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 01-01-2023 , and ending 12-31-2023
Name of foundation
THE CAMERON FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)228 S SYCAMORE ST
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PETERSBURG, VA23803
A Employer identification number

20-0097152
B Telephone number (see instructions)

(804) 732-8900
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$159,749,688J 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) 193,383
2 Check right arrow.............
3 Interest on savings and temporary cash investments 318,085 318,085  
4 Dividends and interest from securities... 2,390,458 2,881,004  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 7,745,590
b Gross sales price for all assets on line 6a 37,462,581
7 Capital gain net income (from Part IV, line 2)... 7,745,590
8 Net short-term capital gain.........  
9 Income modifications........... 191,622
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
0 -305,932  
12 Total. Add lines 1 through 11........ 10,647,516 10,638,747 191,622
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 301,559 30,156 0 558,559
14 Other employee salaries and wages...... 843,779 0 0 813,210
15 Pension plans, employee benefits....... 328,324 8,644 0 336,518
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
1,372 0 0 1,372
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
141,280 46,876 0 99,924
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
422,276 371,383 0 50,160
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
274,563 0 0 0
19 Depreciation (attach schedule) and depletion... 130,771 0 0
20 Occupancy.............. 53,748 2,902 0 54,828
21 Travel, conferences, and meetings....... 31,956 2,332 0 27,749
22 Printing and publications.......... 26,654 0 0 26,654
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
471,819 6,274 0 378,587
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,028,101 468,567 0 2,347,561
25 Contributions, gifts, grants paid....... 3,523,567 3,484,560
26 Total expenses and disbursements. Add lines 24 and 25 6,551,668 468,567 0 5,832,121
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 4,095,848
b Net investment income (if negative, enter -0-) 10,170,180
c Adjusted net income (if negative, enter -0-)... 191,622
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............. 250 250 250
2 Savings and temporary cash investments......... 431,681 335,208 335,208
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.......... 74,145 18,808 18,808
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 77,020,841 Click to see attachment
List of Attached Documents:
// Content
93,656,056 		93,656,056
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).......... 56,831,199 Click to see attachment
List of Attached Documents:
// Content
64,061,298 		64,061,298
14 Land, buildings, and equipment: basis right arrow3,536,761
Less: accumulated depreciation (attach schedule) right arrow1,858,693 1,768,883 1,678,068 1,678,068
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
7,841,787 		Click to see attachment
List of Attached Documents:
// Content
82,439 		Click to see attachment
List of Attached Documents:
// Content
0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 143,968,786 159,832,127 159,749,688
Liabilities 17 Accounts payable and accrued expenses.......... 829,528 603,818
18 Grants payable................. 1,590,802 1,246,177
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) Click to see attachment
List of Attached Documents:
// Content
27,095 		Click to see attachment
List of Attached Documents:
// Content
146,841
23 Total liabilities (add lines 17 through 22)......... 2,447,425 1,996,836
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........... 138,130,919 156,582,079
25 Net assets with donor restrictions............ 3,390,442 1,253,212
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........    
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)..... 141,521,361 157,835,291
30 Total liabilities and net assets/fund balances (see instructions). 143,968,786 159,832,127
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
141,521,361
2
Enter amount from Part I, line 27a .....................
2
4,095,848
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
12,351,970
4
Add lines 1, 2, and 3 ..........................
4
157,969,179
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
133,888
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
157,835,291
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 ARTISAN SMALL CAP FUND P    
b COLUMBIA PYFRD INTL STOCK P    
c HARDING LOEVNER INS EMERGING MKT P    
d HARDING LOEVNER INS EMERGING MKT P    
e LAZARD CL LIST INFRASTR INST P    
LAZARD CL LIST INFRASTR INST P    
PZENA EMERGING MARKETS VALUE FUND P    
PZENA EMERGING MARKETS VALUE FUND P    
PZENA EMERGING MARKETS VALUE FUND P    
PZENA EMERGING MARKETS VALUE FUND P    
VANGUARD INST INDEX INSTL P    
VANGUARD INST INDEX INSTL P    
VANGUARD INST INDEX INSTL P    
VANGUARD INST INDEX INSTL P    
VANGUARD INST INDEX INSTL P    
VANGUARD INST INDEX INSTL P    
VANGUARD REAL ESTATE INDEX P    
VANGUARD REAL ESTATE INDEX P    
VANGUARD VALUE INDEX ADM P    
METROPOLITAN WEST TOTAL RETURN P    
METROPOLITAN WEST TOTAL RETURN P    
VANGUARD INFLATION PROTECTED SEC P    
VANGUARD TOTAL BOND MARKET INDEX P    
VANGUARD TOTAL BOND MARKET INDEX P    
WESTERM ASSET CORE PLUS BOND P    
WESTERM ASSET CORE PLUS BOND P    
WESTERM ASSET CORE PLUS BOND P    
FIRST EAGLE GLOBAL P    
FIRST EAGLE GLOBAL P    
FIRST EAGLE GLOBAL P    
ALPHABET INC. P    
AMAZON COM INC. P    
CAPITAL ONE FINL CORP P    
CHARTER COMMUNICATIONS INC. P    
CITIGROUP INC P    
COMCAST CORP CLASS A P    
CONOCOPHILLIPS P    
DISH NETWORK CORP P    
ELEVANCE HEALTH P    
GE HEALTHCARE TECHNOLOGIES P    
GENERAL ELECTRIC P    
GOLDMAN SACHS GROUP INC. P    
HILTON WORLDWIDE HLDGS P    
IAC INC P    
LIBERTY BROADBAND P    
MARRIOTT INTL INC. P    
META PLATFORMS INC. P    
MICROSOFT CORP P    
MORGAN STANLEY P    
NETFLIX COM P    
UNITEDDHEALTH GROUP INC. P    
VISA INC P    
WALT DISNEY CO P    
WELLS FARGO CO P    
WOODWARD INC. P    
AERCAP HOLDINGS NV P    
AON PLC SHS CL A P    
BAYER AG A P    
EVOLUTION AB ADR P    
NASPERS LTD P    
PROSUS NV SPON ADR P    
