... 58,697 14,674 0 44,023
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
19,088 9,544 0 9,544
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
45,161 41,879 0 3,283
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
7,248 1,812 0 5,436
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
20,280 568 0 19,712
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 186,628 77,516 0 109,113
25 Contributions, gifts, grants paid....... 165,025 165,025
26 Total expenses and disbursements. Add lines 24 and 25 351,653 77,516 0 274,138
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 168,833
b Net investment income (if negative, enter -0-) 201,496
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............. 402,809 247,275 247,275
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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 arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 3,055,455 Click to see attachment
List of Attached Documents:
// Content
3,364,897 		4,773,237
c Investments—corporate bonds (attach schedule).......      
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).......... 532,070 Click to see attachment
List of Attached Documents:
// Content
546,995 		546,995
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) 3,990,334 4,159,167 5,567,507
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 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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 3,990,334 4,159,167
29 Total net assets or fund balances (see instructions)..... 3,990,334 4,159,167
30 Total liabilities and net assets/fund balances (see instructions). 3,990,334 4,159,167
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
3,990,334
2
Enter amount from Part I, line 27a .....................
2
168,833
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
4,159,167
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,159,167
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 GAIN/LOSS ON SECURITIES P    
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,342,404   1,169,148 173,256
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       173,256
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 173,256
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 2,801
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 2,801
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 2,801
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 12,401
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 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 12,401
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 9,600
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow9,600 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$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
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. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
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 arrowN/A
14
The books are in care ofright arrowJERRY FOREHAND Telephone no.right arrow (757) 625-1627

Located atright arrow129 HANBURY ROAD W SUITE 201CHESAPEAKEVA ZIP+4right arrow23322
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)
 
No
(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
 
 
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
CLAY H BARR PRESIDENT/DIRECTOR
0.00 		0 0 0
129 HANBURY ROAD W SUITE 201
CHESAPEAKE,VA23322
ELENA B BAUM DIRECTOR/ VP/ TREASURER
10.00 		36,154 0 0
1429 S VEAUX LOOP
NORFOLK,VA23509
JANICE PFAFFINGER SECRETARY
20.00 		58,697 0 0
129 HANBURY ROAD W SUITE 201
CHESAPEAKE,VA23322
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 N/A 0
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
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
4,383,716
b
Average of monthly cash balances.......................
1b
294,759
c
Fair market value of all other assets (see instructions)................
1c
546,995
d
Total (add lines 1a, b, and c).........................
1d
5,225,470
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
5,225,470
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
78,382
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
5,147,088
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
257,354
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
257,354
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
2,801
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,801
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
254,553
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
254,553
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
254,553
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
274,138
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
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
274,138
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 7 254,553
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021...... 49,469
e From 2022...... 34,338
f Total of lines 3a through e ........ 83,807
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 274,138
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 254,553
e Remaining amount distributed out of corpus 19,585
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 5 103,392
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 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 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 ...... 		103,392
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021.... 49,469
d Excess from 2022.... 34,338
e Excess from 2023.... 19,585
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).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
CLAY H BARR
129 HANBURY ROAD W SUITE 201
CHESAPEAKE,VA23322
(757) 625-1627
bThe form in which applications should be submitted and information and materials they should include:
WRITTEN REQUEST
cAny submission deadlines:
JUNE 30, 2022
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NONE
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