SAFRAN SA UNSPON ADR P    
SAP SE SPON ADR P    
SHELL PLC ADR P    
TAIWAN SEMICONDUCTOR ADR P    
PROSUS NV SPON ADR P    
CAPITAL GAIN DIST-COLUMBIA PYFRD INTL STOCK P    
CAPITAL GAIN DIST-PZENA EMERGING MARKETS VALUE FUND P    
CAPITAL GAIN DIST-VANGUARD INST INDEX INSTL P    
CAPITAL GAIN DIST-FIRST EAGLE GLOBAL P    
DK LONG-TERM DISTRESSSED OPPORTUNITIES INTL II LP P    
K-1: ABERDEEN GLOBAL PARTNERS, L.P. P    
K-1: ABERDEEN GLOBAL PARTNERS, L.P. P    
K-1: AG REALTY VALUE FUND X LP P    
K-1: AG REALTY VALUE FUND X LP P    
K-1: DENHAM COMMODITY PARTNERS FUND VI LP P    
K-1: GREENSPRING GLOBAL PARTNERS P    
K-1: GREENSPRING GLOBAL PARTNERS P    
K-1: HARVEST PARTNERS VIII (PARALLEL) LP P    
K-1: MERCER PRIVATE INVESTMENT PARTNERS VII, LP P    
K-1: MERCER PRIVATE INVESTMENT PARTNERS VII, LP P    
K-1: MREP VII LP P    
K-1: PARK STREET CAPITAL NATURAL RESOURCE FUND V, LP P    
K-1: PARK STREET CAPITAL NATURAL RESOURCE FUND V, LP P    
K-1: RCP FUND IX P    
K-1: RCP FUND IX P    
K-1: RELATED REAL ESTATE FUND III TE AIV, LP P    
K-1: SCULPTOR REAL ESTATE PARALLEL FUND III B, LP P    
K-1: SIGULER GUFF DISTRESSED OPPORTUNITIES FUND IV LP P    
K-1: TIFF PRIVATE V-US, LLC P    
K-1: TIFF PRIVATE V-US, LLC P    
K-1: TIFF PRIVATE EQUITY PARTNERS 2008 LLC P    
K-1: TIFF PRIVATE EQUITY PARTNERS 2008 LLC P    
K-1: SIXTH STREET GROWTH PARTNERS (B), L.P. (TSSP CAPITAL) P    
K-1: SIXTH STREET GROWTH (B) AIV, L.P. (TSSP CAPITAL) P    
K-1: WCM FOCUSED INTERNATIONAL GROWTH FUND LP P    
K-1: WCM FOCUSED INTERNATIONAL GROWTH FUND LP P    
K-1: WELLINGTON TRUST GLOBAL SELECT CAP APPREC PORT P    
K-1: WELLINGTON TRUST GLOBAL SELECT CAP APPREC PORT P    
K-1: WELLINGTON TRUST SMALL CAP VALUE PORTFOLIO P    
K-1: WELLINGTON TRUST SMALL CAP VALUE PORTFOLIO P    
SALE OF SALES-TYPE LEASES P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 268,000   216,839 51,161
b 300,000   286,022 13,978
c 100,000   84,327 15,673
d 100,000   80,858 19,142
e 300,000   334,203 -34,203
150,000   167,777 -17,777
268,000   256,854 11,146
300,000   263,900 36,100
500,000   436,933 63,067
100,000   87,967 12,033
268,000   115,036 152,964
800,000   334,426 465,574
800,000   324,069 475,931
700,000   264,009 435,991
750,000   285,519 464,481
500,000   184,122 315,878
    50,340 -50,340
100,000   112,233 -12,233
200,000   188,649 11,351
7,386,443   9,072,820 -1,686,377
20,914   21,218 -304
300,000   370,465 -70,465
200,000   204,176 -4,176
100,000   99,785 215
3,575,000   4,567,450 -992,450
200,000   281,617 -81,617
100,000   138,213 -38,213
268,000   265,233 2,767
600,000   589,874 10,126
400,000   372,058 27,942
136,980   23,516 113,464
96,382   20,654 75,728
36,423   23,765 12,658
10,752   8,310 2,442
120,945   161,364 -40,419
67,369   55,814 11,555
62,133   53,403 8,730
16,671   71,023 -54,352
27,023   17,950 9,073
33,136   25,195 7,941
123,944   66,663 57,281
60,003   33,363 26,640
55,590   28,377 27,213
20,513   42,167 -21,654
43,395   45,459 -2,064
65,355   30,596 34,759
199,314   191,625 7,689
148,085   15,124 132,961
68,378   61,135 7,243
183,577   143,058 40,519
54,853   4,815 50,038
16,853   14,792 2,061
41,332   38,973 2,359
59,689   34,646 25,043
23,351   24,250 -899
33,374   28,412 4,962
31,384   15,766 15,618
11,945   16,504 -4,559
22,007   22,526 -519
17,254   20,046 -2,792
28,953   32,625 -3,672
55,864   47,354 8,510
11,989   11,553 436
56,775   48,361 8,414
4,597   3,961 636
      0
177,332     177,332
138,437     138,437
307,347     307,347
137,780     137,780
23,693   5,254 18,439
    186 -186
82,208     82,208
    385 -385
90,805     90,805
    31,242 -31,242
732     732
193,744     193,744
185,168     185,168
    871 -871
278     278
    4,623 -4,623
312     312
1,389     1,389
    8 -8
103,130     103,130
522     522
107,638     107,638
715     715
    3 -3
    69,050 -69,050
    1,983 -1,983
    19,649 -19,649
81,552     81,552
40     40
    13,858 -13,858
175,695     175,695
    68,784 -68,784
    36,193 -36,193
62,335     62,335
266,184     266,184
13,625,000   7,924,765 5,700,235
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       51,161
b       13,978
c       15,673
d       19,142
e       -34,203
      -17,777
      11,146
      36,100
      63,067
      12,033
      152,964
      465,574
      475,931
      435,991
      464,481
      315,878
      -50,340
      -12,233
      11,351
      -1,686,377
      -304
      -70,465
      -4,176
      215
      -992,450
      -81,617
      -38,213
      2,767
      10,126
      27,942
      113,464
      75,728
      12,658
      2,442
      -40,419
      11,555
      8,730
      -54,352
      9,073
      7,941
      57,281
      26,640
      27,213
      -21,654
      -2,064
      34,759
      7,689
      132,961
      7,243
      40,519
      50,038
      2,061
      2,359
      25,043
      -899
      4,962
      15,618
      -4,559
      -519
      -2,792
      -3,672
      8,510
      436
      8,414
      636
      0
      177,332
      138,437
      307,347
      137,780
      18,439
      -186
      82,208
      -385
      90,805
      -31,242
      732
      193,744
      185,168
      -871
      278
      -4,623
      312
      1,389
      -8
      103,130
      522
      107,638
      715
      -3
      -69,050
      -1,983
      -19,649
      81,552
      40
      -13,858
      175,695
      -68,784
      -36,193
      62,335
      266,184
      5,700,235
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 7,745,590
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) 1 141,366
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........................... 3 141,366
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- ..... 5 141,366
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 125,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 125,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 7,037
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 23,403
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow   Refundedright arrow 11  
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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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 arrowWWW.CAMFOUND.ORG
14
The books are in care ofright arrowCORPORATE OFFICERS Telephone no.right arrow (804) 732-8900

Located atright arrow228 S SYCAMORE STPETERSBURGVA ZIP+4right arrow23803
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)
Yes
 
(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
Yes
 
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
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
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
NADINE MARSH-CARTER PRESIDENT, CURRENT
40.00 		301,559 59,621 0
228 SOUTH SYCAMORE STREET
PETERSBURG,VA23803
J TODD GRAHAM PRESIDENT, PAST
40.00 		280,000 22,863 0
228 SOUTH SYCAMORE STREET
PETERSBURG,VA23803
J TOLLEISON MORRISS VI CHAIR
1.45 		0 0 0
228 SOUTH SYCAMORE STREET
PETERSBURG,VA23803
VANDY V JONES III VICE CHAIR
1.45 		0 0 0
228 SOUTH SYCAMORE STREET
PETERSBURG,VA23803
CHEQUILA H FIELDS SECRETARY
1.45 		0 0 0
228 SOUTH SYCAMORE STREET
PETERSBURG,VA23803
MARK H STEVENS TREASURER
1.45 		0 0 0
228 SOUTH SYCAMORE STREET
PETERSBURG,VA23803
ALICE S MARTIN DIRECTOR
1.45 		0 0 0
228 SOUTH SYCAMORE STREET
PETERSBURG,VA23803
PAMELA M COMSTOCK DIRECTOR
1.45 		0 0 0
228 SOUTH SYCAMORE STREET
PETERSBURG,VA23803
T ROBERTSON BLOUNT JR DIRECTOR
1.45 		0 0 0
228 SOUTH SYCAMORE STREET
PETERSBURG,VA23803
JEFFREY W GEISZ DIRECTOR
1.45 		0 0 0
228 SOUTH SYCAMORE STREET
PETERSBURG,VA23803
DR ALTON HART DIRECTOR
1.45 		0 0 0
228 SOUTH SYCAMORE STREET
PETERSBURG,VA23803
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
JILL C COLEMAN VICE PRESIDENT FOR P
40.00 		160,139 22,863 0
228 SOUTH SYCAMORE STREET
PETERSBURG,VA23803
RISHA L STEBBINS SR. PROGRAM OFFICER
40.00 		109,841 33,142 0
228 SOUTH SYCAMORE STREET
PETERSBURG,VA23803
VALERIE L LIGGINS PROGRAM OFFICER
40.00 		110,990 28,728 0
228 SOUTH SYCAMORE STREET
PETERSBURG,VA23803
BRANDY L CRAMER PROGRAM OFFICER
40.00 		92,876 19,164 0
228 SOUTH SYCAMORE STREET
PETERSBURG,VA23803
JEROME KUTHY PROGRAM OFFICER
40.00 		88,298 20,366 0
228 SOUTH SYCAMORE STREET
PETERSBURG,VA23803
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
OLIN PARTNERSHIP LTD DESIGN SERVICES 423,197
1617 JFK BOULEVARD
PHILADELPHIA,PA19103
MERCER INVESTMENT ADVISORY SERVICES 198,555
227 W MONROE ST STE 2020
CHICAGO,IL60606
501 ADVISORS INC CONTRACT CFO & OPERATIONAL SUPPORT 94,140
PO BOX 3538
CHESTER,VA23831
WELLINGTON GLOBAL INVESTMENT FUND MANAGER 91,275
280 CONGRESS ST
BOSTON,MA02210
MCGUIRE WOODS LLP LEGAL SERVICES 58,175
800 EAST CANAL ST
RICHMOND,VA23219
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 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
139,441,027
b
Average of monthly cash balances.......................
1b
2,635,689
c
Fair market value of all other assets (see instructions)................
1c
101,246
d
Total (add lines 1a, b, and c).........................
1d
142,177,962
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
142,177,962
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
2,132,669
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
140,045,293
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
7,002,265
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
7,002,265
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
141,366
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
141,366
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
6,860,899
4
Recoveries of amounts treated as qualifying distributions................
4
191,622
5
Add lines 3 and 4............................
5
7,052,521
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
7,052,521
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
5,832,121
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
5,832,121
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 7,052,521
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 3,231,390
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......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 5,832,121
a Applied to 2022, but not more than line 2a 3,231,390
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..... 2,600,731
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 .......... 		4,451,790
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....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
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:
NADINE MARSH-CARTER
228 SOUTH SYCAMORE STREET
PETERSBURG,VA23803
(804) 732-7900
bThe form in which applications should be submitted and information and materials they should include:
SEE ORGANIZATIONS WEBSITE AT WWW.CAMFOUND.ORG
cAny submission deadlines:
SEE ORGANIZATIONS WEBSITE AT WWW.CAMFOUND.ORG
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
SEE ORGANIZATIONS WEBSITE AT WWW.CAMFOUND.ORG
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