3GNY HOLOCAUST EDUCATION

P O BOX 7690
NEW YORK,NY10022 		  PC TO SUPPORT THE MISSION OF THE ORGANIZATION 180

ALVIN ALLEY DANCE FOUNDATION

405 W 55TH STREET
NEW YORK,NY10102 		  PC TO SUPPORT THE MISSION OF THE ORGANIZATION 1,000

AMERICAN FOUNDATION FOR SUICIDE PREVENTION

P O BOX 333
MIDLOTHIAN,VA23113 		  PC TO SUPPORT THE MISSION OF THE ORGANIZATION 250

AMERICAN FRIEND OF MAGEN DAVID ADOM

20 W 36TH STREET SUITE 1100
NEW YORK,NY10018 		  PC TO SUPPORT THE MISSION OF THE ORGANIZATION 500

AMERICAN JEWISH WORLD SERVICE

45 W 36TH STREET
NEW YORK,NY10018 		  PC TO SUPPORT THE MISSION OF THE ORGANIZATION 300

AMERICAN LUNG ASSOCIATION

1301 PENNSYLVANIA AVE NW STE 800
WASHINGTON,DC20004 		  PC TO SUPPORT THE MISSION OF THE ORGANIZATION 1,000

AMERICANS NEAR EAST REFUGEE AID

1111 14TH ST NW SUITE 400
WASHINGTON,DC20005 		  PC TO SUPPORT THE MISSION OF THE ORGANIZATION 1,000

BETH EL

422 SHIRLEY AVE
NORFOLK,VA23517 		  PC TO SUPPORT THE MISSION OF THE ORGANIZATION 371

BETH SHOLOM HOME

6401 AUBURN DRIVE
VIRGINIA BEACH,VA23464 		  PC TO SUPPORT THE MISSION OF THE ORGANIZATION 150

BREAST CANCER RESEARCH FOUNDATION

60 E 56TH ST
NEW YORK,NY10022 		  PC TO SUPPORT THE MISSION OF THE ORGANIZATION 37,500

BRIGID ALLIANCE

PO BOX 58
NEW YORK,NY10024 		  PC TO SUPPORT THE MISSION OF THE ORGANIZATION 515

CANCER CARE FOUNDATION OF TIDEWATER

PO BOX 12693
NORFOLK,VA23541 		  PC TO SUPPORT THE MISSION OF THE ORGANIZATION 200

CENTER FOR JEWISH STUDIES AT FORDHAM UNIVERSITY

113 WEST 60TH STREET
NEW YORK,NY10023 		  PC TO SUPPORT THE MISSION OF THE ORGANIZATION 500

CENTER FOR SCIENCE IN THE PUBLIC INTEREST

1220 L STREET NW
WASHINGTON,DC20005 		  PC TO SUPPORT THE MISSION OF THE ORGANIZATION 300

CHESAPEAKE BAY FOUNDATION

6 HERNDON AVE
ANNAPOLIS,MD21403 		  PC TO SUPPORT THE MISSION OF THE ORGANIZATION 500

CHILDREN'S DEFENSE FUND

25 E STREET
WASHINGTON,DC20001 		  PC TO SUPPORT THE MISSION OF THE ORGANIZATION 350

CHILDRENS HOSPITAL OF THE KING'S DAUGHTER

601 CHILDRENS LANE
NORFOLK,VA23507 		  PC TO SUPPORT THE MISSION OF THE ORGANIZATION 300

CHRISTOPHER AND DANA REEVE FOUNDATION

636 MORRIS TURNPIKE SUITE 3A
SHORT HILLS,NJ07078 		  PC TO SUPPORT THE MISSION OF THE ORGANIZATION 250

CHRISTOPHER NEWPORT UNIVERSITY

1 AVENUE OF THE ARTS
NEWPORT NEWS,VA23606 		  PC TO SUPPORT THE MISSION OF THE ORGANIZATION 1,000

CHRYSLER MUSEUM

ONE MEMORIAL PLACE
NORFOLK,VA23510 		  PC TO SUPPORT THE MISSION OF THE ORGANIZATION 200

CITIZENS OF RESPONSIBLE ETHICS IN WASHINGTON

1331 F ST NW SUITE 900
WASHINTON,DC20004 		  PC TO SUPPORT THE MISSION OF THE ORGANIZATION 400

CLASSROOMS WITHOUT BORDERS

2000 TECHNOLOGY DR 100
PITTSBURGH,PA15219 		  PC TO SUPPORT THE MISSION OF THE ORGANIZATION 180

CLEVELAND CLINIC

2049 E 100TH STREET
CLEVELAND,OH44195 		  PC TO SUPPORT THE MISSION OF THE ORGANIZATION 350

COMPASSION AND CHOICES

1001 SW MADISON STREET 800