AL-A-MO RECOVERY CENTER INC

35 S MARKET ST
PETERSBURG,VA23803 		  PC HEALTH:OPERATING SUPPORT 18,225

AL-A-MO RECOVERY CENTER INC

35 S MARKET ST
PETERSBURG,VA23803 		  PC HEALTH:OPERATING SUPPORT 25,210

AMERICAN RED CROSS - SOUTHSIDE AREA CHAP

22 WEST WASHINGTON ST
PETERSBURG,VA23803 		  PC HUMAN SERVICES:PROGRAM SUPPORT 22,500

BOY SCOUTS OF AMERICA - HEART OF VA COUNC

8090 VILLA PARK DRIVE
HENRICO,VA23228 		  PC UNRESTRICTED:MATCHING GIFT PROGRAM 1,000

BOY SCOUTS OF AMERICA - HEART OF VA COUNC

8090 VILLA PARK DRIVE
HENRICO,VA23228 		  PC UNRESTRICTED:MATCHING GIFT PROGRAM 600

BOY SCOUTS OF AMERICA - HEART OF VA COUNC

8090 VILLA PARK DRIVE
HENRICO,VA23228 		  PC HUMAN SERVICES:PROGRAM SUPPORT 41,376

BOYS & GIRLS CLUB OF METRO RICHMOND

100 EVERETT STREET 1
RICHMOND,VA23224 		  PC CULTURAL ENRICHMENT:PROGRAM SUPPORT 60,000

BOYS TO MEN MENTORING NETWORK OF VIRGINIA

12311 STANCROFT RD
ROCKVILLE,VA23146 		  PC EDUCATION:PROGRAM SUPPORT 21,827

BRANDON ROBERTSON FND AGAINST GUN VIOLEN

PO BOX 9004
RICHMOND,VA23225 		  PC UNRESTRICTED:MATCHING GIFT PROGRAM 200

BRIGHTPOINT COMMUNITY COLLEGE FOUNDATION

800 CHARTER COLONY PARKWAY
MIDLOTHIAN,VA23114 		  PC UNRESTRICTED:MATCHING GIFT PROGRAM 1,000

CENTRAL VIRGINIA HEALTH SERVICES

P O BOX 220
NEW CANTON,VA23123 		  PC HEALTH:PROGRAM SUPPORT 225,000

CHESTER FAMILY YMCA

3011 W HUNDRED RD
CHESTER,VA23831 		  PC UNRESTRICTED:MATCHING GIFT PROGRAM 1,000

CHESTERFIELD CASA INC

9457 AMBERDALE DRIVE
RICHMOND,VA23236 		  PC HUMAN SERVICES:PROGRAM SUPPORT 11,810

CHESTERFIELDCOL HEIGHTS ALLIAN SOC MIN

PO BOX 1741
CHESTERFIELD,VA23832 		  PC HUMAN SERVICES:OPERATING SUPPORT 14,763

CHILDSAVERSMEMORIAL CHILD GUIDANCE

200 N 22ND STREET
RICHMOND,VA23223 		  PC HUMAN SERVICES:PROGRAM SUPPORT 25,000

CHILDSAVERSMEMORIAL CHILD GUIDANCE

200 N 22ND STREET
RICHMOND,VA23223 		  PC HEALTH:PROGRAM SUPPORT 45,000

CHILDSAVERSMEMORIAL CHILD GUIDANCE

200 N 22ND STREET
RICHMOND,VA23223 		  PC HUMAN SERVICES:PROGRAM SUPPORT 100,000

CHILDSAVERSMEMORIAL CHILD GUIDANCE

200 N 22ND STREET
RICHMOND,VA23223 		  PC HUMAN SERVICES:PROGRAM SUPPORT 50,000

CITY OF PETERSBURG OFFICE OF CITY MANAGER

135 NORTH UNION ST
PETERSBURG,VA23803 		  GOV EDUCATION:PROGRAM SUPPORT 10,800

CITY OF REFUGE HOPEWELL INC

PO BOX 379
HOPEWELL,VA23860 		  PC HUMAN SERVICES:OPERATING SUPPORT 25,000

COLONIAL HEIGHTS FIRE & EMS DEPT

100-B HIGHLAND AVE
COLONIAL HEIGHTS,VA23834 		  PC HEALTH:CAPITAL 70,000

COLONIAL HEIGHTS FOOD PANTRY INC

530 SOUTHPARK BOULEVARD
COLONIAL HEIGHTS,VA23834 		  PC UNRESTRICTED:MATCHING GIFT PROGRAM 700

COLONIAL HEIGHTS FOOD PANTRY INC

530 SOUTHPARK BOULEVARD
COLONIAL HEIGHTS,VA23834 		  PC HEALTH:CAPITAL 40,000

COLONIAL HEIGHTS FOOD PANTRY INC

530 SOUTHPARK BOULEVARD
COLONIAL HEIGHTS,VA23834 		  PC HUMAN SERVICES:OPERATING SUPPORT 34,118

COLONIAL HEIGHTS FOOD PANTRY INC

530 SOUTHPARK BOULEVARD
COLONIAL HEIGHTS,VA23834 		  PC HUMAN SERVICES:PROGRAM SUPPORT 31,815

COMMONWEALTH CATHOLIC CHARITIES

1601 ROLLING HILLS DRIVE
RICHMOND,VA23229 		  PC HUMAN SERVICES:PROGRAM SUPPORT 30,000

COMMONWEALTH CENTER FOR ADVANCED MFRG

5520 W QUAKER RD
DISPUTANTA,VA23842 		  PC EDUCATION:PROGRAM SUPPORT 100,000

COMMUNITIES IN SCHOOLS OF PETERSBURG

255 S BOULDEVARD EAST 134
PETERSBURG,VA23805 		  PC EDUCATION:OPERATING SUPPORT 81,000

COMMUNITIES IN SCHOOLS OF PETERSBURG

255 S BOULDEVARD EAST 134
PETERSBURG,VA23805 		  PC EDUCATION:PROGRAM SUPPORT 27,000

COMPASSION INTERNATIONAL

PO BOX 65000
COLORADO SPRINGS,CO80962 		  PC UNRESTRICTED:MATCHING GIFT PROGRAM 1,300

CRATER COMMUNITY HOSPICE

3916 S CRATER ROAD
PETERSBURG,VA23805 		  PC HEALTH:PROGRAM SUPPORT 32,805

CULTUREWORKS

1906-A NORTH HAMILTON ST
RICHMOND,VA23230 		  PC CULTURAL ENRICHMENT:PROGRAM SUPPORT 26,100

CULTUREWORKS

1906-A NORTH HAMILTON ST
RICHMOND,VA23230 		  PC UNRESTRICTED:MATCHING GIFT PROGRAM 1,100

DINWIDDIE DEPARTMENT OF SOCIAL SERVICES

P O BOX 107
DINWIDDIE,VA23841 		  GOV HUMAN SERVICES:PROGRAM SUPPORT 50,000

DOWNTOWN CHURCHES UNITED INC

827 COMMERCE STREET
PETERSBURG,VA23803 		  PC UNRESTRICTED:MATCHING GIFT PROGRAM 1,000

DOWNTOWN CHURCHES UNITED INC

827 COMMERCE STREET
PETERSBURG,VA23803 		  PC HUMAN SERVICES:PROGRAM SUPPORT 50,000

FAMILY LIFELINE

2325 W BROAD ST
RICHMOND,VA23220 		  PC HEALTH:PROGRAM SUPPORT 30,000

FEEDMORE INC

1415 RHOADMILLER STREET
RICHMOND,VA23220 		  PC HUMAN SERVICES:PROGRAM SUPPORT 60,000

FEEDMORE INC

1415 RHOADMILLER STREET
RICHMOND,VA23220 		  PC HUMAN SERVICES:PROGRAM SUPPORT 50,000

FIRST CONNECTIONS CLTN FOR EARLY SUCCESS

209 E CAWSON ST
HOPEWELL,VA23860 		  PC EDUCATION:PROGRAM SUPPORT 33,030

FRIENDS OF THE ARMY WOMEN'S MUSUEM ASSOC

P O BOX 1027
PRINCE GEORGE,VA23875 		  PC EDUCATION:PROGRAM SUPPORT 20,000

FRIENDS OF THE HISTORIC FARMERS BANK

19 BOLLINGBROOK ST
PETERSBURG,VA23803 		  PC HISTORIC PRESERVATION & CNSRVTN:CAPITAL 21,872

FRIENDS OF THE LOWER APPOMATTOX RIVER

235 N MARKET STREET
PETERSBURG,VA23803 		  PC UNRESTRICTED:MATCHING GIFT PROGRAM 500

FRIENDS OF THE LOWER APPOMATTOX RIVER

235 N MARKET STREET
PETERSBURG,VA23803 		  PC UNRESTRICTED:MATCHING GIFT PROGRAM 2,000

FRIENDS OF THE LOWER APPOMATTOX RIVER

235 N MARKET STREET
PETERSBURG,VA23803 		  PC HEALTH:CAPITAL 200,000

FRIENDS OF THE LOWER APPOMATTOX RIVEROLIN PTNR

1964 WAKEFIELD STREET
PETERSBURG,VA23805 		  PC HEALTH:CAPITAL 220,000

GATEWAY HOMES INC

4905 DICKENS RD STE 106
RICHMOND,VA23230 		  PC UNRESTRICTED:MATCHING GIFT PROGRAM 1,000

GATEWAY HOMES INC

4905 DICKENS RD STE 106
RICHMOND,VA23230 		  PC HEALTH:OPERATING SUPPORT 50,000

GIRLS ON THE RUN OF GREATER RICHMOND

5806 GROVE AVE 114
RICHMOND,VA23226 		  PC HEALTH:PROGRAM SUPPORT 6,372

GREAT ASPIRATIONS SCHOLARSHIP PROGRAM

2821 EMERYWOOD PARKWAY SUITE 204
RICHMOND,VA23294 		  PC EDUCATION:PROGRAM SUPPORT 20,000

GREATER RICHMOND FIT4KIDS

PO BOX 6510
RICHMOND,VA23230 		  PC HEALTH:PROGRAM SUPPORT 36,000

HAMPDEN-SYDNEY COLLEGE

PO BOX 637
HAMPDENSYDNEY,VA23943 		  PC UNRESTRICTED:MATCHING GIFT PROGRAM 2,500

HISTORIC PETERSBURG FOUNDATION INC

318 E WASHINGTONO STREET
PETERSBURG,VA23803 		  PC UNRESTRICTED:MATCHING GIFT PROGRAM 1,000

HOPEWELL FOOD PANTRY

P O BOX 1532
HOPEWELL,VA23860 		  PC HUMAN SERVICES:OPERATING SUPPORT 25,515

HOPEWELL FOOD PANTRY

P O BOX 1532
HOPEWELL,VA23860 		  PC HUMAN SERVICES:PROGRAM SUPPORT 10,000

HOPEWELL FOOD PANTRY

P O BOX 1532
HOPEWELL,VA23860 		  PC HUMAN SERVICES:PROGRAM SUPPORT 50,000

JAMES HOUSE THE

6610 COMMONS DRIVE SUITE C
PRINCE GEORGE,VA23875 		  PC HUMAN SERVICES:OPERATING SUPPORT 75,000

JESSICA ANN MOORE FOUNDATION

408 SCHOOL STREET
WAVERLY,VA23842 		  PC COMMUNITY & ECONOMIC DEVELOPMNT:OPERATING SUPPORT 29,389

JOHN RANDOLPH FOUNDATION

112 N MAIN STREET
HOPEWELL,VA23860 		  PC UNRESTRICTED:MATCHING GIFT PROGRAM 6,500

LAMB CENTER FOR ARTS AND HEALING

210 N 2ND AVE
HOPEWELL,VA23860 		  PC CULTURAL ENRICHMENT:PROGRAM SUPPORT 45,000

LOCAL INITIATIVES SUPPORT CORPORATION

28 LIBERTY STREET FLOOR 34
NEW YOUK,NY10005 		  PC COMMUNITY & ECONOMIC DEVELOPMNT:PROGRAM SUPPORT 100,000

LUCY CORR FOUNDATION

6800 LUCY CORR BOULEVARD
CHESTERFIELD,VA23832 		  PC HEALTH:PROGRAM SUPPORT 10,000

MAIN STREET PETERSBURG INC

220 N SYCAMORE ST
PETERSBURG,VA23803 		  PC UNRESTRICTED:MATCHING GIFT PROGRAM 1,000

MEDICAL SOCIETY OF VIRGINIA FOUNDATION

29241 EMERYWOOD PKWY STE 300
HENRICO,VA23294 		  PC HEALTH:PROGRAM SUPPORT 5,000

METROPOLITAN BUSINESS LEAGUE

1717 E CARY ST
RICHMOND,VA23223 		  PC COMMUNITY & ECONOMIC DEVELOPMNT:PROGRAM SUPPORT 25,000

METROPOLITAN RICHMOND SPORTS BACKERS

100 AVENUE OF CHAMPIONS 300
RICHMOND,VA23230 		  PC HUMAN SERVICES:PROGRAM SUPPORT 22,500

NAMI CENTRAL VIRGINIA

PO BOX 18086
RICHMOND,VA23226 		  PC HEALTH:PROGRAM SUPPORT 33,500

OCRAN UNITED METHODIST CHURCH

PO BOX 309
SUTHERLAND,VA23885 		  PC UNRESTRICTED:MATCHING GIFT PROGRAM 1,500

OLD BRICK HOUSE FOUNDATION

131 WATERFRONT DRIVE
COLONIAL HEIGHTS,VA23834 		  PC HISTORIC PRESERVATION & CNSRVTN:CAPITAL 31,314

PETERSBURG AREA ART LEAGUE

7 EAST OLD STREET
PETERSBURG,VA23803 		  PC UNRESTRICTED:MATCHING GIFT PROGRAM 300

PETERSBURG AREA ART LEAGUE

7 EAST OLD STREET
PETERSBURG,VA23803 		  PC CULTURAL ENRICHMENT:PROGRAM SUPPORT 45,000

PETERSBURG LIBRARY FOUNDATION INC

201 W WASHINGTON ST
PETERSBURG,VA23803 		  PC EDUCATION:PROGRAM SUPPORT 30,468

PETERSBURG LIBRARY FOUNDATION INC

201 W WASHINGTON ST
PETERSBURG,VA23803 		  PC HUMAN SERVICES:PROGRAM SUPPORT 37,831

PETERSBURG SYMPHONY ORCHESTRA

19 GOODRICH AVE
PETESRBURG,VA23805 		  PC CULTURAL ENRICHMENT:OPERATING SUPPORT 20,000

PODIUM FOUNDATION

200 S 3RD ST
RICHMOND,VA23219 		  PC EDUCATION:PROGRAM SUPPORT 20,000

PRETTY PURPOSED

421 BYRNE ST
PETERSBURG,VA23803 		  PC UNRESTRICTED:MATCHING GIFT PROGRAM 400

PRETTY PURPOSED

421 BYRNE ST
PETERSBURG,VA23803 		  PC HUMAN SERVICES:OPERATING SUPPORT 25,000

REACH OUT FOR LIFE

PO BOX 95
MANAKINSABOT,VA23103 		  PC HEALTH:OPERATING SUPPORT 25,000

RIVER STREET EDUCATION INC

220 NORTH SYCAMORE ST PETERSBURG
PETERSBURG,VA23803 		  PC COMMUNITY & ECONOMIC DEVELOPMNT:OPERATING SUPPORT 61,000

SERENITY INC

PO BOX 131
PETERSBURG,VA23804 		  PC HUMAN SERVICES:OPERATING SUPPORT 35,000

SIDE STREET GALLERY

135 PICKWICK AVE
COLONIAL HEIGHTS,VA23834 		  PC CULTURAL ENRICHMENT:OPERATING SUPPORT 11,837

SOUTHEASTERN COUNCIL OF FOUNDATIONS

100 PEACHTREE STREET NW SUITE 2080
ATLANTA,GA30303 		  PC CULTURAL ENRICHMENT:OPERATING SUPPORT 9,960

SOUTHSIDE TRANSFORMATION OPPORTUNITES

P O BOX 1649
HOPEWELL,VA23860 		  PC EDUCATION:OPERATING SUPPORT 40,000

SPCA OF PETERSBURGCOLONIAL HEIGHTS

104A PICKWICK AVENUE
COLONIAL HEIGHTS,VA23834 		  PC UNRESTRICTED:MATCHING GIFT PROGRAM 500

ST JOSEPH'S VILLA

8000 BROOK RD
RICHMOND,VA23227 		  PC UNRESTRICTED:MATCHING GIFT PROGRAM 1,000

ST JOSEPH'S VILLA

8000 BROOK RD
RICHMOND,VA23227 		  PC HUMAN SERVICES:PROGRAM SUPPORT 55,000