PORTLAND,OR97207 		  PC TO SUPPORT THE MISSION OF THE ORGANIZATION 200

DARTMOUTH COLLEGE

6016 MCNUTT HALL
HANOVER,NH03755 		  PC TO SUPPORT THE MISSION OF THE ORGANIZATION 3,683

DOCTORS WITHOUT BORDERS

40 RECTOR ST 16TH FLOOR
NEW YORK,NY10006 		  PC TO SUPPORT THE MISSION OF THE ORGANIZATION 500

ENVIRONMENTAL DEFENSE FUND

257 PARK AVE
NEW YORK,NY10010 		  PC TO SUPPORT THE MISSION OF THE ORGANIZATION 500

EQUAL JUSTICE INITIATIVE

122 COMMERCE STREET
MONTGOMERY,AL36104 		  PC TO SUPPORT THE MISSION OF THE ORGANIZATION 750

FAITH CRUSADE MINISTRIES

17 MILDRED STREET
MONTGOMERY,AL36104 		  PC TO SUPPORT THE MISSION OF THE ORGANIZATION 100

FASHION INSTITUTE MUSEUM

SEVENTH AVE AT 27TH
NEW YORK,NY10001 		  PC TO SUPPORT THE MISSION OF THE ORGANIZATION 1,000

FINCA

1101 14TH STREET
WASHINGTON,DC20005 		  PC TO SUPPORT THE MISSION OF THE ORGANIZATION 350

FOOD BANK OF HAMPTON ROADS

800 TIDEWATER DRIVE
NORFOLK,VA23504 		  PC TO SUPPORT THE MISSION OF THE ORGANIZATION 300

FOR KIDS

4200 COLLEY AVENUE
NORFOLK,VA23508 		  PC TO SUPPORT THE MISSION OF THE ORGANIZATION 1,175

FRIENDS OF ISRAEL DEFENSE FORCES

P O BOX 4224
NEW YORK,NY10163 		  PC TO SUPPORT THE MISSION OF THE ORGANIZATION 1,000

FRIENDS OF NORFOLK PUBLIC LIBRARY

235 PLUME STREET
NORFOLK,VA23510 		  PC TO SUPPORT THE MISSION OF THE ORGANIZATION 250

HADASSAH

40 WALL STREET
NEW YORK,NY10005 		  PC TO SUPPORT THE MISSION OF THE ORGANIZATION 360

HERMITAGE MUSEUM

7637 N SHORE ROAD
NORFOLK,VA23505 		  PC TO SUPPORT THE MISSION OF THE ORGANIZATION 500

HIAS

P O BOX 97077
WASHINGTON,DC20090 		  PC TO SUPPORT THE MISSION OF THE ORGANIZATION 360

HOLOCAUST MEMORIAL RESOURCE & EDUCATION CENTER

851 N MAITLAND AVE
MAITLAND,FL32751 		  PC TO SUPPORT THE MISSION OF THE ORGANIZATION 360

HOPEWELL FUND

1828 L STREET NW NO 300-D
WASHINGTON,DC20036 		  PC TO SUPPORT THE MISSION OF THE ORGANIZATION 3,500

HORIZON HAMPTON ROADS

7336 GRANBY STREET
NORFOLK,VA23505 		  PC TO SUPPORT THE MISSION OF THE ORGANIZATION 1,500

JED FOUNDATION

530 7TH AVENUE STE 801
NEW YORK,NY10018 		  PC TO SUPPORT THE MISSION OF THE ORGANIZATION 350

JEWISH MUSEUM CONTEMPORARY ARTS COUNCIL

232 EAST 84TH STREET
NEW YORK,NY10028 		  PC TO SUPPORT THE MISSION OF THE ORGANIZATION 8,000

JOHN HOPKINS CENTER FOR AMERICAN INDIAN HEALTH

1800 ORLEANS STREET
BALTIMORE,MD21287 		  PC TO SUPPORT THE MISSION OF THE ORGANIZATION 350

JOYCE THEATRE

175 EIGHTH AVE
NEW YORK,NY10011 		  PC TO SUPPORT THE MISSION OF THE ORGANIZATION 350

JUNIOR LEAGUE OF NORFOLK

419 S LYNNHAVEN RD STE 111
VIRGINIA BEACH,VA23452 		  PC TO SUPPORT THE MISSION OF THE ORGANIZATION 250

MEMORIAL SLOAN KETTERING CANCER CENTER

1275 YORK AVENUE
NEW YORK,NY10065 		  PC TO SUPPORT THE MISSION OF THE ORGANIZATION 500

METROPOLITAN MUSEUM

1000 5TH AVE
NEW YORK,NY10028 		  PC TO SUPPORT THE MISSION OF THE ORGANIZATION 600

MOTHERS OUT FRONT

PO BOX 5571
BOSTON,MA02205 		  PC TO SUPPORT THE MISSION OF THE ORGANIZATION 500

MUSEUM OF JEWISH HERITAGE

36 BATTERY PLACE
NEW YORK,NY10280 		  PC TO SUPPORT THE MISSION OF THE ORGANIZATION 250

NAACP LEGAL DEFENSE FUND

700 14TH ST NW SUITE 600
WASHINGTON,DC20005 		  PC TO SUPPORT THE MISSION OF THE ORGANIZATION 600

NATIONAL CHILDREN'S HOSPITAL

111 MICHIGAN AVE NW
WASHINTON,DC20010 		  PC TO SUPPORT THE MISSION OF THE ORGANIZATION 50

NATIONAL MUSEUM OF AFRICAN AMERICAN HISTORY AND CULTURE

1400 CONSTITUTION AVE NW
WASHINTON,DC20560 		  PC TO SUPPORT THE MISSION OF THE ORGANIZATION 350

NATIONAL NETWORK OF ABORTION FUNDS

5900 BALONIES DR STE 100
AUSTIN,TX78731 		  PC TO SUPPORT THE MISSION OF THE ORGANIZATION 500

NATIONAL PARKINSON FOUNDATION

1501 NW 9TH AVENUE
MIAMI,DC33136 		  PC TO SUPPORT THE MISSION OF THE ORGANIZATION 500

NATURAL RESOURCES DEFENSE COUNCIL

40 W 20TH ST
NEW YORK,NY10011 		  PC TO SUPPORT THE MISSION OF THE ORGANIZATION 600

NATURAL TRUST FOR HISTORICAL PRESERVATION

1785 MASSACHUSETTS AVE NW
WASHINGTON,DC20036 		  PC TO SUPPORT THE MISSION OF THE ORGANIZATION 1,000

NORFOLK ACADEMY

1585 WESLEYAN DRIVE
NORFOLK,VA23502 		  PC TO SUPPORT THE MISSION OF THE ORGANIZATION 900

NORFOLK BOTANICAL GARDEN

6700 AZALEA DRIVE
NORFOLK,VA23518 		  PC TO SUPPORT THE MISSION OF THE ORGANIZATION 200

NORTH CAROLINA MUSEUM OF ART

2110 BLUE RIDGE ROAD
RALEIGH,NC27607 		  PC TO SUPPORT THE MISSION OF THE ORGANIZATION 500

NORTH CAROLINA PUBLIC TELEVISION

10 T W ALEXANDER ROAD
DURHAM,NC27709 		  PC TO SUPPORT THE MISSION OF THE ORGANIZATION 1,000

OBAMA FOUNDATION

5235 S HARPER COURT SUITE 11
CHICAGO,IL60615 		  PC TO SUPPORT THE MISSION OF THE ORGANIZATION 250

OHEF SHOLOM TEMPLE

530 RALEIGH AVE
NORFOLK,VA23507 		  PC TO SUPPORT THE MISSION OF THE ORGANIZATION 1,000

OLD DOMINION UNIVERSITY

5115 HAMPTON BLVD
NORFOLK,VA23529 		  PC TO SUPPORT THE MISSION OF THE ORGANIZATION 1,000

PALESTINE CHILDREN RELIEF

P O BOX 861716
LOS ANGELES,CA90086 		  PC TO SUPPORT THE MISSION OF THE ORGANIZATION 500

PARK AVENUE ARMORY

643 PARK AVE
NEW YORK,NY10065 		  PC TO SUPPORT THE MISSION OF THE ORGANIZATION 200

PLANNED PARENTHOOD OF SOUTHEAST VIRGINIA

515 NEWTOWN ROAD
VIRGINIA BEACH,VA23462 		  PC TO SUPPORT THE MISSION OF THE ORGANIZATION 2,500

PLANNED PARENTHOOD

434 W 33RD ST
NEW YORK,NY10001 		  PC TO SUPPORT THE MISSION OF THE ORGANIZATION 3,500

RONALD MCDONALD HOUSE

404 COLLEY ROAD
NORFOLK,VA23507 		  PC TO SUPPORT THE MISSION OF THE ORGANIZATION 250

ROSENWALD PARK CAMPAIGN NATIONAL PARKS CONSERVATION ASSOCIATION

777 6TH STREET NW
WASHINGTON,DC20001 		  PC TO SUPPORT THE MISSION OF THE ORGANIZATION 750

ROUGE

650 CHURCH STREET
PLYMOUTH,MA48170 		  PC TO SUPPORT THE MISSION OF THE ORGANIZATION 250

SARAH LAWRENCE COLLEGE

1 MEAD WAY
BRONXVILLE,NY10708 		  PC TO SUPPORT THE MISSION OF THE ORGANIZATION 1,200