SUSSEX COUNTY YOUTH AND ADULT REC

PO BOX 351
WAVERLY,VA23890 		  PC UNRESTRICTED:PROGRAM SERVICES 330,338

SWIFT CREEK MILL THEATRE INC

PO BOX 41
COLONIAL HEIGHTS,VA23834 		  PC UNRESTRICTED:MATCHING GIFT PROGRAM 3,000

SWIFT CREEK MILL THEATRE INC

PO BOX 41
COLONIAL HEIGHTS,VA23834 		  PC CULTURAL ENRICHMENT:PROGRAM SUPPORT 30,000

THE MCKENNEY FOUNDATIION

201 W WASHINGTON ST
PETERSBURG,VA23803 		  PC CULTURAL ENRICHMENT:PROGRAM SUPPORT 15,470

VIRGINIA'S GATEWAY REGION

256 E ELLERSLIE AVENUE STE D
COLONIAL HEIGHTS,VA23834 		  PC COMMUNITY & ECONOMIC DEVELOPMNT:OPERATING SUPPORT 55,105

VIRGINIA'S GATEWAY REGION

256 E ELLERSLIE AVENUE STE D
COLONIAL HEIGHTS,VA23834 		  PC UNRESTRICTED:MATCHING GIFT PROGRAM 700

VIRGINIA DENTAL ASSOCIATION FOUNDATION

3460 MAYLAND COURT STE 110
RICHMOND,VA23233 		  PC UNRESTRICTED:MATCHING GIFT PROGRAM 1,000

VIRGINIA DENTAL ASSOCIATION FOUNDATION

3460 MAYLAND COURT STE 110
RICHMOND,VA23233 		  PC HEALTH:PROGRAM SUPPORT 8,385

VIRGINIA REPERTORY THEATRE

114 WEST BROAD STREET RICHMOND
RICHMOND,VA23220 		  PC UNRESTRICTED:PROGRAM SERVICES 40,000

WAYMAKERS FOUNDATIOIN

7106 HULL STREET RD
CHESTERFIELD,VA23235 		  PC HUMAN SERVICES:PROGRAM SUPPORT 50,000

YMCA OF GREATER RICHMOND

201 W 7TH ST
RICHMOND,VA23224 		  PC EDUCATION:PROGRAM SUPPORT 29,525
Total .................................right arrow 3a 3,484,560
bApproved for future payment

BETTER HOUSING COALITION
23 WEST BROAD ST STE 100
RICHMOND,VA23241 		  PC UNRESTRICTED:MATCHING GIFT PROGRAM 200

BON SECOURS RVA HEALTH CARE FOUNDATION
5855 BREMO ROAD SUITE 100
RICHMOND,VA23236 		  PC HEALTH:PROGRAM SUPPORT 50,000

BOYS & GIRLS CLUB OF METRO RICHMOND
100 EVERETT STREET 1
RICHMOND,VA23224 		  PC UNRESTRICTED:MATCHING GIFT PROGRAM 2,000

BOYS HOME OF VIRGINIA
414 BOYS HOME ROAD
COVINGTON,VA24426 		  PC UNRESTRICTED:MATCHING GIFT PROGRAM 1,000

BRIGHTPOINT COMMUNITY COLLEGE FOUNDATION
800 CHARTER COLONY PARKWAY
MIDLOTHIAN,VA23114 		  PC UNRESTRICTED:MATCHING GIFT PROGRAM 1,000

BRIGHTPOINT COMMUNITY COLLEGE FOUNDATION
800 CHARTER COLONY PARKWAY
MIDLOTHIAN,VA23114 		  PC UNRESTRICTED:MATCHING GIFT PROGRAM 1,500

CHESTER UNITED METHODIST CHURCH
12132 PERCIVAL STREET
CHESTER,VA23831 		  PC UNRESTRICTED:MATCHING GIFT PROGRAM 1,000

CHILDREN'S HOME SOCIETY OF VIRGINIA
4200 FITZHUGH AVENUE
RICHMOND,VA23230 		  PC UNRESTRICTED:MATCHING GIFT PROGRAM 300

CHRIST & GRACE EPISCOPAL CHURCH
1545 S SYCAMORE STREET
PETERSBURG,VA23803 		  PC HISTORIC PRESERVATION & CNSRVTN:SACRED LANDMARKS 25,000

COLONIAL HEIGHTS FOOD PANTRY INC
530 SOUTHPARK BOULEVARD
COLONIAL HEIGHTS,VA23834 		  PC UNRESTRICTED:MATCHING GIFT PROGRAM 700

COMMUNITY COALITION OF SUSSEX VIRGINIA
MR ROBERT HAMLIN 9436 MAYES STREET
JARRATT,VA23867 		  PC COMMUNITY & ECONOMIC DEVELOPMNT:PROGRAM SUPPORT 100,000

COMPASSION INTERNATIONAL
PO BOX 65000
COLORADO SPRINGS,CO80962 		  PC UNRESTRICTED:MATCHING GIFT PROGRAM 1,035

DOWNTOWN CHURCHES UNITED INC
827 COMMERCE STREET
PETERSBURG,VA23803 		  PC UNRESTRICTED:MATCHING GIFT PROGRAM 2,000

FRIENDS OF THE HISTORIC FARMERS BANK
19 BOLLINGBROOK ST
PETERSBURG,VA23803 		  PC UNRESTRICTED:MATCHING GIFT PROGRAM 500

FRIENDS OF THE HISTORIC FARMERS BANK
19 BOLLINGBROOK ST
PETERSBURG,VA23803 		  PC UNRESTRICTED:MATCHING GIFT PROGRAM 1,000

FRIENDS OF THE LOWER APPOMATTOX RIVER
235 N MARKET STREET
PETERSBURG,VA23803 		  PC UNRESTRICTED:MATCHING GIFT PROGRAM 1,000

FRIENDS OF THE LOWER APPOMATTOX RIVER
235 N MARKET STREET
PETERSBURG,VA23803 		  PC UNRESTRICTED:MATCHING GIFT PROGRAM 400

GARDEN CLUB OF VIRGINIA THE
12 EAST FRANKLIN ST
RICHMOND,VA23219 		  PC UNRESTRICTED:MATCHING GIFT PROGRAM 500

HAMPDEN-SYDNEY COLLEGE
PO BOX 637
HAMPDENSYDNEY,VA23943 		  PC UNRESTRICTED:MATCHING GIFT PROGRAM 3,000

JOHN RANDOLPH FOUNDATION
112 N MAIN STREET
HOPEWELL,VA23860 		  PC UNRESTRICTED:MATCHING GIFT PROGRAM 5,000

LOCAL INITIATIVES SUPPORT CORPORATION
28 LIBERTY STREET FLOOR 34
NEW YORK,NY10005 		  PC COMMUNITY & ECONOMIC DEVELOPMNT:PROGRAM SUPPORT 100,000

OCRAN UNITED METHODIST CHURCH
PO BOX 309
SUTHERLAND,VA23885 		  PC UNRESTRICTED:MATCHING GIFT PROGRAM 1,500

PETERSBURG AREA ART LEAGUE
7 EAST OLD STREET
PETERSBURG,VA23803 		  PC UNRESTRICTED:MATCHING GIFT PROGRAM 200

PETERSBURG LIBRARY FOUNDATION INC
201 W WASHINGTON ST
PETERSBURG,VA23803 		  PC UNRESTRICTED:MATCHING GIFT PROGRAM 400

PETERSBURG SYMPHONY ORCHESTRA
19 GOODRICH AVE
PETESRBURG,VA23805 		  PC UNRESTRICTED:MATCHING GIFT PROGRAM 1,000

PETERSBURG SYMPHONY ORCHESTRA
19 GOODRICH AVE
PETESRBURG,VA23805 		  PC UNRESTRICTED:MATCHING GIFT PROGRAM 400

PETERSBURG SYMPHONY ORCHESTRA
19 GOODRICH AVE
PETESRBURG,VA23805 		  PC UNRESTRICTED:MATCHING GIFT PROGRAM 500

PRETTY PURPOSED
421 BYRNE ST
PETERSBURG,VA23803 		  PC UNRESTRICTED:MATCHING GIFT PROGRAM 400

RICHARD BLAND COLLEGE FOUNDATION
11301 JOHNSON RD
SOUTH PRINCE GEORGE,VA23805 		  PC UNRESTRICTED:MATCHING GIFT PROGRAM 3,000