SAVE THE CHILDREN FOUNDATION

501 KINGS HIGHWAY EAST
FAIRFIELD,CT06825 		  PC TO SUPPORT THE MISSION OF THE ORGANIZATION 650

SIR JOHN SOANE MUSEUM FOUNDATION

1040 FIRST AVENUE NO 311
NEW YORK,NY10022 		  PC TO SUPPORT THE MISSION OF THE ORGANIZATION 250

SOLAR VILLAGE PROJECT

15480 ANNAPOLIS RD
BOWIE,MD20715 		  PC TO SUPPORT THE MISSION OF THE ORGANIZATION 300

SOUSA MENDES FOUNDATION

1 TENNYSON PLACE
GREENLAWN,NY11740 		  PC TO SUPPORT THE MISSION OF THE ORGANIZATION 300

SOUTHERN POVERTY LAW CENTER

400 WASHINGTON AVE
MONTGOMERY,AL36104 		  PC TO SUPPORT THE MISSION OF THE ORGANIZATION 300

THE DOE FUND

232 EAST 84TH STREET
NEW YORK,NY10028 		  PC TO SUPPORT THE MISSION OF THE ORGANIZATION 318

THE STORY OF STUFF

1442 A WALNUT STREET 272
BERKELEY,CA94709 		  PC TO SUPPORT THE MISSION OF THE ORGANIZATION 200

TIDEWATER COMMUNITY COLLEGE WOMEN'S CENTER

PO BOX 456
NORFOLK,VA23501 		  PC TO SUPPORT THE MISSION OF THE ORGANIZATION 500

TRANS YOUTH EQUALITY FOUNDATION

PO BOX 201
ORONO,ME04473 		  PC TO SUPPORT THE MISSION OF THE ORGANIZATION 258

UKRAINIAN HUMANITY CENTER

19903 E LAKE JOY DR NE
CARNATION,WA98014 		  PC TO SUPPORT THE MISSION OF THE ORGANIZATION 3,775

UNITED STATES HOLOCAUST MEMORIAL MUSEUM

100 RAOUL WALLENBERG PLACE SW
WASHINGTON,DC20024 		  PC TO SUPPORT THE MISSION OF THE ORGANIZATION 1,180

UNIVERSITY OF PENNSYLVANIA PARENTS FUND

34TH AND SPRUCE STREET
PHILADELPHIA,PA19104 		  PC TO SUPPORT THE MISSION OF THE ORGANIZATION 150

UNIVERSITY OF VIRGINIA - FRALIN MUSEUM

1827 UNIVERSITY AVENUE
CHARLOTTESVILLE,VA22903 		  PC TO SUPPORT THE MISSION OF THE ORGANIZATION 40,000

VIRGINIA ARTS FESTIVAL

440 BANK STREET
NORFOLK,VA23510 		  PC TO SUPPORT THE MISSION OF THE ORGANIZATION 10,800

VIRGINIA BEACH CONTEMPORARY ARTS CENTER

2200 PARKS AVE
VIRGINIA BEACH,VA23451 		  PC TO SUPPORT THE MISSION OF THE ORGANIZATION 750

VIRGINIA CENTER FOR INCLUSIVE COMMUNITIES

5511 STAPLES MILL ROAD
RICHMOND,VA23228 		  PC TO SUPPORT THE MISSION OF THE ORGANIZATION 250

VIRGINIA FOUNDATION FOR THE HUMANITIES

145 EDNAM DRIVE
CHARLOTTESVILLE,VA22903 		  PC TO SUPPORT THE MISSION OF THE ORGANIZATION 500

VIRGINIA HOLOCAUST MUSEUM

2000 EAST CARY STREET
RICHMOND,VA23223 		  PC TO SUPPORT THE MISSION OF THE ORGANIZATION 360

VIRGINIA STAGE COMPANY

108 EAST TAZEWELL STREET
NORFOLK,VA23510 		  PC TO SUPPORT THE MISSION OF THE ORGANIZATION 1,700

VIRGINIA SYMPHONY

880 NORTH MILITARY HIGHWAY
NORFOLK,VA23502 		  PC TO SUPPORT THE MISSION OF THE ORGANIZATION 2,650

WHRO

5200 HAMPTON BOULEVARD
NORFOLK,VA23508 		  PC TO SUPPORT THE MISSION OF THE ORGANIZATION 5,350

WOMEN FOR WOMEN INTERNATIONAL

2000M STREET NW
WASHINGTON,DC20036 		  PC TO SUPPORT THE MISSION OF THE ORGANIZATION 750

WORLD MONUMENT FUND

350 FIFTH AVENUE STE 2412
NEW YORK,NY10118 		  PC TO SUPPORT THE MISSION OF THE ORGANIZATION 1,000

YWCA

253 W FREEMASON