RICHARD BLAND COLLEGE FOUNDATION
11301 JOHNSON RD
SOUTH PRINCE GEORGE,VA23805 		  PC UNRESTRICTED:MATCHING GIFT PROGRAM 2,000

SPCA OF PETERSBURGCOLONIAL HEIGHTS
104A PICKWICK AVENUE
COLONIAL HEIGHTS,VA23834 		  PC UNRESTRICTED:MATCHING GIFT PROGRAM 500

SUSSEX COUNTY YOUTH AND ADULT REC
PO BOX 351
WAVERLY,VA23890 		  PC COMMUNITY & ECONOMIC DEVELOPMNT:PROGRAM SUPPORT 98,710

SWIFT CREEK MILL THEATRE INC
PO BOX 41
COLONIAL HEIGHTS,VA23834 		  PC UNRESTRICTED:MATCHING GIFT PROGRAM 5,000

VIRGINIA'S GATEWAY REGION
256 E ELLERSLIE AVENUE STE D
COLONIAL HEIGHTS,VA23834 		  PC COMMUNITY & ECONOMIC DEVELOPMNT:OPERATING SUPPORT 99,190

VIRGINIA'S GATEWAY REGION
256 E ELLERSLIE AVENUE STE D
COLONIAL HEIGHTS,VA23834 		  PC UNRESTRICTED:MATCHING GIFT PROGRAM 1,000

VIRGINIA'S GATEWAY REGION
256 E ELLERSLIE AVENUE STE D
COLONIAL HEIGHTS,VA23834 		  PC UNRESTRICTED:MATCHING GIFT PROGRAM 700

VIRGINIA CENTER FOR INCLUSIVE COMMUNITIES
5511 STAPLES MILL ROAD SUITE 202
RICHMOND,VA23228 		  PC UNRESTRICTED:MATCHING GIFT PROGRAM 1,000

VIRGINIA DENTAL ASSOCIATION FOUNDATION
3460 MAYLAND COURT STE 110
RICHMOND,VA23233 		  PC HEALTH:PROGRAM SUPPORT 4,200

VIRGINIA TECH FOUNDATION
902 PRICES FORK ROAD
BLACKSBURG,VA24061 		  PC UNRESTRICTED:MATCHING GIFT PROGRAM 500

WOODLAWN PRESBYTERIAN CHURCH
1201 BLACKSTONE AVE
HOPEWELL,VA23860 		  PC EDUCATION:PROGRAM SUPPORT 42,595

YMCA OF GREATER RICHMOND
201 W 7TH ST
RICHMOND,VA23224 		  PC UNRESTRICTED:MATCHING GIFT PROGRAM 2,000
Total ................................. right arrow 3b 561,930
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 ........... 		    14 318,085  
4 Dividends and interest from securities ....     14 2,390,458  
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 .....     14    
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 7,745,590  
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 10,454,133 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
10,454,133
(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.)
11A REFUNDS FROM GRANTS WHERE GRANTEE WAS NOT ABLE TO USE THE FUNDS.
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:
THE CAMERON FOUNDATION
EIN:
20-0097152
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 141,280 46,876 0 99,924

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

TY 2023 ExpenditureResponsibilityStmt
Name:
THE CAMERON FOUNDATION
EIN:
20-0097152
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
VIRGINIA DENTAL HEALTH FOUNDATION
  		3460 MAYLAND COURTE SUITE 1
RICHMOND,VA23233 		2022-10-04 9,315 OPERATING SUPPORT   NONE NOVEMBER 2023 (FINAL)   TO THE KNOWLEDGE OF THE CAMERON FOUNDATION, GRANTEE HAS NOT DIVERTED ANY PORTION OF THE GRANT FUNDS FROM THE PURPOSE OF THE GRANT. THE CAMERON FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF GRANTEE'S REPORTS.
VIRGINIA DENTAL HEALTH FOUNDATION
  		3460 MAYLAND COURTE SUITE 1
RICHMOND,VA23233 		2023-12-31 4,200 OPERATING SUPPORT   NONE JULY 2024   TO THE KNOWLEDGE OF THE CAMERON FOUNDATION, GRANTEE HAS NOT DIVERTED ANY PORTION OF THE GRANT FUNDS FROM THE PURPOSE OF THE GRANT. THE CAMERON FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF GRANTEE'S REPORTS.
VIRGINIA DENTAL HEALTH FOUNDATION
  		3460 MAYLAND COURTE SUITE 1
RICHMOND,VA23233 		2023-10-03 8,385 OPERATING SUPPORT   NONE MAY 2024   TO THE KNOWLEDGE OF THE CAMERON FOUNDATION, GRANTEE HAS NOT DIVERTED ANY PORTION OF THE GRANT FUNDS FROM THE PURPOSE OF THE GRANT. THE CAMERON FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF GRANTEE'S REPORTS.

TY 2023 InvestmentsCorpStockSchedule
Name:
THE CAMERON FOUNDATION
EIN:
20-0097152
Name of Stock End of Year Book Value End of Year Fair Market Value
ARTISAN SMALL CAP FUND 4,366,872 4,366,872
COLUMBIA PYRFORD INT'L 8,930,878 8,930,878
FRIST EAGLE CAPITAL 3,166,989 3,166,989
FIRST AM GOVT 2,630,687 2,630,687
FIRST AM GOVT 344,397 344,397
FIRST EAGLE GLOBAL 6,452,967 6,452,967
HARDING LOEVNER 3,178,432 3,178,432
LAZARD CL 5,103,998 5,103,998
METROPOLITAN WEST 17 17
PIMCO INCOME FUND 8,256,914 8,256,914
PZENA EMERGING MARKETS 6,264,105 6,264,105
VANGUARD INST INDEX 20,702,701 20,702,701
VANGUARD REIT INDEX 5,250,067 5,250,067
VANGUARD TIPS 3,338,436 3,338,436
VANGUARD TOTAL BOND MAREKT 5,605,589 5,605,589
VANGUARD VALUE INDEX 3,387,422 3,387,422
VIRGINIA COMM CAPITAL CD 1,000,000 1,000,000
WESTERN ASSET CORE PLUS BOND 5,675,585 5,675,585

TY 2023 InvestmentsOtherSchedule2
Name:
THE CAMERON FOUNDATION
EIN:
20-0097152
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ABERDEEN/FLAG GLOBAL FUND FMV 1,087,351 1,087,351
AG REALTY FMV 1,684,444 1,684,444
CCHC IRONBRIDGE REALTY LLC FMV 131,309 131,309
DAVIDSON KEMPNER LTD II FMV 433,882 433,882
DAVIDSON KEMPNER LTD III FMV 609,091 609,091
DENHAM CAPITAL FUND FMV 523,099 523,099
GREENSPRING GLOBAL PARTNERS FMV 3,691,325 3,691,325
HARVEST FMV 2,226,404 2,226,404
MERCER HFI SEG FMV 16,175,365 16,175,365
MERCER PIP FMV 1,312,866 1,312,866
METROPOLITAN REAL ESTATE PARTNERS VII-E FMV 74,120 74,120
ONE ROCK CAP PTRS FMV 2,490,926 2,490,926
ORIGAMI FMV 2,200,359 2,200,359
PARK STREET FMV 226,803 226,803
RCP FUND IX FMV 2,171,261 2,171,261
RELATED REAL ESTATE FUND III FMV 772,700 772,700
SCULPTOR /OCH ZIFF REAL ESTATE FMV 194,895 194,895
SIGULER GUFF DISTRESSED OPPORTUNITIES FMV 268,148 268,148
TSSP CAPITAL SOLUTIONS - SIXTH STREET II FMV 558,017 558,017
STRATEGIC INVESTORS FUND IX CAYMAN FMV 1,843,145 1,843,145
STRATEGIC INVESTORS FUND X CAYMAN FMV 843,620 843,620
TIFF PARTNERS V-US FMV 40,558 40,558
TIFF PRIVATE EQUITY PARTNERS 2008 FMV 561,893 561,893
TSSP CAPITAL SOLUTIONS - SIXTH STREET FMV 1,449,107 1,449,107
VARDE INVESTMENT PARTNERS OFFSHORE FMV 101,593 101,593
VISTA EQUITY FMV 2,098,953 2,098,953
WCM FOCUSED INTERNATIONAL FMV 8,507,521 8,507,521
WELLINGTON GLOBAL FMV 6,531,057 6,531,057
WELLINGTON SMALL CAP VALUE FMV 5,251,486 5,251,486

TY 2023 LegalFeesSchedule
Name:
THE CAMERON FOUNDATION
EIN:
20-0097152
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL 1,372 0 0 1,372


TY 2023 OtherAssetsSchedule
Name:
THE CAMERON FOUNDATION
EIN:
20-0097152
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
INTEREST RECEIVABLE 26,963 19,939  
NET INVESTMENTS IN SALES TYPE LEASES 7,814,824 0  
INVESTMENT RECEIVABLE 0 62,500  


TY 2023 OtherDecreasesSchedule
Name:
THE CAMERON FOUNDATION
EIN:
20-0097152
Description Amount
NET TIMING DIFFERENCES FROM INVESTMENTS IN LIMITED PARTNERSHIPS 133,888


TY 2023 OtherExpensesSchedule
Name:
THE CAMERON FOUNDATION
EIN:
20-0097152
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
DUES AND SUBSCRIPTIONS 6,477 350 0 6,163
INSURANCE 26,105 1,409 0 5,870
OTHER EXPENSES 20,419 298 0 20,121
TELECOMMUNICATIONS 20,064 1,083 0 18,981
PROGRAM SERVICES 340,703 0 0 290,703
SUPPLIES 58,051 3,134 0 36,749


TY 2023 OtherIncomeSchedule2
Name:
THE CAMERON FOUNDATION
EIN:
20-0097152
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
K-1: AG REALTY VALUE FUND X LP 0 -82,564  
K-1: WCM FOCUSED INTERNATIONAL GROWTH FUND LP 0 -72,612  
K-1: VISTA EQUITY PARTNERS FUND VII-A, LP 0 -52,544  
K-1: ONE ROCK CAPITAL PARTNERS III, LP 0 -41,836  
K-1: RCP FUND IX, LP 0 -40,465  
K-1: STEPSTONE VC GLOBAL PARTNERS VI-B, LP (GREENSPRING) 0 -39,881  
K-1: SIXTH STREET GROWTH II (B), L.P. (TSSP CAPITAL) 0 -26,496  
K-1: MERCER PRIVATE INVESTMENT PARTNERS VII, LP 0 -25,722  
K-1: ABERDEEN GLOBAL PARTNERS, L.P. 0 -15,958  
K-1: WELLINGTON TRUST COMPANY, NACTF GLOBAL SELECT CAPITAL APPRECIATION POR 0 -10,241  
K-1: DENHAM COMMODITY PARTNERS FUND VI LP 0 -8,153  
K-1: TIFF PRIVATE EQUITY PARTNERS 2008, LLC 0 -5,847  
K-1: HARVEST PARTNERS VIII (PARALLEL), L.P. 0 -3,728  
K-1: SIXTH STREET GROWTH PARTNERS (B), L.P. (TSSP CAPITAL) 0 -3,450  
K-1: MREP VII LP (METROPOLITAN REAL) 0 -3,184  
K-1: TIFF PARTNERS V-US, LLC 0 -2,949  
K-1: WELLINGTON TRUST COMPANY, NACTF SMALL CAP VALUE PORTFOLIO 0 -2,319  
K-1: SIGULER GUFF DISTRESSED OPPORTUNITIES FUND IV LP 0 -1,893  
K-1: DAVIDSON KEMPNER LONG-TERM DISTRESSED OPPORTUNITIES INTERNATIONAL III ( 0 -620  
K-1: RELATED REAL ESTATE FUND III (JERSEY FEEDER LP) 0 -238  
K-1: RELATED REAL ESTATE FUND III TE AIV, L.P. 0 -197  
K-1: RELATED REAL ESTATE FUND III (JERSEY FEEDER) 0 -178  
K-1: SIXTH STREET GROWTH II (B) AIV, L.P. (TSSP CAPITAL) 0 -27  
K-1: CCHC 0 7,868  
K-1: PARK STREET CAPITAL NATURAL RESOURCE FUND V, LP 0 13,372  
K-1: SCULPTOR REAL ESTATE PARALLEL FUND III B, LP C/O SUCLPTOR CAPITAL MANAG 0 17,123  
K-1: ORIGAMI OPPORTUNITIES FUND IV OFFSHORE, L.P. 0 45,009  
K-1: SIXTH STREET GROWTH (B) AIV, L.P. (TSSP CAPITAL) 0 51,798  


TY 2023 OtherIncreasesSchedule
Name:
THE CAMERON FOUNDATION
EIN:
20-0097152
Description Amount
UNREALIZED GAIN ON INVESTMENTS 12,345,169
ADJUSTMENT TO BEGINNING NET ASSETS 6,801


TY 2023 OtherLiabilitiesSchedule
Name:
THE CAMERON FOUNDATION
EIN:
20-0097152
Description Beginning of Year - Book Value End of Year - Book Value
DEFERRED EXCISE TAXES 27,095 146,841


TY 2023 OtherProfessionalFeesSchedule
Name:
THE CAMERON FOUNDATION
EIN:
20-0097152
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 368,479 368,479 0 0
OTHER 53,797 2,904 0 50,160


TY 2023 TaxesSchedule
Name:
THE CAMERON FOUNDATION
EIN:
20-0097152
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX 274,563 0 0 0