NORFOLK,VA23510 		  PC TO SUPPORT THE MISSION OF THE ORGANIZATION 300
Total .................................right arrow 3a 165,025
bApproved for future payment
Total ................................. right arrow 3b 0
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 ........... 		    14 7,752  
4 Dividends and interest from securities ....     14 98,004  
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 ............ 		    18 173,256  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 279,012 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
279,012
(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
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
THE BARR FOUNDATION
 
Employer identification number

31-1518708
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
THE BARR FOUNDATION
  		Employer identification number
31-1518708
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
CLAY H BARR
 
129 HANBURY RD W SUITE 201
 
CHESAPEAKE, VA23322

$ 90,846


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
CLAY H BARR
 
129 HANBURY RD W SUITE 201
 
CHESAPEAKE, VA23322

$ 150,628


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

$  


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
THE BARR FOUNDATION
  		Employer identification number

31-1518708
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 600 SHARES FIDELITY INDEX FUND $ 90,846 2023-11-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 8300 SHARES FIDELITY INDEX FUND $ 150,628 2024-05-16
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
THE BARR FOUNDATION
  		Employer identification number

31-1518708
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
THE BARR FOUNDATION
EIN:
31-1518708
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 19,088 9,544 0 9,544

TY 2023 InvestmentsCorpStockSchedule
Name:
THE BARR FOUNDATION
EIN:
31-1518708
Name of Stock End of Year Book Value End of Year Fair Market Value
VARIOUS SECURITIES 3,364,897 4,773,237

TY 2023 InvestmentsOtherSchedule2
Name:
THE BARR FOUNDATION
EIN:
31-1518708
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ART OBJECTS AT COST 546,995 546,995

TY 2023 OtherExpensesSchedule
Name:
THE BARR FOUNDATION
EIN:
31-1518708
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INSURANCE AND MISCELLANEOUS EXPENSES 18,007 0 0 18,007
PAYROLL EXPENSES 2,273 568 0 1,705


TY 2023 OtherProfessionalFeesSchedule
Name:
THE BARR FOUNDATION
EIN:
31-1518708
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 41,879 41,879 0 0
BOOK/CATALOG COST 1,057 0 0 1,057
EXHIBITION COSTS 2,225 0 0 2,226


TY 2023 SubstantialContributorsSch
Name:
THE BARR FOUNDATION
EIN:
31-1518708
Name Address
CLAY H BARR 1369 LASKIN ROAD SUITE 1
VIRGINIA BEACH,VA23451


TY 2023 TaxesSchedule
Name:
THE BARR FOUNDATION
EIN:
31-1518708
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL TAXES 7,248 1,812 0 5,436